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CIK: 0002107252
Total reported value
$131.3M
$131.3M
54 檔
26.6%
As reported in its official Q1 2026 Form 13F filing, Emissary Wealth LLC's tracked investment portfolio stood at $131.3M with 54 total positions.
In Q1 2026, Emissary Wealth LLC adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, QUAL, ANGL) accounted for 26.6% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.69% | -1.29% | -2.26% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.27% | -3.55% | -27.93% | |
| 3 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 6.59% | -0.74% | +5.83% | |
| 4 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 6.21% | +1.32% | +35.30% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.91% | -0.21% | -0.02% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.83% | -0.48% | -0.01% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.55% | -0.26% | +3.35% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.94% | -0.31% | -0.78% | |
| 9 | LNG | Cheniere Energy Inc | Stock-Energy | 3.46% | -1.13% | +18.45% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 3.15% | -0.39% | +2.95% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.82% | -0.17% | +3.71% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.81% | -0.37% | -0.10% | |
| 13 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.78% | -0.19% | +11.75% | |
| 14 | BTZ | Blackrock Credit Allocation | Stock-Other | 2.65% | -1.61% | +5.80% | |
| 15 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 2.65% | +0.35% | +11.84% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.30% | -0.13% | +8.79% | |
| 17 | ZS | Zscaler Inc | Stock-Tech | 2.24% | -0.44% | +53.51% | |
| 18 | ETV | Eaton Vance T/m Buy-writ Opp | Stock-Other | 2.16% | -0.18% | +0.25% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.12% | +0.01% | -0.40% | |
| 20 | NOW | Servicenow Inc | Stock-Tech | 2.02% | -0.36% | +17.23% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.91% | -0.11% | -0.08% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.86% | -0.30% | -1.71% | |
| 23 | ACV | Virtus Divers Inc & Convert | Stock-Other | 1.79% | -0.05% | -1.08% | |
| 24 | GRNJ | Fundstr Gran Sh US Sm & Mid | ETF-Other | 1.57% | +1.61% | +78.91% | |
| 25 | COF | Capital One Financial CORP | Stock-Financials | 1.55% | +0.33% | +5.73% | |
| 26 | GLW | Corning Inc | Stock-Tech | 1.34% | +0.70% | -3.16% | |
| 27 | ET | Energy Transfer LP | Stock-Energy | 1.02% | -0.22% | +2.69% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.89% | -0.19% | +5.61% | |
| 29 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.89% | +0.15% | -1.02% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.88% | -0.12% | -0.82% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.82% | -0.01% | -11.63% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.77% | -0.06% | -3.48% | |
| 33 | TDV | Proshares S&p Tech Dvd Arist | ETF-Tech | 0.63% | -0.37% | -18.82% | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.60% | +0.74% | -2.94% | |
| 35 | NTR | Nutrien LTD | Stock-Materials | 0.58% | -0.19% | -19.76% | |
| 36 | URI | United Rentals Inc | Stock-Industrials | 0.49% | +1.57% | — | |
| 37 | DOW | Dow Inc | Stock-Materials | 0.48% | -0.48% | EXIT | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | -0.03% | -3.41% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.04% | -3.64% | |
| 40 | DE | Deere & Co | Stock-Industrials | 0.43% | -0.04% | -5.57% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.39% | -0.03% | — | |
| 42 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.38% | +0.06% | -0.47% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.05% | -1.88% | |
| 44 | PMBS | Pimco Mbs Active ETF | ETF-Other | 0.30% | +0.07% | — | |
| 45 | CLOI | Vaneck Clo ETF | ETF-Other | 0.28% | -0.09% | -33.25% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | — | — | |
