Emergent Wealth Advisors

Emergent Wealth Advisors as of March 31, 2026

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
Ishares Tr Core Msci Eafe (IEFA) 6.0 $10M 112k 90.53
Ishares Tr Core Us Aggbd Et (AGG) 5.1 $8.6M 86k 99.27
Vanguard Index Fds Growth Etf (VUG) 4.9 $8.2M 19k 436.80
Ishares Core Msci Emkt (IEMG) 4.6 $7.8M 112k 69.75
Blackrock Etf Trust Ii Ishares Flexible (BINC) 4.2 $7.1M 136k 51.93
Vanguard Index Fds Value Etf (VTV) 4.2 $7.0M 36k 196.20
Blackrock Etf Trust Ishares Us Equit (DYNF) 3.5 $6.0M 102k 58.18
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.4 $4.1M 86k 48.05
Spdr Gold Tr Gold Shs (GLD) 2.4 $4.1M 9.5k 430.29
Select Sector Spdr Tr State Street Tec (XLK) 2.4 $4.1M 31k 132.90
Spdr Series Trust State Street Spd (SPYM) 2.3 $3.9M 51k 76.54
Vanguard Malvern Fds Core Bd Etf (VCRB) 2.2 $3.8M 49k 77.38
Pimco Etf Tr Active Bd Etf (BOND) 1.6 $2.8M 30k 92.28
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $2.7M 22k 124.31
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 1.4 $2.3M 20k 117.18
Vanguard Index Fds Extend Mkt Etf (VXF) 1.2 $2.1M 10k 205.80
Ishares Tr New York Mun Etf (NYF) 1.2 $2.1M 39k 53.12
NVIDIA Corporation (NVDA) 1.2 $2.0M 12k 174.39
Amazon (AMZN) 1.1 $1.9M 9.0k 208.27
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.0 $1.7M 67k 25.64
Global X Fds Defense Tech Etf (SHLD) 1.0 $1.7M 24k 70.84
Welltower Inc Com reit (WELL) 0.9 $1.6M 7.9k 197.71
Simon Property (SPG) 0.9 $1.5M 8.1k 186.54
Microsoft Corporation (MSFT) 0.9 $1.5M 4.1k 370.17
Broadcom (AVGO) 0.9 $1.5M 4.8k 309.52
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.9 $1.5M 64k 23.22
Apple (AAPL) 0.7 $1.2M 4.5k 253.79
Alphabet Cap Stk Cl A (GOOGL) 0.6 $984k 3.4k 287.57
Cisco Systems (CSCO) 0.6 $971k 13k 77.59
International Business Machines (IBM) 0.5 $926k 3.8k 242.40
Southern Copper Corporation (SCCO) 0.5 $914k 5.3k 172.05
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $912k 37k 24.75
Uber Technologies (UBER) 0.5 $906k 13k 71.93
Johnson & Johnson (JNJ) 0.5 $840k 3.4k 244.44
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $807k 10k 78.41
M&T Bank Corporation (MTB) 0.5 $799k 3.9k 206.70
Wal-Mart Stores (WMT) 0.5 $768k 6.2k 124.27
Amphenol Corp Cl A (APH) 0.4 $755k 6.0k 126.35
Alphabet Cap Stk Cl C (GOOG) 0.4 $743k 2.6k 286.91
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $731k 1.1k 650.16
Abbvie (ABBV) 0.4 $722k 3.3k 217.52
Boeing Company (BA) 0.4 $705k 3.5k 199.03
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.4 $694k 15k 47.08
JPMorgan Chase & Co. (JPM) 0.4 $694k 2.4k 294.14
Crowdstrike Hldgs Cl A (CRWD) 0.4 $667k 1.7k 390.41
Corning Incorporated (GLW) 0.4 $662k 4.9k 135.97
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.4 $657k 8.7k 75.74
Pimco Etf Tr Multisector Bd (PYLD) 0.4 $615k 24k 26.20
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $587k 4.0k 148.10
Meta Platforms Cl A (META) 0.3 $585k 1.0k 571.88
Ishares Tr Esg Select Scre (XVV) 0.3 $572k 12k 49.22
At&t (T) 0.3 $562k 19k 28.99
Steel Dynamics (STLD) 0.3 $560k 3.1k 180.00
Quest Diagnostics Incorporated (DGX) 0.3 $549k 2.8k 195.98
National Fuel Gas (NFG) 0.3 $524k 5.6k 93.96
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.3 $521k 9.7k 53.77
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $512k 3.6k 141.43
Ishares Tr Core Univrsl Usd (IUSB) 0.3 $496k 11k 46.19
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $490k 4.6k 106.01
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $483k 11k 45.50
Procter & Gamble Company (PG) 0.3 $478k 3.3k 144.44
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $460k 6.3k 73.65
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $456k 2.4k 189.61
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $453k 2.1k 211.15
Ishares Tr Esg Aware Msci (ESML) 0.3 $450k 9.6k 47.02
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $447k 4.9k 90.94
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $440k 15k 30.32
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.3 $430k 6.0k 71.75
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.3 $429k 9.4k 45.86
J P Morgan Exchange Traded F Active Growth (JGRO) 0.3 $423k 5.0k 84.52
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $422k 9.0k 46.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $422k 880.00 479.20
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $418k 8.8k 47.55
J P Morgan Exchange Traded F Global Sel Equit (JGLO) 0.2 $415k 6.4k 65.27
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $404k 3.6k 113.11
Exxon Mobil Corporation (XOM) 0.2 $401k 2.4k 169.65
Palantir Technologies Cl A (PLTR) 0.2 $396k 2.7k 146.28
Ishares Tr Mbs Etf (MBB) 0.2 $391k 4.1k 94.94
Rocket Lab Corp (RKLB) 0.2 $377k 5.9k 64.22
Capital One Financial (COF) 0.2 $377k 2.1k 182.43
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $371k 4.7k 79.56
Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $370k 6.5k 56.86
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $367k 6.7k 54.55
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $366k 1.7k 213.61
Home Depot (HD) 0.2 $366k 1.1k 328.82
Ishares Tr Eafe Value Etf (EFV) 0.2 $359k 4.8k 74.34
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $353k 1.8k 191.88
Tidal Trust I SP FDS S&P 500 (SPUS) 0.2 $346k 7.2k 48.16
Enterprise Products Partners (EPD) 0.2 $344k 9.1k 37.84
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $330k 773.00 426.26
Pimco Etf Tr Muni Income Opp (MINO) 0.2 $326k 7.2k 45.17
Astera Labs (ALAB) 0.2 $320k 2.9k 109.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $316k 528.00 597.60
Bgc Group Cl A (BGC) 0.2 $315k 32k 9.78
Bank of America Corporation (BAC) 0.2 $306k 6.3k 48.75
First Tr Exch Traded Fd Iii New York Muni (FMNY) 0.2 $305k 12k 26.43
Oneok (OKE) 0.2 $302k 3.3k 90.39
Tidal Trust I Sp Dwjns Sukuk (SPSK) 0.2 $298k 17k 17.90
Spdr Series Trust State Street Spd (SPTM) 0.2 $291k 3.7k 79.07
Teradyne (TER) 0.2 $291k 981.00 296.46
Western Digital (WDC) 0.2 $284k 1.1k 270.49
Wells Fargo & Company (WFC) 0.2 $284k 3.6k 79.61
Chevron Corporation (CVX) 0.2 $280k 1.4k 206.97
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $265k 9.1k 29.08
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $260k 1.2k 215.10
Qualcomm (QCOM) 0.2 $257k 2.0k 128.78
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $255k 865.00 295.12
ConocoPhillips (COP) 0.1 $253k 1.9k 132.00
Sandisk Corp (SNDK) 0.1 $243k 382.00 635.34
Canadian Pacific Kansas City (CP) 0.1 $236k 3.0k 78.66
Toronto Dominion Bk Ont Com New (TD) 0.1 $235k 2.5k 93.31
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $234k 1.2k 191.84
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $224k 2.3k 96.70
Netflix (NFLX) 0.1 $224k 2.3k 96.15
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $223k 3.1k 73.13
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $222k 6.7k 32.95
J P Morgan Exchange Traded F Activebldrs Emer (JEMA) 0.1 $221k 4.2k 52.03
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $212k 2.2k 95.62
Merck & Co (MRK) 0.1 $211k 1.8k 120.29
Palo Alto Networks (PANW) 0.1 $208k 1.3k 160.32
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $203k 5.5k 36.74
Coca-Cola Company (KO) 0.1 $200k 2.6k 76.04
Corecivic (CXW) 0.1 $198k 11k 18.91
Newmark Group Cl A (NMRK) 0.1 $154k 10k 14.99