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CIK: 0001799880
Total reported value
$192.4M
$192.4M
125 檔
29.9%
During the Q1 2026 filing period, Emergent Wealth Advisors, LLC (CIK: 0001799880) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $192.4M across 125 reported positions.
Emergent Wealth Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 17 new positions while fully exiting 26 holdings and trimming 52 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.52% | +0.28% | +1.63% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.00% | +0.12% | +30.98% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.07% | -0.40% | -16.18% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 4.86% | +0.60% | +48.19% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.60% | +0.28% | +27.98% | |
| 6 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 4.17% | -0.32% | +194.68% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 4.16% | +0.18% | +43.29% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.52% | +0.23% | +109.42% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.43% | -0.09% | +18.44% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 2.42% | -0.67% | +2.16% | |
| 11 | XLK | Ss Technology Select Sector | ETF-Tech | 2.41% | +0.18% | +420.66% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.33% | +0.05% | +1.89% | |
| 13 | VCRB | Vanguard Core Bond ETF | ETF-Other | 2.23% | -0.09% | +263.55% | |
| 14 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.63% | -0.17% | -46.61% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.58% | +0.07% | -65.88% | |
| 16 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.37% | +0.01% | +229.68% | |
| 17 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.22% | +0.02% | -55.37% | |
| 18 | NYF | Ishares New York Muni Bond E | ETF-Other | 1.22% | -0.15% | -2.98% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.19% | +0.01% | -0.22% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | +0.17% | +17.36% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.02% | +0.02% | +1.62% | |
| 22 | SHLD | Global X Defense Tech ETF | ETF-Tech | 1.01% | -0.03% | +323.74% | |
| 23 | WELL | Welltower Inc | Stock-Real Estate | 0.93% | +0.02% | -1.90% | |
| 24 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.89% | +0.09% | +2.05% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | -0.01% | +22.57% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | +0.15% | +13.26% | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.88% | -0.28% | -52.87% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.68% | +0.05% | +2.76% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | +0.10% | -1.38% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.57% | +0.21% | +3.33% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.55% | -0.13% | +42.22% | |
| 32 | SCCO | Southern Copper CORP | Stock-Materials | 0.54% | -0.05% | -12.83% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.54% | -0.04% | -4.18% | |
| 34 | UBER | Uber Technologies Inc | Stock-Industrials | 0.54% | -0.15% | -24.47% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.02% | +3.93% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.48% | -0.07% | — | |
| 37 | MTB | M & T Bank CORP | Stock-Financials | 0.47% | +0.01% | +0.39% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | +0.03% | -9.50% | |
| 39 | APH | Amphenol Corp-cl A | Stock-Tech | 0.45% | +0.07% | +103.96% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.10% | -0.88% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | — | +2.09% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | -0.02% | -1.63% | |
| 43 | BA | Boeing Co/the | Stock-Industrials | 0.42% | -0.17% | +10.99% | |
| 44 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.41% | -0.05% | +222.05% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | +0.01% | +7.66% | |
| 46 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.39% | +0.24% | +63.45% | |
| 47 | GLW | Corning Inc | Stock-Tech | 0.39% | +0.25% | -7.21% | |
| 48 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 0.39% | -0.01% | — | |
