Emergent Wealth Advisors

Emergent Wealth Advisors as of Sept. 30, 2026

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