Emergent Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Emergent Wealth Advisors, LLC

Investment Activity

Emergent Wealth Advisors, LLC has $192.41 million in total holdings as of June 30, 2026.
Emergent Wealth Advisors, LLC owns shares of 122 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
Approximately 9.77% of the portfolio was purchased this quarter.
About 3.46% of the portfolio was sold this quarter.
This quarter, Emergent Wealth Advisors, LLC has purchased 125 new stocks and bought additional shares in 58 stocks.
Emergent Wealth Advisors, LLC sold shares of 37 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $26,545,247
iShares Core MSCI EAFE ETF: $11,778,380
Vanguard Growth ETF: $10,511,252
iShares Core MSCI Emerging Markets ETF: $9,388,066
iShares Core U.S. Aggregate Bond ETF: $8,978,941

Largest New Holdings this Quarter

09290C780 - BLACKROCK ETF TRUST: $921,862 Holding
09290C855 - BLACKROCK ETF TRUST: $578,449 Holding
872540109 - TJX Companies: $374,054 Holding
91324P102 - UnitedHealth Group: $253,824 Holding
78464A300 - SPDR S&P 600 Small Cap Value ETF: $209,597 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 102,436 shares (about $8.88M)
iShares Core MSCI EAFE ETF: 9,859 shares (about $951.70K)
BLACKROCK ETF TRUST: 11,799 shares (about $921.86K)
BLACKROCK ETF TRUST: 7,179 shares (about $578.45K)
iShares Core S&P 500 ETF: 775 shares (about $574.78K)

