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: $753.6M102 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.5M	0.2%Prev: 0.1%	6,361 SH	Increased+1,857 SH
ALPHABET INC	CAP STK CL A	$1.3M	0.2%Prev: 0.3%	5,384 SH	Decreased-1,362 SH
ALPHABET INC	CAP STK CL C	$3.5M	0.5%Prev: 0.7%	14,255 SH	Decreased-444 SH
AMAZON COM INC	COM	$3.9M	0.5%Prev: 0.7%	17,979 SH	Decreased-6,239 SH
AMGEN INC	COM	$1.3M	0.2%Prev: 0.2%	4,610 SH	Decreased-191 SH
AMPLIFY ETF TR	BLOCKCHAIN LDR	$447K	0.1%	6,670 SH	New
APPLE INC	COM	$5.6M	0.7%Prev: 0.8%	22,038 SH	Decreased-1,289 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.1%Prev: 0.1%	2,019 SH	Increased+76 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$1.1M	0.2%Prev: 0.1%	18,173 SH	Increased-9,101 SH
BLACKROCK INC	COM	$775K	0.1%Prev: 0.0%	665 SH	Increased+346 SH
BRISTOL-MYERS SQUIBB CO	COM	$914K	0.1%Prev: 0.2%	20,267 SH	Decreased-1,111 SH
BROADCOM INC	COM	$2.0M	0.3%Prev: 0.3%	6,177 SH	Decreased-1,085 SH
CHEVRON CORP NEW	COM	$1.3M	0.2%	8,259 SH	New
CISCO SYS INC	COM	$1.6M	0.2%Prev: 0.3%	22,745 SH	Decreased+1,899 SH
COCA COLA CO	COM	$1.4M	0.2%Prev: 0.3%	21,116 SH	Decreased-5,429 SH
COSTCO WHSL CORP NEW	COM	$577.2M	76.6%	623,564 SH	New
CSX CORP	COM	$215K	0.0%Prev: 0.0%	6,059 SH	Decreased+69 SH
DEERE & CO	COM	$204K	0.0%Prev: 0.0%	446 SH	Decreased+5 SH
ELI LILLY & CO	COM	$828K	0.1%Prev: 0.2%	1,085 SH	Decreased-233 SH
EOG RES INC	COM	$752K	0.1%Prev: 0.1%	6,709 SH	Increased+2,288 SH
EXXON MOBIL CORP	COM	$1.5M	0.2%Prev: 0.3%	13,307 SH	Decreased-1,499 SH
FASTENAL CO	COM	$655K	0.1%Prev: 0.1%	13,366 SH	Increased+4,153 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$640K	0.1%Prev: 1.4%	18,142 SH	Decreased-262,254 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$919K	0.1%Prev: 0.1%	16,279 SH	Increased+2,266 SH
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$319K	0.0%Prev: 0.4%	7,250 SH	Decreased-57,312 SH
FIRST TR EXCHANGE TRADED FD	CLOUD COMPUTING	$216K	0.0%	1,607 SH	New
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$1.5M	0.2%	19,649 SH	New
FORD MTR CO	COM	$471K	0.1%Prev: 0.0%	39,400 SH	Increased+16,674 SH
GENERAL MLS INC	COM	$232K	0.0%	4,600 SH	New
GLOBAL X FDS	GBL X BLOCKCHAIN	$2.8M	0.4%Prev: 0.3%	31,899 SH	Increased+2,980 SH
GLOBAL X FDS	RBTCS ARTFL INTE	$1.8M	0.2%Prev: 0.2%	52,104 SH	Increased+5,159 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$1.8M	0.2%Prev: 0.2%	42,750 SH	Increased+4,567 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$7.2M	1.0%Prev: 0.4%	55,140 SH	Increased+34,541 SH
HOME DEPOT INC	COM	$1.7M	0.2%Prev: 0.2%	4,269 SH	Decreased-1,097 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.7M	0.2%Prev: 0.3%	6,932 SH	Decreased-537 SH
INVESCO QQQ TR	UNIT SER 1	$846K	0.1%Prev: 0.1%	1,410 SH	Decreased-188 SH
