Emerson Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2022
  • Location
    bloomfield hills, MI
  • CIK
    0001766671
  • Alternate names
    Emerson Wealth, LLC
  • All SEC filings
Q2 2022
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

59

$152.71M
IWB, VB, IWM, VV
13F-HR
Aug 3, 2022
000090572922000172

57

$180.66M
IWB, VB, IWM, VV
13F-HR
Apr 25, 2022
000090572922000109

53

$191.91M
IWB, VB, IWM, VV
13F-HR
Feb 9, 2022
000090572922000029

39

$179.35M
IWB, VB, IWM, VV
RESTATEMENT
Nov 10, 2021
000090572921000204

42

$181.51M
IWB, VB, IWM, VV
13F-HR
Aug 4, 2021
000090572921000168

38

$168.22M
IWB, VB, IWM, VV
13F-HR
Apr 22, 2021
000090572921000100

22

$169.22M
IWB, VB, IWM, VV
13F-HR
Jan 29, 2021
000176667121000001

22

$148.28M
IWB, VB, IWM, VV
13F-HR
Oct 21, 2020
000176667120000004

21

$141.47M
IWB, VB, IWM, VV
13F-HR
Jul 14, 2020
000176667120000003

22

$112.60M
IWB, IWM, VB, VV
13F-HR
Apr 20, 2020
000176667120000002

24

$148.41M
IWB, IWM, AMLP, TIP
13F-HR
Jan 21, 2020
000176667120000001

22

$135.54M
IWB, IWM, AMLP, TIP
13F-HR
Oct 15, 2019
000142050619000943

23

$135.85M
IWB, IWM, AMLP, TIP
13F-HR
Sep 27, 2019
000142050619000912

30

$130.99M
IWB, IWM, AMLP, TIP
13F-HR
May 16, 2019
000114420419026698

27

$103.70M
IWB, IWM, AMLP, TIP
13F-HR
Feb 5, 2019
000114420419004875