§ 13F · FUND PROFILE
Emergent Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $135.3T (13F)Positions · 109Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 34K | $23.6T | 13.3% | −2% |
| 2 | AGG | ISHARES TR | 103K | $10.3T | 5.8% | −5% |
| 3 | IEFA | ISHARES TR | 86K | $7.7T | 4.3% | +18% |
| 4 | IJR | ISHARES TR | 63K | $7.6T | 4.3% | −21% |
| 5 | VUG | VANGUARD INDEX FDS | 13K | $6.2T | 3.5% | +1% |
| 6 | IEMG | ISHARES INC | 87K | $5.9T | 3.3% | +8% |
| 7 | BOND | PIMCO ETF TR | 56K | $5.2T | 2.9% | −15% |
| 8 | VTV | VANGUARD INDEX FDS | 25K | $4.8T | 2.7% | +8% |
| 9 | VXF | VANGUARD INDEX FDS | 22K | $4.7T | 2.6% | −21% |
| 10 | SPYM | SPDR SERIES TRUST | 50K | $4.1T | 2.3% | −11% |
§ 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 $135319.5 trillion in assets. The fund runs a portfolio of 109 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
7 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed