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Emergent Wealth Advisors, LLC 13F holdings

Filed 2026-07-14 · Emergent Wealth Advisors, LLC · 122 positions · $192.4M

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TickerCompanySharesValue% of portfolio
IVVISHARES TR35.8K$26.5M13.8%
IEFAISHARES TR122.0K$11.8M6.1%
VUGVANGUARD INDEX FDS121.2K$10.5M5.5%
ACWIISHARES INC115.0K$9.4M4.9%
AGGISHARES TR91.2K$9.0M4.7%
VTVVANGUARD INDEX FDS38.2K$8.4M4.3%
BINCBLACKROCK ETF TRUST II141.2K$7.4M3.8%
DYNFBLACKROCK ETF TRUST105.5K$7.2M3.7%
XLKSELECT SECTOR SPDR TR28.6K$5.0M2.6%
SPYMSPDR SERIES TRUST51.9K$4.6M2.4%
BNDXVANGUARD CHARLOTTE FDS92.9K$4.5M2.3%
VCRBVANGUARD MALVERN FDS53.9K$4.1M2.1%
GLDSPDR GOLD TR9.5K$3.4M1.8%
IJRISHARES TR21.4K$3.2M1.7%
BONDPIMCO ETF TR30.4K$2.8M1.5%
BBUSJ P MORGAN EXCHANGE TRADED F19.7K$2.7M1.4%
AMZNAMAZON COM INC9.9K$2.5M1.3%
VXFVANGUARD INDEX FDS10.0K$2.4M1.2%
NVDANVIDIA CORPORATION11.3K$2.3M1.2%
NYFISHARES TR38.1K$2.1M1.1%
SCHXSCHWAB STRATEGIC TR68.5K$2.0M1.0%
AVGOBROADCOM INC5.2K$2.0M1.0%
SHLDGLOBAL X FDS29.6K$1.9M1.0%
SPGSIMON PPTY GROUP INC NEW8.5K$1.9M1.0%
WELLWELLTOWER INC8.1K$1.8M0.9%
MSFTMICROSOFT CORP4.5K$1.7M0.9%
CSCOCISCO SYS INC12.7K$1.5M0.8%
AAPLAPPLE INC4.8K$1.4M0.7%
GOOGLALPHABET INC3.5K$1.3M0.7%
GLWCORNING INC4.8K$1.2M0.6%
CRWDCROWDSTRIKE HLDGS INC1.6K$1.2M0.6%
SCHZSCHWAB STRATEGIC TR49.7K$1.2M0.6%
ALABASTERA LABS INC2.3K$1.0M0.5%
GOOGALPHABET INC2.7K$1.0M0.5%
APHAMPHENOL CORP5.7K$995,8550.5%
SCHFSCHWAB STRATEGIC TR34.6K$959,0220.5%
SCCOSOUTHERN COPPER CORP5.4K$935,0070.5%
WMTWALMART INC7.2K$923,4690.5%
JNJJOHNSON & JOHNSON3.6K$923,2270.5%
MTBM & T BK CORP3.9K$923,2150.5%
BAIBLACKROCK ETF TRUST11.8K$921,8620.5%
SPYSTATE STR SPDR S&P 500 ETF T1.1K$835,1540.4%
JPMJPMORGAN CHASE & CO2.5K$816,5700.4%
IBMINTERNATIONAL BUSINESS MACHS3.5K$809,5350.4%
TDTORONTO DOMINION BK ONT4.1K$808,6020.4%
BSVVANGUARD BD INDEX FDS10.2K$796,5760.4%
ABBVABBVIE INC3.2K$791,8670.4%
UBERUBER TECHNOLOGIES INC10.9K$755,5870.4%
JIREJ P MORGAN EXCHANGE TRADED F8.8K$724,5920.4%
PYLDPIMCO ETF TR27.1K$717,6840.4%
STLDSTEEL DYNAMICS INC3.1K$713,6210.4%
JCPBJ P MORGAN EXCHANGE TRADED F14.8K$694,2430.4%
RKLBROCKET LAB CORP6.1K$689,6950.4%
XVVISHARES TR11.6K$660,2970.3%
METAMETA PLATFORMS INC1.1K$637,5290.3%
NOBLPROSHARES TR11.1K$625,9750.3%
VYMVANGUARD WHITEHALL FDS4.0K$625,3830.3%
DGXQUEST DIAGNOSTICS INC2.8K$593,4600.3%
BLCRBLACKROCK ETF TRUST7.2K$578,4490.3%
SNDKSANDISK CORP266$575,2540.3%
Top Fund Holdings
13F
Top Fund Holdings

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