§ 13F · FUND PROFILE
Emergent Wealth Advisors, LLC.
AUM · $192M (13F)Positions · 122Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 36K | $27M | 13.8% | +2% |
| 2 | IEFA | ISHARES TR | 122K | $12M | 6.1% | +9% |
| 3 | VUG | VANGUARD INDEX FDS | 121K | $11M | 5.5% | +545% |
| 4 | IEMG | ISHARES INC | 115K | $9M | 4.9% | +3% |
| 5 | AGG | ISHARES TR | 91K | $9M | 4.7% | +6% |
| 6 | VTV | VANGUARD INDEX FDS | 38K | $8M | 4.3% | +7% |
| 7 | BINC | BLACKROCK ETF TRUST II | 141K | $7M | 3.8% | +4% |
| 8 | DYNF | BLACKROCK ETF TRUST | 105K | $7M | 3.7% | +3% |
| 9 | XLK | SELECT SECTOR SPDR TR | 29K | $5M | 2.6% | −7% |
| 10 | SPYM | SPDR SERIES TRUST | 52K | $5M | 2.4% | +1% |
§ 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 $192 million in assets. The fund runs a portfolio of 122 positions.
Read the full dossier →