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Emergent Wealth Advisors

Latest statistics and disclosures from Emergent Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IEFA, VUG, VTV, AGG, and represent 34.78% of Emergent Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: BAI, BLCR, CRWD, SHLD, TD, APH, IEFA, VUG, JUSA, XOM.
Started 7 new stock positions in JIVE, XOM, NUVB, COP, Q, AMD, JUSA.
Reduced shares in these 10 stocks: XLK, IVV, IEMG, GLD, SPYM, BINC, , VXF, , CSCO.
Sold out of its positions in T, COF, Exxon Mobil Corporation, SLYV, SCHH.
Emergent Wealth Advisors was a net buyer of stock by $1.3M.
Emergent Wealth Advisors has $191M in assets under management (AUM), dropping by -0.61%.
Central Index Key (CIK): 0001799880

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Positions held by Emergent Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Emergent Wealth Advisors

Emergent Wealth Advisors holds 124 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.5	$26M	-6%	34k	765.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	6.5	$13M	+5%	129k	96.88	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	6.0	$11M	+4%	127k	90.11	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	4.4	$8.5M	+2%	39k	216.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.4	$8.4M	-2%	89k	94.54	View chart
Ishares Core Msci Emkt (IEMG)	4.3	$8.2M	-11%	101k	81.16	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	4.0	$7.6M	+3%	109k	69.26	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	3.3	$6.3M	-11%	125k	50.79	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.3	$4.4M		93k	46.87	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	2.1	$4.0M		54k	73.62	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.0	$3.8M	-18%	42k	89.76	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	1.9	$3.6M	+552%	77k	47.19	View chart
Global X Fds Defense Tech Etf (SHLD)	1.5	$2.9M	+64%	49k	60.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.5	$2.8M	-3%	21k	136.04	View chart
NVIDIA Corporation (NVDA)	1.4	$2.7M	+5%	12k	228.38	View chart
Amazon (AMZN)	1.4	$2.7M	+8%	11k	249.15	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	1.4	$2.7M		19k	137.58	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.4	$2.6M		30k	86.99	View chart
Spdr Gold Tr Gold Shs (GLD)	1.4	$2.6M	-27%	6.8k	380.85	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	1.3	$2.6M	+628%	52k	48.96	View chart
Microsoft Corporation (MSFT)	1.3	$2.5M	+7%	4.8k	512.89	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.1	$2.1M	-10%	9.0k	231.64	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$2.1M		68k	30.00	View chart
Ishares Tr New York Mun Etf (NYF)	1.0	$1.9M		38k	50.52	View chart
Welltower Inc Com reit (WELL)	1.0	$1.8M		8.0k	230.25	View chart
Broadcom (AVGO)	0.9	$1.8M		5.1k	351.18	View chart
Simon Property (SPG)	0.9	$1.7M		8.3k	200.75	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.9	$1.7M	+298%	6.3k	264.74	View chart
Apple (AAPL)	0.9	$1.6M	+2%	4.9k	332.99	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.4M	+16%	4.1k	344.06	View chart
Toronto Dominion Bk Ont Com New (TD)	0.7	$1.4M	+192%	12k	117.53	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.6	$1.1M	-79%	5.9k	195.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$1.1M	+24%	3.3k	340.70	View chart
Cisco Systems (CSCO)	0.6	$1.1M	-17%	11k	107.63	View chart
Amphenol Corp Cl A (APH)	0.6	$1.1M	+136%	14k	84.30	View chart
Southern Copper Corporation (SCCO)	0.6	$1.1M		5.4k	202.65	View chart
Johnson & Johnson (JNJ)	0.6	$1.1M	+12%	4.1k	264.77	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.5	$1.0M	-5%	47k	22.10	View chart
Wal-Mart Stores (WMT)	0.5	$1.0M	+37%	9.8k	103.93	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$955k		35k	27.47	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$898k	+5%	1.2k	762.67	View chart
JPMorgan Chase & Co. (JPM)	0.5	$863k	+4%	2.6k	330.81	View chart
M&T Bank Corporation (MTB)	0.4	$847k		3.9k	217.62	View chart
Abbvie (ABBV)	0.4	$843k		3.2k	261.55	View chart
Meta Platforms Cl A (META)	0.4	$796k	-3%	1.1k	725.20	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$782k		10k	76.40	View chart
Astera Labs (ALAB)	0.4	$769k	-4%	2.2k	355.97	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.4	$748k	+51%	15k	51.12	View chart
Corning Incorporated (GLW)	0.4	$736k		4.8k	153.76	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.4	$726k		8.8k	82.16	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$693k		27k	25.39	View chart
Steel Dynamics (STLD)	0.4	$689k		3.1k	221.61	View chart
Ishares Tr Esg Select Scre (XVV)	0.4	$678k		12k	58.30	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$676k	+2%	15k	44.78	View chart
Quest Diagnostics Incorporated (DGX)	0.3	$653k		2.8k	233.07	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$617k		4.0k	155.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$611k	+20%	1.2k	497.95	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$601k		11k	54.10	View chart
Uber Technologies (UBER)	0.3	$559k	-25%	8.2k	68.51	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.3	$559k		11k	52.65	View chart
