Emerald Advisors, LLC

CIK 0001802611 • 6 13F filings • Apr 25, 2025 – Jul 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $780.1M101 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.1M	0.1%Prev: 0.2%	5,935 SH	Decreased-853 SH
ALPHABET INC	CAP STK CL A	$926K	0.1%Prev: 0.2%	5,256 SH	Decreased-472 SH
ALPHABET INC	CAP STK CL C	$2.5M	0.3%Prev: 0.5%	14,099 SH	Decreased-1,253 SH
AMAZON COM INC	COM	$3.9M	0.5%Prev: 0.6%	17,815 SH	Decreased-4,965 SH
AMGEN INC	COM	$1.2M	0.2%Prev: 0.2%	4,291 SH	Decreased-426 SH
AMPLIFY ETF TR	BLOCKCHAIN LDR	$386K	0.0%	6,764 SH	New
APPLE INC	COM	$4.5M	0.6%Prev: 0.8%	22,017 SH	Decreased-4,440 SH
BANCO SANTANDER S.A.	ADR	$83K	0.0%	10,000 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$940K	0.1%Prev: 0.1%	1,936 SH	Increased-7 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$905K	0.1%Prev: 0.1%	15,439 SH	Increased-5,869 SH
BLACKROCK INC	COM	$743K	0.1%Prev: 0.0%	708 SH	Increased+341 SH
BOEING CO	COM	$315K	0.0%Prev: 0.0%	1,505 SH	Increased+300 SH
BRISTOL-MYERS SQUIBB CO	COM	$893K	0.1%Prev: 0.2%	19,293 SH	Decreased-5,102 SH
BROADCOM INC	COM	$1.8M	0.2%Prev: 0.3%	6,537 SH	Decreased-277 SH
CHEVRON CORP NEW	COM	$1.1M	0.1%	7,673 SH	New
CISCO SYS INC	COM	$1.6M	0.2%Prev: 0.2%	22,547 SH	Decreased-2,058 SH
COCA COLA CO	COM	$1.4M	0.2%Prev: 0.2%	19,724 SH	Decreased-5,908 SH
COSTCO WHSL CORP NEW	COM	$622.6M	79.8%	628,970 SH	New
DEERE & CO	COM	$228K	0.0%Prev: 0.0%	448 SH	Decreased+7 SH
ELI LILLY & CO	COM	$796K	0.1%Prev: 0.1%	1,021 SH	Decreased-139 SH
EOG RES INC	COM	$746K	0.1%Prev: 0.1%	6,237 SH	Decreased-841 SH
EXXON MOBIL CORP	COM	$1.4M	0.2%Prev: 0.3%	13,019 SH	Decreased-1,200 SH
FASTENAL CO	COM	$538K	0.1%Prev: 0.1%	12,812 SH	Decreased-1,422 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$603K	0.1%Prev: 1.1%	18,142 SH	Decreased-223,222 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$732K	0.1%Prev: 0.2%	13,915 SH	Decreased-7,826 SH
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$301K	0.0%Prev: 0.3%	7,250 SH	Decreased-49,513 SH
FIRST TR EXCHANGE TRADED FD	CLOUD COMPUTING	$239K	0.0%	1,964 SH	New
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$1.4M	0.2%	18,443 SH	New
FORD MTR CO	COM	$407K	0.1%Prev: 0.1%	37,500 SH	Decreased+1,215 SH
GE VERNOVA INC	COM	$215K	0.0%Prev: 0.0%	406 SH	Increased+169 SH
GENERAL MLS INC	COM	$207K	0.0%	3,992 SH	New
GLOBAL X FDS	GBL X BLOCKCHAIN	$1.6M	0.2%Prev: 0.2%	30,114 SH	Increased+2,781 SH
GLOBAL X FDS	RBTCS ARTFL INTE	$1.6M	0.2%Prev: 0.2%	48,312 SH	Increased+4,911 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$1.7M	0.2%Prev: 0.2%	42,953 SH	Increased+4,292 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$6.4M	0.8%Prev: 0.4%	52,384 SH	Increased+26,178 SH
HOME DEPOT INC	COM	$1.5M	0.2%Prev: 0.2%	4,035 SH	Decreased-987 SH
