Emergent Wealth Advisors, LLC

13F filer · CIK 0001799880

Reported Jul 14, 2026

Net buyer this quarter

13F portfolio value$192MU.S. long equity reported on 13F

Positions623 new · 2 closed

Net flow last quarter+$404KBuys minus sells

Top 10 positions weight10.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 202662 positions
GLDSPDR Gold Trust	$3.37M	1.75%	0.00%	-0.4%	Q4 2023
AMZNAmazon Com Inc	$2.46M	1.28%	0.00%	+10.5%	Q4 2023
NVDANvidia Corp	$2.31M	1.20%	0.00%	-1.8%	Q4 2023
AVGOBroadcom Inc.	$1.99M	1.03%	0.00%	+8.3%	Q4 2024
SHLDSears Holdings Corp	$1.88M	0.98%	0.03%	+22.8%	Q4 2025
SPGSimon Property Group Inc.	$1.88M	0.98%	105.91%	+4.5%	Q4 2023
WELLWelltower Inc.	$1.82M	0.95%	0.00%	+1.5%	Q4 2023
MSFTMicrosoft Corp	$1.7M	0.88%	0.00%	+10.2%	Q4 2023
CSCOCisco Systems, Inc.	$1.49M	0.78%	0.00%	+1.8%	Q4 2023
AAPLApple Inc.	$1.4M	0.73%	0.00%	+6.0%	Q4 2023
GOOGLAlphabet Inc.	$1.3M	0.68%	0.00%	+1.9%	Q4 2023
GLWCorning Inc	$1.22M	0.63%	0.00%	-1.7%	Q4 2023
CRWDCrowdStrike Holdings, Inc.	$1.2M	0.63%	0.00%	-7.6%	Q1 2025
ALABAstera Labs, Inc.	$1.04M	0.54%	0.00%	-22.5%	Q4 2024
GOOGAlphabet Inc.	$1.03M	0.54%	Not reported	+4.1%	Q2 2024
APHAmphenol Corp	$996K	0.52%	0.00%	-4.6%	Q4 2025
SCCOSouthern Copper Corp/	$935K	0.49%	0.00%	0.0%	Q4 2023
WMTWalmart Inc.	$923K	0.48%	0.00%	+15.9%	Q4 2023
JNJJohnson & Johnson	$923K	0.48%	0.00%	+5.9%	Q4 2023
MTBM&T Bank Corp	$923K	0.48%	0.00%	+0.3%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$835K	0.43%	Not reported	-0.6%	Q4 2023
JPMJPMorgan Chase & Co	$817K	0.42%	0.00%	+6.0%	Q4 2023
IBMInternational Business Machines Corp	$810K	0.42%	0.00%	-9.1%	Q1 2024
TDToronto Dominion Bank	$809K	0.42%	0.00%	+61.4%	Q1 2026
BSVNBank7 Corp.	$797K	0.41%	0.11%	-0.6%	Q4 2023
ABBVAbbVie Inc.	$792K	0.41%	0.00%	-4.8%	Q4 2023
UBERUber Technologies, Inc	$756K	0.39%	0.00%	-13.4%	Q4 2023
STLDSteel Dynamics Inc	$714K	0.37%	0.00%	Not reported	Q4 2023
RKLBRocket Lab Corp	$690K	0.36%	0.00%	+4.8%	Q2 2025
METAMeta Platforms, Inc.	$638K	0.33%	Not reported	+11.0%	Q4 2023
NOBLNoble International, Ltd.	$626K	0.33%	Not reported	+20.5%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$625K	0.33%	Not reported	-0.2%	Q4 2023
DGXQuest Diagnostics Inc	$593K	0.31%	0.00%	Not reported	Q3 2024
SNDKSandisk Corp	$575K	0.30%	0.00%	-30.4%	Q1 2026
BRK.BBerkshire Hathaway Inc	$529K	0.27%	Not reported	+15.5%	Q1 2025
PGPROCTER & GAMBLE Co	$522K	0.27%	0.00%	+9.0%	Q4 2025
BABoeing Co	$478K	0.25%	0.00%	-25.4%	Q4 2023
TERTeradyne, Inc	$475K	0.25%	0.00%	Not reported	Q2 2024
JAVASun Microsystems, Inc.	$472K	0.25%	Not reported	-0.9%	Q1 2026
NFGNational Fuel Gas Co	$437K	0.23%	0.01%	+1.4%	Q1 2024
WDCWestern Digital Corp	$415K	0.22%	0.00%	-38.1%	Q4 2023
HDHome Depot, Inc.	$411K	0.21%	0.00%	+13.2%	Q2 2025
PANWPalo Alto Networks Inc	$410K	0.21%	0.00%	-7.3%	Q4 2023
TJXTJX Companies Inc	$374K	0.19%	0.00%	New	Q2 2026
BACBank of America Corp	$358K	0.19%	0.00%	+9.7%	Q4 2025
XOMExxonMobil Holdings Corp	$346K	0.18%	0.00%	+15.8%	Q4 2025
BGCBGC Group, Inc.	$344K	0.18%	Not reported	Not reported	Q4 2023
EPDEnterprise Products Partners L.P.	$335K	0.17%	0.00%	Not reported	Q4 2023
QCOMQualcomm Inc	$329K	0.17%	0.00%	-10.8%	Q4 2023
PLTRPalantir Technologies Inc.	$326K	0.17%	0.00%	+3.2%	Q2 2025

Q1 2026Reported Apr 8, 202661 positions
GLDSPDR Gold Trust	$4.09M	2.42%	0.00%	+2.2%	Q4 2023
NVDANvidia Corp	$2.02M	1.19%	0.00%	-0.2%	Q4 2023
AMZNAmazon Com Inc	$1.87M	1.11%	0.00%	+17.4%	Q4 2023
SHLDSears Holdings Corp	$1.7M	1.01%	0.02%	+323.7%	Q4 2025
WELLWelltower Inc.	$1.57M	0.93%	0.00%	-1.9%	Q4 2023
SPGSimon Property Group Inc.	$1.51M	0.89%	101.38%	+2.1%	Q4 2023
MSFTMicrosoft Corp	$1.5M	0.89%	0.00%	+22.6%	Q4 2023
AVGOBroadcom Inc.	$1.49M	0.88%	0.00%	+13.3%	Q4 2024
AAPLApple Inc.	$1.15M	0.68%	0.00%	+2.8%	Q4 2023
GOOGLAlphabet Inc.	$984K	0.58%	0.00%	-1.4%	Q4 2023
CSCOCisco Systems, Inc.	$971K	0.57%	0.00%	+3.3%	Q4 2023
IBMInternational Business Machines Corp	$926K	0.55%	0.00%	+42.2%	Q1 2024
SCCOSouthern Copper Corp/	$914K	0.54%	0.00%	-13.5%	Q4 2023
UBERUber Technologies, Inc	$906K	0.54%	0.00%	-24.5%	Q4 2023
JNJJohnson & Johnson	$840K	0.50%	0.00%	+3.9%	Q4 2023
BSVNBank7 Corp.	$807K	0.48%	0.11%	Not reported	Q4 2023
MTBM&T Bank Corp	$799K	0.47%	0.00%	+0.4%	Q4 2023
WMTWalmart Inc.	$768K	0.45%	0.00%	-9.5%	Q4 2023
APHAmphenol Corp	$755K	0.45%	0.00%	+104.0%	Q4 2025
GOOGAlphabet Inc.	$743K	0.44%	Not reported	-0.9%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$731K	0.43%	Not reported	+2.1%	Q4 2023
ABBVAbbVie Inc.	$722K	0.43%	0.00%	-1.6%	Q4 2023
BABoeing Co	$705K	0.42%	0.00%	+11.0%	Q4 2023
JPMJPMorgan Chase & Co	$694K	0.41%	0.00%	+7.7%	Q4 2023
CRWDCrowdStrike Holdings, Inc.	$667K	0.39%	0.00%	+63.4%	Q1 2025
GLWCorning Inc	$661K	0.39%	0.00%	-7.2%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$587K	0.35%	Not reported	+3.1%	Q4 2023
METAMeta Platforms, Inc.	$584K	0.35%	Not reported	-3.1%	Q4 2023
TAt&T Inc.	$562K	0.33%	0.00%	-49.4%	Q1 2025
STLDSteel Dynamics Inc	$560K	0.33%	0.00%	-15.0%	Q4 2023
DGXQuest Diagnostics Inc	$549K	0.32%	0.00%	Not reported	Q3 2024
NFGNational Fuel Gas Co	$524K	0.31%	0.01%	-3.5%	Q1 2024
NOBLNoble International, Ltd.	$490K	0.29%	Not reported	+33.6%	Q4 2023
PGPROCTER & GAMBLE Co	$478K	0.28%	0.00%	+74.7%	Q4 2025
JAVASun Microsystems, Inc.	$430K	0.25%	Not reported	New	Q1 2026
BRK.BBerkshire Hathaway Inc	$422K	0.25%	Not reported	+27.0%	Q1 2025
XOMExxonMobil Holdings Corp	$401K	0.24%	0.00%	+16.9%	Q4 2025
PLTRPalantir Technologies Inc.	$396K	0.23%	0.00%	+62.1%	Q2 2025
RKLBRocket Lab Corp	$377K	0.22%	0.00%	-23.5%	Q2 2025
COFCapital One Financial Corp	$377K	0.22%	0.00%	+114.9%	Q4 2025
HDHome Depot, Inc.	$366K	0.22%	0.00%	+9.5%	Q2 2025
EPDEnterprise Products Partners L.P.	$344K	0.20%	0.00%	Not reported	Q4 2023
ALABAstera Labs, Inc.	$320K	0.19%	0.00%	-14.5%	Q4 2024
BGCBGC Group, Inc.	$315K	0.19%	Not reported	-5.9%	Q4 2023
BACBank of America Corp	$306K	0.18%	0.00%	+16.5%	Q4 2025
OKEOneok Inc	$302K	0.18%	0.00%	-0.9%	Q4 2023
TERTeradyne, Inc	$291K	0.17%	0.00%	-18.6%	Q2 2024
WDCWestern Digital Corp	$284K	0.17%	0.00%	-16.0%	Q4 2023
WFCWells Fargo & Company	$284K	0.17%	0.00%	+11.0%	Q2 2024
CVXChevron Corp	$280K	0.17%	0.00%	New	Q1 2026

