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Portfolio (Quarterly) Guide ↗

Emissary Wealth LLC

· CIK 0002107252
13F Portfolio $131M AUM 63 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 11 New 23 Added 27 Reduced 7 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TR Financial Services 499.0 $367K 0.28% -14.0 -2.7% $736.27 -2.7%
22 TDV PROSHARES TR 3,234.0 $336K 0.26% -7K -67.0% $103.96 -2.0%
23 FDN FIRST TR EXCHANGE-TRADED FD 1,147.0 $304K 0.23% -98.0 -7.9% $264.72 +11.2%
24 BK BANK OF NY MELLON CORP Financial Services 1,978.0 $286K 0.22% -51.0 -2.5% $144.61 -0.6%
25 CLOI VANECK ETF TRUST 4,807.0 $255K 0.19% -4K -44.0% $52.95 +0.1%
26 LLY ELI LILLY & CO Healthcare 182.0 $218K 0.17% -10.0 -5.2% $1199.43 -2.2%
27 RCAT RED CAT HLDGS INC Technology 17,750.0 $189K 0.14% -10K -36.2% $10.65 -20.3%
Page 2 of 2  ·  27 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 41.7%
Industrials 15.4%
Financial Services 12.3%
Communication Services 11.3%
Consumer Cyclical 10.2%
Energy 5.0%
Consumer Defensive 1.8%
Utilities 1.1%
Healthcare 0.6%
Basic Materials 0.6%