Emergent Wealth Advisors, LLC

CIK

1799880

Location

WILLIAMSVILLE, NY

Portfolio Value

Micro $37,485,601

Diversification

Diversified

Filing Date

Global Rank

#7,185 / 8,604 ▲ 127 · as of Mar 2026

Top Industry

Semiconductors 12.5%

3Y Alpha vs SPY

+4.7%

Period ended 3 months ago

Filed Apr 8, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.0%

SPY

+54.1%

Annualised alpha

+4.4%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

55 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.9%

+1.0 pts

Top 5

29.5%

+0.6 pts

Top 10

45.8%

−0.9 pts

HHI

344

Diversified+7

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.5%	$12,542,514	17
Unclassified	12.9%	$4,821,538	2
Financial Services	9.2%	$3,430,897	8
Real Estate	8.6%	$3,237,636	3
Communication Services	6.3%	$2,354,853	4
Healthcare	6.2%	$2,321,942	4
Consumer Cyclical	6.0%	$2,235,573	2
Energy	5.6%	$2,103,847	6
Industrials	4.0%	$1,516,564	4
Basic Materials	3.9%	$1,473,954	2
Consumer Defensive	3.9%	$1,446,283	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp /De/	+3,046	5,976	$755,067
PG	PROCTER & GAMBLE Co	+1,414	3,306	$477,518
AMZN	Amazon Com Inc	+1,328	8,978	$1,869,848
IBM	International Business Machines Corp	+1,134	3,820	$925,929
COF	Capital One Financial Corp	+1,104	2,065	$376,717
PLTR	Palantir Technologies Inc.	+1,037	2,706	$395,833
BAC	Bank Of America Corp /De/	+891	6,280	$306,150
MSFT	Microsoft Corp	+746	4,051	$1,499,558
CRWD	CrowdStrike Holdings, Inc.	+663	1,708	$166,705
AVGO	Broadcom Inc.	+564	4,816	$1,490,600
CSCO	Cisco Systems, Inc.	+403	12,510	$970,650
WFC	Wells Fargo & Company/Mn	+353	3,564	$283,730
BA	Boeing Co	+351	3,544	$705,362
XOM	Exxon Mobil Corp	+342	2,363	$400,906
GLD	Spdr Gold Trust	+201	9,505	$4,089,906
BRK-B	Berkshire Hathaway Inc	+187	880	$421,696
JPM	Jpmorgan Chase & Co	+168	2,360	$694,217
SPG	Simon Property Group Inc.	+163	8,110	$1,512,758
JNJ	Johnson & Johnson	+130	3,438	$840,384
AAPL	Apple Inc.	+122	4,542	$1,152,714
HD	Home Depot, Inc.	+96	1,112	$365,725
SPY	Spdr S&P 500 ETF Trust	+23	1,125	$731,632
MTB	M&T Bank Corp	+15	3,866	$799,179
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−18,932	19,392	$562,174
UBER	Uber Technologies, Inc	−4,083	12,601	$906,389
BGC	BGC Group, Inc.	−2,000	32,180	$314,720
RKLB	Rocket Lab Corp	−1,804	5,868	$376,842
NMRK	Newmark Group, Inc.	−927	10,252	$153,677
SCCO	Southern Copper Corp/	−782	5,313	$914,154
WMT	Walmart Inc.	−649	6,182	$768,298
STLD	Steel Dynamics Inc	−550	3,110	$559,800
MRK	Merck & Co., Inc.	−514	1,752	$210,748
ALAB	Astera Labs, Inc.	−493	2,916	$319,593
GLW	Corning Inc /Ny	−378	4,865	$661,494
TER	Teradyne, Inc	−224	981	$290,827
NFG	National Fuel Gas Co	−202	5,580	$524,296
WDC	Western Digital Corp	−200	1,050	$284,014
WELL	Welltower Inc.	−154	7,947	$1,571,201
PANW	Palo Alto Networks Inc	−108	1,296	$207,774
QCOM	Qualcomm Inc/De	−100	1,998	$257,302
ABBV	AbbVie Inc.	−55	3,320	$722,066
GOOGL	Alphabet Inc.	−48	3,421	$983,742
META	Meta Platforms, Inc.	−33	1,022	$584,716
OKE	Oneok Inc /New/	−31	3,344	$302,264
NVDA	Nvidia Corp	−26	11,556	$2,015,366
CP	Canadian Pacific Kansas City Ltd/Cn	−15	3,005	$236,373
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	1,351	$279,521
COP	Conocophillips	1,913	$252,516
SNDK	Sandisk Corp	382	$242,699
TD	Toronto Dominion Bank	2,513	$234,488
NFLX	Netflix Inc	2,332	$224,221
KO	Coca Cola Co	2,636	$200,467
CXW	CoreCivic, Inc.	10,470	$197,987
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
SOFI	SoFi Technologies, Inc.	21,369	$559,440
GLDM	World Gold Trust	5,439	$464,327
CHWY	Chewy, Inc.	12,181	$402,582
TSLA	Tesla, Inc.	517	$232,505
MO	Altria Group, Inc.	3,599	$207,518
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

