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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 6 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VONE VANGUARD SCOTTSDALE FDS 865.0 $293K 0.15% $338.72 +2.4%
102 VIG VANGUARD SPECIALIZED FUNDS 1,211.0 $287K 0.15% $236.66 +2.3%
103 WFC WELLS FARGO & CO Financial Services 3,732.0 $278K 0.14% +168.0 +4.7% $74.53 +15.8%
104 NFLX NETFLIX INC. Communication Services 3,162.0 $272K 0.14% +830.0 +35.6% $85.94 -5.4%
105 JEMA J P MORGAN EXCHANGE TRADED F 4,205.0 $269K 0.14% -44.0 -1.0% $63.88 -2.3%
106 CANADIAN PACIFIC KANSAS CITY 3,005.0 $260K 0.14% $86.65
107 UNH UNITEDHEALTH GROUP INC Healthcare 622.0 $254K 0.13% NEW $408.08 -4.1%
108 SCHE SCHWAB STRATEGIC TR 6,741.0 $248K 0.13% $36.82 +0.7%
109 MOAT VANECK ETF TRUST 2,319.0 $241K 0.12% $103.96 +10.3%
110 NUEM NUSHARES ETF TR 5,529.0 $235K 0.12% $42.44 +0.5%
111 COF CAPITAL ONE FINL CORP Financial Services 1,822.0 $234K 0.12% -243.0 -11.8% $128.39 +66.8%
112 SPLV INVESCO EXCH TRADED FD TR II 3,067.0 $230K 0.12% $74.89 -0.1%
113 KO COCA COLA CO Consumer Defensive 2,689.0 $219K 0.11% +53.0 +2.0% $81.26 +9.9%
114 ESGD ISHARES TR 2,101.0 $216K 0.11% -116.0 -5.2% $102.81 +3.7%
115 SLYV SPDR SERIES TRUST 1,921.0 $210K 0.11% NEW $109.11 -0.0%
116 SPDW SPDR INDEX SHS FDS 4,143.0 $209K 0.11% NEW $50.39 +2.8%
117 MRK MERCK & CO INC Healthcare 1,506.0 $209K 0.11% -246.0 -14.0% $138.48 +6.6%
118 CVX CHEVRON CORPORATION Energy 1,256.0 $208K 0.11% -95.0 -7.0% $165.32 +24.4%
119 SCHH SCHWAB STRATEGIC TR 8,820.0 $207K 0.11% NEW $23.51 +0.0%
120 T AT&T INC Communication Services 16,651.0 $196K 0.10% -3K -14.1% $11.75 +122.1%
Page 6 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%