Emergent Wealth Advisors, LLC: 13F holdings
CIK 17998802026Q2
| Positions | 122 |
|---|
| Reported value | $192.4m |
|---|
| Filed | 2026-07-14 |
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Change since last quarter
| Positions | 122 (-3 vs prior quarter) |
|---|
| Reported value | $192.4m (+13.7%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 35,792 | $26.5m | 13.8% |
| IEFA ISHARES TR | 122,017 | $11.8m | 6.1% |
| VUG VANGUARD INDEX FDS | 121,249 | $10.5m | 5.5% |
| IEMG ISHARES INC | 114,971 | $9.4m | 4.9% |
| AGG ISHARES TR | 91,216 | $9.0m | 4.7% |
| VTV VANGUARD INDEX FDS | 38,246 | $8.4m | 4.3% |
| BINC BLACKROCK ETF TRUST II | 141,159 | $7.4m | 3.8% |
| DYNF BLACKROCK ETF TRUST | 105,471 | $7.2m | 3.7% |
| XLK SELECT SECTOR SPDR TR | 28,588 | $5.0m | 2.6% |
| SPYM SPDR SERIES TRUST | 51,856 | $4.6m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1799880")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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