# EDGAR Filing Document

**Accession Number:** 0001842560
**File Stem:** 0001667731-25-000902
**Filing Date:** 2025-7
**Character Count:** 12426
**Document Hash:** 092fa8549b3d48b052d9fc4e47d85db8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001667731-25-000902.hdr.sgml**: 20250721

**ACCESSION NUMBER**: 0001667731-25-000902

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250721

**DATE AS OF CHANGE**: 20250721

**EFFECTIVENESS DATE**: 20250721

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Flagship Private Wealth, LLC
- **CENTRAL INDEX KEY:** 0001842560

**ORGANIZATION NAME:**
- **EIN:** 455635347
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20523
- **FILM NUMBER:** 251138032

**BUSINESS ADDRESS:**
- **STREET 1:** 400 TRADE CENTER
- **STREET 2:** SUITE 4990
- **CITY:** WOBURN
- **STATE:** MA
- **ZIP:** 01801
- **BUSINESS PHONE:** 7817560090

**MAIL ADDRESS:**
- **STREET 1:** 400 TRADE CENTER
- **STREET 2:** SUITE 4990
- **CITY:** WOBURN
- **STATE:** MA
- **ZIP:** 01801

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Flagship Private Wealth LLC<br>**Address:** 400 TRADE CENTER<br>SUITE 4990<br>Woburn, MA 01801

**Form 13F File Number:** 028-20523

**CRD Number (if applicable):** 000175277

**SEC File Number (if applicable):** 801-108301

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Betsy Johnson<br>**Title:** CCO<br>**Phone:** 7817560090

**Signature, Place, and Date of Signing:**

/s/ Betsy Johnson  Woburn, MA  07-21-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 87

