account_balance

Investment manager · 13F filer · SEC CIK 1802611

Emerald Advisors, LLC

Reported value$781Mas of Sep 30, 2026
Positions111 2 new, 21 sold out
Top 10 weight84.1%COST alone is 72%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
COST Costco Wholesale Corp 71.8% Held
IEMG iShares Inc 1.8% Trimmed −4%
VTV Vanguard Index FDS 1.8% Held
IVV iShares Tr 1.7% Held
FENI Fidelity Covington Trust 1.5% Held
JPIE J P Morgan Exchange Traded F 1.3% Added +194%
MSFT Microsoft Corp 1.3% Held
VUG Vanguard Index FDS 1.2% Held
AAPL Apple Inc. 1.0% HeldAMZN Amazon.com Inc 0.8% HeldGOOG Alphabet Inc. 0.7% Added +6%
SCHD Schwab Strategic Tr 0.5% Trimmed −18%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 20, 2026 filing
add_circleNew
  • FBND $508K
  • JBBB $246K
arrow_upwardAdded
  • JPIE +194%
  • PG +31%
  • ETHA +25%
  • VIG +17%
arrow_downwardTrimmed
  • CSCO −29%
  • SCHD −18%
  • GSLC −13%
  • TXN −12%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist