Emergent Wealth Advisors
Latest statistics and disclosures from Emergent Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IEFA, AGG, VUG, IEMG, and represent 34.05% of Emergent Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: BINC, XLK, DYNF, VCRB, VUG, IEFA, VTV, IEMG, BBUS, SHLD.
- Started 17 new stock positions in JIRE, KO, NFLX, JAVA, BSV, SNDK, JEMA, TD, VIG, JGLO. JBND, CXW, PYLD, CVX, BND, COP, JGRO.
- Reduced shares in these 10 stocks: IJR (-$5.2M), VXF, BOND, VMBS, HYG, PFF, IUSB, QUAL, EFV, SCHZ.
- Sold out of its positions in MO, LCTU, BAI, THRO, CHWY, GTO, GOVI, SPMO, QQQM, IMFL.
- Emergent Wealth Advisors was a net seller of stock by $-5.9M.
- Emergent Wealth Advisors has $169M in assets under management (AUM), dropping by -4.84%.
- Central Index Key (CIK): 0001799880
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Portfolio Holdings for Emergent Wealth Advisors
Emergent Wealth Advisors holds 125 positions in its portfolio as reported in the March 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 | $23M | 35k | 653.20 |
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| Ishares Tr Core Msci Eafe (IEFA) | 6.0 | $10M | +30% | 112k | 90.53 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 5.1 | $8.6M | -16% | 86k | 99.27 |
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| Vanguard Index Fds Growth Etf (VUG) | 4.9 | $8.2M | +48% | 19k | 436.80 |
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| Ishares Core Msci Emkt (IEMG) | 4.6 | $7.8M | +27% | 112k | 69.75 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 4.2 | $7.1M | +194% | 136k | 51.93 |
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| Vanguard Index Fds Value Etf (VTV) | 4.2 | $7.0M | +43% | 36k | 196.20 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 3.5 | $6.0M | +109% | 102k | 58.18 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.4 | $4.1M | +18% | 86k | 48.05 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.4 | $4.1M | +2% | 9.5k | 430.29 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 2.4 | $4.1M | +420% | 31k | 132.90 |
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| Spdr Series Trust State Street Spd (SPYM) | 2.3 | $3.9M | 51k | 76.54 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 2.2 | $3.8M | +263% | 49k | 77.38 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 1.6 | $2.8M | -46% | 30k | 92.28 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $2.7M | -65% | 22k | 124.31 |
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| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 1.4 | $2.3M | +229% | 20k | 117.18 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 1.2 | $2.1M | -55% | 10k | 205.80 |
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| Ishares Tr New York Mun Etf (NYF) | 1.2 | $2.1M | -2% | 39k | 53.12 |
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| NVIDIA Corporation (NVDA) | 1.2 | $2.0M | 12k | 174.39 |
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| Amazon (AMZN) | 1.1 | $1.9M | +17% | 9.0k | 208.27 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.0 | $1.7M | 67k | 25.64 |
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| Global X Fds Defense Tech Etf (SHLD) | 1.0 | $1.7M | +323% | 24k | 70.84 |
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| Welltower Inc Com reit (WELL) | 0.9 | $1.6M | 7.9k | 197.71 |
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| Simon Property (SPG) | 0.9 | $1.5M | +2% | 8.1k | 186.54 |
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| Microsoft Corporation (MSFT) | 0.9 | $1.5M | +22% | 4.1k | 370.17 |
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| Broadcom (AVGO) | 0.9 | $1.5M | +13% | 4.8k | 309.52 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.9 | $1.5M | -52% | 64k | 23.22 |
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| Apple (AAPL) | 0.7 | $1.2M | +2% | 4.5k | 253.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $984k | 3.4k | 287.57 |
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| Cisco Systems (CSCO) | 0.6 | $971k | +3% | 13k | 77.59 |
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| International Business Machines (IBM) | 0.5 | $926k | +42% | 3.8k | 242.40 |
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| Southern Copper Corporation (SCCO) | 0.5 | $914k | -12% | 5.3k | 172.05 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $912k | -4% | 37k | 24.75 |
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| Uber Technologies (UBER) | 0.5 | $906k | -24% | 13k | 71.93 |
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| Johnson & Johnson (JNJ) | 0.5 | $840k | +3% | 3.4k | 244.44 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $807k | NEW | 10k | 78.41 |
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| M&T Bank Corporation (MTB) | 0.5 | $799k | 3.9k | 206.70 |
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| Wal-Mart Stores (WMT) | 0.5 | $768k | -9% | 6.2k | 124.27 |
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| Amphenol Corp Cl A (APH) | 0.4 | $755k | +103% | 6.0k | 126.35 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $743k | 2.6k | 286.91 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $731k | +2% | 1.1k | 650.16 |
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| Abbvie (ABBV) | 0.4 | $722k | 3.3k | 217.52 |
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| Boeing Company (BA) | 0.4 | $705k | +10% | 3.5k | 199.03 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.4 | $694k | +222% | 15k | 47.08 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $694k | +7% | 2.4k | 294.14 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $667k | +63% | 1.7k | 390.41 |
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| Corning Incorporated (GLW) | 0.4 | $662k | -7% | 4.9k | 135.97 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.4 | $657k | NEW | 8.7k | 75.74 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.4 | $615k | NEW | 24k | 26.20 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $587k | +3% | 4.0k | 148.10 |
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| Meta Platforms Cl A (META) | 0.3 | $585k | -3% | 1.0k | 571.88 |
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| Ishares Tr Esg Select Scre (XVV) | 0.3 | $572k | 12k | 49.22 |
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| At&t (T) | 0.3 | $562k | -49% | 19k | 28.99 |
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| Steel Dynamics (STLD) | 0.3 | $560k | -15% | 3.1k | 180.00 |
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| Quest Diagnostics Incorporated (DGX) | 0.3 | $549k | 2.8k | 195.98 |
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| National Fuel Gas (NFG) | 0.3 | $524k | -3% | 5.6k | 93.96 |
