Emergent Wealth Advisors, LLC
Q3 2025 13F Holdings
- Locationwilliamsville, NY
- Num holdings
124
- Value ($000)
$172,506
- Date Filed10/30/2025
- Form type13F-HR
- CIK0001799880
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $23.57 M | 14 % | 35,213 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $10.88 M | 6 % | 108,069 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $9.49 M | 6 % | 79,967 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $6.39 M | 4 % | 72,378 | ||
BOND PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $6.20 M | 4 % | 66,187 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $6.00 M | 4 % | 12,514 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $5.91 M | 3 % | 28,641 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $5.34 M | 3 % | 80,909 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $4.46 M | 3 % | 56,972 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $4.32 M | 3 % | 23,100 |
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