**Form 13F Information Table Value Total:** $194569003

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 735406 | 4146 | SH |  | SOLE |  | 0 | 0 | 4146 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 624486 | 3544 | SH |  | SOLE |  | 0 | 0 | 3544 |
| AMAZON COM INC | COM | 023135106 |  | 379326 | 1729 | SH |  | SOLE |  | 0 | 0 | 1729 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 575986 | 1806 | SH |  | SOLE |  | 0 | 0 | 1806 |
| APPLE INC | COM | 037833100 |  | 1015544 | 4950 | SH |  | SOLE |  | 0 | 0 | 4950 |
| AUTODESK INC | COM | 052769106 |  | 204936 | 662 | SH |  | SOLE |  | 0 | 0 | 662 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 200137 | 412 | SH |  | SOLE |  | 0 | 0 | 412 |
| ENTEGRIS INC | COM | 29362U104 |  | 361634 | 4484 | SH |  | SOLE |  | 0 | 0 | 4484 |
| GARTNER INC | COM | 366651107 |  | 708598 | 1753 | SH |  | SOLE |  | 0 | 0 | 1753 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 385389 | 545 | SH |  | SOLE |  | 0 | 0 | 545 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 244535 | 450 | SH |  | SOLE |  | 0 | 0 | 450 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 453394 | 4264 | SH |  | SOLE |  | 0 | 0 | 4264 |
| ISHARES TR | ESG OPTIMIZED | 464288802 |  | 298376 | 2354 | SH |  | SOLE |  | 0 | 0 | 2354 |
| ISHARES TR | U S EQUITY FACTR | 46434V282 |  | 290988 | 4537 | SH |  | SOLE |  | 0 | 0 | 4537 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 446304 | 4853 | SH |  | SOLE |  | 0 | 0 | 4853 |
| ISHARES TR | S 100 ETF | 464287101 |  | 666039 | 2188 | SH |  | SOLE |  | 0 | 0 | 2188 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 222408 | 1915 | SH |  | SOLE |  | 0 | 0 | 1915 |
| ISHARES TR | EUROPE ETF | 464287861 |  | 328028 | 5186 | SH |  | SOLE |  | 0 | 0 | 5186 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 530096 | 1854 | SH |  | SOLE |  | 0 | 0 | 1854 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 731986 | 5278 | SH |  | SOLE |  | 0 | 0 | 5278 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1036771 | 9923 | SH |  | SOLE |  | 0 | 0 | 9923 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 776486 | 10044 | SH |  | SOLE |  | 0 | 0 | 10044 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1157464 | 2726 | SH |  | SOLE |  | 0 | 0 | 2726 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 561570 | 1654 | SH |  | SOLE |  | 0 | 0 | 1654 |
| ISHARES TR | CORE MSCI EURO | 46434V738 |  | 717003 | 10831 | SH |  | SOLE |  | 0 | 0 | 10831 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 1235711 | 11224 | SH |  | SOLE |  | 0 | 0 | 11224 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 818009 | 4186 | SH |  | SOLE |  | 0 | 0 | 4186 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1269005 | 11611 | SH |  | SOLE |  | 0 | 0 | 11611 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 755355 | 11813 | SH |  | SOLE |  | 0 | 0 | 11813 |
| ISHARES TR | SHORT TREAS BD | 464288679 |  | 1738728 | 15747 | SH |  | SOLE |  | 0 | 0 | 15747 |
| ISHARES TR | US SML CAP EQT | 46434V290 |  | 1638521 | 24114 | SH |  | SOLE |  | 0 | 0 | 24114 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 4194295 | 27888 | SH |  | SOLE |  | 0 | 0 | 27888 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 3116145 | 28429 | SH |  | SOLE |  | 0 | 0 | 28429 |
| ISHARES TR | CORE S ETF | 464287200 |  | 23121019 | 37238 | SH |  | SOLE |  | 0 | 0 | 37238 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 3837269 | 38682 | SH |  | SOLE |  | 0 | 0 | 38682 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 3341155 | 40323 | SH |  | SOLE |  | 0 | 0 | 40323 |
| ISHARES TR | GLOBAL TECH ETF | 464287291 |  | 4691631 | 50808 | SH |  | SOLE |  | 0 | 0 | 50808 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 7405332 | 54838 | SH |  | SOLE |  | 0 | 0 | 54838 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 11534101 | 63090 | SH |  | SOLE |  | 0 | 0 | 63090 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 6291044 | 101436 | SH |  | SOLE |  | 0 | 0 | 101436 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 398676 | 3151 | SH |  | SOLE |  | 0 | 0 | 3151 |
| ISHARES TR | GLOBAL 100 ETF | 464287572 |  | 12670864 | 117530 | SH |  | SOLE |  | 0 | 0 | 117530 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 839386 | 3890 | SH |  | SOLE |  | 0 | 0 | 3890 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 16528841 | 176082 | SH |  | SOLE |  | 0 | 0 | 176082 |
