Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Emerald Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Emerald Advisors, LLC (CIK 1802611) reported $795.8M across 130 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: COST ($582.4M, 73.18%), IEMG ($15.0M, 1.88%), VTV ($14.3M, 1.79%), IVV ($12.9M, 1.62%), FENI ($11.3M, 1.41%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1COSTCOSTCO WHOLESALE CORPORATION$582.4M73.18%622,528Hold
2IEMGISHARES INC$15.0M1.88%180,564Added
3VTVVANGUARD INDEX FDS$14.3M1.79%65,479Trimmed
4IVVISHARES TR$12.9M1.62%17,224Added
5FENIFIDELITY COVINGTON TRUST$11.3M1.41%280,396Added
6VUGVANGUARD INDEX FDS$8.7M1.10%101,551Added
7MSFTMICROSOFT CORP$7.3M0.91%19,457Added
8AAPLAPPLE INC$6.7M0.85%23,327Trimmed
9AMZNAMAZON COM INC$5.8M0.73%24,218Added
10GOOGALPHABET INC$5.2M0.65%14,699Trimmed
11SCHDSCHWAB STRATEGIC TR$4.9M0.61%153,468Trimmed
12JPIEJ P MORGAN EXCHANGE TRADED F$3.6M0.45%77,189Added
13FSMDFIDELITY COVINGTON TRUST$3.4M0.43%64,562Added
14JIVEJ P MORGAN EXCHANGE TRADED F$3.4M0.43%37,225Added
15REETISHARES TR$3.3M0.42%120,054Trimmed
16VIGVANGUARD SPECIALIZED FUNDS$3.2M0.41%13,659Added
17NVDANVIDIA CORPORATION$3.2M0.40%16,083Trimmed
18IQLTISHARES TR$3.1M0.39%63,291Trimmed
19IEFAISHARES TR$3.0M0.38%30,998Trimmed
20GSLCGOLDMAN SACHS ETF TR$2.9M0.37%20,599Trimmed
21AVGOBROADCOM INC$2.7M0.34%7,262Added
22CSCOCISCO SYS INC$2.4M0.31%20,846Trimmed
23GOOGLALPHABET INC$2.4M0.30%6,746Added
24QQQMINVESCO EXCH TRADED FD TR II$2.3M0.28%7,469Trimmed
25BKCHGLOBAL X FDS$2.2M0.27%28,919Added

Source: SEC Form 13F filings · as of 2026-06-30