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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 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WDC WESTERN DIGITAL CORP Technology 650.0 $415K 0.22% -400.0 -38.1% $638.72 -29.9%
22 PANW PALO ALTO NETWORKS INC Technology 1,202.0 $410K 0.21% -94.0 -7.2% $341.02 +10.7%
23 EAGG ISHARES TR 8,497.0 $403K 0.21% -284.0 -3.2% $47.41 -1.7%
24 RSP INVESCO EXCHANGE TRADED FD T 1,789.0 $381K 0.20% -50.0 -2.7% $212.83 +3.0%
25 VMBS VANGUARD SCOTTSDALE FDS 7,089.0 $332K 0.17% -2K -21.1% $46.81 -1.5%
26 QCOM QUALCOMM INC Technology 1,783.0 $329K 0.17% -215.0 -10.8% $184.79 -8.8%
27 JEMA J P MORGAN EXCHANGE TRADED F 4,205.0 $269K 0.14% -44.0 -1.0% $63.88 -2.7%
28 COF CAPITAL ONE FINL CORP Financial Services 1,822.0 $234K 0.12% -243.0 -11.8% $128.39 +66.5%
29 ESGD ISHARES TR 2,101.0 $216K 0.11% -116.0 -5.2% $102.81 +3.4%
30 MRK MERCK & CO INC Healthcare 1,506.0 $209K 0.11% -246.0 -14.0% $138.48 +6.9%
31 CVX CHEVRON CORPORATION Energy 1,256.0 $208K 0.11% -95.0 -7.0% $165.32 +24.0%
32 T AT&T INC Communication Services 16,651.0 $196K 0.10% -3K -14.1% $11.75 +121.5%
Page 2 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%