Q4 2025Reported Jan 14, 202660 positions
GLDSPDR Gold Trust	$3.69M	2.07%	0.00%	-4.0%	Q4 2023
NVDANvidia Corp	$2.16M	1.21%	0.00%	-6.0%	Q4 2023
AMZNAmazon Com Inc	$1.77M	0.99%	0.00%	+14.1%	Q4 2023
MSFTMicrosoft Corp	$1.6M	0.90%	0.00%	+8.4%	Q4 2023
WELLWelltower Inc.	$1.5M	0.85%	0.00%	-1.0%	Q4 2023
AVGOBroadcom Inc.	$1.47M	0.83%	0.00%	+29.9%	Q4 2024
SPGSimon Property Group Inc.	$1.47M	0.83%	99.34%	+6.0%	Q4 2023
UBERUber Technologies, Inc	$1.36M	0.77%	0.00%	-3.9%	Q4 2023
AAPLApple Inc.	$1.2M	0.68%	0.00%	+5.5%	Q4 2023
GOOGLAlphabet Inc.	$1.09M	0.61%	0.00%	-4.3%	Q4 2023
TAt&T Inc.	$952K	0.54%	0.00%	-18.7%	Q1 2025
CSCOCisco Systems, Inc.	$933K	0.52%	0.00%	+8.8%	Q4 2023
SCCOSouthern Copper Corp/	$875K	0.49%	0.00%	0.0%	Q4 2023
GOOGAlphabet Inc.	$820K	0.46%	Not reported	+2.2%	Q2 2024
IBMInternational Business Machines Corp	$796K	0.45%	0.00%	+1.5%	Q1 2024
MTBM&T Bank Corp	$776K	0.44%	0.00%	+0.4%	Q4 2023
ABBVAbbVie Inc.	$771K	0.43%	0.00%	+14.6%	Q4 2023
WMTWalmart Inc.	$761K	0.43%	0.00%	-2.6%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$751K	0.42%	Not reported	+38.6%	Q4 2023
JPMJPMorgan Chase & Co	$706K	0.40%	0.00%	+29.3%	Q4 2023
METAMeta Platforms, Inc.	$697K	0.39%	Not reported	+21.1%	Q4 2023
BABoeing Co	$693K	0.39%	0.00%	+97.5%	Q4 2023
JNJJohnson & Johnson	$685K	0.39%	0.00%	+10.8%	Q4 2023
STLDSteel Dynamics Inc	$620K	0.35%	0.00%	Not reported	Q4 2023
EMXCEmax Holdings Corp	$570K	0.32%	Not reported	-26.2%	Q1 2024
ALABAstera Labs, Inc.	$567K	0.32%	0.00%	-1.2%	Q4 2024
SOFISoFi Technologies, Inc.	$559K	0.31%	0.00%	-18.6%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$552K	0.31%	Not reported	+9.6%	Q4 2023
RKLBRocket Lab Corp	$535K	0.30%	0.00%	+11.6%	Q2 2025
CRWDCrowdStrike Holdings, Inc.	$490K	0.28%	0.00%	+3.0%	Q1 2025
DGXQuest Diagnostics Inc	$486K	0.27%	0.00%	Not reported	Q3 2024
GLDMWorld Gold Trust	$464K	0.26%	0.00%	+15.7%	Q1 2025
NFGNational Fuel Gas Co	$463K	0.26%	0.01%	Not reported	Q1 2024
GLWCorning Inc	$459K	0.26%	0.00%	+0.1%	Q4 2023
CHWYChewy, Inc.	$403K	0.23%	12181.00%	-28.1%	Q1 2025
APHAmphenol Corp	$396K	0.22%	0.00%	New	Q4 2025
SHLDSears Holdings Corp	$368K	0.21%	0.01%	New	Q4 2025
NOBLNoble International, Ltd.	$360K	0.20%	Not reported	-7.9%	Q4 2023
QCOMQualcomm Inc	$359K	0.20%	0.00%	Not reported	Q4 2023
HDHome Depot, Inc.	$350K	0.20%	0.00%	+25.6%	Q2 2025
BRK.BBerkshire Hathaway Inc	$348K	0.20%	Not reported	+37.8%	Q1 2025
THROTheron Resource Group	$342K	0.19%	0.11%	New	Q4 2025
BGCBGC Group, Inc.	$305K	0.17%	Not reported	Not reported	Q4 2023
WFCWells Fargo & Company	$299K	0.17%	0.00%	+12.5%	Q2 2024
PLTRPalantir Technologies Inc.	$297K	0.17%	0.00%	-1.7%	Q2 2025
BACBank of America Corp	$296K	0.17%	0.00%	New	Q4 2025
EPDEnterprise Products Partners L.P.	$292K	0.16%	0.00%	Not reported	Q4 2023
PGPROCTER & GAMBLE Co	$271K	0.15%	0.00%	New	Q4 2025
PANWPalo Alto Networks Inc	$259K	0.15%	0.00%	-25.6%	Q4 2023
OKEOneok Inc	$248K	0.14%	0.00%	+1.2%	Q4 2023