ISHARES INC	CORE MSCI EMKT	$9.6M	1.3%Prev: 1.9%	144,973 SH	Decreased-35,591 SH
ISHARES TR	0-3 MNTH TREASRY	$1.7M	0.2%	16,618 SH	New
ISHARES TR	CORE MSCI EAFE	$8.8M	1.2%Prev: 0.4%	100,971 SH	Increased+69,973 SH
ISHARES TR	CORE S&P SCP ETF	$4.6M	0.6%Prev: 0.2%	38,633 SH	Increased+28,364 SH
ISHARES TR	CORE S&P500 ETF	$8.2M	1.1%Prev: 1.6%	12,278 SH	Decreased-4,946 SH
ISHARES TR	GLOBAL REIT ETF	$2.5M	0.3%Prev: 0.4%	96,768 SH	Decreased-23,286 SH
ISHARES TR	MSCI INTL QUALTY	$8.9M	1.2%Prev: 0.4%	201,897 SH	Increased+138,606 SH
ISHARES TR	MSCI USA MIN VOL	$4.3M	0.6%	45,186 SH	New
ISHARES TR	RUS MID CAP ETF	$301K	0.0%Prev: 0.0%	3,117 SH	Decreased
ISHARES TR	ULTRA SHORT DUR	$988K	0.1%Prev: 0.0%	19,467 SH	Increased+14,148 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS I	$1.4M	0.2%Prev: 0.2%	19,426 SH	Decreased+354 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$230K	0.0%Prev: 0.4%	4,949 SH	Decreased-72,240 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$305K	0.0%Prev: 0.1%	6,010 SH	Decreased-5,036 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$338K	0.0%Prev: 0.1%	6,665 SH	Decreased-10,756 SH
JOHNSON & JOHNSON	COM	$652K	0.1%Prev: 0.1%	3,514 SH	Decreased-1,109 SH
JPMORGAN CHASE & CO.	COM	$1.3M	0.2%	4,031 SH	New
KIMBERLY-CLARK CORP	COM	$432K	0.1%Prev: 0.0%	3,472 SH	Increased+779 SH
LINDE PLC	SHS	$371K	0.0%Prev: 0.0%	781 SH	Increased+239 SH
LOCKHEED MARTIN CORP	COM	$1.3M	0.2%Prev: 0.2%	2,694 SH	Decreased-71 SH
MASTERCARD INCORPORATED	CL A	$404K	0.1%Prev: 0.0%	710 SH	Increased+184 SH
MERCK & CO INC	COM	$1.2M	0.2%Prev: 0.3%	14,473 SH	Decreased-1,303 SH
META PLATFORMS INC	CL A	$580K	0.1%Prev: 0.1%	790 SH	Decreased-1,039 SH
MICROSOFT CORP	COM	$6.5M	0.9%Prev: 0.9%	12,628 SH	Decreased-6,829 SH
NETFLIX INC	COM	$917K	0.1%	765 SH	New
NEWMONT CORP	COM	$1.3M	0.2%Prev: 0.2%	15,804 SH	Increased+2,103 SH
NVIDIA CORPORATION	COM	$2.6M	0.3%Prev: 0.4%	13,734 SH	Decreased-2,349 SH
ONEOK INC NEW	COM	$509K	0.1%Prev: 0.1%	6,970 SH	Increased+1,607 SH
ORACLE CORP	COM	$518K	0.1%Prev: 0.1%	1,841 SH	Increased-1,582 SH
PAYCHEX INC	COM	$493K	0.1%Prev: 0.0%	3,893 SH	Increased+840 SH
PEPSICO INC	COM	$1.4M	0.2%Prev: 0.2%	9,830 SH	Decreased-1,907 SH
PFIZER INC	COM	$294K	0.0%	11,545 SH	New
PROCTER AND GAMBLE CO	COM	$807K	0.1%	5,255 SH	New
RTX CORPORATION	COM	$531K	0.1%Prev: 0.1%	3,173 SH	Decreased-1,581 SH
SCHLUMBERGER LTD	COM STK	$425K	0.1%	12,368 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.3M	0.2%Prev: 0.2%	39,973 SH	Decreased+1,961 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.8M	0.5%Prev: 0.6%	137,450 SH	Decreased-16,018 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.0M	0.3%Prev: 0.3%	67,099 SH	Decreased+9,810 SH
