Emergent Wealth Advisors, LLC
Filing Date
Global Rank
#7,159
/ 8,586
▲ 132
Top Industry
Semiconductors
12.3%
3Y Alpha vs SPY
+3.9%
Period ended 3 months ago
Filed Apr 8, 2026 · 2mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+68.0%
SPY
+55.8%
Annualised alpha
+4.0%
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, 2025Top Position
10.8%
+0.9 pts
Top 5
29.1%
+0.5 pts
Top 10
45.2%
−1.0 pts
HHI
338
Diversified+6
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 34.3% | $13,042,629 |
| Unclassified | 12.7% | $4,821,538 |
| Financial Services | 9.0% | $3,430,897 |
| Real Estate | 8.5% | $3,237,636 |
| Communication Services | 6.2% | $2,354,853 |
| Healthcare | 6.1% | $2,321,942 |
| Consumer Cyclical | 5.9% | $2,235,573 |
| Energy | 5.5% | $2,103,847 |
| Industrials | 4.0% | $1,516,564 |
| Basic Materials | 3.9% | $1,473,954 |
| Consumer Defensive | 3.8% | $1,446,283 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
23 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | $666,820 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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
3 positions ·
$1,446,283 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 6,182 | $768,298 | 53.12% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 3,306 | $477,518 | 33.02% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 2,636 | $200,467 | 13.86% |