Emergent Wealth Advisors 13F Portfolio Q3 2025

Emergent Wealth Advisors, LLC (CIK: 0001799880) is a financial institution headquartered at 5500 Main St., Suite 260, Williamsville, New York 14221. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $172,506,356, comprising 124 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q3 2025

1. AGG iShares Core U.S. Aggregate Bond ETF

+$1.73 M

2. IEFA iShares Core MSCI EAFE ETF

+$753,548.97

3. IVV iShares Core S&P 500 ETF

+$618,430

4. BOND PIMCO Active Bond Exchange-Traded Fund

+$470,033.99

5. BA The Boeing Company

+$348,997

Top Sells

Q3 2025

1. ALAB Astera Labs, Inc.

−$1.06 M

2. CAVA CAVA Group, Inc.

−$1.02 M

3. SPLG SPDR Portfolio S&P 500 ETF

−$513,553.36

4. VXF Vanguard Extended Market ETF

−$278,177.31

5. PFE Pfizer Inc.

−$228,704

Stocks/ETFs

+9.89%

$171.66 M 99.51%

Options

$0 0.00%

Debt

$0 0.00%

Other

+123.33%

$848,947 0.49%

Name	Shares	Market Value	Weight	Change	Activity
iShares Core S&P 500 ETF ETF-IVV	35,213	$23.57 M	13.66%	▲ 924	Add 2.7%
iShares Core U.S. Aggregate Bond ETF ETF-AGG	108,069	$10.88 M	6.31%	▲ 17,202	Add 18.9%
iShares Core S&P Small Cap ETF ETF-IJR	79,967	$9.49 M	5.50%	▲ 2,273	Add 2.9%
iShares Core MSCI EAFE ETF ETF-IEFA	72,378	$6.39 M	3.71%	▲ 8,533	Add 13.4%
PIMCO Active Bond Exchange-Traded Fund ETF-BOND	66,187	$6.2 M	3.59%	▲ 5,020	Add 8.2%
Vanguard Growth ETF ETF-VUG	12,514	$6 M	3.48%	▲ 240	Add 2.0%
Vanguard Extended Market ETF ETF-VXF	28,641	$5.91 M	3.42%	▼ 1,349	Reduce -4.5%
iShares Core MSCI Emerging Markets ETF ETF-IEMG	80,909	$5.34 M	3.09%	▲ 4,559	Add 6.0%
SPDR Portfolio S&P 500 ETF ETF-SPLG	56,972	$4.46 M	2.59%	▼ 6,553	Reduce -10.3%
Vanguard Value ETF ETF-VTV	23,100	$4.32 M	2.51%	▲ 911	Add 4.1%

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Emergent Wealth Advisors, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Emergent Wealth Advisors, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 8 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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Emergent Wealth Advisors, LLC Quarterly 13F Statistics

Discover detailed insights into Emergent Wealth Advisors, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Emergent Wealth Advisors, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Emergent Wealth Advisors, LLC. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Emergent Wealth Advisors, LLC 13F Filings, Portfolio & Analysis

Emergent Wealth Advisors, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2025)

Historical Portfolio Charts

Emergent Wealth Advisors, LLC's Portfolio

Emergent Wealth Advisors, LLC Quarterly 13F Statistics

Emergent Wealth Advisors, LLC's All 13F Filings