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Emergent Wealth Advisors, LLC

Q1 2026 13F Holdings

  • Location
    williamsville, NY
  • Num holdings

    125

  • Value ($000)

    $169,178

  • Date Filed
    04/08/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$22.87M
14 %

35,017

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$10.15M
6 %

112,158

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$8.58M
5 %

86,390

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$8.22M
5 %

18,813

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$7.78M
5 %

111,567

B
BINC

BLACKROCK ETF TRUST II

ISHARES FLEXIBLE
092528603
$7.06M
4 %

135,950

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$7.04M
4 %

35,900

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$5.96M
4 %

102,384

B
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
92203J407
$4.11M
2 %

85,539

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$4.09M
2 %

9,505

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