INTERNATIONAL BUSINESS MACHS	COM	$227K	0.0%Prev: 0.0%	769 SH	Decreased-388 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.6M	0.2%Prev: 0.2%	6,852 SH	Decreased-628 SH
INVESCO QQQ TR	UNIT SER 1	$778K	0.1%Prev: 0.1%	1,410 SH	Decreased-189 SH
ISHARES INC	CORE MSCI EMKT	$8.3M	1.1%Prev: 1.5%	137,777 SH	Decreased-35,984 SH
ISHARES TR	0-3 MNTH TREASRY	$1.3M	0.2%Prev: 0.2%	13,245 SH	Increased+385 SH
ISHARES TR	CORE MSCI EAFE	$8.0M	1.0%Prev: 0.5%	95,240 SH	Increased+53,408 SH
ISHARES TR	CORE S&P SCP ETF	$3.9M	0.5%Prev: 0.2%	35,868 SH	Increased+21,488 SH
ISHARES TR	CORE S&P500 ETF	$7.4M	0.9%Prev: 1.3%	11,918 SH	Decreased-4,432 SH
ISHARES TR	GLOBAL REIT ETF	$2.3M	0.3%Prev: 0.4%	92,492 SH	Decreased-28,524 SH
ISHARES TR	MSCI INTL QUALTY	$8.2M	1.1%Prev: 0.5%	190,143 SH	Increased+103,964 SH
ISHARES TR	MSCI USA MIN VOL	$4.0M	0.5%Prev: 0.2%	42,448 SH	Increased+27,010 SH
ISHARES TR	RUS MID CAP ETF	$287K	0.0%Prev: 0.0%	3,117 SH	Decreased
ISHARES TR	ULTRA SHORT DUR	$1.0M	0.1%Prev: 0.1%	20,297 SH	Increased+7,210 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS I	$1.3M	0.2%Prev: 0.2%	19,632 SH	Decreased+423 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$224K	0.0%Prev: 0.1%	4,837 SH	Decreased-8,922 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$386K	0.0%Prev: 0.0%	7,608 SH	Increased+1,599 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$380K	0.0%Prev: 0.1%	7,497 SH	Decreased-6,905 SH
JOHNSON & JOHNSON	COM	$513K	0.1%Prev: 0.1%	3,360 SH	Decreased-448 SH
JPMORGAN CHASE & CO.	COM	$1.1M	0.1%	3,913 SH	New
KIMBERLY-CLARK CORP	COM	$406K	0.1%Prev: 0.1%	3,152 SH	Decreased-1,180 SH
LINDE PLC	SHS	$341K	0.0%Prev: 0.1%	726 SH	Decreased-135 SH
LOCKHEED MARTIN CORP	COM	$1.2M	0.1%Prev: 0.2%	2,511 SH	Decreased-244 SH
MASTERCARD INCORPORATED	CL A	$377K	0.0%Prev: 0.0%	670 SH	Decreased-118 SH
MERCK & CO INC	COM	$1.0M	0.1%Prev: 0.2%	12,984 SH	Decreased-2,189 SH
META PLATFORMS INC	CL A	$552K	0.1%Prev: 0.1%	747 SH	Decreased-510 SH
MICROSOFT CORP	COM	$6.0M	0.8%Prev: 0.8%	12,123 SH	Decreased-6,367 SH
NETFLIX INC	COM	$1.1M	0.1%	830 SH	New
NEWMONT CORP	COM	$938K	0.1%Prev: 0.2%	16,104 SH	Decreased+2,309 SH
NVIDIA CORPORATION	COM	$2.3M	0.3%Prev: 0.4%	14,262 SH	Decreased-2,382 SH
ONEOK INC NEW	COM	$507K	0.1%Prev: 0.1%	6,210 SH	Decreased-2,169 SH
ORACLE CORP	COM	$402K	0.1%Prev: 0.1%	1,841 SH	Decreased-1,582 SH
PAYCHEX INC	COM	$514K	0.1%Prev: 0.1%	3,530 SH	Increased-1,240 SH
PEPSICO INC	COM	$1.2M	0.2%Prev: 0.2%	9,273 SH	Decreased-1,912 SH
PFIZER INC	COM	$283K	0.0%	11,685 SH	New
PROCTER AND GAMBLE CO	COM	$807K	0.1%	5,062 SH	New
SCHLUMBERGER LTD	COM STK	$352K	0.0%	10,414 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.2M	0.2%Prev: 0.2%	40,218 SH	Decreased+1,816 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.5M	0.5%Prev: 0.6%	132,607 SH	Decreased-24,981 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.9M	0.2%Prev: 0.2%	67,729 SH	Increased+9,619 SH
