Emergent Wealth Advisors, LLC holds a focused book of 122 stocks worth $192.4M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Ishrs AI In And Tech Act ETF and trimmed SS Technology Select Sector. Their largest long position is Ishares Core S&P 500 ETF at 14% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1799880/holdings"
Use Arkolith to show Emergent Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
23% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Emergent Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $535.8B |
| JPMORGAN CHASE & CO | 80 / 80 | $512.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $155.8B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $109.6B |
| LPL Financial LLC | 80 / 80 | $91.4B |
| HighTower Advisors, LLC | 80 / 80 | $28.5B |
| Cetera Investment Advisers | 80 / 80 | $25.2B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $17.0B |
Ranked by how many of Emergent Wealth Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $26.5M | 35.8K | 13.8% | ▲+2.2% Added · +775 sh | |
| 2 | Ishares TR CORE MSCI EAFE | $11.8M | 122.0K | 6.1% | ▲+8.8% Added · +10K sh | |
| 3 | Vanguard Index FDS GROWTH ETF | $10.5M | 121.2K | 5.5% | ▲+544% Added · +102K sh | |
| 4 | Ishares Inc CORE MSCI EMKT | $9.4M | 115.0K | 4.9% | ▲+3.0% Added · +3K sh | |
| 5 | Ishares TR CORE US AGGBD ET | $9.0M | 91.2K | 4.7% | ▲+5.6% Added · +5K sh | |
| 6 | Vanguard Index FDS VALUE ETF | $8.4M | 38.2K | 4.3% | ▲+6.5% Added · +2K sh | |
| 7 | BlackRock ETF Trust II ISHA FLEX IN ETF | $7.4M | 141.2K | 3.8% | ▲+3.8% Added · +5K sh | |
| 8 | BlackRock ETF Trust ISHARES US EQUIT | $7.2M | 105.5K | 3.7% | ▲+3.0% Added · +3K sh | |
| 9 | Select Sector SPDR TR ST STR TECHN ETF | $5.0M | 28.6K | 2.6% | ▼−6.8% Reduced · −2K sh | |
| 10 | SPDR Series Trust ST STR P500ETF | $4.6M | 51.9K | 2.4% | ▲+0.8% Added · +415 sh | |
| 11 | Vanguard Charlotte FDS TOTAL INT BD ETF | $4.5M | 92.9K | 2.3% | ▲+8.6% Added · +7K sh | |
| 12 | Vanguard Malvern FDS CORE BD ETF | $4.1M | 53.9K | 2.1% | ▲+11% Added · +5K sh | |
| 13 | SPDR Gold TR GOLD SHS | $3.4M | 9.5K | 1.8% | ▼−0.3% Reduced · −34 sh | |
| 14 | Ishares TR CORE S&P SCP ETF | $3.2M | 21.4K | 1.7% | ▼−0.6% Reduced · −119 sh | |
| 15 | Pimco ETF TR ACTIVE BD ETF | $2.8M | 30.4K | 1.5% | ▲+1.5% Added · +438 sh | |
| 16 | J P Morgan Exchange Traded F BETABUILDRS US | $2.7M | 19.7K | 1.4% | ▼−0.4% Reduced · −76 sh | |
| 17 | Amazon Com Inc COM | $2.5M | 9.9K | 1.3% | ▲+10% Added · +940 sh | |
| 18 | Vanguard Index FDS EXTEND MKT ETF | $2.4M | 10.0K | 1.2% | ▼−0.4% Reduced · −38 sh | |
| 19 | Nvidia Corporation COM | $2.3M | 11.3K | 1.2% | ▼−1.8% Reduced · −206 sh | |
| 20 | Ishares TR NEW YORK MUN ETF | $2.1M | 38.1K | 1.1% | ▼−1.9% Reduced · −753 sh | |
| 21 | Schwab Strategic TR US LRG CAP ETF | $2.0M | 68.5K | 1.0% | ▲+1.9% Added · +1K sh | |
| 22 | Broadcom Inc COM | $2.0M | 5.2K | 1.0% | ▲+8.3% Added · +398 sh | |
