Universe · entity

Emergent Wealth Advisors, LLC

Institutional manager (13F) · CIK 1799880
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $143M
#IssuerValueShares
1ISHARES TR$23M35,017
2ISHARES TR$10M112,158
3ISHARES TR$9M86,390
4VANGUARD INDEX FDS$8M18,813
5ISHARES INC$8M111,567
6BLACKROCK ETF TRUST II$7M135,950
7VANGUARD INDEX FDS$7M35,900
8BLACKROCK ETF TRUST$6M102,384
9VANGUARD CHARLOTTE FDS$4M85,539
10SPDR GOLD TR$4M9,505
11SELECT SECTOR SPDR TR$4M30,667
12SPDR SERIES TRUST$4M51,441
13VANGUARD MALVERN FDS$4M48,716
14PIMCO ETF TR$3M29,939
15ISHARES TR$3M21,515
16J P MORGAN EXCHANGE TRADED F$2M19,774
17VANGUARD INDEX FDS$2M10,036
18ISHARES TR$2M38,810
19NVIDIA CORPORATION$2M11,556
20AMAZON COM INC$2M8,978
21SCHWAB STRATEGIC TR$2M67,161
22GLOBAL X FDS$2M24,060
23WELLTOWER INC$2M7,947
24SIMON PPTY GROUP INC NEW$2M8,110
25MICROSOFT CORP$1M4,051
26BROADCOM INC$1M4,816
27SCHWAB STRATEGIC TR$1M64,159
28APPLE INC$1M4,542
29ALPHABET INC$984k3,421
30CISCO SYS INC$971k12,510
31INTERNATIONAL BUSINESS MACHS$926k3,820
32SOUTHERN COPPER CORP$914k5,313
33SCHWAB STRATEGIC TR$912k36,843
34UBER TECHNOLOGIES INC$906k12,601
35JOHNSON & JOHNSON$840k3,438
36VANGUARD BD INDEX FDS$807k10,287
37M & T BK CORP$799k3,866
38WALMART INC$768k6,182
39AMPHENOL CORP$755k5,976
40ALPHABET INC$743k2,590
41STATE STR SPDR S&P 500 ETF T$731k1,125
42ABBVIE INC$722k3,320
43BOEING CO$705k3,544
44J P MORGAN EXCHANGE TRADED F$694k14,750
45JPMORGAN CHASE & CO$694k2,360
46CROWDSTRIKE HLDGS INC$667k1,708
47CORNING INC$661k4,865
48J P MORGAN EXCHANGE TRADED F$657k8,670
49PIMCO ETF TR$615k23,460
50VANGUARD WHITEHALL FDS$587k3,963
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.