SPDR INDEX SHS FDS	DJ GLB RL ES ETF	$262K	0.0%	5,943 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$825K	0.1%	11,346 SH	New
STARBUCKS CORP	COM	$242K	0.0%Prev: 0.1%	2,640 SH	Decreased-2,783 SH
TESLA INC	COM	$345K	0.0%Prev: 0.2%	1,085 SH	Decreased-3,005 SH
TEXAS INSTRS INC	COM	$1.3M	0.2%Prev: 0.2%	6,413 SH	Decreased-1,010 SH
TRAVELERS COMPANIES INC	COM	$207K	0.0%Prev: 0.0%	775 SH	Decreased
UNISYS CORP	COM NEW	$78K	0.0%Prev: 0.0%	17,292 SH	Increased
UNITED PARCEL SERVICE INC	CL B	$802K	0.1%	7,941 SH	New
UNITEDHEALTH GROUP INC	COM	$340K	0.0%Prev: 0.0%	1,089 SH	Decreased-198 SH
US BANCORP DEL	COM NEW	$249K	0.0%	5,509 SH	New
VALERO ENERGY CORP	COM	$570K	0.1%Prev: 0.1%	4,240 SH	Decreased+486 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$489K	0.1%	9,870 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$8.0M	1.0%Prev: 0.9%	18,354 SH	Increased+1,445 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$842K	0.1%Prev: 0.1%	2,770 SH	Decreased
VANGUARD INDEX FDS	VALUE ETF	$13.5M	1.7%Prev: 1.7%	76,498 SH	Increased+8,042 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$623K	0.1%Prev: 0.1%	12,606 SH	Decreased+125 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$525K	0.1%Prev: 0.1%	4,804 SH	Increased+494 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$587K	0.1%Prev: 0.1%	6,735 SH	Decreased+359 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.1M	0.3%Prev: 0.3%	10,413 SH	Decreased-2,036 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$427K	0.1%Prev: 0.0%	7,490 SH	Increased+1,532 SH
VANGUARD WORLD FD	CONSUM STP ETF	$363K	0.0%Prev: 0.0%	1,659 SH	Decreased
VANGUARD WORLD FD	INF TECH ETF	$311K	0.0%Prev: 0.0%	469 SH	Decreased+15 SH
VERIZON COMMUNICATIONS INC	COM	$1000K	0.1%Prev: 0.2%	23,106 SH	Decreased-7,413 SH
VISA INC	COM CL A	$825K	0.1%Prev: 0.1%	2,325 SH	Increased-206 SH
VULCAN MATLS CO	COM	$835K	0.1%Prev: 0.1%	3,201 SH	Decreased
XCEL ENERGY INC	COM	$774K	0.1%Prev: 0.1%	11,366 SH	Decreased-39 SH

Sold (vs prior filing)

ALIBABA GROUP HLDG LTD — $206K
AMPLIFY ETF TR — $340K
CATERPILLAR INC — $300K
CHEVRON CORPORATION — $1.9M
CITIGROUP INC — $269K
COSTCO WHOLESALE CORPORATION — $620.3M
CSX CORP — $248K
DOORDASH INC — $225K
FIRST TR EXCHANGE-TRADED FD — $996K
GENERAL DYNAMICS CORP — $284K
GENERAL MILLS INC — $263K
HONEYWELL INTL INC — $329K
ING GROEP N.V. — $260K
ISHARES ETHEREUM TR — $634K
J P MORGAN EXCHANGE TRADED F — $2.6M
JPMORGAN CHASE & CO — $1.2M
M & T BK CORP — $247K
MCDONALDS CORP — $250K
MEDTRONIC PLC — $202K
NATIONAL GRID PLC — $209K
… and 12 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001802611-26-000005	—	View
Jan 27, 2026	Q4 2025	13F-HR	0001802611-26-000001	$734.9M	View
Oct 29, 2025	Q3 2025