| 49 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.36% | +0.01% | — | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.35% | -0.03% | +3.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BINC | Ishares Flex I A Etf-usd Inc | +2.8% | +194.68% | Add |
| 2 | XLK | Ss Technology Select Sector | +1.9% | +420.66% | Add |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | +1.9% | +109.42% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +1.7% | +30.98% | Add |
| 5 | VCRB | Vanguard Core Bond ETF | +1.6% | +263.55% | Add |
| 6 | VTV | Vanguard Value ETF | +1.5% | +43.29% | Add |
| 7 | VUG | Vanguard Growth ETF | +1.4% | +48.19% | Add |
| 8 | IEMG | Ishares Core Msci Emerging | +1.3% | +27.98% | Add |
| 9 | BBUS | Jpmorgan Betabuilders US Equ | +1% | +229.68% | Add |
| 10 | SHLD | Global X Defense Tech ETF | +0.8% | +323.74% | Add |
| 11 | BNDX | Vanguard Total Intl Bond ETF | +0.5% | +18.44% | Add |
| 12 | GLD | Spdr Gold Shares | +0.4% | +2.16% | Add |
| 13 | JCPB | Jpmorgan Core Plus Bond ETF | +0.3% | +222.05% | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.3% | +1.63% | Add |
| 15 | APH | Amphenol Corp-cl A | +0.2% | +103.96% | Add |
| 16 | PG | Procter & Gamble Co/the | +0.1% | +74.74% | Add |
| 17 | GLW | Corning Inc | +0.1% | -7.21% | Trim |
| 18 | AMZN | Amazon.com Inc | +0.1% | +17.36% | Add |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +63.45% | Add |
| 20 | EAGG | Ishares Esg Aware US Aggrega | +0.1% | +64.78% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | +3.93% | Add |
| 22 | XOM | Exxon Mobil CORP | +0.1% | +16.92% | Add |
| 23 | IBM | Intl Business Machines CORP | +0.1% | +42.22% | Add |
| 24 | COF | Capital One Financial CORP | +0.1% | +114.88% | Add |
| 25 | NOBL | Proshares S&p 500 Dividend A | +0.1% | +33.60% | Add |
| 26 | WELL | Welltower Inc | +0.1% | -1.90% | Trim |
| 27 | CMF | Ishares California Muni Bond | +0.1% | +37.25% | Add |
| 28 | PLTR | Palantir Technologies Inc-a | +0.1% | +62.13% | Add |
| 29 | MINO | Pimco Municipal Income Oppor | +0.1% | +40.99% | Add |
| 30 | SPG | Simon Property Group Inc | +0.1% | +2.05% | Add |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +1.89% | Add |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +26.98% | Add |
| 33 | WDC | Western Digital CORP | +0.1% | -16.00% | Trim |
| 34 | DGX | Quest Diagnostics Inc | +0.1% | — | Unchanged |
| 35 | NFG | National Fuel Gas Co | +0.1% | -3.49% | Trim |
| 36 | SCCO | Southern Copper CORP | +0.1% | -12.83% | Trim |
| 37 | CSCO | Cisco Systems Inc | +0.1% | +3.33% | Add |
| 38 | AVGO | Broadcom Inc | +0.1% | +13.26% | Add |
| 39 | TER | Teradyne Inc | 0% | -18.59% | Trim |
| 40 | OKE | Oneok Inc | 0% | -0.92% | Trim |
| 41 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 42 | SPSK | Sp Funds Dow Jones Global Su | 0% | +19.26% | Add |
| 43 | VYM | Vanguard High Dvd Yield ETF | 0% | +3.12% | Add |
| 44 | MTB | M & T Bank CORP | 0% | +0.39% | Add |
| 45 | IWN | Ishares Russell 2000 Value E | 0% | +0.25% | Add |
| 46 | BA | Boeing Co/the | 0% | +10.99% | Add |
| 47 | NYF | Ishares New York Muni Bond E | 0% | -2.98% | Trim |
| 48 | SCHX | Schwab US Large-cap ETF | 0% | +1.62% | Add |
| 49 | HD | Home Depot Inc | 0% | +9.45% | Add |
| 50 | SCHF | Schwab Intl Equity ETF | 0% | -4.18% | Trim |
According to official SEC Form 13F filings, Emergent Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $192.4M across 125 disclosed positions in Q1 2026.
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, IEFA, AGG) accounted for 29.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
BSV
市值: $806.6K
Top Position Liquidated / Trimmed
EFG
前期市值: $1.2M
During Q1 2026, Emergent Wealth Advisors, LLC's top holdings by market value included IVV (13.5%)、IEFA (6.0%)、AGG (5.1%). The largest single position, IVV, represented 13.5% of total portfolio value.
In Q1 2026, Emergent Wealth Advisors, LLC made 144 total portfolio adjustments, initiating 17 new buys, adding to 49 positions, trimming 52 holdings, and fully liquidating 26 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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