Q3 2025Reported Oct 31, 202557 positions
GLDSPDR Gold Trust	$3.43M	1.99%	0.00%	-0.2%	Q4 2023
NVDANvidia Corp	$2.3M	1.33%	0.00%	+1.9%	Q4 2023
UBERUber Technologies, Inc	$1.7M	0.99%	0.00%	+0.7%	Q4 2023
MSFTMicrosoft Corp	$1.58M	0.92%	0.00%	+26.5%	Q4 2023
AMZNAmazon Com Inc	$1.47M	0.85%	0.00%	+21.6%	Q4 2023
WELLWelltower Inc.	$1.46M	0.85%	0.00%	+10.2%	Q4 2023
SPGSimon Property Group Inc.	$1.41M	0.82%	93.69%	+8.0%	Q4 2023
TAt&T Inc.	$1.33M	0.77%	0.00%	+7.9%	Q1 2025
AVGOBroadcom Inc.	$1.08M	0.63%	0.00%	+3.1%	Q4 2024
AAPLApple Inc.	$1.07M	0.62%	0.00%	+4.3%	Q4 2023
GOOGLAlphabet Inc.	$881K	0.51%	0.00%	+2.8%	Q4 2023
CSCOCisco Systems, Inc.	$761K	0.44%	0.00%	+12.5%	Q4 2023
MTBM&T Bank Corp	$758K	0.44%	0.00%	+0.4%	Q4 2023
IBMInternational Business Machines Corp	$747K	0.43%	0.00%	+8.3%	Q1 2024
SCCOSouthern Copper Corp/	$734K	0.43%	0.00%	+0.1%	Q4 2023
WMTWalmart Inc.	$723K	0.42%	0.00%	+0.3%	Q4 2023
EMXCEmax Holdings Corp	$717K	0.42%	Not reported	-16.4%	Q1 2024
SOFISoFi Technologies, Inc.	$693K	0.40%	0.00%	+0.1%	Q4 2024
CHWYChewy, Inc.	$685K	0.40%	16944.00%	-3.5%	Q1 2025
ABBVAbbVie Inc.	$682K	0.40%	0.00%	+11.0%	Q4 2023
ALABAstera Labs, Inc.	$676K	0.39%	0.00%	-61.1%	Q4 2024
METAMeta Platforms, Inc.	$640K	0.37%	Not reported	+5.1%	Q4 2023
GOOGAlphabet Inc.	$623K	0.36%	Not reported	+12.3%	Q2 2024
JNJJohnson & Johnson	$554K	0.32%	0.00%	+0.4%	Q4 2023
JPMJPMorgan Chase & Co	$535K	0.31%	0.00%	+0.4%	Q4 2023
NFGNational Fuel Gas Co	$534K	0.31%	0.01%	Not reported	Q1 2024
DGXQuest Diagnostics Inc	$534K	0.31%	0.00%	Not reported	Q3 2024
SPYSPDR S&P 500 ETF Trust	$530K	0.31%	Not reported	+0.3%	Q4 2023
STLDSteel Dynamics Inc	$510K	0.30%	0.00%	Not reported	Q4 2023
CRWDCrowdStrike Holdings, Inc.	$498K	0.29%	0.00%	+9.1%	Q1 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$494K	0.29%	Not reported	+1.2%	Q4 2023
GLWCorning Inc	$430K	0.25%	0.00%	-0.4%	Q4 2023
NOBLNoble International, Ltd.	$387K	0.22%	Not reported	-7.0%	Q4 2023
PANWPalo Alto Networks Inc	$384K	0.22%	0.00%	Not reported	Q4 2023
GLDMWorld Gold Trust	$360K	0.21%	0.00%	+5.9%	Q1 2025
QCOMQualcomm Inc	$349K	0.20%	0.00%	-7.7%	Q4 2023
BABoeing Co	$349K	0.20%	0.00%	Not reported	Q4 2023
RKLBRocket Lab Corp	$329K	0.19%	0.00%	-5.3%	Q2 2025
HDHome Depot, Inc.	$328K	0.19%	0.00%	-1.1%	Q2 2025
BGCBGC Group, Inc.	$323K	0.19%	Not reported	Not reported	Q4 2023
VICIVici Properties Inc.	$317K	0.18%	0.00%	+21.6%	Q2 2025
PLTRPalantir Technologies Inc.	$310K	0.18%	0.00%	-3.4%	Q2 2025
EPDEnterprise Products Partners L.P.	$285K	0.16%	0.00%	Not reported	Q4 2023
HONHoneywell International Inc	$266K	0.15%	0.00%	New	Q3 2025
BRK.BBerkshire Hathaway Inc	$253K	0.15%	Not reported	Not reported	Q1 2025
MRKMerck & Co., Inc.	$246K	0.14%	0.00%	Not reported	Q4 2023
OKEOneok Inc	$243K	0.14%	0.00%	+14.2%	Q4 2023
MOAltria Group, Inc.	$243K	0.14%	0.00%	+5.9%	Q2 2025
WFCWells Fargo & Company	$239K	0.14%	0.00%	+11.8%	Q2 2024
TSLATesla, Inc.	$230K	0.13%	0.00%	-19.7%	Q3 2024

Premium opens every quarter this fund has filed