Emergent Wealth Advisors, LLC Portfolio Holdings

Emergent Wealth Advisors, LLC

  • $178 Billion
  • Q4 2025

Emergent Wealth Advisors, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $178 Billion distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $23.6B, Ishares Core U.S. Aggregate Bo with a value of $10.3B, Ishares Tr with a value of $7.66B, Ishares Core S&P Sm Cap ETF with a value of $7.58B, and Vanguard Growth ETF with a value of $6.19B.

Examining the 13F form we can see an increase of $5.27B in the current position value, from $173B to 178B.

Emergent Wealth Advisors, LLC is based out at Williamsville, NY

Below you can find more details about Emergent Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $178 Billion
ETFs: $138 Billion
Technology: $12.2 Billion
Communication Services: $3.55 Billion
Financial Services: $3.22 Billion
Real Estate: $3.17 Billion
Consumer Cyclical: $2.84 Billion
Healthcare: $2.18 Billion
Basic Materials: $1.49 Billion
Other: $3.18 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.6 Billion 13.27% of portfolio
34,455
Q4 2025 Reduced 2.15%
$0
$10.3 Billion 5.79% of portfolio
103,062
Q4 2025 Reduced 4.63%
$0
$7.66 Billion 4.31% of portfolio
85,633
Q4 2025 Added 18.31%
$0
$7.58 Billion 4.26% of portfolio
63,059
Q4 2025 Reduced 21.14%
$0
$6.19 Billion 3.48% of portfolio
12,695
Q4 2025 Added 1.45%
$0
$5.86 Billion 3.3% of portfolio
87,178
Q4 2025 Added 7.75%
$0
$5.22 Billion 2.94% of portfolio
56,072
Q4 2025 Reduced 15.28%
$0
$4.79 Billion 2.69% of portfolio
25,054
Q4 2025 Added 8.46%
$0
$4.7 Billion 2.64% of portfolio
22,485
Q4 2025 Reduced 21.49%
$0
$4.05 Billion 2.28% of portfolio
50,486
Q4 2025 Reduced 11.38%
$130B
$3.69 Billion 2.07% of portfolio
9,304
Q4 2025 Reduced 4.01%
$0
$3.49 Billion 1.96% of portfolio
72,220
Q4 2025 Added 0.17%
$0
$3.18 Billion 1.79% of portfolio
136,137
Q4 2025 Added 0.98%
$0
$2.97 Billion 1.67% of portfolio
48,890
Q4 2025 Added 39.74%
Blackrock ETF Trust Ii
-
$2.43 Billion 1.37% of portfolio
-
Q4 2025 Added 181.79%
$0
$2.35 Billion 1.32% of portfolio
50,536
Q4 2025 Reduced 7.98%
$0
$2.31 Billion 1.3% of portfolio
49,159
Q4 2025 Reduced 23.92%
$0
$2.26 Billion 1.27% of portfolio
28,036
Q4 2025 Reduced 25.37%
$0
$2.18 Billion 1.23% of portfolio
17,712
Q4 2025 Reduced 7.72%
$465B
$2.16 Billion 1.21% of portfolio
11,582
Q4 2025 Reduced 5.98%
$0
$2.14 Billion 1.2% of portfolio
40,001
Q4 2025 Added 693.04%
$0
$2.02 Billion 1.14% of portfolio
10,160
Q4 2025 Reduced 7.59%
$0
$1.97 Billion 1.11% of portfolio
27,653
Q4 2025 Reduced 6.54%
$0
$1.78 Billion 1.0% of portfolio
66,088
Q4 2025 Added 0.13%
$2.39T
$1.77 Billion 0.99% of portfolio
7,650
Q4 2025 Added 14.13%
$3.78T
$1.6 Billion 0.9% of portfolio
3,305
Q4 2025 Added 8.4%
$89.8B
$1.5 Billion 0.85% of portfolio
8,101
Q4 2025 Reduced 1.03%
$59.8B
$1.47 Billion 0.83% of portfolio
7,947
Q4 2025 Added 6.03%
$139B
$1.47 Billion 0.83% of portfolio
4,252
Q4 2025 Added 29.87%
$0
$1.44 Billion 0.81% of portfolio
6,806
Q4 2025 Reduced 1.32%
$0
$1.41 Billion 0.79% of portfolio
14,798
Q4 2025 Added 2.12%
$181B
$1.36 Billion 0.77% of portfolio
16,684
Q4 2025 Reduced 3.9%
$0
$1.24 Billion 0.7% of portfolio
10,859
Q4 2025 Reduced 23.4%
$4.3T
$1.2 Billion 0.68% of portfolio
4,420
Q4 2025 Added 5.46%
$1.65T
$1.09 Billion 0.61% of portfolio
3,469
Q4 2025 Reduced 4.33%
$0
$1.09 Billion 0.61% of portfolio
18,367
Q4 2025 Added 41.67%
Vanguard Malvern Fds
-
$1.04 Billion 0.59% of portfolio
-
Q4 2025 New
$0
$1.02 Billion 0.57% of portfolio
11,715
Q4 2025 Reduced 10.96%
$181B
$952 Million 0.54% of portfolio
38,324
Q4 2025 Reduced 18.74%
$0
$924 Million 0.52% of portfolio
38,452
Q4 2025 Added 2.41%
$319B
$933 Million 0.52% of portfolio
12,107
Q4 2025 Added 8.84%
$101B
$875 Million 0.49% of portfolio
6,095
Q4 2025 Added 0.83%
$0
$848 Million 0.48% of portfolio
5,890
Q4 2025 New
$1.74T
$820 Million 0.46% of portfolio
2,613
Q4 2025 Added 2.15%
-
$826 Million 0.46% of portfolio
-
Q4 2025 Added 77.73%
$266B
$796 Million 0.45% of portfolio
2,686
Q4 2025 Added 1.47%
$0
$783 Million 0.44% of portfolio
13,779
Q4 2025 Reduced 7.98%
$32.3B
$776 Million 0.44% of portfolio
3,851
Q4 2025 Added 0.42%
$279B
$761 Million 0.43% of portfolio
6,831
Q4 2025 Reduced 2.61%

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $178 Billion
  • Prior Value $173 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 15 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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