Emergent Wealth Advisors, LLC
13F Portfolio Filings
Most recent 13F Q3 2025Location williamsville, NYCIK 0001799880All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
124 | $172.51M | IVV, AGG, IJR, IEFA | 13F-HR | Oct 30, 2025 | 000175496025000736 | ||
116 | $156.59M | IVV, AGG, IJR, BOND | 13F-HR | Oct 30, 2025 | 000175496025000735 | ||
107 | $138.06M | IVV, AGG, IJR, BOND | 13F-HR | Oct 30, 2025 | 000175496025000734 | ||
116 | $138.06M | IVV, IJR, AGG, VXF | 13F-HR | Oct 30, 2025 | 000175496025000733 |