Largest Sales this Quarter

Technology Select Sector SPDR Fund: 2,079 shares (about $362.17K)
Schwab U.S. Aggregate Bond ETF: 14,418 shares (about $333.49K)
ASTERA LABS INC: 655 shares (about $302.39K)
Western Digital: 400 shares (about $255.49K)
SANDISK CORP: 116 shares (about $250.86K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$26,545,247	$574,781 â–²	2.2%	35,792	13.8%	ETF
IEFA iShares Core MSCI EAFE ETF	$11,778,380	$951,696 â–²	8.8%	122,017	6.1%	ETF
VUG Vanguard Growth ETF	$10,511,252	$8,880,326 â–²	544.5%	121,249	5.5%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$9,388,066	$277,957 â–²	3.1%	114,971	4.9%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$8,978,941	$475,052 â–²	5.6%	91,216	4.7%	ETF
VTV Vanguard Value ETF	$8,350,564	$512,221 â–²	6.5%	38,246	4.3%	ETF
BINC iShares Flexible Income Active ETF	$7,401,288	$273,120 â–²	3.8%	141,159	3.8%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$7,211,298	$211,065 â–²	3.0%	105,471	3.7%	ETF
XLK Technology Select Sector SPDR Fund	$4,980,193	$362,174 â–¼	-6.8%	28,588	2.6%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$4,582,844	$36,676 â–²	0.8%	51,856	2.4%	ETF
BNDX Vanguard Total International Bond ETF	$4,497,181	$357,496 â–²	8.6%	92,926	2.3%	ETF
VANGUARD MALVERN FDS	$4,119,707	$395,811 â–²	10.6%	53,894	2.1%	CORE BD ETF
GLD SPDR Gold Shares	$3,373,624	$12,111 â–¼	-0.4%	9,471	1.8%	ETF
IJR iShares Core S&P Small-Cap ETF	$3,181,114	$17,693 â–¼	-0.6%	21,396	1.7%	ETF
PIMCO ETF TR	$2,801,032	$40,388 â–²	1.5%	30,377	1.5%	ACTIVE BD ETF
BBUS JPMorgan BetaBuilders U.S. Equity ETF	$2,653,715	$10,239 â–¼	-0.4%	19,698	1.4%	ETF
AMZN Amazon.com	$2,459,907	$233,143 â–²	10.5%	9,918	1.3%	Consumer Discretionary
VXF Vanguard Extended Market ETF	$2,378,499	$9,040 â–¼	-0.4%	9,998	1.2%	ETF
NVDA NVIDIA	$2,309,461	$41,916 â–¼	-1.8%	11,350	1.2%	Technology
NYF iShares New York Muni Bond ETF	$2,051,463	$40,590 â–¼	-1.9%	38,057	1.1%	ETF
SCHX Schwab US Large-Cap ETF	$2,005,162	$38,018 â–²	1.9%	68,459	1.0%	ETF
AVGO Broadcom	$1,990,065	$151,908 â–²	8.3%	5,214	1.0%	Technology
GLOBAL X FDS	$1,884,277	$350,074 â–²	22.8%	29,550	1.0%	DEFENSE TECH ETF
SPG Simon Property Group	$1,882,555	$80,652 â–²	4.5%	8,473	1.0%	Real Estate
WELL Welltower	$1,819,141	$27,505 â–²	1.5%	8,069	0.9%	Real Estate
MSFT Microsoft	$1,695,856	$156,552 â–²	10.2%	4,463	0.9%	Technology
CSCO Cisco Systems	$1,491,361	$26,004 â–²	1.8%	12,732	0.8%	Technology
AAPL Apple	$1,395,522	$79,396 â–²	6.0%	4,816	0.7%	Technology
GOOGL Alphabet	$1,299,661	$24,233 â–²	1.9%	3,486	0.7%	Communication Services
GLW Corning	$1,221,769	$20,946 â–¼	-1.7%	4,783	0.6%	Technology
CRWD CrowdStrike	$1,204,998	$98,445 â–¼	-7.6%	1,579	0.6%	Technology
SCHZ Schwab U.S. Aggregate Bond ETF	$1,150,500	$333,486 â–¼	-22.5%	49,741	0.6%	ETF
ASTERA LABS INC	$1,043,806	$302,385 â–¼	-22.5%	2,261	0.5%	COM
GOOG Alphabet	$1,030,655	$40,155 â–²	4.1%	2,695	0.5%	Communication Services
APH Amphenol	$995,855	$47,854 â–¼	-4.6%	5,702	0.5%	Technology
SCHF Schwab International Equity ETF	$959,022	$61,521 â–¼	-6.0%	34,622	0.5%	ETF
SCCO Southern Copper	$935,007	$9,235 â–²	1.0%	5,366	0.5%	Materials
WALMART INC	$923,469	$126,361 â–²	15.9%	7,162	0.5%	COM
JNJ Johnson & Johnson	$923,227	$50,994 â–²	5.8%	3,639	0.5%	Healthcare
MTB M&T Bank	$923,215	$3,094 â–²	0.3%	3,879	0.5%	Finance
BLACKROCK ETF TRUST	$921,862	$921,862 â–²	New Holding	11,799	0.5%	ISHA I IN TE ETF
SPY SPDR S&P 500 ETF Trust	$835,154	$5,229 â–¼	-0.6%	1,118	0.4%	ETF
JPM JPMorgan Chase & Co.	$816,570	$46,036 â–²	6.0%	2,501	0.4%	Finance
IBM International Business Machines	$809,535	$81,397 â–¼	-9.1%	3,471	0.4%	Technology
TD Toronto Dominion Bank	$808,602	$307,735 â–²	61.4%	4,057	0.4%	Finance
BSV Vanguard Short-Term Bond ETF	$796,576	$4,908 â–¼	-0.6%	10,224	0.4%	ETF
ABBV AbbVie	$791,867	$39,831 â–¼	-4.8%	3,161	0.4%	Healthcare
UBER Uber Technologies	$755,587	$117,273 â–¼	-13.4%	10,908	0.4%	Industrials
JIRE JPMorgan International Research Enhanced Equity ETF	$724,592	$9,404 â–²	1.3%	8,784	0.4%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$717,684	$95,525 â–²	15.4%	27,062	0.4%	ETF
