Emergent Wealth Advisors, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationwilliamsville, NY
- CIK0001799880
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
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 |