Emergent Wealth Advisors, LLC

Est. AUM

$169.0M

13F long equity, this entity only

Positions

124

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$22.9M	35017	13.54%	SOLE
2	ISHARES TR	CORE MSCI EAFE	$10.2M	112158	6.01%	SOLE
3	ISHARES TR	CORE US AGGBD ET	$8.6M	86390	5.08%	SOLE
4	VANGUARD INDEX FDS	GROWTH ETF	$8.2M	18813	4.86%	SOLE
5	ISHARES INC	CORE MSCI EMKT	$7.8M	111567	4.61%	SOLE
6	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$7.1M	135950	4.18%	SOLE
7	VANGUARD INDEX FDS	VALUE ETF	$7.0M	35900	4.17%	SOLE
8	BLACKROCK ETF TRUST	ISHARES US EQUIT	$6.0M	102384	3.53%	SOLE
9	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$4.1M	85539	2.43%	SOLE
10	SPDR GOLD TR	GOLD SHS	$4.1M	9505	2.42%	SOLE
11	SELECT SECTOR SPDR TR	STATE STREET TEC	$4.1M	30667	2.41%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$3.9M	51441	2.33%	SOLE
13	VANGUARD MALVERN FDS	CORE BD ETF	$3.8M	48716	2.23%	SOLE
14	PIMCO ETF TR	ACTIVE BD ETF	$2.8M	29939	1.64%	SOLE
15	ISHARES TR	CORE S&P SCP ETF	$2.7M	21515	1.58%	SOLE
16	J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$2.3M	19774	1.37%	SOLE
17	VANGUARD INDEX FDS	EXTEND MKT ETF	$2.1M	10036	1.22%	SOLE
18	ISHARES TR	NEW YORK MUN ETF	$2.1M	38810	1.22%	SOLE
19	NVIDIA CORPORATION	COM	$2.0M	11556	1.19%	SOLE
20	AMAZON COM INC	COM	$1.9M	8978	1.11%	SOLE
21	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.7M	67161	1.02%	SOLE
22	GLOBAL X FDS	DEFENSE TECH ETF	$1.7M	24060	1.01%	SOLE
23	WELLTOWER INC	COM	$1.6M	7947	0.93%	SOLE
24	SIMON PPTY GROUP INC NEW	COM	$1.5M	8110	0.90%	SOLE
25	MICROSOFT CORP	COM	$1.5M	4051	0.89%	SOLE
26	BROADCOM INC	COM	$1.5M	4816	0.88%	SOLE
27	SCHWAB STRATEGIC TR	US AGGREGATE B	$1.5M	64159	0.88%	SOLE
28	APPLE INC	COM	$1.2M	4542	0.68%	SOLE
29	ALPHABET INC	CAP STK CL A	$984K	3421	0.58%	SOLE
30	CISCO SYS INC	COM	$971K	12510	0.57%	SOLE
31	INTERNATIONAL BUSINESS MACHS	COM	$926K	3820	0.55%	SOLE
32	SOUTHERN COPPER CORP	COM	$914K	5313	0.54%	SOLE
33	SCHWAB STRATEGIC TR	INTL EQTY ETF	$912K	36843	0.54%	SOLE
34	UBER TECHNOLOGIES INC	COM	$906K	12601	0.54%	SOLE
35	JOHNSON & JOHNSON	COM	$840K	3438	0.50%	SOLE
36	VANGUARD BD INDEX FDS	SHORT TRM BOND	$807K	10287	0.48%	SOLE
37	M & T BK CORP	COM	$799K	3866	0.47%	SOLE
38	WALMART INC	COM	$768K	6182	0.45%	SOLE
39	AMPHENOL CORP	CL A	$755K	5976	0.45%	SOLE
40	ALPHABET INC	CAP STK CL C	$743K	2590	0.44%	SOLE
41	STATE STR SPDR S&P 500 ETF T	TR UNIT	$731K	1125	0.43%	SOLE
42	ABBVIE INC	COM	$722K	3320	0.43%	SOLE
43	BOEING CO	COM	$705K	3544	0.42%	SOLE
44	JPMORGAN CHASE & CO	COM	$694K	2360	0.41%	SOLE
45	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$694K	14750	0.41%	SOLE
46	CROWDSTRIKE HLDGS INC	CL A	$667K	1708	0.39%	SOLE
47	CORNING INC	COM	$661K	4865	0.39%	SOLE
48	J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$657K	8670	0.39%	SOLE
49	PIMCO ETF TR	MULTISECTOR BD	$615K	23460	0.36%	SOLE
50	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$587K	3963	0.35%	SOLE

1–50 of 124

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.