§ 13F · FUND PROFILE
Emergent Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $173M (13F)Positions · 124Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 35K | $23M | 13.5% | +2% |
| 2 | IEFA | ISHARES TR | 112K | $10M | 6.0% | +31% |
| 3 | AGG | ISHARES TR | 86K | $9M | 5.1% | −16% |
| 4 | VUG | VANGUARD INDEX FDS | 19K | $8M | 4.9% | +48% |
| 5 | IEMG | ISHARES INC | 112K | $8M | 4.6% | +28% |
| 6 | BINC | BLACKROCK ETF TRUST II | 136K | $7M | 4.2% | +195% |
| 7 | VTV | VANGUARD INDEX FDS | 36K | $7M | 4.2% | +43% |
| 8 | DYNF | BLACKROCK ETF TRUST | 102K | $6M | 3.5% | +109% |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | 86K | $4M | 2.4% | +18% |
| 10 | GLD | SPDR GOLD TR | 10K | $4M | 2.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EMERGENT SIGNAL
AC read
Emergent Wealth Advisors, LLC is a Other fund managing $173 million in assets. The fund runs a portfolio of 124 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed