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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 7 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PANW PALO ALTO NETWORKS INC Technology 1,296.0 $208K 0.12% -108.0 -7.7% $160.32 +61.4%
122 NUEM NUSHARES ETF TR 5,529.0 $203K 0.12% -363.0 -6.2% $36.74 +14.8%
123 KO COCA COLA CO Consumer Defensive 2,636.0 $200K 0.12% NEW $76.04 +6.1%
124 CXW CORECIVIC INC Real Estate 10,470.0 $198K 0.12% NEW $18.91 +12.0%
125 NMRK NEWMARK GROUP INC Real Estate 10,252.0 $154K 0.09% -927.0 -8.3% $14.99 -3.2%
Page 7 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%