55 positions · $37,485,601 total · as of Mar 31, 2026

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

Showing 1–50 of 55 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GLD	Spdr Gold Trust	Added	9,505	+201	$4,089,906	+10.9%	10.91%
NVDA	Nvidia Corp Technology	Reduced	11,556	-26	$2,015,366	−6.7%	5.38%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,978	+1,328	$1,869,848	+5.9%	4.99%
WELL	Welltower Inc. Real Estate	Reduced	7,947	-154	$1,571,201	+4.5%	4.19%
SPG	Simon Property Group Inc. Real Estate	Added	8,110	+163	$1,512,758	+2.8%	4.04%
MSFT	Microsoft Corp Technology	Added	4,051	+746	$1,499,558	−6.2%	4.00%
AVGO	Broadcom Inc. Technology	Added	4,816	+564	$1,490,600	+1.3%	3.98%
AAPL	Apple Inc. Technology	Added	4,542	+122	$1,152,714	−4.1%	3.08%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,421	-48	$983,742	−9.4%	2.62%
CSCO	Cisco Systems, Inc. Technology	Added	12,510	+403	$970,650	+4.1%	2.59%
IBM	International Business Machines Corp Technology	Added	3,820	+1,134	$925,929	+16.4%	2.47%
SCCO	Southern Copper Corp/ Basic Materials	Reduced	5,313	-782	$914,154	+5.4%	2.44%
UBER	Uber Technologies, Inc Technology	Reduced	12,601	-4,083	$906,389	−33.5%	2.42%
JNJ	Johnson & Johnson Healthcare	Added	3,438	+130	$840,384	+22.8%	2.24%
MTB	M&T Bank Corp Financial Services	Added	3,866	+15	$799,179	+3.0%	2.13%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,182	-649	$768,298	+1.0%	2.05%
APH	Amphenol Corp /De/ Technology	Added	5,976	+3,046	$755,067	+90.7%	2.01%
SPY	Spdr S&P 500 ETF Trust	Added	1,125	+23	$731,632	−2.6%	1.95%
ABBV	AbbVie Inc. Healthcare	Reduced	3,320	-55	$722,066	−6.4%	1.93%
BA	Boeing Co Industrials	Added	3,544	+351	$705,362	+1.7%	1.88%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,360	+168	$694,217	−1.7%	1.85%
GLW	Corning Inc /Ny Technology	Reduced	4,865	-378	$661,494	+44.1%	1.76%
META	Meta Platforms, Inc. Communication Services	Reduced	1,022	-33	$584,716	−16.0%	1.56%
T	At&T Inc. Communication Services	Reduced	19,392	-18,932	$562,174	−40.9%	1.50%
STLD	Steel Dynamics Inc Basic Materials	Reduced	3,110	-550	$559,800	−9.7%	1.49%
DGX	Quest Diagnostics Inc Healthcare	Held	2,800	0	$548,744	+12.9%	1.46%
NFG	National Fuel Gas Co Energy	Reduced	5,580	-202	$524,296	+13.3%	1.40%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,306	+1,414	$477,518	+76.1%	1.27%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	880	+187	$421,696	+21.1%	1.12%
XOM	Exxon Mobil Corp Energy	Added	2,363	+342	$400,906	+64.8%	1.07%
PLTR	Palantir Technologies Inc. Technology	Added	2,706	+1,037	$395,833	+33.4%	1.06%
RKLB	Rocket Lab Corp Industrials	Reduced	5,868	-1,804	$376,842	−29.6%	1.01%
COF	Capital One Financial Corp Financial Services	Added	2,065	+1,104	$376,717	+61.7%	1.00%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,112	+96	$365,725	+4.6%	0.98%
EPD	Enterprise Products Partners L.P. Energy	Held	9,100	0	$344,344	+18.0%	0.92%
ALAB	Astera Labs, Inc. Technology	Reduced	2,916	-493	$319,593	−43.6%	0.85%
BGC	BGC Group, Inc. Financial Services	Reduced	32,180	-2,000	$314,720	+3.1%	0.84%
BAC	Bank Of America Corp /De/ Financial Services	Added	6,280	+891	$306,150	+3.3%	0.82%
OKE	Oneok Inc /New/ Energy	Reduced	3,344	-31	$302,264	+21.9%	0.81%
TER	Teradyne, Inc Technology	Reduced	981	-224	$290,827	+24.7%	0.78%
WDC	Western Digital Corp Technology	Reduced	1,050	-200	$284,014	+31.9%	0.76%
WFC	Wells Fargo & Company/Mn Financial Services	Added	3,564	+353	$283,730	−5.2%	0.76%
CVX	Chevron Corp Energy	NEW	1,351	NEW	$279,521	NEW	0.75%
QCOM	Qualcomm Inc/De Technology	Reduced	1,998	-100	$257,302	−28.3%	0.69%
COP	Conocophillips Energy	NEW	1,913	NEW	$252,516	NEW	0.67%
SNDK	Sandisk Corp Technology	NEW	382	NEW	$242,699	NEW	0.65%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Reduced	3,005	-15	$236,373	+6.3%	0.63%
TD	Toronto Dominion Bank Financial Services	NEW	2,513	NEW	$234,488	NEW	0.63%
NFLX	Netflix Inc Communication Services	NEW	2,332	NEW	$224,221	NEW	0.60%
MRK	Merck & Co., Inc. Healthcare	Reduced	1,752	-514	$210,748	−11.6%	0.56%