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 $192.4M across 122 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($26.5M, 13.80%), IEFA ($11.8M, 6.12%), VUG ($10.5M, 5.46%), IEMG ($9.4M, 4.88%), AGG ($9.0M, 4.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $26.5M | 13.80% | 35,792 | Added |
| 2 | IEFA | ISHARES TR | $11.8M | 6.12% | 122,017 | Added |
| 3 | VUG | VANGUARD INDEX FDS | $10.5M | 5.46% | 121,249 | Added |
| 4 | IEMG | ISHARES INC | $9.4M | 4.88% | 114,971 | Added |
| 5 | AGG | ISHARES TR | $9.0M | 4.67% | 91,216 | Added |
| 6 | VTV | VANGUARD INDEX FDS | $8.4M | 4.34% | 38,246 | Added |
| 7 | BINC | BLACKROCK ETF TRUST II | $7.4M | 3.85% | 141,159 | Added |
| 8 | DYNF | BLACKROCK ETF TRUST | $7.2M | 3.75% | 105,471 | Added |
| 9 | XLK | SELECT SECTOR SPDR TR | $5.0M | 2.59% | 28,588 | Trimmed |
| 10 | SPLG | SPDR SERIES TRUST | $4.6M | 2.38% | 51,856 | Added |
| 11 | BNDX | VANGUARD CHARLOTTE FDS | $4.5M | 2.34% | 92,926 | Added |
| 12 | VCRB | VANGUARD MALVERN FDS | $4.1M | 2.14% | 53,894 | Added |
| 13 | GLD | SPDR GOLD TR | $3.4M | 1.75% | 9,471 | Trimmed |
| 14 | IJR | ISHARES TR | $3.2M | 1.65% | 21,396 | Trimmed |
| 15 | BOND | PIMCO ETF TR | $2.8M | 1.46% | 30,377 | Added |
| 16 | BBUS | J P MORGAN EXCHANGE TRADED F | $2.7M | 1.38% | 19,698 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $2.5M | 1.28% | 9,918 | Added |
| 18 | VXF | VANGUARD INDEX FDS | $2.4M | 1.24% | 9,998 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $2.3M | 1.20% | 11,350 | Trimmed |
| 20 | NYF | ISHARES TR | $2.1M | 1.07% | 38,057 | Trimmed |
| 21 | SCHX | SCHWAB STRATEGIC TR | $2.0M | 1.04% | 68,459 | Added |
| 22 | AVGO | BROADCOM INC | $2.0M | 1.03% | 5,214 | Added |
| 23 | SPG | SIMON PPTY GROUP INC NEW | $1.9M | 0.98% | 8,473 | Added |
| 24 | SHLD | GLOBAL X FDS | $1.9M | 0.98% | 29,550 | Added |
| 25 | WELL | WELLTOWER INC | $1.8M | 0.95% | 8,069 | Added |
Source: SEC Form 13F filings · as of 2026-06-30