Emergent Wealth Advisors, LLC

Q3 2025 13F Holdings

  • Location
    williamsville, NY
  • Num holdings

    124

  • Value ($000)

    $172,506

  • Date Filed
    10/30/2025
  • Form type
    13F-HR
  • CIK
    0001799880
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$23.57M
14 %

35,213

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$10.88M
6 %

108,069

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$9.49M
6 %

79,967

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$6.39M
4 %

72,378

B
BOND

PIMCO ETF TR

ACTIVE BD ETF
72201R775
$6.20M
4 %

66,187

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$6.00M
4 %

12,514

V
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
922908652
$5.91M
3 %

28,641

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$5.34M
3 %

80,909

K
KRE

SPDR SERIES TRUST

PORTFOLIO S&P500
78464A854
$4.46M
3 %

56,972

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$4.32M
3 %

23,100

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