Emergent Wealth Advisors, LLC

CIK

1799880

Location

WILLIAMSVILLE, NY

Portfolio Value

Small $120,252,311

Diversification

Diversified

Filing Date

Global Rank

#7,819 / 8,807 ▲ 77 · as of Jun 2026

Top Industry

Semiconductors 13.5%

Period ended 20 days ago

Filed Oct 9, 2026 · 11d

12 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 55.1%, 21.2 effective positions, active share 74.8% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

39.2% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 8.5 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 74.8%; sector active share 57.6% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

124 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

16.9%

+1.6 pts

Top 5

42.9%

+5.8 pts

Top 10

58.6%

+3.5 pts

HHI

583

Diversified+112

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	64.1%	$77,045,110	67
Technology	15.1%	$18,098,746	20
Financial Services	3.8%	$4,616,886	7
Communication Services	3.2%	$3,822,034	4
Real Estate	3.0%	$3,642,919	3
Consumer Cyclical	2.9%	$3,443,580	3
Healthcare	2.6%	$3,150,956	6
Basic Materials	1.5%	$1,789,136	2
Consumer Defensive	1.4%	$1,739,607	3
Energy	1.3%	$1,540,430	5
Industrials	1.1%	$1,362,907	4

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAI	BlackRock ETF Trust	+65,169	76,968	$3,632,119
BLCR		+45,141	52,320	$2,561,587
SHLD	Global X Defense Tech ETF	+18,914	48,464	$0
TD	Toronto Dominion Bank	+7,792	11,849	$1,392,612
APH	Amphenol Corp /De/	+7,773	13,475	$1,135,942
IEFA	iShares Core MSCI EAFE ETF	+6,526	128,543	$0
VUG	VANGUARD GROWTH INDEX FUND	+5,323	126,572	$11,405,402
JBND	JPMorgan Active Bond ETF	+4,985	14,639	$748,345
CRWD	CrowdStrike Holdings, Inc.	+4,709	6,288	$1,664,748
NFLX	Netflix Inc	+3,832	6,994	$486,642
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+3,754	109,225	$7,564,923
WMT	Walmart Inc.	+2,666	9,828	$1,021,325
TJX	Tjx Companies Inc /De/	+1,650	3,400	$449,854
VTV	VANGUARD VALUE INDEX FUND	+1,101	39,347	$8,502,099
MINO	PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	+1,084	9,097	$387,441
AMZN	Amazon Com Inc	+868	10,786	$2,687,331
—		+680	17,309	$0
RKLB	Rocket Lab Corp	+669	6,817	$475,008
NVDA	Nvidia Corp	+656	12,006	$2,741,930
GOOG	Alphabet Inc.	+651	3,346	$1,140,116
GOOGL	Alphabet Inc.	+580	4,066	$1,399,029
JNJ	Johnson & Johnson	+439	4,078	$1,079,609
MRK	Merck & Co., Inc.	+438	1,944	$282,482
MSFT	Microsoft Corp	+325	4,788	$2,455,765
JCPB	JPMorgan Core Plus Bond ETF	+304	15,094	$675,909
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−22,721	5,867	$1,148,465
BINC		−16,636	124,523	$6,324,523
IEMG	iShares Trust	−13,646	101,325	$0
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−9,492	42,364	$3,802,592
JGLO	JPMorgan Global Select Equity ETF	−3,161	3,295	$238,887
SCHZ	Schwab U.S. Aggregate Bond ETF	−2,764	46,977	$1,038,191
UBER	Uber Technologies, Inc	−2,753	8,155	$558,699
GLD	Spdr Gold Trust	−2,645	6,826	$2,599,613
AGG	iShares Core U.S. Aggregate Bond ETF	−2,367	88,849	$0
IVV	iShares Core S&P 500 ETF	−2,170	33,622	$0
CSCO	Cisco Systems, Inc.	−2,165	10,567	$1,137,326
JAVA	JPMorgan Active Value ETF	−1,900	4,039	$321,989
JGRO	JPMorgan Active Growth ETF	−1,505	3,405	$328,854
BAC	Bank Of America Corp /De/	−1,242	5,646	$307,311
BA	Boeing Co	−1,061	1,583	$294,517
—		−1,035	8,963	$0
IBM	International Business Machines Corp	−950	2,521	$554,443
WFC	Wells Fargo & Company/Mn	−923	2,809	$224,860
NFG	National Fuel Gas Co	−888	4,770	$361,852
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	−771	8,788	$0
IJR	iShares Core S&P Small-Cap ETF	−756	20,640	$0
XOM	ExxonMobil Holdings Corp	−614	2,122	$345,355
PFF	iShares Preferred and Income Securities ETF	−560	14,090	$0
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	−433	6,656	$295,592
BBUS	JPMORGAN BETABUILDERS U.S. EQUITY ETF	−287	19,411	$2,670,565
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
JUSA	JPMorgan U.S. Research Enhanced Large Cap ETF	5,611	$384,297
Q	Qnity Electronics, Inc.	2,037	$256,132
COP	Conocophillips	1,913	$239,411
JIVE	JPMorgan International Value ETF	2,342	$223,005
AMD	Advanced Micro Devices Inc	340	$207,998
NUVB	Nuvation Bio Inc.	12,000	$67,200
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
COF	Capital One Financial Corp	1,822	$365,529
T	At&T Inc.	16,651	$344,675
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	1,921	$209,600
SCHH	Schwab U.S. REIT ETF	8,820	$208,857
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