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| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.3 | $521k | NEW | 9.7k | 53.77 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $512k | -11% | 3.6k | 141.43 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.3 | $496k | -78% | 11k | 46.19 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $490k | +33% | 4.6k | 106.01 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.3 | $483k | 11k | 45.50 |
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| Procter & Gamble Company (PG) | 0.3 | $478k | +74% | 3.3k | 144.44 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $460k | NEW | 6.3k | 73.65 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $456k | 2.4k | 189.61 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $453k | -68% | 2.1k | 211.15 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.3 | $450k | 9.6k | 47.02 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.3 | $447k | 4.9k | 90.94 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $440k | -80% | 15k | 30.32 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.3 | $430k | NEW | 6.0k | 71.75 |
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| Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) | 0.3 | $429k | -47% | 9.4k | 45.86 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.3 | $423k | NEW | 5.0k | 84.52 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.2 | $422k | -81% | 9.0k | 46.95 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $422k | +26% | 880.00 | 479.20 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $418k | +64% | 8.8k | 47.55 |
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| J P Morgan Exchange Traded F Global Sel Equit (JGLO) | 0.2 | $415k | NEW | 6.4k | 65.27 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $404k | -79% | 3.6k | 113.11 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $401k | +16% | 2.4k | 169.65 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $396k | +62% | 2.7k | 146.28 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $391k | -72% | 4.1k | 94.94 |
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| Rocket Lab Corp (RKLB) | 0.2 | $377k | -23% | 5.9k | 64.22 |
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| Capital One Financial (COF) | 0.2 | $377k | +114% | 2.1k | 182.43 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $371k | -83% | 4.7k | 79.56 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $370k | +37% | 6.5k | 56.86 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.2 | $367k | -63% | 6.7k | 54.55 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $366k | 1.7k | 213.61 |
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| Home Depot (HD) | 0.2 | $366k | +9% | 1.1k | 328.82 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $359k | -82% | 4.8k | 74.34 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $353k | -25% | 1.8k | 191.88 |
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| Tidal Trust I SP FDS S&P 500 (SPUS) | 0.2 | $346k | +11% | 7.2k | 48.16 |
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| Enterprise Products Partners (EPD) | 0.2 | $344k | 9.1k | 37.84 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $330k | 773.00 | 426.26 |
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| Pimco Etf Tr Muni Income Opp (MINO) | 0.2 | $326k | +40% | 7.2k | 45.17 |
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| Astera Labs (ALAB) | 0.2 | $320k | -14% | 2.9k | 109.60 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $316k | 528.00 | 597.60 |
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| Bgc Group Cl A (BGC) | 0.2 | $315k | -5% | 32k | 9.78 |
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| Bank of America Corporation (BAC) | 0.2 | $306k | +16% | 6.3k | 48.75 |
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| First Tr Exch Traded Fd Iii New York Muni (FMNY) | 0.2 | $305k | -24% | 12k | 26.43 |
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| Oneok (OKE) | 0.2 | $302k | 3.3k | 90.39 |
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| Tidal Trust I Sp Dwjns Sukuk (SPSK) | 0.2 | $298k | +19% | 17k | 17.90 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.2 | $291k | 3.7k | 79.07 |
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| Teradyne (TER) | 0.2 | $291k | -18% | 981.00 | 296.46 |
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| Western Digital (WDC) | 0.2 | $284k | -16% | 1.1k | 270.49 |
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| Wells Fargo & Company (WFC) | 0.2 | $284k | +10% | 3.6k | 79.61 |
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| Chevron Corporation (CVX) | 0.2 | $280k | NEW | 1.4k | 206.97 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $265k | 9.1k | 29.08 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $260k | NEW | 1.2k | 215.10 |
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| Qualcomm (QCOM) | 0.2 | $257k | -4% | 2.0k | 128.78 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.2 | $255k | 865.00 | 295.12 |
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| ConocoPhillips (COP) | 0.1 | $253k | NEW | 1.9k | 132.00 |
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| Sandisk Corp (SNDK) | 0.1 | $243k | NEW | 382.00 | 635.34 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $236k | 3.0k | 78.66 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $235k | NEW | 2.5k | 93.31 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $234k | -88% | 1.2k | 191.84 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $224k | -9% | 2.3k | 96.70 |
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| Netflix (NFLX) | 0.1 | $224k | NEW | 2.3k | 96.15 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $223k | -6% | 3.1k | 73.13 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $222k | 6.7k | 32.95 |
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| J P Morgan Exchange Traded F Activebldrs Emer (JEMA) | 0.1 | $221k | NEW | 4.2k | 52.03 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $212k | -2% | 2.2k | 95.62 |
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| Merck & Co (MRK) | 0.1 | $211k | -22% | 1.8k | 120.29 |
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| Palo Alto Networks (PANW) | 0.1 | $208k | -7% | 1.3k | 160.32 |
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| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.1 | $203k | -6% | 5.5k | 36.74 |
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| Coca-Cola Company (KO) | 0.1 | $200k | NEW | 2.6k | 76.04 |
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| Corecivic (CXW) | 0.1 | $198k | NEW | 11k | 18.91 |
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| Newmark Group Cl A (NMRK) | 0.1 | $154k | -8% | 10k | 14.99 |
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Past Filings by Emergent Wealth Advisors
SEC 13F filings are viewable for Emergent Wealth Advisors going back to 2025
- 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