DOSSIER · 13F-HR · Q2 2026

Emergent Wealth Advisors, LLC

$192M in tracked AUM across 122 positions as of Q2 2026.

EW
CIK 0001799880 · last filed Jun 30, 2026
Total AUM
$192M
as of Q2 2026
Holdings
122
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Emergent Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$27M36K13.8%
02
IEFA
ISHARES TR
$12M122K6.1%
03
VUG
VANGUARD INDEX FDS
$11M121K5.5%
04
IEMG
ISHARES INC
$9M115K4.9%
05
AGG
ISHARES TR
$9M91K4.7%
06
VTV
VANGUARD INDEX FDS
$8M38K4.3%
07
BINC
BLACKROCK ETF TRUST II
$7M141K3.8%
08
DYNF
BLACKROCK ETF TRUST
$7M105K3.7%
09
XLK
SELECT SECTOR SPDR TR
$5M29K2.6%
10
SPYM
SPDR SERIES TRUST
$5M52K2.4%

Filing history

2026Q2Jun 30
$192M 13.7%
122 positionsView →
2026Q1Mar 31
$169M 4.8%
125 positionsView →
2025Q4Dec 31
$178M 159.2%
134 positionsView →
2025Q3Sep 30
$69M 12.1%
61 positionsView →
2025Q2Jun 30
$61M 14.1%
54 positionsLocked
2025Q1Mar 31
$54M 7.9%
54 positionsLocked
2024Q4Dec 31
$50M 1.9%
58 positionsLocked
2024Q3Sep 30
$49M 3.3%
53 positionsLocked
2024Q2Jun 30
$47M 1.0%
49 positionsLocked
2024Q1Mar 31
$48M 1.1%
48 positionsLocked
2023Q4Dec 31
$47M
48 positionsLocked