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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 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLK SELECT SECTOR SPDR TR 28,588.0 $5.0M 2.59% -2K -6.8% $174.21 +6.6%
2 IJR ISHARES TR 21,396.0 $3.2M 1.65% -119.0 -0.6% $148.68 -2.1%
3 NVDA NVIDIA CORPORATION Technology 11,350.0 $2.3M 1.20% -206.0 -1.8% $203.48 +6.9%
4 NYF ISHARES TR 38,057.0 $2.1M 1.07% -753.0 -1.9% $53.91 -2.4%
5 GLW CORNING INC Technology 4,783.0 $1.2M 0.64% -82.0 -1.7% $255.44 -41.7%
6 CRWD CROWDSTRIKE HLDGS INC Technology 1,579.0 $1.2M 0.63% -129.0 -7.5% $190.78 +14.5%
7 SCHZ SCHWAB STRATEGIC TR 49,741.0 $1.2M 0.60% -14K -22.5% $23.13 -1.5%
8 ALAB ASTERA LABS INC Technology 2,261.0 $1.0M 0.54% -655.0 -22.5% $461.66 -37.3%
9 APH AMPHENOL CORP Technology 5,702.0 $996K 0.52% -274.0 -4.6% $174.65 -9.7%
10 SCHF SCHWAB STRATEGIC TR 34,622.0 $959K 0.50% -2K -6.0% $27.70 +2.2%
11 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,118.0 $835K 0.43% -7.0 -0.6% $747.01 +3.0%
12 IBM INTERNATIONAL BUSINESS MACHS Technology 3,471.0 $810K 0.42% -349.0 -9.1% $233.23 +1.0%
13 BSV VANGUARD BD INDEX FDS 10,224.0 $797K 0.41% -63.0 -0.6% $77.91 -0.5%
14 ABBV ABBVIE INC Healthcare 3,161.0 $792K 0.41% -159.0 -4.8% $250.51 +2.0%
15 UBER UBER TECHNOLOGIES INC Technology 10,908.0 $756K 0.39% -2K -13.4% $69.27 +13.8%
16 SNDK SANDISK CORP Technology 266.0 $575K 0.30% -116.0 -30.4% $2162.61 -31.3%
17 ESGU ISHARES TR 3,275.0 $536K 0.28% -346.0 -9.6% $163.65 +3.1%
18 JGRO J P MORGAN EXCHANGE TRADED F 4,910.0 $484K 0.25% -100.0 -2.0% $98.59 -4.4%
19 BA BOEING CO Industrials 2,644.0 $478K 0.25% -900.0 -25.4% $180.77 +16.1%
20 JAVA J P MORGAN EXCHANGE TRADED F 5,939.0 $472K 0.24% -51.0 -0.8% $79.41 +4.8%
Page 1 of 2  ·  32 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%