Emissary Wealth LLC

CIK

2107252

Location

HACKENSACK, NJ

Portfolio Value

Micro $70,604,735

Diversification

Diversified

Filing Date

Global Rank

#6,324 / 8,603 ▼ 101 · as of Mar 2026

Top Industry

Semiconductors 19.2%

3Y Alpha vs SPY

-4.7%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

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

Cloned portfolio

+8.8%

SPY

+9.6%

Annualised alpha

-2.4%

Max drawdown

−9.5%

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

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

Top Position

11.6%

+0.7 pts

Top 5

39.2%

+3.8 pts

Top 10

61.7%

+6.0 pts

HHI

519

Diversified+66

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.1%	$26,923,047	11
Financial Services	18.1%	$12,795,467	8
Communication Services	11.7%	$8,241,881	2
Consumer Cyclical	10.4%	$7,361,313	3
Industrials	9.0%	$6,362,126	4
Energy	6.8%	$4,785,868	2
Unclassified	1.8%	$1,235,834	2
Basic Materials	1.6%	$1,133,527	2
Utilities	1.3%	$948,397	1
Consumer Defensive	1.2%	$817,275	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
AMZE	Amaze Holdings, Inc.	+175,221	198,721	$37,160
BTZ	Blackrock Credit Allocation Income Trust	+15,339	279,689	$2,824,858
ZS	Zscaler, Inc.	+5,934	17,023	$2,388,156
NOW	ServiceNow, Inc.	+3,028	20,605	$2,154,252
LNG	Cheniere Energy, Inc.	+2,027	13,014	$3,692,852
ET	Energy Transfer LP	+1,485	56,633	$1,093,016
AMZN	Amazon Com Inc	+756	23,318	$4,856,439
NEE	Nextera Energy Inc	+542	10,211	$948,397
TSLA	Tesla, Inc.	+534	6,611	$2,457,639
COF	Capital One Financial Corp	+491	9,057	$1,652,268
ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	+425	168,822	$2,307,796
V	Visa Inc.	+356	9,953	$3,008,194
MSFT	Microsoft Corp	+260	9,086	$3,363,364
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
RCAT	Red Cat Holdings, Inc.	−10,441	17,387	$227,595
VRA	Vera Bradley, Inc.	−6,060	14,948	$47,235
NTR	Nutrien Ltd.	−2,033	8,258	$623,148
NVDA	Nvidia Corp	−1,089	47,055	$8,206,392
ACV	Virtus Diversified Income & Convertible Fund	−856	78,643	$1,911,024
DOW	Dow Inc.	−359	12,254	$510,379
GLW	Corning Inc /Ny	−342	10,485	$1,425,645
PM	Philip Morris International Inc.	−178	4,943	$817,275
AAPL	Apple Inc.	−131	16,579	$4,207,584
AMD	Advanced Micro Devices Inc	−95	3,137	$638,159
JPM	Jpmorgan Chase & Co	−62	1,640	$482,422
BNY	Bank of New York Mellon Corp	−51	1,978	$234,650
DE	Deere & Co	−48	813	$457,962
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−27	6,693	$2,261,899
BRK-B	Berkshire Hathaway Inc	−15	781	$374,255
SPY	Spdr S&P 500 ETF Trust	−12	1,445	$939,741
META	Meta Platforms, Inc.	−5	5,248	$3,002,538
AVGO	Broadcom Inc.	−5	6,585	$2,038,123
JCI	Johnson Controls International plc	−4	39,360	$5,154,192
GOOGL	Alphabet Inc.	−3	18,220	$5,239,343
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	13,870	$2,703,401
BLK	BlackRock, Inc.	2,196	$2,350,466
ODFL	Old Dominion Freight Line, Inc.	11,844	$1,857,139
BLD	QXO Insulation, LLC	2,659	$1,109,308
GBX	Greenbrier Companies Inc	18,578	$868,335
LLY	ELI LILLY & Co	192	$206,338
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

