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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 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MTUM ISHARES TR 1,682.0 $577K 0.44% -26.0 -1.5% $342.83 -11.3%
42 VOO VANGUARD INDEX FDS 821.0 $564K 0.43% -30.0 -3.5% $687.13 +3.1%
43 JPM JPMORGAN CHASE & CO Financial Services 1,633.0 $535K 0.41% -69.0 -4.0% $327.33 +8.2%
44 NTR NUTRIEN LTD Basic Materials 8,176.0 $515K 0.39% -2K -20.6% $62.95 +16.1%
45 DE DEERE & CO Industrials 806.0 $511K 0.39% -55.0 -6.4% $634.33 -1.8%
46 PIMCO ETF TR 9,778.0 $483K 0.37% NEW $49.38
47 SCHX SCHWAB STRATEGIC TR 16,082.0 $473K 0.36% $29.43 +3.3%
48 VTV VANGUARD INDEX FDS 1,952.0 $425K 0.32% NEW $217.93 +3.5%
49 VUG VANGUARD INDEX FDS 4,818.0 $415K 0.32% NEW $86.14 +3.2%
50 BERKSHIRE HATHAWAY INC DEL 791.0 $396K 0.30% -5.0 -0.6% $500.43
51 QQQ INVESCO QQQ TR Financial Services 499.0 $367K 0.28% -14.0 -2.7% $736.27 -2.1%
52 VGT VANGUARD WORLD FD 2,840.0 $339K 0.26% +2K +669.6% $119.52 +2.0%
53 TDV PROSHARES TR 3,234.0 $336K 0.26% -7K -67.0% $103.96 -1.2%
54 FDN FIRST TR EXCHANGE-TRADED FD 1,147.0 $304K 0.23% -98.0 -7.9% $264.72 +11.0%
55 QCOM QUALCOMM INC Technology 1,571.0 $290K 0.22% $184.74 -10.8%
56 MGK VANGUARD WORLD FD 3,260.0 $287K 0.22% +3K +400.0% $87.91 +2.9%
57 BK BANK OF NY MELLON CORP Financial Services 1,978.0 $286K 0.22% -51.0 -2.5% $144.61 -1.9%
58 AUPH AURINIA PHARMACEUTICALS INC Healthcare 15,757.0 $267K 0.20% NEW $16.97 -2.9%
59 CLOI VANECK ETF TRUST 4,807.0 $255K 0.19% -4K -44.0% $52.95 +0.0%
60 LLY ELI LILLY & CO Healthcare 182.0 $218K 0.17% -10.0 -5.2% $1199.43 -2.0%
Page 3 of 4  ·  63 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%