SPDR INDEX SHS FDS	DJ GLB RL ES ETF	$267K	0.0%	5,843 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$294K	0.0%	3,207 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$919K	0.1%	11,733 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$200K	0.0%	3,622 SH	New
STARBUCKS CORP	COM	$494K	0.1%Prev: 0.1%	5,840 SH	Decreased+416 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$240K	0.0%	859 SH	New
TESLA INC	COM	$398K	0.1%Prev: 0.1%	895 SH	Decreased-1,477 SH
TEXAS INSTRS INC	COM	$1.3M	0.2%Prev: 0.3%	6,834 SH	Decreased-101 SH
TRAVELERS COMPANIES INC	COM	$216K	0.0%Prev: 0.0%	775 SH	Decreased+15 SH
UNISYS CORP	COM NEW	$67K	0.0%Prev: 0.0%	17,292 SH	Increased
UNITED PARCEL SERVICE INC	CL B	$572K	0.1%	6,844 SH	New
UNITEDHEALTH GROUP INC	COM	$351K	0.0%Prev: 0.1%	1,016 SH	Decreased-1,323 SH
US BANCORP DEL	COM NEW	$235K	0.0%	4,866 SH	New
VALERO ENERGY CORP	COM	$744K	0.1%Prev: 0.1%	4,368 SH	Increased+1,663 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$209K	0.0%	4,224 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$9.1M	1.2%Prev: 1.1%	19,006 SH	Increased-82,545 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$909K	0.1%Prev: 0.1%	2,770 SH	Decreased
VANGUARD INDEX FDS	VALUE ETF	$15.2M	2.0%Prev: 1.8%	81,289 SH	Increased+15,810 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$683K	0.1%Prev: 0.1%	12,609 SH	Decreased+789 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$574K	0.1%Prev: 0.1%	4,767 SH	Increased+508 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$656K	0.1%Prev: 0.1%	6,704 SH	Decreased+471 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.3M	0.3%Prev: 0.4%	10,614 SH	Decreased-3,045 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$452K	0.1%Prev: 0.0%	7,551 SH	Increased+2,089 SH
VANGUARD WORLD FD	CONSUM STP ETF	$355K	0.0%Prev: 0.0%	1,659 SH	Decreased
VANGUARD WORLD FD	INF TECH ETF	$341K	0.0%Prev: 0.1%	456 SH	Decreased-3,176 SH
VERIZON COMMUNICATIONS INC	COM	$1.1M	0.1%Prev: 0.2%	25,004 SH	Decreased-3,868 SH
VISA INC	COM CL A	$782K	0.1%Prev: 0.1%	2,290 SH	Decreased-355 SH
VULCAN MATLS CO	COM	$985K	0.1%Prev: 0.1%	3,201 SH	Increased-1 SH
XCEL ENERGY INC	COM	$917K	0.1%Prev: 0.1%	11,366 SH	Increased-1 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $499K
ACCENTURE PLC IRELAND — $297K
ALIBABA GROUP HLDG LTD — $204K
ALTRIA GROUP INC — $288K
AMPLIFY ETF TR — $435K
AUTOMATIC DATA PROCESSING IN — $409K
BANK OF AMER CORP — $208K
BLACKSTONE INC — $351K
CATERPILLAR INC — $455K
CHEVRON CORPORATION — $1.5M
CITIGROUP INC — $359K
CONOCOPHILLIPS — $391K
COSTCO WHOLESALE CORPORATION — $582.4M
DELL TECHNOLOGIES INC — $518K
EATON CORP PLC — $226K
EXPEDITORS INTL WASH INC — $227K
FIRST TR EXCHANGE-TRADED FD — $1.5M
GE VERNOVA INC — $279K
GENERAL DYNAMICS CORP — $315K
GLOBAL X FDS — $310K
… and 29 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