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CIK: 0001799880
Total reported value
$192.4M
$192.4M
134 檔
28.8%
At the close of Q4 2025, Emergent Wealth Advisors, LLC disclosed equity holdings valued at approximately $192.4M, spread across 134 reported holdings.
In Q4 2025, Emergent Wealth Advisors, LLC displayed an active expansion posture, initiating 15 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.27% | +0.28% | -2.15% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.79% | -0.40% | -4.63% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.31% | +0.12% | +18.31% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.26% | +0.07% | -21.14% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.48% | +0.60% | +1.45% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.30% | +0.28% | +7.75% | |
| 7 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 2.94% | -0.17% | -15.28% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 2.69% | +0.18% | +8.46% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.64% | +0.02% | -21.49% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.28% | +0.05% | -11.38% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 2.07% | -0.67% | -4.01% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.96% | -0.09% | +0.17% | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.79% | -0.28% | +0.98% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.67% | +0.23% | +39.74% | |
| 15 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.37% | -0.32% | +181.79% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.32% | -0.29% | EXIT | |
| 17 | PFF | Ishares Preferred & Income S | ETF-Other | 1.32% | -0.03% | -26.44% | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.30% | -0.08% | -23.92% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.27% | -0.02% | -25.37% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.23% | -0.24% | EXIT | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.21% | +0.01% | -5.98% | |
| 22 | NYF | Ishares New York Muni Bond E | ETF-Other | 1.20% | -0.15% | +693.04% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.14% | -0.14% | EXIT | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.11% | -0.21% | EXIT | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.00% | +0.02% | +0.13% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | +0.17% | +14.13% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.90% | -0.01% | +8.40% | |
| 28 | WELL | Welltower Inc | Stock-Real Estate | 0.85% | +0.02% | -1.03% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.83% | +0.15% | +29.87% | |
| 30 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.83% | +0.09% | +6.03% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.81% | -0.27% | EXIT | |
| 32 | MBB | Ishares Mbs ETF | ETF-Other | 0.79% | -0.23% | EXIT | |
| 33 | UBER | Uber Technologies Inc | Stock-Industrials | 0.77% | -0.15% | -3.90% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.70% | — | -23.40% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.68% | +0.05% | +5.46% | |
| 36 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.61% | -0.22% | EXIT | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.10% | -4.33% | |
| 38 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.59% | -0.09% | — | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.57% | — | -10.96% | |
| 40 | T | At&t Inc | Stock-Comm Services | 0.54% | -0.23% | -18.74% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | +0.21% | +8.84% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.52% | -0.04% | +2.41% | |
| 43 | SCCO | Southern Copper CORP | Stock-Materials | 0.49% | -0.05% | +0.83% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | +0.18% | — | |
| 45 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.46% | -0.25% | EXIT | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.10% | +2.15% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.45% | -0.13% | +1.47% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.44% | — | -7.98% | |
| 49 | MTB | M & T Bank CORP | Stock-Financials | 0.44% | +0.01% | +0.42% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | -0.02% | +14.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NYF | Ishares New York Muni Bond E | +1% | +693.04% | Add |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | +0.9% | +181.79% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | +18.31% | Add |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.5% | +39.74% | Add |
| 5 | IEMG | Ishares Core Msci Emerging | +0.2% | +7.75% | Add |
| 6 | AVGO | Broadcom Inc | +0.2% | +29.87% | Add |
| 7 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.2% | +77.73% | Add |
| 8 | BA | Boeing Co/the | +0.2% | +97.46% | Add |
| 9 | VTV | Vanguard Value ETF | +0.2% | +8.46% | Add |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | +0.2% | +41.67% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +14.13% | Add |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +38.62% | Add |
| 13 | RKLB | Rocket Lab CORP | +0.1% | +11.61% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.33% | Trim |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +2.15% | Add |
| 16 | GLD | Spdr Gold Shares | +0.1% | -4.01% | Trim |
| 17 | VUG | Vanguard Growth ETF | — | +1.45% | Add |
| 18 | CHWY | Chewy Inc - Class A | -0.2% | -28.11% | Trim |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.2% | -7.98% | Trim |
| 20 | UBER | Uber Technologies Inc | -0.2% | -3.90% | Trim |
| 21 | T | At&t Inc | -0.2% | -18.74% | Trim |
| 22 | EFG | Ishares Msci Eafe Growth ETF | -0.2% | -23.40% | Trim |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.3% | -11.38% | Trim |
| 24 | VMBS | Vanguard Mortgage-backed Sec | -0.5% | -23.92% | Trim |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.5% | -25.37% | Trim |
| 26 | AGG | Ishares Core U.s. Aggregate | -0.5% | -4.63% | Trim |
| 27 | PFF | Ishares Preferred & Income S | -0.6% | -26.44% | Trim |
| 28 | BOND | Pimco Active Bond Exchange-t | -0.7% | -15.28% | Trim |
| 29 | VXF | Vanguard Extended Market ETF | -0.8% | -21.49% | Trim |
| 30 | IJR | Ishares Core S&p Small-cap E | -1.2% | -21.14% | Trim |
| 31 | VCRB | Vanguard Core Bond ETF | — | NEW | New buy |
| 32 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 33 | FMNY | First Trust Ny Muni High Inc | — | NEW | New buy |
| 34 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 35 | SHLD | Global X Defense Tech ETF | — | NEW | New buy |
| 36 | THRO | Ishares U.s. Thematic Rotati | — | NEW | New buy |
| 37 | VICI | Vici Properties Inc | — | EXIT | Sold out |
| 38 | BAC | Bank Of America CORP | — | NEW | New buy |
| 39 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 40 | HON | Honeywell International Inc | — | EXIT | Sold out |
| 41 | SPSK | Sp Funds Dow Jones Global Su | — | NEW | New buy |
| 42 | BAI | Ishrs Ai In And Tech Act ETF | — | NEW | New buy |
| 43 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 44 | TER | Teradyne Inc | — | NEW | New buy |
| 45 | COF | Capital One Financial CORP | — | NEW | New buy |
| 46 | MINO | Pimco Municipal Income Oppor | — | NEW | New buy |
| 47 | JCPB | Jpmorgan Core Plus Bond ETF | — | NEW | New buy |
| 48 | DASH | Doordash Inc - A | — | EXIT | Sold out |
| 49 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 50 | ALLE | Allegion plc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Emergent Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $192.4M across 134 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, IEFA) accounted for 28.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
VCRB
市值: $1.0M
Top Position Liquidated / Trimmed
VICI
前期市值: $316.7K
During Q4 2025, Emergent Wealth Advisors, LLC's top holdings by market value included IVV (13.3%)、AGG (5.8%)、IEFA (4.3%). The largest single position, IVV, represented 13.3% of total portfolio value.
In Q4 2025, Emergent Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 15 positions, trimming 15 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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