International Business Machines (IBM)	0.3	$554k	-27%	2.5k	219.91	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$538k		3.2k	166.80	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.3	$533k	-4%	4.7k	113.69	View chart
Palantir Technologies Cl A (PLTR)	0.3	$521k		2.8k	187.05	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$507k		2.4k	209.44	View chart
Procter & Gamble Company (PG)	0.3	$501k	-4%	3.5k	145.27	View chart
Netflix (NFLX)	0.3	$487k	+121%	7.0k	69.58	View chart
Rocket Lab Corp (RKLB)	0.2	$475k	+10%	6.8k	69.68	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$457k	-8%	8.8k	52.00	View chart
TJX Companies (TJX)	0.2	$450k	+94%	3.4k	132.30	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$440k		6.3k	70.15	View chart
Sandisk Corp (SNDK)	0.2	$440k	-4%	253.00	1739.89	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$427k		1.7k	247.95	View chart
Tidal Trust I SP FDS S&P 500 (SPUS)	0.2	$424k		7.1k	59.54	View chart
Palo Alto Networks (PANW)	0.2	$418k	-12%	1.1k	397.31	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$416k	-3%	14k	29.50	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$397k	+3%	8.8k	45.25	View chart
Teradyne (TER)	0.2	$393k		981.00	400.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$388k		3.1k	125.27	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$388k	+13%	9.1k	42.59	View chart
J P Morgan Exchange Traded F Us Research Enhn (JUSA)	0.2	$384k	NEW	5.6k	68.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$372k		1.8k	208.06	View chart
Bgc Group Cl A (BGC)	0.2	$371k		32k	11.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$370k		528.00	700.92	View chart
National Fuel Gas (NFG)	0.2	$362k	-15%	4.8k	75.86	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$352k		6.5k	54.12	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.2	$345k	NEW	2.1k	162.77	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$341k	-6%	4.4k	77.21	View chart
Corecivic (CXW)	0.2	$338k		11k	32.25	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$337k	-2%	3.7k	92.04	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$329k	-30%	3.4k	96.58	View chart
Qualcomm (QCOM)	0.2	$328k		1.8k	184.04	View chart
Enterprise Products Partners (EPD)	0.2	$324k		9.1k	35.61	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.2	$322k	-31%	4.0k	79.72	View chart
Bank of America Corporation (BAC)	0.2	$307k	-18%	5.6k	54.43	View chart
Home Depot (HD)	0.2	$306k	-14%	1.1k	284.38	View chart
Tidal Trust I Sp Dwjns Sukuk (SPSK)	0.2	$301k	+4%	17k	17.37	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$298k		9.1k	32.63	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$298k		865.00	344.00	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$296k	-6%	6.7k	44.41	View chart
Western Digital (WDC)	0.2	$295k		650.00	454.46	View chart
Boeing Company (BA)	0.2	$295k	-40%	1.6k	186.05	View chart
Merck & Co (MRK)	0.1	$283k	+29%	1.9k	145.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$282k		1.2k	233.34	View chart
Chevron Corporation (CVX)	0.1	$270k	+5%	1.3k	204.18	View chart
Qnity Electronics Common Stock (Q)	0.1	$256k	NEW	2.0k	125.74	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.1	$256k		4.1k	61.89	View chart
Canadian Pacific Kansas City (CP)	0.1	$256k		3.0k	85.10	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$255k	+3%	7.0k	36.45	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$245k		2.3k	105.71	View chart
ConocoPhillips (COP)	0.1	$239k	NEW	1.9k	125.15	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.1	$239k	-48%	3.3k	72.50	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$228k	-3%	5.3k	42.59	View chart
UnitedHealth (UNH)	0.1	$227k		617.00	367.07	View chart
Wells Fargo & Company (WFC)	0.1	$225k	-24%	2.8k	80.04	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.1	$223k	NEW	2.3k	95.22	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$218k		2.1k	103.05	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$217k		3.1k	70.52	View chart
Coca-Cola Company (KO)	0.1	$217k	-6%	2.5k	86.08	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$208k		4.1k	50.21	View chart
Advanced Micro Devices (AMD)	0.1	$208k	NEW	340.00	611.76	View chart
Newmark Group Cl A (NMRK)	0.1	$126k		10k	12.26	View chart
Nuvation Bio Com Cl A (NUVB)	0.0	$67k	NEW	12k	5.60	View chart
Kopin Corporation (KOPN)	0.0	$49k		11k	4.60	View chart

Past Filings by Emergent Wealth Advisors

SEC 13F filings are viewable for Emergent Wealth Advisors going back to 2025

Emergent Wealth Advisors 2026 Q3 filed Oct. 9, 2026
Emergent Wealth Advisors 2026 Q2 filed July 14, 2026
Emergent Wealth Advisors 2026 Q1 filed April 8, 2026
Emergent Wealth Advisors 2025 Q4 filed Jan. 14, 2026
Emergent Wealth Advisors 2024 Q1 filed Dec. 17, 2025
Emergent Wealth Advisors 2024 Q4 filed Oct. 31, 2025
Emergent Wealth Advisors 2025 Q1 filed Oct. 31, 2025
Emergent Wealth Advisors 2025 Q2 filed Oct. 31, 2025
Emergent Wealth Advisors 2025 Q3 filed Oct. 31, 2025

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