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Portfolio (Quarterly) Guide ↗

Emergent Wealth Advisors, LLC

· CIK 0001799880
13F Portfolio $192M AUM 122 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 50 Added 32 Reduced 11 Exited
Page 1 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 35,792.0 $26.5M 13.80% +775.0 +2.2% $741.65 +4.2%
2 IEFA ISHARES TR 122,017.0 $11.8M 6.12% +10K +8.8% $96.53 +4.1%
3 VUG VANGUARD INDEX FDS 121,249.0 $10.5M 5.46% +102K +544.5% $86.69 +2.1%
4 IEMG ISHARES INC 114,971.0 $9.4M 4.88% +3K +3.0% $81.66 +0.2%
5 AGG ISHARES TR 91,216.0 $9.0M 4.67% +5K +5.6% $98.44 -1.0%
6 VTV VANGUARD INDEX FDS 38,246.0 $8.4M 4.34% +2K +6.5% $218.34 +3.2%
7 BINC BLACKROCK ETF TRUST II 141,159.0 $7.4M 3.85% +5K +3.8% $52.43 -0.9%
8 DYNF BLACKROCK ETF TRUST 105,471.0 $7.2M 3.75% +3K +3.0% $68.37 +1.8%
9 SPYM SPDR SERIES TRUST 51,856.0 $4.6M 2.38% +415.0 +0.8% $88.38 +2.5%
10 BNDX VANGUARD CHARLOTTE FDS 92,926.0 $4.5M 2.34% +7K +8.6% $48.40 -1.6%
11 VCRB VANGUARD MALVERN FDS 53,894.0 $4.1M 2.14% +5K +10.6% $76.44 -0.5%
12 BOND PIMCO ETF TR 30,377.0 $2.8M 1.46% +438.0 +1.5% $92.21 -1.8%
13 AMZN AMAZON COM INC Consumer Cyclical 9,918.0 $2.5M 1.28% +940.0 +10.5% $248.02 +7.4%
14 SCHX SCHWAB STRATEGIC TR 68,459.0 $2.0M 1.04% +1K +1.9% $29.29 +3.6%
15 AVGO BROADCOM INC Technology 5,214.0 $2.0M 1.03% +398.0 +8.3% $381.68 -3.4%
16 SHLD GLOBAL X FDS 29,550.0 $1.9M 0.98% +5K +22.8% $63.77 +3.8%
17 SPG SIMON PPTY GROUP INC NEW Real Estate 8,473.0 $1.9M 0.98% +363.0 +4.5% $222.18 -3.4%
18 WELL WELLTOWER INC Real Estate 8,069.0 $1.8M 0.94% +122.0 +1.5% $225.45 +5.6%
19 MSFT MICROSOFT CORP Technology 4,463.0 $1.7M 0.88% +412.0 +10.2% $379.98 +35.1%
20 CSCO CISCO SYS INC Technology 12,732.0 $1.5M 0.78% +222.0 +1.8% $117.13 -6.2%
Page 1 of 3  ·  50 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.2%
Financial Services 18.3%
Real Estate 9.6%
Consumer Cyclical 7.5%
Healthcare 6.4%
Communication Services 5.5%
Consumer Defensive 3.8%
Basic Materials 3.8%
Industrials 2.7%
Energy 2.3%