Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Emergent Wealth Advisors, LLC (CIK 1799880) reported $169.2M across 125 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($22.9M, 13.52%), IEFA ($10.2M, 6.00%), AGG ($8.6M, 5.07%), VUG ($8.2M, 4.86%), IEMG ($7.8M, 4.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $22.9M | 13.52% | 35,017 | Added |
| 2 | IEFA | ISHARES TR | $10.2M | 6.00% | 112,158 | Added |
| 3 | AGG | ISHARES TR | $8.6M | 5.07% | 86,390 | Trimmed |
| 4 | VUG | VANGUARD INDEX FDS | $8.2M | 4.86% | 18,813 | Added |
| 5 | IEMG | ISHARES INC | $7.8M | 4.60% | 111,567 | Added |
| 6 | BINC | BLACKROCK ETF TRUST II | $7.1M | 4.17% | 135,950 | Added |
| 7 | VTV | VANGUARD INDEX FDS | $7.0M | 4.16% | 35,900 | Added |
| 8 | DYNF | BLACKROCK ETF TRUST | $6.0M | 3.52% | 102,384 | Added |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | $4.1M | 2.43% | 85,539 | Added |
| 10 | GLD | SPDR GOLD TR | $4.1M | 2.42% | 9,505 | Added |
| 11 | XLK | SELECT SECTOR SPDR TR | $4.1M | 2.41% | 30,667 | Added |
| 12 | SPLG | SPDR SERIES TRUST | $3.9M | 2.33% | 51,441 | Added |
| 13 | VCRB | VANGUARD MALVERN FDS | $3.8M | 2.23% | 48,716 | Added |
| 14 | BOND | PIMCO ETF TR | $2.8M | 1.63% | 29,939 | Trimmed |
| 15 | IJR | ISHARES TR | $2.7M | 1.58% | 21,515 | Trimmed |
| 16 | BBUS | J P MORGAN EXCHANGE TRADED F | $2.3M | 1.37% | 19,774 | Added |
| 17 | NYF | ISHARES TR | $2.1M | 1.22% | 38,810 | Trimmed |
| 18 | VXF | VANGUARD INDEX FDS | $2.1M | 1.22% | 10,036 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $2.0M | 1.19% | 11,556 | Trimmed |
| 20 | AMZN | AMAZON COM INC | $1.9M | 1.11% | 8,978 | Added |
| 21 | SCHX | SCHWAB STRATEGIC TR | $1.7M | 1.02% | 67,161 | Added |
| 22 | SHLD | GLOBAL X FDS | $1.7M | 1.01% | 24,060 | Added |
| 23 | WELL | WELLTOWER INC | $1.6M | 0.93% | 7,947 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $1.5M | 0.89% | 4,051 | Added |
| 25 | SPG | SIMON PPTY GROUP INC NEW | $1.5M | 0.89% | 8,110 | Added |
Source: SEC Form 13F filings · as of 2026-03-31