36 positions · $70,604,735 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	47,055	-1,089	$8,206,392	−8.6%	11.62%
GOOGL	Alphabet Inc. Communication Services	Reduced	18,220	-3	$5,239,343	−8.1%	7.42%
JCI	Johnson Controls International plc Industrials	Reduced	39,360	-4	$5,154,192	+9.3%	7.30%
AMZN	Amazon Com Inc Consumer Cyclical	Added	23,318	+756	$4,856,439	−6.7%	6.88%
AAPL	Apple Inc. Technology	Reduced	16,579	-131	$4,207,584	−7.4%	5.96%
LNG	Cheniere Energy, Inc. Energy	Added	13,014	+2,027	$3,692,852	+72.9%	5.23%
MSFT	Microsoft Corp Technology	Added	9,086	+260	$3,363,364	−21.2%	4.76%
V	Visa Inc. Financial Services	Added	9,953	+356	$3,008,194	−10.6%	4.26%
META	Meta Platforms, Inc. Communication Services	Reduced	5,248	-5	$3,002,538	−13.4%	4.25%
BTZ	Blackrock Credit Allocation Income Trust Financial Services	Added	279,689	+15,339	$2,824,858	−1.3%	4.00%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,611	+534	$2,457,639	−10.1%	3.48%
ZS	Zscaler, Inc. Technology	Added	17,023	+5,934	$2,388,156	−4.2%	3.38%
ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund Financial Services	Added	168,822	+425	$2,307,796	−4.6%	3.27%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	6,693	-27	$2,261,899	+10.8%	3.20%
NOW	ServiceNow, Inc. Technology	Added	20,605	+3,028	$2,154,252	−20.0%	3.05%
AVGO	Broadcom Inc. Technology	Reduced	6,585	-5	$2,038,123	−10.6%	2.89%
ACV	Virtus Diversified Income & Convertible Fund Financial Services	Reduced	78,643	-856	$1,911,024	−8.6%	2.71%
COF	Capital One Financial Corp Financial Services	Added	9,057	+491	$1,652,268	−20.4%	2.34%
GLW	Corning Inc /Ny Technology	Reduced	10,485	-342	$1,425,645	+50.4%	2.02%
ET	Energy Transfer LP Energy	Added	56,633	+1,485	$1,093,016	+20.2%	1.55%
NEE	Nextera Energy Inc Utilities	Added	10,211	+542	$948,397	+22.2%	1.34%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,445	-12	$939,741	−5.4%	1.33%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	4,943	-178	$817,275	−0.5%	1.16%
AMD	Advanced Micro Devices Inc Technology	Reduced	3,137	-95	$638,159	−7.8%	0.90%
NTR	Nutrien Ltd. Basic Materials	Reduced	8,258	-2,033	$623,148	−1.9%	0.88%
URI	United Rentals, Inc. Industrials	Held	717	0	$522,377	−10.0%	0.74%
DOW	Dow Inc. Basic Materials	Reduced	12,254	-359	$510,379	+73.1%	0.72%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,640	-62	$482,422	−12.0%	0.68%
DE	Deere & Co Industrials	Reduced	813	-48	$457,962	+14.2%	0.65%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	781	-15	$374,255	−6.5%	0.53%
QQQ	Invesco Qqq Trust, Series 1	Held	513	0	$296,093	−6.0%	0.42%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	1,978	-51	$234,650	−0.4%	0.33%
RCAT	Red Cat Holdings, Inc. Industrials	Reduced	17,387	-10,441	$227,595	+3.1%	0.32%
QCOM	Qualcomm Inc/De Technology	Held	1,571	0	$202,313	−24.7%	0.29%
VRA	Vera Bradley, Inc. Consumer Cyclical	Reduced	14,948	-6,060	$47,235	−7.1%	0.07%
AMZE	Amaze Holdings, Inc. Technology	Added	198,721	+175,221	$37,160	+316.1%	0.05%