StockDriftsStockDriftsTop 50 Emerald Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | 71.85% | 616.3K | $561.1M | -1.00%(-6.20K) | $391.12(+154.53%) | 2026-09-30 | |
| IEMG | ISHARES INC | 1.8% | 173.5K | $14.1M | -3.90%(-7.04K) | $55.91(+38.33%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 1.78% | 64.2K | $13.9M | -1.88%(-1.23K) | $138.81(+60.08%) | 2026-09-30 | |
| IVV | ISHARES TR | 1.7% | 17.4K | $13.3M | +0.84%(+145) | $471.08(+63.46%) | 2026-09-30 | |
| FENI | FIDELITY COVINGTON TRUST | 1.46% | 285.7K | $11.4M | +1.90%(+5.33K) | $36.41(+8.39%) | 2026-09-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 1.3% | 226.7K | $10.2M | +193.63%(+149.46K) | $45.65(-1.63%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.26% | 19.2K | $9.8M | -1.44%(-280) | $323.26(+65.04%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 1.19% | 102.9K | $9.3M | +1.31%(+1.33K) | $40.51(+119.27%) | 2026-09-30 | |
| AAPL | APPLE INC | 0.98% | 23.1K | $7.7M | -1.04%(-243) | $128.34(+167.21%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 0.77% | 24.1K | $6.0M | -0.61%(-148) | $138.22(+89.88%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.53% | +62.37% | +14.05% | +92.95% |
| Top 20 Holdings Unweighted | +17.41% | +61.85% | +8.77% | +52.24% |
Emerald Advisors LLC reports $781.20M in US-listed equity holdings across 111 positions in its most recent 13F filing. Its largest disclosed positions are COST (71.8%), IEMG (1.8%) and VTV (1.8%). The top 20 holdings account for 88.61% of reported assets. Its disclosed equity book has returned +62.37% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Emerald Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1802611). View Emerald Advisors LLC’s 13F filings on SEC