Emergent Wealth Advisors, LLC — 13F holdings

Emergent Wealth Advisors, LLC reported 124 holdings worth $191M in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

  1. IVV ISHARES TR — $25.7M (13.5%)
  2. IEFA ISHARES TR — $12.5M (6.5%)
  3. VUG VANGUARD INDEX FDS — $11.4M (6.0%)
  4. VTV VANGUARD INDEX FDS — $8.50M (4.4%)
  5. AGG ISHARES TR — $8.40M (4.4%)
  6. IEMG ISHARES INC — $8.22M (4.3%)
  7. DYNF BLACKROCK ETF TRUST — $7.56M (4.0%)
  8. BINC BLACKROCK ETF TRUST II — $6.32M (3.3%)
  9. BNDX VANGUARD CHARLOTTE FDS — $4.36M (2.3%)
  10. VCRB VANGUARD MALVERN FDS — $3.96M (2.1%)