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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 5 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PANW PALO ALTO NETWORKS INC Technology 1,202.0 $410K 0.21% -94.0 -7.2% $341.02 +10.4%
82 EAGG ISHARES TR 8,497.0 $403K 0.21% -284.0 -3.2% $47.41 -1.7%
83 IWF ISHARES TR 3,093.0 $384K 0.20% +2K +300.1% $124.19 -1.5%
84 RSP INVESCO EXCHANGE TRADED FD T 1,789.0 $381K 0.20% -50.0 -2.7% $212.83 +3.2%
85 HYG ISHARES TR 4,706.0 $376K 0.20% +48.0 +1.0% $79.97 -0.3%
86 CMF ISHARES TR 6,499.0 $375K 0.20% $57.64 -2.5%
87 TJX TJX COS INC NEW Consumer Cyclical 1,750.0 $374K 0.19% NEW $213.75 -37.6%
88 MINO PIMCO ETF TR 8,013.0 $367K 0.19% +786.0 +10.9% $45.76 -2.4%
89 VOO VANGUARD INDEX FDS 528.0 $363K 0.19% $686.87 +2.5%
90 BAC BANK OF AMER CORP Financial Services 6,888.0 $358K 0.19% +608.0 +9.7% $52.01 +19.4%
91 XOM EXXON MOBIL CORP Energy 2,736.0 $346K 0.18% +373.0 +15.8% $126.39 +26.4%
92 BGC BGC GROUP INC Financial Services 32,180.0 $344K 0.18% $10.69 +10.1%
93 SPTM SPDR SERIES TRUST 3,771.0 $342K 0.18% +89.0 +2.4% $90.80 +2.3%
94 EPD ENTERPRISE PRODS PARTNERS L 9,100.0 $335K 0.17% $36.76
95 VMBS VANGUARD SCOTTSDALE FDS 7,089.0 $332K 0.17% -2K -21.1% $46.81 -1.5%
96 QCOM QUALCOMM INC Technology 1,783.0 $329K 0.17% -215.0 -10.8% $184.79 -8.5%
97 SCHA SCHWAB STRATEGIC TR 9,165.0 $329K 0.17% +52.0 +0.6% $35.89 -5.2%
98 PLTR PALANTIR TECHNOLOGIES INC Technology 2,792.0 $326K 0.17% +86.0 +3.2% $116.67 +59.0%
99 CXW CORECIVIC INC Real Estate 10,470.0 $318K 0.17% $30.38 +10.3%
100 SPSK TIDAL TRUST I 16,629.0 $299K 0.16% $18.01 -0.7%
Page 5 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%