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: $734.9M112 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.5M	0.2%Prev: 0.2%	6,378 SH	Decreased+17 SH
ALPHABET INC	CAP STK CL A	$1.7M	0.2%Prev: 0.2%	5,470 SH	Increased+86 SH
ALPHABET INC	CAP STK CL C	$4.4M	0.6%Prev: 0.5%	14,168 SH	Increased-87 SH
AMAZON COM INC	COM	$4.6M	0.6%Prev: 0.5%	19,952 SH	Increased+1,973 SH
AMGEN INC	COM	$1.5M	0.2%Prev: 0.2%	4,638 SH	Increased+28 SH
AMPLIFY ETF TR	BLOCKCHAIN TECHN	$379K	0.1%	6,670 SH	New
APPLE INC	COM	$6.3M	0.9%Prev: 0.7%	23,288 SH	Increased+1,250 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$977K	0.1%Prev: 0.1%	1,943 SH	Decreased-76 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$969K	0.1%Prev: 0.2%	20,372 SH	Decreased+2,199 SH
BLACKROCK INC	COM	$631K	0.1%Prev: 0.1%	590 SH	Decreased-75 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.3M	0.2%Prev: 0.1%	23,500 SH	Increased+3,233 SH
BROADCOM INC	COM	$2.4M	0.3%Prev: 0.3%	7,020 SH	Increased+843 SH
CATERPILLAR INC	COM	$238K	0.0%	416 SH	New
CHEVRON CORP NEW	COM	$1.3M	0.2%Prev: 0.2%	8,595 SH	Increased+336 SH
CISCO SYS INC	COM	$1.9M	0.3%Prev: 0.2%	24,080 SH	Increased+1,335 SH
COCA COLA CO	COM	$1.6M	0.2%Prev: 0.2%	23,584 SH	Increased+2,468 SH
COSTCO WHSL CORP NEW	COM	$551.7M	75.1%Prev: 76.6%	639,762 SH	Decreased+16,198 SH
CSX CORP	COM	$220K	0.0%Prev: 0.0%	6,059 SH	Increased
DEERE & CO	COM	$205K	0.0%Prev: 0.0%	441 SH	Increased-5 SH
DISNEY WALT CO	COM	$207K	0.0%	1,822 SH	New
ELI LILLY & CO	COM	$1.2M	0.2%Prev: 0.1%	1,091 SH	Increased+6 SH
EOG RES INC	COM	$682K	0.1%Prev: 0.1%	6,495 SH	Decreased-214 SH
EXPEDITORS INTL WASH INC	COM	$208K	0.0%	1,395 SH	New
EXXON MOBIL CORP	COM	$1.7M	0.2%Prev: 0.2%	14,136 SH	Increased+829 SH
FASTENAL CO	COM	$549K	0.1%Prev: 0.1%	13,688 SH	Decreased+322 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$4.7M	0.6%Prev: 0.1%	129,571 SH	Increased+111,429 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$1.0M	0.1%Prev: 0.1%	18,261 SH	Increased+1,982 SH
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$1.4M	0.2%Prev: 0.0%	30,720 SH	Increased+23,470 SH
FIRST TR EXCHANGE TRADED FD	CLOUD COMPUTING	$209K	0.0%Prev: 0.0%	1,607 SH	Decreased
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$1.3M	0.2%Prev: 0.2%	17,817 SH	Decreased-1,832 SH
FORD MTR CO	COM	$490K	0.1%Prev: 0.1%	37,365 SH	Increased-2,035 SH
GENERAL DYNAMICS CORP	COM	$222K	0.0%	659 SH	New
GENERAL MLS INC	COM	$257K	0.0%Prev: 0.0%	5,535 SH	Increased+935 SH
GLOBAL X FDS	GBL X BLOCKCHAIN	$1.9M	0.3%Prev: 0.4%	28,990 SH	Decreased-2,909 SH
