Emergent Wealth Advisors, LLC
CIK
1799880
Location
WILLIAMSVILLE, NY
Portfolio Value
Micro
$43,773,046
Diversification
Diversified
Filing Date
Global Rank
#7,102
/ 8,517
▲ 349
Top Industry
Semiconductors
14.4%
3Y Alpha vs SPY
+28.5%
Period ended 46 days ago
Filed Jul 14, 2026 · 32d
11 quarters · since Dec 2023
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+163.5%
SPY
+55.7%
Annualised alpha
+28.0%
Max drawdown
−19.1%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
56 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
8.0%
−1.3 pts
Top 5
27.4%
−4.5 pts
Top 10
44.8%
−4.6 pts
HHI
305
Diversified−57
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.3% | $16,785,449 |
| Unclassified | 9.9% | $4,323,814 |
| Financial Services | 9.5% | $4,153,352 |
| Real Estate | 8.9% | $3,881,313 |
| Consumer Cyclical | 7.0% | $3,073,005 |
| Healthcare | 6.3% | $2,765,132 |
| Communication Services | 5.6% | $2,455,002 |
| Industrials | 4.1% | $1,775,751 |
| Basic Materials | 3.8% | $1,648,699 |
| Consumer Defensive | 3.6% | $1,557,900 |
| Energy | 3.1% | $1,353,629 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TD | Toronto Dominion Bank | +1,544 | 4,057 | $492,641 | |
| WMT | Walmart Inc. | +980 | 7,162 | $811,168 | |
| AMZN | Amazon Com Inc | +940 | 9,918 | $2,363,856 | |
| NFLX | Netflix Inc | +830 | 3,162 | $225,766 | |
| BAC | Bank Of America Corp /De/ | +608 | 6,888 | $392,478 | |
| MSFT | Microsoft Corp | +412 | 4,463 | $1,664,788 | |
| AVGO | Broadcom Inc. | +398 | 5,214 | $1,969,588 | |
| XOM | ExxonMobil Holdings Corp | +373 | 2,736 | $374,065 | |
| SPG | Simon Property Group Inc. | +363 | 8,473 | $1,894,986 | |
| PG | PROCTER & GAMBLE Co | +296 | 3,602 | $528,197 | |
| RKLB | Rocket Lab Corp | +280 | 6,148 | $624,944 | |
| AAPL | Apple Inc. | +274 | 4,816 | $1,393,557 | |
| CSCO | Cisco Systems, Inc. | +222 | 12,732 | $1,495,500 | |
| JNJ | Johnson & Johnson | +201 | 3,639 | $924,196 | |
| WFC | Wells Fargo & Company/Mn | +168 | 3,732 | $308,412 | |
| HD | Home Depot, Inc. | +147 | 1,259 | $444,024 | |
| JPM | Jpmorgan Chase & Co | +141 | 2,501 | $818,652 | |
| BRK-B | Berkshire Hathaway Inc | +136 | 1,016 | $508,396 | |
| WELL | Welltower Inc. | +122 | 8,069 | $1,831,420 | |
| META | Meta Platforms, Inc. | +112 | 1,134 | $638,770 | |
| PLTR | Palantir Technologies Inc. | +86 | 2,792 | $325,742 | |
| NFG | National Fuel Gas Co | +78 | 5,658 | $436,854 | |
| KO | Coca Cola Co | +53 | 2,689 | $218,535 | |
| SCCO | Southern Copper Corp/ | +53 | 5,366 | $935,079 | |
| MTB | M&T Bank Corp | +13 | 3,879 | $923,240 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | −2,741 | 16,651 | $344,675 | |
| GOOGL | Alphabet Inc. | −2,525 | 3,486 | $1,245,791 | |
| UBER | Uber Technologies, Inc | −1,693 | 10,908 | $787,121 | |
| BA | Boeing Co | −900 | 2,644 | $572,346 | |
| ALAB | Astera Labs, Inc. | −655 | 2,261 | $1,092,108 | |
| WDC | Western Digital Corp | −400 | 650 | $415,168 | |
| IBM | International Business Machines Corp | −349 | 3,471 | $976,079 | |
| APH | Amphenol Corp /De/ | −274 | 5,702 | $1,005,376 | |
| MRK | Merck & Co., Inc. | −246 | 1,506 | $193,521 | |
| COF | Capital One Financial Corp | −243 | 1,822 | $365,529 | |
| QCOM | Qualcomm Inc/De | −215 | 1,783 | $329,480 | |
| NVDA | Nvidia Corp | −206 | 11,350 | $2,271,021 | |
| ABBV | AbbVie Inc. | −159 | 3,161 | $795,434 | |
| CRWD | CrowdStrike Holdings, Inc. | −129 | 1,579 | $301,249 | |
| SNDK | Sandisk Corp | −116 | 266 | $604,812 | |
| CVX | Chevron Corp | −95 | 1,256 | $208,194 | |
| PANW | Palo Alto Networks Inc | −94 | 1,202 | $409,906 | |
| GLW | Corning Inc /Ny | −82 | 4,783 | $1,221,721 | |
| GLD | Spdr Gold Trust | −34 | 9,471 | $3,488,926 | |
| SPY | Spdr S&P 500 ETF Trust | −7 | 1,118 | $834,888 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
5 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BNDX | Vanguard Total International Bond ETF | 85,539 | $4,110,148 | |
| VXF | Vanguard Extended Market ETF | 10,036 | $2,065,408 | |
| OKE | Oneok Inc /New/ | 3,344 | $302,264 | |
| VIG | Vanguard Dividend Appreciation ETF | 1,208 | $259,792 | |
| COP | Conocophillips | 1,913 | $252,516 | |
