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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BAI BLACKROCK ETF TRUST 11,799.0 $922K 0.48% NEW $78.13 -43.5%
2 BLCR BLACKROCK ETF TRUST 7,179.0 $578K 0.30% NEW $80.58 -39.0%
3 TJX TJX COS INC NEW Consumer Cyclical 1,750.0 $374K 0.19% NEW $213.75 -37.2%
4 UNH UNITEDHEALTH GROUP INC Healthcare 622.0 $254K 0.13% NEW $408.08 -4.2%
5 SLYV SPDR SERIES TRUST 1,921.0 $210K 0.11% NEW $109.11 -0.0%
6 SPDW SPDR INDEX SHS FDS 4,143.0 $209K 0.11% NEW $50.39 +2.9%
7 SCHH SCHWAB STRATEGIC TR 8,820.0 $207K 0.11% NEW $23.51 -0.0%
8 KOPN KOPIN CORP Technology 10,622.0 $48K 0.03% NEW $4.48 -0.9%

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%