SEC 13F Intelligence

Managers / Q1 2026

FLAGSTAR ADVISORS INC

CIK 0001117233 · 1400 BROADWAY, 16TH FLOOR, NEW YORK, NY, 10018 · 646-822-1409

Reported Value
$276M
Q1 2026
Positions
174
Filings on Record
20
2019–present window
Filed
May 12, 2026
amendment (RESTATEMENT)

Summary

Flagstar Advisors Inc reported $276M in U.S.-listed holdings across 174 positions for Q1 2026.

Its largest position, Ishares Tr, represents 7.4% of the portfolio.

Compared with Q4 2025, the fund opened 12 new positions and exited 15.

Portfolio Metrics

Turnover
+3.5%
vs prior filed quarter
Top-10 Concentration
+29.6%
share of reported value
Largest Position
+7.4%
Ishares Tr
New / Exited
12 / 15
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q3 ’21: $300MQ3 ’21Q4 ’21: $326MQ1 ’22: $318MQ2 ’22: $270MQ2 ’22Q1 ’23: $275MQ2 ’23: $266MQ3 ’23: $263MQ3 ’23Q4 ’23: $316MQ1 ’24: $359MQ2 ’24: $365MQ2 ’24Q3 ’24: $395MQ4 ’24: $402MQ1 ’25: $391MQ1 ’25Q2 ’25: $361MQ3 ’25: $327MQ4 ’25: $299MQ4 ’25Q1 ’26: $276Mfilingsflow.com

Portfolio Composition

By security type
ETP: 100.0%
  • ETP · 100.0% · $276M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
NEOS ETF TRUSTNEW+7.9K7.9K+$390,596$390,596
GOLDMAN SACHS ETF TRNEW+6.7K6.7K+$288,412$288,412
OPPEWISDOMTREE TRNEW+5.3K5.3K+$283,999$283,999
GLOBAL X FDSNEW+5.5K5.5K+$281,558$281,558
INVESTMENT MANAGERS SER TR INEW+7.5K7.5K+$273,332$273,332
FIRST TR EXCHANGE-TRADED FDNEW+1.7K1.7K+$268,131$268,131
NEOS ETF TRUSTNEW+5.0K5.0K+$248,060$248,060
ISHARES TRNEW+1.9K1.9K+$216,946$216,946

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

21 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRCORE S&P500 ETF · CORE S&P SCP ETF · CORE DIV GRWTH · RUS 1000 GRW ETF · S&P 500 VAL ETF · S&P 500 GRWT ETF · RUS TP200 GR ETF · IBOXX INV CP ETF · CORE US AGGBD ET · RUS 1000 VAL ETF · CORE MSCI EAFE · MSCI EAFE ETF · RUS MID CAP ETF · RUSSELL 2000 ETF · CORE S&P MCP ETF · U.S. TECH ETF · SELECT DIVID ETF31.42%$87M569.9K
2VTVVANGUARD INDEX FDSS&P 500 ETF SHS · VALUE ETF · TOTAL STK MKT · SMALL CP ETF · MID CAP ETF6.64%$18M61.0K
3RDVYFIRST TR EXCHANGE-TRADED FDNO AMER ENERGY · SHS · RISNG DIVD ACHIV · SENIOR LN FD · NASDAQ CYB ETF6.23%$17M345.5K
4NDQINVESCO QQQ TRhistory →UNIT SER 14.25%$12M20.3K
5VANGUARD BD INDEX FDSLONG TERM BOND · TOTAL BND MRKT3.08%$9M121.4K
6J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM · NASDAQ EQT PREM3.06%$8M150.4K
7VANECK ETF TRUSTMRNGSTR WDE MOAT · SEMICONDUCTR ETF2.33%$6M48.3K
8VANGUARD SPECIALIZED FUNDSDIV APP ETF1.98%$5M25.5K
9SELECT SECTOR SPDR TRSTATE STREET TEC · STATE STREET CON1.82%$5M47.9K
10FIDELITY COVINGTON TRUSTHIGH DIVID ETF1.51%$4M75.3K
11MDYSTATE STR SPDR S&P MIDCAP 40history →UTSER1 S&PDCRP1.31%$4M5.8K
12FIRST TR EXCH TRADED FD IIIPFD SECS INC ETF1.26%$3M196.6K
13SPDR SERIES TRUSTSTATE STREET SPD1.13%$3M23.2K
14VANGUARD WHITEHALL FDSHIGH DIV YLD0.92%$3M17.1K
15JOHN HANCOCK EXCHANGE TRADEDMULTIFACTOR MI0.87%$2M35.9K
16STATE STR SPDR S&P 500 ETF TTR UNIT0.84%$2M3.6K
17VPUVANGUARD WORLD FDUTILITIES ETF0.81%$2M11.3K
18STATE STR SPDR DOW JONES INDUT SER 10.78%$2M4.6K
19VANGUARD STAR FDSVG TL INTL STK F0.74%$2M26.6K
20LATTICE STRATEGIES TRHARTFORD MLT ETF0.71%$2M49.8K
21INVESCO EXCH TRADED FD TR IIRAFI DVLPD MRKTS0.61%$2M24.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$276M174May 12, 2026RESTATEMENTchanges · EDGAR ↗
Q4 2025$299M177Jan 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$327M178Nov 10, 202513F-HRchanges · EDGAR ↗
Q2 2025$361M200Jul 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$391M215Apr 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$402M205Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$395M208Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$365M195Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$359M187Apr 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$316M176Jan 19, 202413F-HRchanges · EDGAR ↗
Q3 2023$263M158Oct 18, 202313F-HRchanges · EDGAR ↗
Q2 2023$266M153Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$275M156May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review159Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022Under review278Nov 15, 202213F-HRchanges · EDGAR ↗
Q2 2022$270M170Jul 20, 202213F-HRchanges · EDGAR ↗
Q1 2022$318M161May 5, 202213F-HRchanges · EDGAR ↗
Q4 2021$326M155Jan 26, 202213F-HRchanges · EDGAR ↗
Q3 2021$300M235Nov 2, 202113F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • FLAGSTAR BANK, NATIONAL ASSOCIATION028-10200

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.