DOSSIER · 13F-HR · Q3 2026

Emergent Wealth Advisors, LLC

$191M in tracked AUM across 124 positions as of Q3 2026.

EW
CIK 0001799880 · last filed Sep 30, 2026
Total AUM
$191M
as of Q3 2026
Holdings
124
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Emergent Wealth Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$26M34K13.5%
02
IEFA
ISHARES TR
$12M129K6.5%
03
VUG
VANGUARD INDEX FDS
$11M127K6.0%
04
VTV
VANGUARD INDEX FDS
$9M39K4.4%
05
AGG
ISHARES TR
$8M89K4.4%
06
IEMG
ISHARES INC
$8M101K4.3%
07
DYNF
BLACKROCK ETF TRUST
$8M109K4.0%
08
BINC
BLACKROCK ETF TRUST II
$6M125K3.3%
09
BNDX
VANGUARD CHARLOTTE FDS
$4M93K2.3%
10
VCRB
VANGUARD MALVERN FDS
$4M54K2.1%

Filing history

2026Q3Sep 30
$191M▼ 0.6%
124 positionsView →
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 positionsLocked
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