Institutions / Emergent Wealth Advisors, LLC

Emergent Wealth Advisors, LLC

CIK 1799880 · Institution · as of Dec 31, 2025

Portfolio value

$177.78M

Positions

134

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 134 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$23.60M	34,455	13.3%
iShares Tr	—	$10.29M	103,062	5.8%
iShares Tr	—	$7.66M	85,633	4.3%
iShares Tr	—	$7.58M	63,059	4.3%
Vanguard Index Fds	—	$6.19M	12,695	3.5%
iShares Inc	—	$5.86M	87,178	3.3%
PIMCO ETF Tr	—	$5.22M	56,072	2.9%
Vanguard Index Fds	—	$4.79M	25,054	2.7%
Vanguard Index Fds	—	$4.70M	22,485	2.6%
SPDR Series Trust	—	$4.05M	50,486	2.3%
SPDR Gold Tr	—	$3.69M	9,304	2.1%
Vanguard Charlotte Fds	—	$3.49M	72,220	2.0%
Schwab Strategic Tr	—	$3.18M	136,137	1.8%
BlackRock ETF Trust - iShares International Country Rotation Active ETF	—	$2.97M	48,890	1.7%
BlackRock ETF Trust II	—	$2.43M	46,135	1.4%
iShares Tr	—	$2.35M	50,536	1.3%
iShares Tr	—	$2.34M	75,722	1.3%
Vanguard Scottsdale Fds	—	$2.31M	49,159	1.3%
iShares Tr	—	$2.26M	28,036	1.3%
iShares Tr	—	$2.18M	17,712	1.2%
NVIDIA Corp	—	$2.16M	11,582	1.2%
iShares Tr	—	$2.14M	40,001	1.2%
iShares MSCI UAE ETF	—	$2.02M	10,160	1.1%
iShares Tr	—	$1.97M	27,653	1.1%
Schwab Strategic Tr	—	$1.78M	66,088	1.0%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.