StockDriftsStockDriftsTop 50 Emergent Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.8% | 35.8K | $26.5M | +2.21%(+775) | $483.92(+60.64%) | 2026-06-30 | |
| IEFA | ISHARES TR | 6.12% | 122.0K | $11.8M | +8.79%(+9.86K) | $76.89(+31.41%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 5.46% | 121.2K | $10.5M | +7.42%(+8.37K) | $62.00(+43.66%) | 2026-06-30 | |
| IEMG | ISHARES INC | 4.88% | 115.0K | $9.4M | +3.05%(+3.40K) | $54.12(+48.23%) | 2026-06-30 | |
| AGG | ISHARES TR | 4.67% | 91.2K | $9.0M | +5.59%(+4.83K) | $97.90(-0.49%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 4.34% | 38.2K | $8.4M | +6.53%(+2.35K) | $175.12(+28.94%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 3.85% | 141.2K | $7.4M | +3.83%(+5.21K) | $52.52(-0.98%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 3.75% | 105.5K | $7.2M | +3.02%(+3.09K) | $55.71(+25.68%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 2.59% | 28.6K | $5.0M | -6.78%(-2.08K) | $139.21(+34.15%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.38% | 51.9K | $4.6M | +0.81%(+415) | $54.26(+67.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +37.03% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.72% |
Emergent Wealth Advisors, LLC reports $192.41M in US-listed equity holdings across 122 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.8%), IEFA (6.1%) and VUG (5.5%). The top 20 holdings account for 67.35% of reported assets. Its disclosed equity book has returned +37.03% cumulatively over 10 quarters. Figures reflect the Q2 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 Emergent Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1799880). View Emergent Wealth Advisors, LLC’s 13F filings on SEC