124 tracked positions · $120,252,311 total · filing declares 124 positions · $191,227,545 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 124 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VUG	VANGUARD GROWTH INDEX FUND	Added	126,572	+5,323	$11,405,402	+9.2%	9.48%
VTV	VANGUARD VALUE INDEX FUND	Added	39,347	+1,101	$8,502,099	+2.0%	7.07%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	109,225	+3,754	$7,564,923	+5.5%	6.29%
BINC		Reduced	124,523	-16,636	$6,324,523	−14.4%	5.26%
BNDX	Vanguard Total International Bond ETF	Added	92,985	+59	$4,358,206	−3.2%	3.62%
VCRB	VANGUARD CORE BOND ETF	Reduced	53,762	-132	$3,957,958	−4.9%	3.29%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Reduced	42,364	-9,492	$3,802,592	−16.6%	3.16%
BAI	BlackRock ETF Trust	Added	76,968	+65,169	$3,632,119	+483.9%	3.02%
NVDA	Nvidia Corp Technology	Added	12,006	+656	$2,741,930	+20.7%	2.28%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,786	+868	$2,687,331	+13.7%	2.23%
BBUS	JPMORGAN BETABUILDERS U.S. EQUITY ETF	Reduced	19,411	-287	$2,670,565	+0.6%	2.22%
BOND	PIMCO Active Bond Exchange-Traded Fund	Reduced	30,173	-204	$2,624,749	−6.3%	2.18%
GLD	Spdr Gold Trust	Reduced	6,826	-2,645	$2,599,613	−25.5%	2.16%
BLCR		Added	52,320	+45,141	$2,561,587	+608.4%	2.13%
MSFT	Microsoft Corp Technology	Added	4,788	+325	$2,455,765	+47.5%	2.04%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	68,442	-17	$2,053,260	+1.9%	1.71%
WELL	Welltower Inc. Real Estate	Reduced	8,033	-36	$1,849,517	+1.0%	1.54%
AVGO	Broadcom Inc. Technology	Reduced	5,123	-91	$1,799,146	−8.7%	1.50%
SPG	Simon Property Group Inc. Real Estate	Reduced	8,307	-166	$1,667,713	−12.0%	1.39%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	6,288	+4,709	$1,664,748	+38.2%	1.38%
AAPL	Apple Inc. Technology	Added	4,914	+98	$1,636,460	+17.4%	1.36%
GOOGL	Alphabet Inc. Communication Services	Added	4,066	+580	$1,399,029	+12.3%	1.16%
TD	Toronto Dominion Bank Financial Services	Added	11,849	+7,792	$1,392,612	+182.7%	1.16%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	5,867	-22,721	$1,148,465	−78.9%	0.96%
GOOG	Alphabet Inc. Communication Services	Added	3,346	+651	$1,140,116	+19.7%	0.95%
CSCO	Cisco Systems, Inc. Technology	Reduced	10,567	-2,165	$1,137,326	−24.0%	0.95%
APH	Amphenol Corp /De/ Technology	Added	13,475	+7,773	$1,135,942	−43.5%	0.94%
SCCO	Southern Copper Corp/ Basic Materials	Added	5,428	+62	$1,099,929	+17.6%	0.91%
JNJ	Johnson & Johnson Healthcare	Added	4,078	+439	$1,079,609	+16.8%	0.90%
SCHZ	Schwab U.S. Aggregate Bond ETF	Reduced	46,977	-2,764	$1,038,191	−9.8%	0.86%
WMT	Walmart Inc. Consumer Defensive	Added	9,828	+2,666	$1,021,325	+25.9%	0.85%
SCHF	Schwab International Equity ETF	Added	34,777	+155	$955,324	−0.4%	0.79%
SPY	Spdr S&P 500 ETF Trust	Added	1,177	+59	$897,615	+7.5%	0.75%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,610	+109	$863,466	+5.5%	0.72%
MTB	M&T Bank Corp Financial Services	Added	3,893	+14	$847,116	−8.2%	0.70%
ABBV	AbbVie Inc. Healthcare	Added	3,221	+60	$842,581	+5.9%	0.70%
META	Meta Platforms, Inc. Communication Services	Reduced	1,098	-36	$796,247	+24.7%	0.66%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	10,239	+15	$782,259	−1.8%	0.65%
ALAB	Astera Labs, Inc. Technology	Reduced	2,161	-100	$769,251	−29.6%	0.64%
JBND	JPMorgan Active Bond ETF	Added	14,639	+4,985	$748,345	+44.9%	0.62%
GLW	Corning Inc /Ny Technology	Added	4,785	+2	$735,741	−39.8%	0.61%
JIRE	JPMorgan International Research Enhanced Equity ETF	Added	8,832	+48	$725,637	+0.1%	0.60%
PYLD		Added	27,289	+227	$692,867	−3.5%	0.58%
STLD	Steel Dynamics Inc Basic Materials	Held	3,110	0	$689,207	−3.4%	0.57%
JCPB	JPMorgan Core Plus Bond ETF	Added	15,094	+304	$675,909	−2.6%	0.56%
DGX	Quest Diagnostics Inc Healthcare	Held	2,800	0	$652,596	+10.0%	0.54%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	3,976	+19	$617,075	−1.3%	0.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,226	+210	$610,486	+20.1%	0.51%
UBER	Uber Technologies, Inc Technology	Reduced	8,155	-2,753	$558,699	−29.0%	0.46%
NULV	Nuveen ESG Large-Cap Value ETF	Held	10,610	0	$558,616	+5.3%	0.46%

Showing the top 50 of 124 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.