Emergent Wealth Advisors, LLC 13F Holdings · Q3 2026
Emergent Wealth Advisors, LLC reported 124 securities worth $191.23M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: IVV (13.47%), IEFA (6.51%), VUG (5.96%). Among its top 25 positions this quarter: 12 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $25.7M | 13.47% | 33,622 | Trimmed |
| 2 | IEFA | ISHARES TR | $12.5M | 6.51% | 128,543 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $11.4M | 5.96% | 126,572 | Added |
| 4 | VTV | VANGUARD INDEX FDS | $8.5M | 4.45% | 39,347 | Added |
| 5 | AGG | ISHARES TR | $8.4M | 4.39% | 88,849 | Trimmed |
| 6 | IEMG | ISHARES INC | $8.2M | 4.30% | 101,325 | Trimmed |
| 7 | DYNF | BLACKROCK ETF TRUST | $7.6M | 3.96% | 109,225 | Added |
| 8 | BINC | BLACKROCK ETF TRUST II | $6.3M | 3.31% | 124,523 | Trimmed |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | $4.4M | 2.28% | 92,985 | Added |
| 10 | VCRB | VANGUARD MALVERN FDS | $4.0M | 2.07% | 53,762 | Trimmed |
| 11 | SPYM | SPDR SERIES TRUST | $3.8M | 1.99% | 42,364 | Trimmed |
| 12 | BAI | BLACKROCK ETF TRUST | $3.6M | 1.90% | 76,968 | Added |
| 13 | SHLD | GLOBAL X FDS | $2.9M | 1.52% | 48,464 | Added |
| 14 | IJR | ISHARES TR | $2.8M | 1.47% | 20,640 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $2.7M | 1.43% | 12,006 | Added |
| 16 | AMZN | AMAZON COM INC | $2.7M | 1.41% | 10,786 | Added |
| 17 | BBUS | J P MORGAN EXCHANGE TRADED F | $2.7M | 1.40% | 19,411 | Trimmed |
| 18 | BOND | PIMCO ETF TR | $2.6M | 1.37% | 30,173 | Trimmed |
| 19 | GLD | SPDR GOLD TR | $2.6M | 1.36% | 6,826 | Trimmed |
| 20 | BLCR | BLACKROCK ETF TRUST | $2.6M | 1.34% | 52,320 | Added |
| 21 | MSFT | MICROSOFT CORP | $2.5M | 1.28% | 4,788 | Added |
| 22 | VXF | VANGUARD INDEX FDS | $2.1M | 1.09% | 8,963 | Trimmed |
| 23 | SCHX | SCHWAB STRATEGIC TR | $2.1M | 1.07% | 68,442 | Trimmed |
| 24 | NYF | ISHARES TR | $1.9M | 1.01% | 38,355 | Added |
| 25 | WELL | WELLTOWER INC | $1.8M | 0.97% | 8,033 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR