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Portfolio (Quarterly) Guide ↗

Emergent Wealth Advisors, LLC

· CIK 0001799880
13F Portfolio $169M AUM 125 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 45 Added 50 Reduced 26 Exited
Page 6 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TER TERADYNE INC Technology 981.0 $291K 0.17% -224.0 -18.6% $296.46 +31.2%
102 WDC WESTERN DIGITAL CORP Technology 1,050.0 $284K 0.17% -200.0 -16.0% $270.49 +94.0%
103 WFC WELLS FARGO & CO Financial Services 3,564.0 $284K 0.17% +353.0 +11.0% $79.61 -2.6%
104 CVX CHEVRON CORPORATION Energy 1,351.0 $280K 0.17% NEW $206.97 -10.8%
105 SCHA SCHWAB STRATEGIC TR 9,113.0 $265K 0.16% -68.0 -0.7% $29.08 +16.8%
106 VIG VANGUARD SPECIALIZED FUNDS 1,208.0 $260K 0.15% NEW $215.10 +8.4%
107 QCOM QUALCOMM INC Technology 1,998.0 $257K 0.15% -100.0 -4.8% $128.78 +93.2%
108 VONE VANGUARD SCOTTSDALE FDS 865.0 $255K 0.15% $295.12 +14.8%
109 COP CONOCOPHILLIPS Energy 1,913.0 $253K 0.15% NEW $132.00 -11.7%
110 SANDISK CORP 382.0 $243K 0.14% NEW $635.34
111 CANADIAN PACIFIC KANSAS CITY 3,005.0 $236K 0.14% $78.66
112 TD TORONTO DOMINION BK ONT Financial Services 2,513.0 $234K 0.14% NEW $93.31 +20.6%
113 QUAL ISHARES TR 1,217.0 $233K 0.14% -9K -88.0% $191.84 +12.5%
114 MOAT VANECK ETF TRUST 2,319.0 $224K 0.13% -235.0 -9.2% $96.70 +5.6%
115 NFLX NETFLIX INC. Communication Services 2,332.0 $224K 0.13% NEW $96.15 -8.8%
116 SPLV INVESCO EXCH TRADED FD TR II 3,052.0 $223K 0.13% -223.0 -6.8% $73.13 +1.0%
117 SCHE SCHWAB STRATEGIC TR 6,739.0 $222K 0.13% -75.0 -1.1% $32.95 +10.6%
118 JEMA J P MORGAN EXCHANGE TRADED F 4,249.0 $221K 0.13% NEW $52.03 +21.3%
119 ESGD ISHARES TR 2,217.0 $212K 0.12% -61.0 -2.7% $95.62 +8.7%
120 MRK MERCK & CO INC Healthcare 1,752.0 $211K 0.12% -514.0 -22.7% $120.29 -0.4%
Page 6 of 7  ·  125 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 33.8%
Financial Services 20.7%
Real Estate 9.1%
Communication Services 8.2%
Healthcare 6.1%
Consumer Cyclical 5.9%
Energy 5.6%
Basic Materials 3.9%
Consumer Defensive 3.8%
Industrials 2.9%