GLOBAL X FDS	RBTCS ARTFL INTE	$1.8M	0.2%Prev: 0.2%	48,444 SH	Decreased-3,660 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$1.7M	0.2%Prev: 0.2%	39,336 SH	Decreased-3,414 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$5.4M	0.7%Prev: 1.0%	40,683 SH	Decreased-14,457 SH
HOME DEPOT INC	COM	$1.6M	0.2%Prev: 0.2%	4,784 SH	Decreased+515 SH
HONEYWELL INTL INC	COM	$263K	0.0%	1,350 SH	New
ING GROEP N.V.	SPONSORED ADR	$243K	0.0%	8,680 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$314K	0.0%	1,058 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.8M	0.2%Prev: 0.2%	7,092 SH	Increased+160 SH
INVESCO QQQ TR	UNIT SER 1	$939K	0.1%Prev: 0.1%	1,529 SH	Increased+119 SH
ISHARES ETHEREUM TR	SHS	$369K	0.1%	16,452 SH	New
ISHARES INC	CORE MSCI EMKT	$10.8M	1.5%Prev: 1.3%	160,987 SH	Increased+16,014 SH
ISHARES TR	0-3 MNTH TREASRY	$1.4M	0.2%Prev: 0.2%	14,125 SH	Decreased-2,493 SH
ISHARES TR	CORE MSCI EAFE	$6.2M	0.8%Prev: 1.2%	69,090 SH	Decreased-31,881 SH
ISHARES TR	CORE S&P SCP ETF	$3.1M	0.4%Prev: 0.6%	25,979 SH	Decreased-12,654 SH
ISHARES TR	CORE S&P500 ETF	$9.6M	1.3%Prev: 1.1%	13,978 SH	Increased+1,700 SH
ISHARES TR	GLOBAL REIT ETF	$2.6M	0.4%Prev: 0.3%	105,245 SH	Increased+8,477 SH
ISHARES TR	MSCI INTL QUALTY	$6.4M	0.9%Prev: 1.2%	141,342 SH	Decreased-60,555 SH
ISHARES TR	MSCI USA MIN VOL	$3.0M	0.4%Prev: 0.6%	31,538 SH	Decreased-13,648 SH
ISHARES TR	RUS MID CAP ETF	$300K	0.0%Prev: 0.0%	3,117 SH	Decreased
ISHARES TR	ULTRA SHORT DUR	$858K	0.1%Prev: 0.1%	16,967 SH	Decreased-2,500 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS I	$1.4M	0.2%Prev: 0.2%	19,216 SH	Increased-210 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$318K	0.0%Prev: 0.0%	6,877 SH	Increased+1,928 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN INTL VL	$1.2M	0.2%	14,988 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$303K	0.0%Prev: 0.0%	5,990 SH	Decreased-20 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$346K	0.0%Prev: 0.0%	6,836 SH	Increased+171 SH
JOHNSON & JOHNSON	COM	$787K	0.1%Prev: 0.1%	3,805 SH	Increased+291 SH
JPMORGAN CHASE & CO.	COM	$1.3M	0.2%Prev: 0.2%	4,021 SH	Increased-10 SH
KIMBERLY-CLARK CORP	COM	$393K	0.1%Prev: 0.1%	3,890 SH	Decreased+418 SH
LINDE PLC	SHS	$346K	0.0%Prev: 0.0%	812 SH	Decreased+31 SH
LOCKHEED MARTIN CORP	COM	$1.4M	0.2%Prev: 0.2%	2,811 SH	Increased+117 SH
MASTERCARD INCORPORATED	CL A	$423K	0.1%Prev: 0.1%	742 SH	Increased+32 SH
MCDONALDS CORP	COM	$267K	0.0%	874 SH	New
MERCK & CO INC	COM	$1.6M	0.2%Prev: 0.2%	14,822 SH	Increased+349 SH
META PLATFORMS INC	CL A	$629K	0.1%Prev: 0.1%	953 SH	Increased+163 SH
MICROSOFT CORP	COM	$8.6M	1.2%Prev: 0.9%	17,819 SH	Increased+5,191 SH
NETFLIX INC	COM	$605K	0.1%Prev: 0.1%	6,450 SH	Decreased+5,685 SH
NEWMONT CORP	COM	$1.5M	0.2%Prev: 0.2%	14,704 SH	Increased-1,100 SH
