account_balance
Investment manager · 13F filer · SEC CIK 1799880
Emergent Wealth Advisors, LLC
Reported value$191Mas of Sep 30, 2026
Positions124 6 new, 4 sold out
Top 10 weight50.7%IVV alone is 13%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
13.5%Trimmed −6%
IEFAiShares Tr
6.5%Added +5%
VUGVanguard Index FDS
6.0%Added +4%
VTVVanguard Index FDS
4.4%Added +3%
AGGiShares Tr
4.4%Trimmed −3%
IEMGiShares Inc
4.3%Trimmed −12%
DYNFBlackRock ETF Trust
4.0%Added +4%
BINCBlackRock ETF Trust II
3.3%Trimmed −12%
BNDXVanguard Charlotte FDS
2.3%
VCRBVanguard Malvern FDS
2.1%
SPYMSPDR Series Trust
2.0%Trimmed −18%
BAIBlackRock ETF Trust
1.9%Added +552%
IVViShares Tr
13.5%Trimmed −6%
IEFAiShares Tr
6.5%
VUGVanguard Index FDS
6.0%
VTVVanguard Index FDS
4.4%
AGGiShares Tr
4.4%−3%
IEMGiShares Inc
4.3%−12%
DYNFBlackRock ETF Trust
4.0%
BINCBlackRock ETF Trust II
3.3%
BNDX
VCRB
SPYM
BAI1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 13.5% Trimmed −6%
IEFA iShares Tr 6.5% Added +5%
VUG Vanguard Index FDS 6.0% Added +4%
VTV Vanguard Index FDS 4.4% Added +3%
AGG iShares Tr 4.4% Trimmed −3%
IEMG iShares Inc 4.3% Trimmed −12%
DYNF BlackRock ETF Trust 4.0% Added +4%
BINC BlackRock ETF Trust II 3.3% Trimmed −12%
BNDX Vanguard Charlotte FDS 2.3% Held
VCRB Vanguard Malvern FDS 2.1% Held
SPYM SPDR Series Trust 2.0% Trimmed −18%
BAI BlackRock ETF Trust 1.9% Added +552%
What changed
Biggest moves since Jun 30, 2026
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