Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, IEMG, AGG, and represent 34.93% of Emergent Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$8.9M), IEFA, BAI, BLCR, IVV, VTV, AGG, VCRB, TJX, NOBL.
Started 8 new stock positions in SPDW, UNH, TJX, SCHH, BAI, KOPN, BLCR, SLYV.
Reduced shares in these 10 stocks: IUSB, IVE, XTEN, IVW, MBB, XLG, XLK, EFV, SCHZ, FMNY.
Sold out of its positions in XTEN, COP, FMNY, XLG, IVW, IVE, MBB, EFV, QUAL, IUSB. OKE.
Emergent Wealth Advisors was a net buyer of stock by $12M.
Emergent Wealth Advisors has $192M in assets under management (AUM), dropping by 13.73%.
Central Index Key (CIK): 0001799880

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Emergent Wealth Advisors

Emergent Wealth Advisors holds 122 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.8	$27M	+2%	36k	741.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	6.1	$12M	+8%	122k	96.53	View chart
Vanguard Index Fds Growth Etf (VUG)	5.5	$11M	+544%	121k	86.69	View chart
Ishares Core Msci Emkt (IEMG)	4.9	$9.4M	+3%	115k	81.66	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.7	$9.0M	+5%	91k	98.44	View chart
Vanguard Index Fds Value Etf (VTV)	4.3	$8.4M	+6%	38k	218.34	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	3.8	$7.4M	+3%	141k	52.43	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.7	$7.2M	+3%	106k	68.37	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	2.6	$5.0M	-6%	29k	174.21	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.4	$4.6M		52k	88.38	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.3	$4.5M	+8%	93k	48.40	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	2.1	$4.1M	+10%	54k	76.44	View chart
Spdr Gold Tr Gold Shs (GLD)	1.8	$3.4M		9.5k	356.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.7	$3.2M		21k	148.68	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.5	$2.8M		30k	92.21	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	1.4	$2.7M		20k	134.72	View chart
Amazon (AMZN)	1.3	$2.5M	+10%	9.9k	248.02	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	1.2	$2.4M		10k	237.90	View chart
NVIDIA Corporation (NVDA)	1.2	$2.3M		11k	203.48	View chart
Ishares Tr New York Mun Etf (NYF)	1.1	$2.1M		38k	53.91	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.0	$2.0M		69k	29.29	View chart
Broadcom (AVGO)	1.0	$2.0M	+8%	5.2k	381.68	View chart
Global X Fds Defense Tech Etf (SHLD)	1.0	$1.9M	+22%	30k	63.77	View chart
Simon Property (SPG)	1.0	$1.9M	+4%	8.5k	222.18	View chart
Welltower Inc Com reit (WELL)	0.9	$1.8M		8.1k	225.45	View chart
Microsoft Corporation (MSFT)	0.9	$1.7M	+10%	4.5k	379.98	View chart
Cisco Systems (CSCO)	0.8	$1.5M		13k	117.13	View chart
Apple (AAPL)	0.7	$1.4M	+6%	4.8k	289.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.3M		3.5k	372.82	View chart
Corning Incorporated (GLW)	0.6	$1.2M		4.8k	255.44	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.6	$1.2M	-7%	1.6k	763.14	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.6	$1.2M	-22%	50k	23.13	View chart
Astera Labs (ALAB)	0.5	$1.0M	-22%	2.3k	461.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.0M	+4%	2.7k	382.43	View chart
Amphenol Corp Cl A (APH)	0.5	$996k	-4%	5.7k	174.65	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$959k	-6%	35k	27.70	View chart
Southern Copper Corporation (SCCO)	0.5	$935k		5.4k	174.25	View chart
Wal-Mart Stores (WMT)	0.5	$924k	+15%	7.2k	128.94	View chart
Johnson & Johnson (JNJ)	0.5	$923k	+5%	3.6k	253.70	View chart
M&T Bank Corporation (MTB)	0.5	$923k		3.9k	238.00	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.5	$922k	NEW	12k	78.13	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$835k		1.1k	747.01	View chart
JPMorgan Chase & Co. (JPM)	0.4	$817k	+5%	2.5k	326.50	View chart
International Business Machines (IBM)	0.4	$810k	-9%	3.5k	233.23	View chart
Toronto Dominion Bk Ont Com New (TD)	0.4	$809k	+61%	4.1k	199.31	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$797k		10k	77.91	View chart
Abbvie (ABBV)	0.4	$792k	-4%	3.2k	250.51	View chart
Uber Technologies (UBER)	0.4	$756k	-13%	11k	69.27	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.4	$725k		8.8k	82.49	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$718k	+15%	27k	26.52	View chart
Steel Dynamics (STLD)	0.4	$714k		3.1k	229.46	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$694k		15k	46.94	View chart
Rocket Lab Corp (RKLB)	0.4	$690k	+4%	6.1k	112.18	View chart
Ishares Tr Esg Select Scre (XVV)	0.3	$660k		12k	56.79	View chart
Meta Platforms Cl A (META)	0.3	$638k	+10%	1.1k	562.19	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$626k	+141%	11k	56.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$625k		4.0k	158.04	View chart
