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FLAGSHIP HARBOR ADVISORS, LLC

Q2 2026 13F filing

Updated 50 days ago

752 disclosed positions worth $2.6B

Portfolio value
$2.6B
Total holdings
752
New positions
57
Closed positions
31
Increased
401
Decreased
249
Turnover
11.7%
Filed
2026-07-22

Full holdings

Every line item disclosed in Q2 2026

S

SPDR SERIES TRUST

-12.9%
Value
$134.2M
Shares
1.13M
% Port
5.14%
S

SPDR SERIES TRUST

+2.7%
Value
$81.3M
Shares
1.34M
% Port
3.11%
N

NVIDIA CORPORATION

-0.9%
Value
$56.2M
Shares
280.9K
% Port
2.15%
?
4.N/A

ISHARES TR

-31.9%
Value
$56M
Shares
556.5K
% Port
2.14%
A

APPLE INC

+1.6%
Value
$56M
Shares
193.4K
% Port
2.14%
S
6.SPY

STATE STR SPDR S&P 500 ETF T

+2297.8%
Value
$53.7M
Shares
71.9K
% Port
2.06%
S

SPDR SERIES TRUST

+4.7%
Value
$52.6M
Shares
598.7K
% Port
2.01%
E

ISHARES TR

+39.9%
Value
$52.1M
Shares
525.9K
% Port
1.99%
V

VANGUARD INDEX FDS

-0.8%
Value
$48.6M
Shares
131.4K
% Port
1.86%
E
10.ETHA

ISHARES TR

+5.3%
Value
$47.3M
Shares
429.5K
% Port
1.81%
?
11.N/A

J P MORGAN EXCHANGE TRADED F

+32.1%
Value
$42.8M
Shares
846.3K
% Port
1.64%
A
12.AMZN

AMAZON COM INC

-0.7%
Value
$37M
Shares
155.1K
% Port
1.41%
?
13.N/A

WISDOMTREE TR

+270.7%
Value
$32.5M
Shares
646.0K
% Port
1.24%
?
14.N/A

TRUST FOR PROFESSIONAL MANAG

+8.2%
Value
$28.2M
Shares
825.4K
% Port
1.08%
?
15.N/A

FRANKLIN TEMPLETON ETF TR

+5.0%
Value
$25.5M
Shares
596.2K
% Port
0.97%
E
16.ETHA

ISHARES TR

+17.3%
Value
$23.9M
Shares
31.9K
% Port
0.91%
M
17.MSFT

MICROSOFT CORP

+0.9%
Value
$23.7M
Shares
63.5K
% Port
0.91%
G

ALPHABET INC

+0.1%
Value
$21.9M
Shares
61.9K
% Port
0.84%
A
19.ARCC

SPDR SERIES TRUST

+5.0%
Value
$21.7M
Shares
377.1K
% Port
0.83%
B
20.BX

VANGUARD SPECIALIZED FUNDS

+1.1%
Value
$20.9M
Shares
88.4K
% Port
0.80%
?
21.N/A

CAPITAL GROUP CORE BALANCED

+6.1%
Value
$20.8M
Shares
548.6K
% Port
0.80%
F
22.FPF

FIRST TR EXCHNG TRADED FD VI

+2.8%
Value
$20.8M
Shares
568.5K
% Port
0.79%
V
23.VGES

VANGUARD INDEX FDS

+0.8%
Value
$20M
Shares
29.1K
% Port
0.77%
S

SPDR INDEX SHS FDS

-0.1%
Value
$19.6M
Shares
378.3K
% Port
0.75%
G

ALPHABET INC

+0.8%
Value
$19.4M
Shares
54.3K
% Port
0.74%
E
26.ETHA

ISHARES TR

+29.8%
Value
$18.6M
Shares
113.1K
% Port
0.71%
A
27.AVGO

BROADCOM INC

+1822.3%
Value
$18.2M
Shares
48.1K
% Port
0.69%
?
28.N/A

THE ALGER ETF TRUST

+4.4%
Value
$17.7M
Shares
429.1K
% Port
0.68%
E
29.ETHA

ISHARES TR

+18.1%
Value
$16.7M
Shares
217.1K
% Port
0.64%
?
30.N/A

WISDOMTREE TR

+5.5%
Value
$16.3M
Shares
160.0K
% Port
0.62%
J

JPMORGAN CHASE & CO

+0.0%
Value
$16.2M
Shares
49.6K
% Port
0.62%
T
32.TSLA

TESLA INC

-0.0%
Value
$16.2M
Shares
38.4K
% Port
0.62%
?
33.N/A

SPDR SERIES TRUST

-5.4%
Value
$15.7M
Shares
552.5K
% Port
0.60%
F
34.FFA

FIRST TR EXCHANGE-TRADED FD

+3.6%
Value
$15.5M
Shares
259.1K
% Port
0.59%
F
35.FPF

FIRST TR EXCHANGE TRADED FD

+11.3%
Value
$15M
Shares
184.5K
% Port
0.57%
S

SELECT SECTOR SPDR TR

+300.0%
Value
$14.7M
Shares
92.4K
% Port
0.56%
V
37.VGES

VANGUARD INDEX FDS

+511.6%
Value
$14.1M
Shares
163.9K
% Port
0.54%
Q
38.QQQ

INVESCO QQQ TR

-25.1%
Value
$13.9M
Shares
18.8K
% Port
0.53%
C

CAPITAL GROUP DIVIDEND VALUE

+16.1%
Value
$13.8M
Shares
279.1K
% Port
0.53%
B

BERKSHIRE HATHAWAY INC DEL

-2.8%
Value
$13.7M
Shares
27.4K
% Port
0.52%
?
41.N/A

INVESCO EXCHANGE TRADED FD T

+5.0%
Value
$13.5M
Shares
110.2K
% Port
0.52%
V
42.V

VISA INC

+0.2%
Value
$13.3M
Shares
38.7K
% Port
0.51%
M
43.MU

MICRON TECHNOLOGY INC

-13.3%
Value
$13M
Shares
11.3K
% Port
0.50%
S

SELECT SECTOR SPDR TR

+6.0%
Value
$13M
Shares
242.4K
% Port
0.50%
S

SPDR SERIES TRUST

+10.2%
Value
$12.2M
Shares
364.2K
% Port
0.47%
?
46.N/A

SPDR SERIES TRUST

+5.6%
Value
$12.1M
Shares
415.9K
% Port
0.46%
C

CAPITAL GROUP GROWTH ETF

+6.7%
Value
$11.9M
Shares
251.2K
% Port
0.45%
M
48.META

META PLATFORMS INC

+946.0%
Value
$11.8M
Shares
20.9K
% Port
0.45%
V
49.VGES

VANGUARD WHITEHALL FDS

-0.3%
Value
$11.7M
Shares
74.2K
% Port
0.45%
V
50.VCTR

VICTORY PORTFOLIOS II

+7.5%
Value
$11.2M
Shares
245.4K
% Port
0.43%