Universe · entity
Emergent Wealth Advisors, LLC
Institutional manager (13F) · CIK 1799880
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $143M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $23M | 35,017 |
| 2 | ISHARES TR | $10M | 112,158 |
| 3 | ISHARES TR | $9M | 86,390 |
| 4 | VANGUARD INDEX FDS | $8M | 18,813 |
| 5 | ISHARES INC | $8M | 111,567 |
| 6 | BLACKROCK ETF TRUST II | $7M | 135,950 |
| 7 | VANGUARD INDEX FDS | $7M | 35,900 |
| 8 | BLACKROCK ETF TRUST | $6M | 102,384 |
| 9 | VANGUARD CHARLOTTE FDS | $4M | 85,539 |
| 10 | SPDR GOLD TR | $4M | 9,505 |
| 11 | SELECT SECTOR SPDR TR | $4M | 30,667 |
| 12 | SPDR SERIES TRUST | $4M | 51,441 |
| 13 | VANGUARD MALVERN FDS | $4M | 48,716 |
| 14 | PIMCO ETF TR | $3M | 29,939 |
| 15 | ISHARES TR | $3M | 21,515 |
| 16 | J P MORGAN EXCHANGE TRADED F | $2M | 19,774 |
| 17 | VANGUARD INDEX FDS | $2M | 10,036 |
| 18 | ISHARES TR | $2M | 38,810 |
| 19 | NVIDIA CORPORATION | $2M | 11,556 |
| 20 | AMAZON COM INC | $2M | 8,978 |
| 21 | SCHWAB STRATEGIC TR | $2M | 67,161 |
| 22 | GLOBAL X FDS | $2M | 24,060 |
| 23 | WELLTOWER INC | $2M | 7,947 |
| 24 | SIMON PPTY GROUP INC NEW | $2M | 8,110 |
| 25 | MICROSOFT CORP | $1M | 4,051 |
| 26 | BROADCOM INC | $1M | 4,816 |
| 27 | SCHWAB STRATEGIC TR | $1M | 64,159 |
| 28 | APPLE INC | $1M | 4,542 |
| 29 | ALPHABET INC | $984k | 3,421 |
| 30 | CISCO SYS INC | $971k | 12,510 |
| 31 | INTERNATIONAL BUSINESS MACHS | $926k | 3,820 |
| 32 | SOUTHERN COPPER CORP | $914k | 5,313 |
| 33 | SCHWAB STRATEGIC TR | $912k | 36,843 |
| 34 | UBER TECHNOLOGIES INC | $906k | 12,601 |
| 35 | JOHNSON & JOHNSON | $840k | 3,438 |
| 36 | VANGUARD BD INDEX FDS | $807k | 10,287 |
| 37 | M & T BK CORP | $799k | 3,866 |
| 38 | WALMART INC | $768k | 6,182 |
| 39 | AMPHENOL CORP | $755k | 5,976 |
| 40 | ALPHABET INC | $743k | 2,590 |
| 41 | STATE STR SPDR S&P 500 ETF T | $731k | 1,125 |
| 42 | ABBVIE INC | $722k | 3,320 |
| 43 | BOEING CO | $705k | 3,544 |
| 44 | J P MORGAN EXCHANGE TRADED F | $694k | 14,750 |
| 45 | JPMORGAN CHASE & CO | $694k | 2,360 |
| 46 | CROWDSTRIKE HLDGS INC | $667k | 1,708 |
| 47 | CORNING INC | $661k | 4,865 |
| 48 | J P MORGAN EXCHANGE TRADED F | $657k | 8,670 |
| 49 | PIMCO ETF TR | $615k | 23,460 |
| 50 | VANGUARD WHITEHALL FDS | $587k | 3,963 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.