| No positions match the current search. | ||||
56 tracked positions ·
$43,773,046 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Showing 1–50
of 56 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Reduced | 9,471 | $3,488,926 | 7.97% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,918 | $2,363,856 | 5.40% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 11,350 | $2,271,021 | 5.19% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 5,214 | $1,969,588 | 4.50% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Added | 8,473 | $1,894,986 | 4.33% | |
| WELL |
Welltower Inc.
Real Estate
|
Added | 8,069 | $1,831,420 | 4.18% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,463 | $1,664,788 | 3.80% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 12,732 | $1,495,500 | 3.42% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,816 | $1,393,557 | 3.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,486 | $1,245,791 | 2.85% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 4,783 | $1,221,721 | 2.79% | |
| ALAB |
Astera Labs, Inc.
Technology
|
Reduced | 2,261 | $1,092,108 | 2.49% | |
| APH |
Amphenol Corp /De/
Technology
|
Reduced | 5,702 | $1,005,376 | 2.30% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 3,471 | $976,079 | 2.23% | |
| SCCO |
Southern Copper Corp/
Basic Materials
|
Added | 5,366 | $935,079 | 2.14% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,639 | $924,196 | 2.11% | |
| MTB |
M&T Bank Corp
Financial Services
|
Added | 3,879 | $923,240 | 2.11% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,118 | $834,888 | 1.91% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,501 | $818,652 | 1.87% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 7,162 | $811,168 | 1.85% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 3,161 | $795,434 | 1.82% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 10,908 | $787,121 | 1.80% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
Held | 3,110 | $713,620 | 1.63% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,134 | $638,770 | 1.46% | |
| RKLB |
Rocket Lab Corp
Industrials
|
Added | 6,148 | $624,944 | 1.43% | |
| SNDK |
Sandisk Corp
Technology
|
Reduced | 266 | $604,812 | 1.38% | |
| DGX |
Quest Diagnostics Inc
Healthcare
|
Held | 2,800 | $593,460 | 1.36% | |
| BA |
Boeing Co
Industrials
|
Reduced | 2,644 | $572,346 | 1.31% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 3,602 | $528,197 | 1.21% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 1,016 | $508,396 | 1.16% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Added | 4,057 | $492,641 | 1.13% | |
| TER |
Teradyne, Inc
Technology
|
Held | 981 | $474,647 | 1.08% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,259 | $444,024 | 1.01% | |
| NFG |
National Fuel Gas Co
Energy
|
Added | 5,658 | $436,854 | 1.00% | |
| WDC |
Western Digital Corp
Technology
|
Reduced | 650 | $415,168 | 0.95% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 1,202 | $409,906 | 0.94% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 6,888 | $392,478 | 0.90% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,736 | $374,065 | 0.85% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 1,822 | $365,529 | 0.84% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 16,651 | $344,675 | 0.79% | |
| BGC |
BGC Group, Inc.
Financial Services
|
Held | 32,180 | $344,004 | 0.79% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 9,100 | $334,516 | 0.76% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 1,783 | $329,480 | 0.75% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 2,792 | $325,742 | 0.74% | |
| CXW |
CoreCivic, Inc.
Industrials
|
Held | 10,470 | $318,078 | 0.73% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 3,732 | $308,412 | 0.70% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 1,579 | $301,249 | 0.69% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
NEW | 1,750 | $265,125 | 0.61% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Held | 3,005 | $260,383 | 0.59% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 622 | $258,521 | 0.59% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.