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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 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 4,816.0 $1.4M 0.72% +274.0 +6.0% $289.77 +8.3%
22 GOOGL ALPHABET INC Communication Services 3,486.0 $1.3M 0.68% +65.0 +1.9% $372.82 -9.2%
23 GOOG ALPHABET INC 2,695.0 $1.0M 0.54% +105.0 +4.0% $382.43
24 SCCO SOUTHERN COPPER CORP Basic Materials 5,366.0 $935K 0.49% +53.0 +1.0% $174.25 +19.6%
25 WMT WALMART INC Consumer Defensive 7,162.0 $923K 0.48% +980.0 +15.8% $128.94 -19.0%
26 JNJ JOHNSON & JOHNSON Healthcare 3,639.0 $923K 0.48% +201.0 +5.8% $253.70 +5.1%
27 JPM JPMORGAN CHASE & CO Financial Services 2,501.0 $817K 0.42% +141.0 +6.0% $326.50 +9.0%
28 TD TORONTO DOMINION BK ONT Financial Services 4,057.0 $809K 0.42% +2K +61.4% $199.31 -39.1%
29 JIRE J P MORGAN EXCHANGE TRADED F 8,784.0 $725K 0.38% +114.0 +1.3% $82.49 +2.5%
30 PYLD PIMCO ETF TR 27,062.0 $718K 0.37% +4K +15.3% $26.52 -1.4%
31 RKLB ROCKET LAB CORP Industrials 6,148.0 $690K 0.36% +280.0 +4.8% $112.18 -43.3%
32 META META PLATFORMS INC Communication Services 1,134.0 $638K 0.33% +112.0 +11.0% $562.19 +1.6%
33 NOBL PROSHARES TR 11,146.0 $626K 0.33% +7K +141.1% $56.16 +3.1%
34 BERKSHIRE HATHAWAY INC DEL 1,016.0 $529K 0.28% +136.0 +15.4% $520.58
35 PG PROCTER & GAMBLE CO Consumer Defensive 3,602.0 $522K 0.27% +296.0 +8.9% $145.02 -0.0%
36 JGLO J P MORGAN EXCHANGE TRADED F 6,456.0 $460K 0.24% +95.0 +1.5% $71.22 +2.9%
37 PFF ISHARES TR 14,650.0 $447K 0.23% +125.0 +0.9% $30.49 -0.4%
38 NFG NATIONAL FUEL GAS CO Energy 5,658.0 $437K 0.23% +78.0 +1.4% $77.21 +7.7%
39 HD HOME DEPOT INC Consumer Cyclical 1,259.0 $411K 0.21% +147.0 +13.2% $326.37 +0.3%
40 IWF ISHARES TR 3,093.0 $384K 0.20% +2K +300.1% $124.19 -1.6%
Page 2 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%