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Emergent Wealth Advisors, LLC

Q2 2026 13F Holdings

  • Location
    williamsville, NY
  • Num holdings

    122

  • Value ($000)

    $192,410

  • Date Filed
    07/13/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$26.55M
14 %

35,792

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$11.78M
6 %

122,017

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$10.51M
6 %

121,249

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$9.39M
5 %

114,971

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$8.98M
5 %

91,216

V
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$8.35M
4 %

38,246

B
BINC

BLACKROCK ETF TRUST II

ISHA FLEX IN ETF
092528603
$7.4M
4 %

141,159

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$7.21M
4 %

105,471

X
XLK

SELECT SECTOR SPDR TR

ST STR TECHN ETF
81369Y803
$4.98M
3 %

28,588

K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$4.58M
2 %

51,856

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