| 47 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.26% | -0.03% | -4.50% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.24% | +0.02% | — | |
| 49 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.22% | — | — | |
| 50 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.22% | — | -2.51% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GRNY | Fundstr Gran Sh US Lrg Cap | +1.9% | +35.30% | Add |
| 2 | LNG | Cheniere Energy Inc | +1.7% | +18.45% | Add |
| 3 | ANGL | Vaneck Fallen Angel High Yld | +0.9% | +5.83% | Add |
| 4 | JNJ | Johnson & Johnson | +0.9% | -0.01% | Trim |
| 5 | GRNJ | Fundstr Gran Sh US Sm & Mid | +0.8% | +78.91% | Add |
| 6 | CWB | Ss Spdr Bb Conv Sec ETF | +0.6% | +11.84% | Add |
| 7 | GLW | Corning Inc | +0.5% | -3.16% | Trim |
| 8 | JPIE | Jpmorgan Income ETF | +0.5% | +11.75% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -0.40% | Trim |
| 10 | ET | Energy Transfer LP | +0.3% | +2.69% | Add |
| 11 | NEE | Nextera Energy Inc | +0.2% | +5.61% | Add |
| 12 | BTZ | Blackrock Credit Allocation | +0.2% | +5.80% | Add |
| 13 | DOW | Dow Inc | +0.2% | -2.85% | Trim |
| 14 | DGRO | Ishares Core Dividend Growth | +0.2% | -1.71% | Trim |
| 15 | AMZN | Amazon.com Inc | +0.2% | +3.35% | Add |
| 16 | NVDA | Nvidia CORP | +0.2% | -2.26% | Trim |
| 17 | ZS | Zscaler Inc | +0.1% | +53.51% | Add |
| 18 | ETV | Eaton Vance T/m Buy-writ Opp | +0.1% | +0.25% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.02% | Trim |
| 20 | AAPL | Apple Inc | +0.1% | -0.78% | Trim |
| 21 | DE | Deere & Co | +0.1% | -5.57% | Trim |
| 22 | PM | Philip Morris International | +0.1% | -3.48% | Trim |
| 23 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | -1.02% | Trim |
| 24 | NTR | Nutrien LTD | +0.1% | -19.76% | Trim |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.82% | Trim |
| 26 | ACV | Virtus Divers Inc & Convert | 0% | -1.08% | Trim |
| 27 | SCHX | Schwab US Large-cap ETF | 0% | — | Unchanged |
| 28 | AMD | Advanced Micro Devices | 0% | -2.94% | Trim |
| 29 | AMZE | Amaze Holdings Inc | 0% | +745.62% | Add |
| 30 | MTUM | Ishares Msci USA Momentum Fa | 0% | -0.47% | Trim |
| 31 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 32 | RCAT | Red Cat Holdings Inc | 0% | -37.52% | Trim |
| 33 | BNY | Bank Of New York Mellon CORP | 0% | -2.51% | Trim |
| 34 | VOO | Vanguard S&p 500 ETF | 0% | -3.41% | Trim |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.88% | Trim |
| 36 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 37 | TSLA | Tesla Inc | — | +8.79% | Add |
| 38 | URI | United Rentals Inc | — | — | Unchanged |
| 39 | VRA | Vera Bradley Inc | — | -28.85% | Trim |
| 40 | V | Visa Inc-class A Shares | 0% | +3.71% | Add |
| 41 | AVGO | Broadcom Inc | 0% | -0.08% | Trim |
| 42 | JPM | Jpmorgan Chase & Co | 0% | -3.64% | Trim |
| 43 | MGK | Vanguard Mega Cap Growth ETF | 0% | — | Unchanged |
| 44 | FDN | First Trust Dj Internet Ind | 0% | -4.50% | Trim |
| 45 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 46 | TDV | Proshares S&p Tech Dvd Arist | -0.1% | -18.82% | Trim |
| 47 | GOOG | Alphabet Inc-cl C | -0.1% | -11.63% | Trim |
| 48 | META | Meta Platforms Inc-class A | -0.1% | -0.10% | Trim |
| 49 | CLOI | Vaneck Clo ETF | -0.1% | -33.25% | Trim |
| 50 | COF | Capital One Financial CORP | -0.2% | +5.73% | Add |
According to official SEC Form 13F filings, Emissary Wealth LLC reported a total U.S. public equity portfolio value of $131.3M across 54 disclosed positions in Q1 2026.
During Q1 2026, Emissary Wealth LLC's top holdings by market value included NVDA (7.7%)、QUAL (7.3%)、ANGL (6.6%). The largest single position, NVDA, represented 7.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
PMBS
市值: $315.3K
Top Position Liquidated / Trimmed
ORCL
前期市值: $2.7M
In Q1 2026, Emissary Wealth LLC made 54 total portfolio adjustments, initiating 1 new buys, adding to 18 positions, trimming 29 holdings, and fully liquidating 6 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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