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 (2026-03-31)

Emerald Advisors, LLC (CIK 1802611) reported $807.6M across 109 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: COST ($620.3M, 76.81%), VTV ($13.4M, 1.66%), IEMG ($12.1M, 1.50%), IVV ($10.7M, 1.32%), FENI ($9.0M, 1.11%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1COSTCOSTCO WHOLESALE CORPORATION$620.3M76.81%622,528Trimmed
2VTVVANGUARD INDEX FDS$13.4M1.66%68,456Trimmed
3IEMGISHARES INC$12.1M1.50%173,761Added
4IVVISHARES TR$10.7M1.32%16,350Added
5FENIFIDELITY COVINGTON TRUST$9.0M1.11%241,364Added
6VUGVANGUARD INDEX FDS$7.4M0.91%16,909Trimmed
7MSFTMICROSOFT CORP$6.8M0.85%18,490Added
8AAPLAPPLE INC$6.7M0.83%26,457Added
9SCHDSCHWAB STRATEGIC TR$4.8M0.60%157,588Added
10AMZNAMAZON COM INC$4.7M0.59%22,780Added
11GOOGALPHABET INC$4.4M0.55%15,352Added
12IQLTISHARES TR$4.0M0.49%86,179Trimmed
13IEFAISHARES TR$3.8M0.47%41,832Trimmed
14GSLCGOLDMAN SACHS ETF TR$3.3M0.41%26,206Trimmed
15REETISHARES TR$3.0M0.38%121,016Added
16NVDANVIDIA CORPORATION$2.9M0.36%16,644Added
17VIGVANGUARD SPECIALIZED FUNDS$2.7M0.33%12,449Added
18JIVEJ P MORGAN EXCHANGE TRADED F$2.6M0.33%30,652Added
19FSMDFIDELITY COVINGTON TRUST$2.5M0.31%56,763Added
20XOMEXXON MOBIL CORP$2.4M0.30%14,219Added
21AVGOBROADCOM INC$2.1M0.26%6,814Trimmed
22CSCOCISCO SYS INC$1.9M0.24%24,605Added
23KOCOCA COLA CO$1.9M0.24%25,632Added
24CVXCHEVRON CORPORATION$1.9M0.23%8,964Added
25MRKMERCK & CO INC$1.8M0.23%15,173Added

Source: SEC Form 13F filings · as of 2026-03-31