| 23 | Global X FDS DEFENSE TECH ETF | $1.9M | 29.6K | 1.0% | ▲+23% Added · +5K sh | |
| 24 | Simon Ppty Group Inc New COM | $1.9M | 8.5K | 1.0% | ▲+4.5% Added · +363 sh | |
| 25 | Welltower Inc COM | $1.8M | 8.1K | 0.9% | ▲+1.5% Added · +122 sh | |
| 26 | Microsoft Corp COM | $1.7M | 4.5K | 0.9% | ▲+10% Added · +412 sh | |
| 27 | Cisco Sys Inc COM | $1.5M | 12.7K | 0.8% | ▲+1.8% Added · +222 sh | |
| 28 | Apple Inc COM | $1.4M | 4.8K | 0.7% | ▲+6.0% Added · +274 sh | |
| 29 | Alphabet Inc CAP STK CL A | $1.3M | 3.5K | 0.7% | ▲+1.9% Added · +65 sh | |
| 30 | Corning Inc COM | $1.2M | 4.8K | 0.6% | ▼−1.7% Reduced · −82 sh | |
| 31 | Crowdstrike Hldgs Inc CL A | $1.2M | 1.6K | 0.6% | ▼−7.5% Reduced · −129 sh | |
| 32 | Schwab Strategic TR US AGGREGATE B | $1.2M | 49.7K | 0.6% | ▼−22% Reduced · −14K sh | |
| 33 | Astera Labs Inc COM | $1.0M | 2.3K | 0.5% | ▼−22% Reduced · −655 sh | |
| 34 | Alphabet Inc CAP STK CL C | $1.0M | 2.7K | 0.5% | ▲+4.0% Added · +105 sh | |
| 35 | Amphenol Corp CL A | $996K | 5.7K | 0.5% | ▼−4.6% Reduced · −274 sh | |
| 36 | Schwab Strategic TR INTL EQTY ETF | $959K | 34.6K | 0.5% | ▼−6.0% Reduced · −2K sh | |
| 37 | Southern Copper Corp COM | $935K | 5.4K | 0.5% | ▲+1.0% Added · +53 sh | |
| 38 | Walmart Inc COM | $923K | 7.2K | 0.5% | ▲+16% Added · +980 sh | |
| 39 | Johnson & Johnson COM | $923K | 3.6K | 0.5% | ▲+5.8% Added · +201 sh | |
| 40 | M & T BK Corp COM | $923K | 3.9K | 0.5% | ▲+0.3% Added · +13 sh | |
| 41 | BlackRock ETF Trust ISHA I IN TE ETF | $922K | 11.8K | 0.5% | ▲New New position | |
| 42 | State STR SPDR S&P 500 ETF T TR UNIT | $835K | 1.1K | 0.4% | ▼−0.6% Reduced · −7 sh | |
| 43 | JPMorgan Chase & Co COM | $817K | 2.5K | 0.4% | ▲+6.0% Added · +141 sh | |
| 44 | International Business Machs COM | $810K | 3.5K | 0.4% | ▼−9.1% Reduced · −349 sh | |
| 45 | Toronto Dominion BK Ont COM NEW | $809K | 4.1K | 0.4% | ▲+61% Added · +2K sh | |
| 46 | Vanguard BD Index FDS SHORT TRM BOND | $797K | 10.2K | 0.4% | ▼−0.6% Reduced · −63 sh | |
| 47 | Abbvie Inc COM | $792K | 3.2K | 0.4% | ▼−4.8% Reduced · −159 sh | |
| 48 | Uber Technologies Inc COM | $756K | 10.9K | 0.4% | ▼−13% Reduced · −2K sh | |
| 49 | J P Morgan Exchange Traded F INTRNL RES EQT | $725K | 8.8K | 0.4% | ▲+1.3% Added · +114 sh | |
| 50 | Pimco ETF TR MULTISECTOR BD | $718K | 27.1K | 0.4% | ▲+15% Added · +4K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 122 | $192.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 125 | $169.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 134 | $177.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 124 | $172.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Dec 16, 2025 | 109 | $135.3M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Dec 16, 2025 | 108 | $124.4M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Dec 17, 2025 | 104 | $116.0M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Dec 16, 2025 | 106 | $107.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.