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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 3 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BAI BLACKROCK ETF TRUST 11,799.0 $922K 0.48% NEW $78.13 -43.5%
42 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%
43 JPM JPMORGAN CHASE & CO Financial Services 2,501.0 $817K 0.42% +141.0 +6.0% $326.50 +9.5%
44 IBM INTERNATIONAL BUSINESS MACHS Technology 3,471.0 $810K 0.42% -349.0 -9.1% $233.23 +1.0%
45 TD TORONTO DOMINION BK ONT Financial Services 4,057.0 $809K 0.42% +2K +61.4% $199.31 -39.2%
46 BSV VANGUARD BD INDEX FDS 10,224.0 $797K 0.41% -63.0 -0.6% $77.91 -0.5%
47 ABBV ABBVIE INC Healthcare 3,161.0 $792K 0.41% -159.0 -4.8% $250.51 +2.0%
48 UBER UBER TECHNOLOGIES INC Technology 10,908.0 $756K 0.39% -2K -13.4% $69.27 +13.8%
49 JIRE J P MORGAN EXCHANGE TRADED F 8,784.0 $725K 0.38% +114.0 +1.3% $82.49 +3.0%
50 PYLD PIMCO ETF TR 27,062.0 $718K 0.37% +4K +15.3% $26.52 -1.4%
51 STLD STEEL DYNAMICS INC Basic Materials 3,110.0 $714K 0.37% $229.46 +2.3%
52 JCPB J P MORGAN EXCHANGE TRADED F 14,790.0 $694K 0.36% $46.94 -1.5%
53 RKLB ROCKET LAB CORP Industrials 6,148.0 $690K 0.36% +280.0 +4.8% $112.18 -42.6%
54 XVV ISHARES TR 11,627.0 $660K 0.34% $56.79 +4.0%
55 META META PLATFORMS INC Communication Services 1,134.0 $638K 0.33% +112.0 +11.0% $562.19 +2.8%
56 NOBL PROSHARES TR 11,146.0 $626K 0.33% +7K +141.1% $56.16 +3.9%
57 VYM VANGUARD WHITEHALL FDS 3,957.0 $625K 0.33% $158.04 +3.9%
58 DGX QUEST DIAGNOSTICS INC Healthcare 2,800.0 $593K 0.31% $211.95 +14.5%
59 BLCR BLACKROCK ETF TRUST 7,179.0 $578K 0.30% NEW $80.58 -38.7%
60 SNDK SANDISK CORP Technology 266.0 $575K 0.30% -116.0 -30.4% $2162.61 -31.3%
Page 3 of 7  ·  122 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%