Quest Diagnostics Incorporated (DGX)	0.3	$594k		2.8k	211.95	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.3	$578k	NEW	7.2k	80.58	View chart
Sandisk Corp (SNDK)	0.3	$575k	-30%	266.00	2162.61	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.3	$575k		4.9k	117.06	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$536k	-9%	3.3k	163.65	View chart
Ishares Tr Esg Aware Msci (ESML)	0.3	$535k		9.6k	55.93	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$533k		2.4k	221.21	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.3	$530k		11k	49.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$529k	+15%	1.0k	520.58	View chart
Procter & Gamble Company (PG)	0.3	$522k	+8%	3.6k	145.02	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.3	$517k		9.7k	53.50	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.3	$484k		4.9k	98.59	View chart
Boeing Company (BA)	0.2	$478k	-25%	2.6k	180.77	View chart
Teradyne (TER)	0.2	$475k		981.00	483.84	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.2	$472k		5.9k	79.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$460k		6.3k	73.41	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.2	$460k		6.5k	71.22	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$447k		15k	30.49	View chart
National Fuel Gas (NFG)	0.2	$437k		5.7k	77.21	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$416k		1.7k	242.41	View chart
Western Digital (WDC)	0.2	$415k	-38%	650.00	638.72	View chart
Tidal Trust I SP FDS S&P 500 (SPUS)	0.2	$414k		7.2k	57.50	View chart
Home Depot (HD)	0.2	$411k	+13%	1.3k	326.37	View chart
Palo Alto Networks (PANW)	0.2	$410k	-7%	1.2k	341.02	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$403k	-3%	8.5k	47.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$384k	+300%	3.1k	124.19	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$381k	-2%	1.8k	212.83	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$376k		4.7k	79.97	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$375k		6.5k	57.64	View chart
TJX Companies (TJX)	0.2	$374k	NEW	1.8k	213.75	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$367k	+10%	8.0k	45.76	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$363k		528.00	686.87	View chart
Bank of America Corporation (BAC)	0.2	$358k	+9%	6.9k	52.01	View chart
Exxon Mobil Corporation (XOM)	0.2	$346k	+15%	2.7k	126.39	View chart
Bgc Group Cl A (BGC)	0.2	$344k		32k	10.69	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$342k	+2%	3.8k	90.80	View chart
Enterprise Products Partners (EPD)	0.2	$335k		9.1k	36.76	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$332k	-21%	7.1k	46.81	View chart
Qualcomm (QCOM)	0.2	$330k	-10%	1.8k	184.79	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$329k		9.2k	35.89	View chart
Palantir Technologies Cl A (PLTR)	0.2	$326k	+3%	2.8k	116.67	View chart
Corecivic (CXW)	0.2	$318k		11k	30.38	View chart
Tidal Trust I Sp Dwjns Sukuk (SPSK)	0.2	$300k		17k	18.01	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$293k		865.00	338.72	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$287k		1.2k	236.66	View chart
Wells Fargo & Company (WFC)	0.1	$278k	+4%	3.7k	74.53	View chart
Netflix (NFLX)	0.1	$272k	+35%	3.2k	85.94	View chart
J P Morgan Exchange Traded F Activebldrs Emer (JEMA)	0.1	$269k		4.2k	63.88	View chart
Canadian Pacific Kansas City (CP)	0.1	$260k		3.0k	86.65	View chart
UnitedHealth (UNH)	0.1	$254k	NEW	622.00	408.08	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$248k		6.7k	36.82	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$241k		2.3k	103.96	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.1	$235k		5.5k	42.44	View chart
Capital One Financial (COF)	0.1	$234k	-11%	1.8k	128.39	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$230k		3.1k	74.89	View chart
Coca-Cola Company (KO)	0.1	$219k	+2%	2.7k	81.26	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$216k	-5%	2.1k	102.81	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$210k	NEW	1.9k	109.11	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$209k	NEW	4.1k	50.39	View chart
Merck & Co (MRK)	0.1	$209k	-14%	1.5k	138.48	View chart
Chevron Corporation (CVX)	0.1	$208k	-7%	1.3k	165.32	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$207k	NEW	8.8k	23.51	View chart
At&t (T)	0.1	$196k	-14%	17k	11.75	View chart
Newmark Group Cl A (NMRK)	0.1	$155k		10k	15.11	View chart
Kopin Corporation (KOPN)	0.0	$48k	NEW	11k	4.48	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 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z