| ISHARES U S ETF TR | SHORT MATURITY M | 46431W838 |  | 2176956 | 43305 | SH |  | SOLE |  | 0 | 0 | 43305 |
| ISHARES U S ETF TR | SHORT DURATION B | 46431W507 |  | 227963 | 4461 | SH |  | SOLE |  | 0 | 0 | 4461 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 288859 | 996 | SH |  | SOLE |  | 0 | 0 | 996 |
| MCDONALDS CORP | COM | 580135101 |  | 266541 | 912 | SH |  | SOLE |  | 0 | 0 | 912 |
| MICROSOFT CORP | COM | 594918104 |  | 333149 | 670 | SH |  | SOLE |  | 0 | 0 | 670 |
| PIMCO DYNAMIC INCOME FD | SHS | 72201Y101 |  | 2228075 | 117453 | SH |  | SOLE |  | 0 | 0 | 117453 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 10316086 | 102612 | SH |  | SOLE |  | 0 | 0 | 102612 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 415991 | 17021 | SH |  | SOLE |  | 0 | 0 | 17021 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 323102 | 11061 | SH |  | SOLE |  | 0 | 0 | 11061 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 430789 | 5275 | SH |  | SOLE |  | 0 | 0 | 5275 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 3018530 | 22394 | SH |  | SOLE |  | 0 | 0 | 22394 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 299960 | 1185 | SH |  | SOLE |  | 0 | 0 | 1185 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 222543 | 2624 | SH |  | SOLE |  | 0 | 0 | 2624 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 3037014 | 9963 | SH |  | SOLE |  | 0 | 0 | 9963 |
| SPDR INDEX SHS FDS | PORTFLI MSCI GBL | 78463X475 |  | 855453 | 12398 | SH |  | SOLE |  | 0 | 0 | 12398 |
| SPDR INDEX SHS FDS | MSCI EAFE STRTGC | 78463X434 |  | 304841 | 3572 | SH |  | SOLE |  | 0 | 0 | 3572 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 15828425 | 25619 | SH |  | SOLE |  | 0 | 0 | 25619 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 243602 | 430 | SH |  | SOLE |  | 0 | 0 | 430 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 |  | 1439591 | 27505 | SH |  | SOLE |  | 0 | 0 | 27505 |
| SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 |  | 1572882 | 61441 | SH |  | SOLE |  | 0 | 0 | 61441 |
| SPDR SERIES TRUST | PORTFOLI S | 78464A805 |  | 215169 | 2873 | SH |  | SOLE |  | 0 | 0 | 2873 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 770885 | 10605 | SH |  | SOLE |  | 0 | 0 | 10605 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A847 |  | 448756 | 8252 | SH |  | SOLE |  | 0 | 0 | 8252 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 |  | 713404 | 7484 | SH |  | SOLE |  | 0 | 0 | 7484 |
| SPDR SERIES TRUST | SSGA US LRG ETF | 78468R804 |  | 1125414 | 6445 | SH |  | SOLE |  | 0 | 0 | 6445 |
| SPDR SERIES TRUST | S 400 MDCP GRW | 78464A821 |  | 485012 | 5583 | SH |  | SOLE |  | 0 | 0 | 5583 |
| SPDR SERIES TRUST | S 600 SMCP GRW | 78464A201 |  | 452223 | 5095 | SH |  | SOLE |  | 0 | 0 | 5095 |
| SPDR SERIES TRUST | SPDR S | 78464A128 |  | 279368 | 1454 | SH |  | SOLE |  | 0 | 0 | 1454 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 |  | 1264234 | 12489 | SH |  | SOLE |  | 0 | 0 | 12489 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1450553 | 19701 | SH |  | SOLE |  | 0 | 0 | 19701 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 2379660 | 12348 | SH |  | SOLE |  | 0 | 0 | 12348 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 5410630 | 17802 | SH |  | SOLE |  | 0 | 0 | 17802 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1190053 | 2715 | SH |  | SOLE |  | 0 | 0 | 2715 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 234854 | 413 | SH |  | SOLE |  | 0 | 0 | 413 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 314282 | 2445 | SH |  | SOLE |  | 0 | 0 | 2445 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 572812 | 2799 | SH |  | SOLE |  | 0 | 0 | 2799 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 258294 | 3739 | SH |  | SOLE |  | 0 | 0 | 3739 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 368794 | 1485 | SH |  | SOLE |  | 0 | 0 | 1485 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 7840096 | 11820 | SH |  | SOLE |  | 0 | 0 | 11820 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 |  | 291551 | 1296 | SH |  | SOLE |  | 0 | 0 | 1296 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 4814986 | 13150 | SH |  | SOLE |  | 0 | 0 | 13150 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 |  | 456329 | 2585 | SH |  | SOLE |  | 0 | 0 | 2585 |
| WP CAREY INC | COM | 92936U109 |  | 323315 | 5183 | SH |  | SOLE |  | 0 | 0 | 5183 |

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