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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 1 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GRNY TIDAL TRUST I 357,632.0 $9.9M 7.53% +152K +74.3% $27.65 +1.6%
2 NVDA NVIDIA CORPORATION Technology 42,023.0 $8.4M 6.40% -6K -12.7% $200.09 +13.9%
3 ANGL VANECK ETF TRUST 262,743.0 $7.7M 5.85% +31K +13.5% $29.24 -0.5%
4 GOOGL ALPHABET INC Communication Services 17,250.0 $6.2M 4.70% -973.0 -5.3% $357.37 -4.7%
5 JCI JOHNSON CONTROLS INTERNATION Industrials 39,068.0 $5.7M 4.35% -296.0 -0.8% $146.11 -2.7%
6 AMZN AMAZON COM INC Consumer Cyclical 23,647.0 $5.6M 4.29% +1K +4.8% $238.34 +7.5%
7 QUAL ISHARES TR 22,229.0 $4.9M 3.71% -34K -60.4% $219.43 +2.4%
8 AAPL APPLE INC Technology 16,466.0 $4.8M 3.63% -244.0 -1.5% $289.36 +8.7%
9 GRNJ TIDAL TRUST III 132,805.0 $4.2M 3.18% +95K +254.3% $31.44 -4.5%
10 CWB SPDR SERIES TRUST 36,502.0 $3.9M 3.00% +9K +32.3% $107.82 -3.5%
11 MSFT MICROSOFT CORP Technology 9,706.0 $3.6M 2.76% +880.0 +10.0% $373.03 +35.4%
12 V VISA INC Financial Services 10,154.0 $3.5M 2.65% +557.0 +5.8% $343.11 +10.7%
13 JPIE J P MORGAN EXCHANGE TRADED F 73,837.0 $3.4M 2.59% +16K +28.2% $46.05 -0.3%
14 META META PLATFORMS INC Communication Services 5,697.0 $3.2M 2.44% +444.0 +8.4% $563.25 +1.4%
15 CRWD CROWDSTRIKE HLDGS INC Technology 4,115.0 $3.1M 2.39% NEW $190.78 +19.5%
16 LNG CHENIERE ENERGY INC Energy 12,784.0 $3.1M 2.33% +2K +16.4% $239.01 +17.5%
17 TSLA TESLA INC Consumer Cyclical 6,765.0 $2.8M 2.17% +688.0 +11.3% $420.61 -15.6%
18 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,864.0 $2.8M 2.13% -856.0 -12.7% $477.57 -10.5%
19 URI UNITED RENTALS INC Industrials 2,391.0 $2.7M 2.06% +2K +233.5% $1132.89 -8.4%
20 GLW CORNING INC Technology 10,461.0 $2.7M 2.04% -366.0 -3.4% $255.43 -40.2%
Page 1 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%