STLD Steel Dynamics	$713,621		0.0%	3,110	0.4%	Materials
JCPB JPMorgan Core Plus Bond ETF	$694,243	$1,878 â–²	0.3%	14,790	0.4%	ETF
ROCKET LAB CORP	$689,695	$31,411 â–²	4.8%	6,148	0.4%	COM
XVV iShares ESG Select Screened S&P 500 ETF	$660,297		0.0%	11,627	0.3%	ETF
META Meta Platforms	$637,529	$62,966 â–²	11.0%	1,134	0.3%	Communication Services
NOBL ProShares S&P 500 Aristocrats ETF	$625,975	$366,285 â–²	141.0%	11,146	0.3%	ETF
VYM Vanguard High Dividend Yield ETF	$625,383	$948 â–¼	-0.2%	3,957	0.3%	ETF
DGX Quest Diagnostics	$593,460		0.0%	2,800	0.3%	Healthcare
BLACKROCK ETF TRUST	$578,449	$578,449 â–²	New Holding	7,179	0.3%	ISHA LA CORE ETF
SANDISK CORP	$575,254	$250,863 â–¼	-30.4%	266	0.3%	COM
NULG Nuveen ESG Large-Cap Growth ETF	$574,882		0.0%	4,911	0.3%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$535,951	$56,623 â–¼	-9.6%	3,275	0.3%	ETF
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$534,635		0.0%	9,559	0.3%	ETF
IWN iShares Russell 2000 Value ETF	$533,328	$1,770 â–²	0.3%	2,411	0.3%	ETF
NULV Nuveen ESG Large-Cap Value ETF	$530,394		0.0%	10,610	0.3%	ETF
BRK.B Berkshire Hathaway	$528,912	$70,799 â–²	15.5%	1,016	0.3%	Finance
PG Procter & Gamble	$522,365	$42,926 â–²	9.0%	3,602	0.3%	Consumer Staples
J P MORGAN EXCHANGE TRADED F	$516,489	$2,194 â–¼	-0.4%	9,654	0.3%	ACTIVE BOND ETF
JGRO JPMorgan Active Growth ETF	$484,077	$9,859 â–¼	-2.0%	4,910	0.3%	ETF
BA Boeing	$477,966	$162,696 â–¼	-25.4%	2,644	0.2%	Industrials
TER Teradyne	$474,647		0.0%	981	0.2%	Technology
JAVA JPMorgan Active Value ETF	$471,616	$4,050 â–¼	-0.9%	5,939	0.2%	ETF
BND Vanguard Total Bond Market ETF	$459,976	$1,028 â–²	0.2%	6,266	0.2%	ETF
J P MORGAN EXCHANGE TRADED F	$459,796	$6,766 â–²	1.5%	6,456	0.2%	GLOBAL SEL EQUIT
PFF iShares Preferred and Income Securities ETF	$446,686	$3,811 â–²	0.9%	14,650	0.2%	ETF
NFG National Fuel Gas	$436,854	$6,022 â–²	1.4%	5,658	0.2%	Utilities
IWD iShares Russell 1000 Value ETF	$416,223	$1,212 â–²	0.3%	1,717	0.2%	ETF
WDC Western Digital	$415,168	$255,488 â–¼	-38.1%	650	0.2%	Technology
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF	$413,483		0.0%	7,191	0.2%	ETF
HD Home Depot	$410,904	$47,977 â–²	13.2%	1,259	0.2%	Consumer Discretionary
PANW Palo Alto Networks	$409,906	$32,056 â–¼	-7.3%	1,202	0.2%	Technology
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$402,843	$13,464 â–¼	-3.2%	8,497	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$384,112	$288,115 â–²	300.1%	3,093	0.2%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$380,751	$10,641 â–¼	-2.7%	1,789	0.2%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$376,339	$3,839 â–²	1.0%	4,706	0.2%	ETF
CMF iShares California Muni Bond ETF	$374,602		0.0%	6,499	0.2%	ETF
TJX TJX Companies	$374,054	$374,054 â–²	New Holding	1,750	0.2%	Consumer Discretionary
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	$366,675	$35,967 â–²	10.9%	8,013	0.2%	ETF
VOO Vanguard S&P 500 ETF	$362,665		0.0%	528	0.2%	ETF
BAC Bank of America	$358,270	$31,624 â–²	9.7%	6,888	0.2%	Finance
XOM ExxonMobil	$345,797	$47,143 â–²	15.8%	2,736	0.2%	Energy
BGC GROUP INC	$344,004		0.0%	32,180	0.2%	CL A
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$342,413	$8,081 â–²	2.4%	3,771	0.2%	ETF
EPD Enterprise Products Partners	$334,516		0.0%	9,100	0.2%	Energy
VMBS Vanguard Mortgage-Backed Securities ETF	$331,824	$88,702 â–¼	-21.1%	7,089	0.2%	ETF
QCOM Qualcomm	$329,481	$39,730 â–¼	-10.8%	1,783	0.2%	Technology
SCHA Schwab US Small-Cap ETF	$328,894	$1,866 â–²	0.6%	9,165	0.2%	ETF
PALANTIR TECHNOLOGIES INC	$325,743	$10,034 â–²	3.2%	2,792	0.2%	CL A
CXW CoreCivic	$318,079		0.0%	10,470	0.2%	Industrials
SPSK SP Funds Dow Jones Global Sukuk ETF	$299,488		0.0%	16,629	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Emergent Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Emergent Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Emergent Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Emergent Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEmergent Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools