Emergent Wealth Advisors, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationwilliamsville, NY
- CIK0001799880
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
134 | $177.78 M | IVV, AGG, IEFA, IJR | 13F-HR | Jan 13, 2026 | 000175496026000055 | ||
124 | $172.51 M | IVV, AGG, IJR, IEFA | 13F-HR | Oct 30, 2025 | 000175496025000736 | ||
116 | $156.59 M | IVV, AGG, IJR, BOND | 13F-HR | Oct 30, 2025 | 000175496025000735 | ||
107 | $138.06 M | IVV, AGG, IJR, BOND | 13F-HR | Oct 30, 2025 | 000175496025000734 | ||
116 | $138.06 M | IVV, IJR, AGG, VXF | 13F-HR | Oct 30, 2025 | 000175496025000733 | ||
109 | $135.32 M | IVV, IJR, AGG, VXF | 13F-HR | Dec 16, 2025 | 000175496025000810 | ||
108 | $124.40 M | IVV, KRE, VXF, AGG | 13F-HR | Dec 16, 2025 | 000175496025000809 | ||
104 | $116.00 M | IVV, KRE, VXF, AGG | 13F-HR | Dec 17, 2025 | 000175496025000812 | ||
106 | $107.28 M | IVV, KRE, AGG, VXF | 13F-HR | Dec 16, 2025 | 000175496025000808 |