FLAGSHIP WEALTH ADVISORS, LLC
RIA/Wealth
FLAGSHIP WEALTH ADVISORS, LLC is a RIA/Wealth based in Media, PA led by Thomas Allen Goldsmith, managing $303.3M across 425 long positions as of Q3 2025 with 80% ETF concentration.
PresidentThomas Allen Goldsmith
- Portfolio Value
- $303.3M
- Positions
- 425
- Top Holding
- QQQ at 8.29%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in FLAGSHIP WEALTH ADVISORS, LLC's portfolio (44.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $25.1M | 8.29% | +$1.4M Bought | — 41.9K shares | |
ETF ETF | $24.0M | 7.91% | +$1.1M Bought | — 50.0K shares | |
ETF ETF | $16.3M | 5.36% | +$29.9K Bought | — 115.4K shares | |
ETF ETF | $15.4M | 5.07% | +$960.0K Bought | — 23.1K shares | |
ETF ETF | $11.6M | 3.84% | +$1.1M Bought | — 208.9K shares | |
ETF ETF | $10.8M | 3.56% | +$4.8M Bought | — 156.7K shares | |
ETF ETF | $9.9M | 3.27% | -$497.9K Sold | — 53.1K shares | |
ETF ETF | $8.3M | 2.73% | +$401.9K Bought | — 61.2K shares | |
ETF ETF | $7.5M | 2.49% | +$2.2M Bought | — 202.3K shares | |
ETF ETF | $7.4M | 2.43% | +$1.1M Bought | — 108.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in FLAGSHIP WEALTH ADVISORS, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for FLAGSHIP WEALTH ADVISORS, LLC
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