NVIDIA CORPORATION	COM	$2.6M	0.4%Prev: 0.3%	13,899 SH	Increased+165 SH
ONEOK INC NEW	COM	$550K	0.1%Prev: 0.1%	7,481 SH	Increased+511 SH
ORACLE CORP	COM	$667K	0.1%Prev: 0.1%	3,423 SH	Increased+1,582 SH
PAYCHEX INC	COM	$496K	0.1%Prev: 0.1%	4,421 SH	Increased+528 SH
PEPSICO INC	COM	$1.5M	0.2%Prev: 0.2%	10,618 SH	Increased+788 SH
PFIZER INC	COM	$220K	0.0%Prev: 0.0%	8,837 SH	Decreased-2,708 SH
PROCTER AND GAMBLE CO	COM	$905K	0.1%Prev: 0.1%	6,316 SH	Increased+1,061 SH
QUALCOMM INC	COM	$213K	0.0%	1,247 SH	New
RTX CORPORATION	COM	$831K	0.1%Prev: 0.1%	4,529 SH	Increased+1,356 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.3M	0.2%Prev: 0.2%	38,603 SH	Decreased-1,370 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.1M	0.6%Prev: 0.5%	149,553 SH	Increased+12,103 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.0M	0.3%Prev: 0.3%	67,095 SH	Increased-4 SH
SLB LIMITED	COM STK	$531K	0.1%	13,836 SH	New
SPDR INDEX SHS FDS	DJ GLB RL ES ETF	$258K	0.0%Prev: 0.0%	5,736 SH	Decreased-107 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.2M	0.2%	16,190 SH	New
STARBUCKS CORP	COM	$461K	0.1%Prev: 0.1%	5,478 SH	Decreased-362 SH
STRIVE INC	CL A COM	$10K	0.0%	14,000 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$261K	0.0%Prev: 0.0%	859 SH	Increased
TESLA INC	COM	$445K	0.1%Prev: 0.1%	990 SH	Increased+95 SH
TEXAS INSTRS INC	COM	$1.2M	0.2%Prev: 0.2%	6,886 SH	Decreased+52 SH
TRAVELERS COMPANIES INC	COM	$225K	0.0%Prev: 0.0%	775 SH	Increased
UNISYS CORP	COM NEW	$48K	0.0%Prev: 0.0%	17,292 SH	Decreased
UNITED PARCEL SERVICE INC	CL B	$801K	0.1%Prev: 0.1%	8,073 SH	Increased+1,229 SH
UNITEDHEALTH GROUP INC	COM	$400K	0.1%Prev: 0.0%	1,211 SH	Increased+195 SH
US BANCORP DEL	COM NEW	$202K	0.0%Prev: 0.0%	3,782 SH	Decreased-1,084 SH
VALERO ENERGY CORP	COM	$673K	0.1%Prev: 0.1%	4,132 SH	Decreased-236 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$201K	0.0%Prev: 0.0%	4,164 SH	Decreased-60 SH
VANGUARD INDEX FDS	GROWTH ETF	$8.3M	1.1%Prev: 1.2%	17,097 SH	Decreased-1,909 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$929K	0.1%Prev: 0.1%	2,770 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$14.4M	2.0%Prev: 2.0%	75,321 SH	Decreased-5,968 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$658K	0.1%Prev: 0.1%	12,243 SH	Decreased-366 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$525K	0.1%Prev: 0.1%	4,312 SH	Decreased-455 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$667K	0.1%Prev: 0.1%	6,703 SH	Increased-1 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.5M	0.3%Prev: 0.3%	11,447 SH	Increased+833 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$423K	0.1%Prev: 0.1%	6,771 SH	Decreased-780 SH
VANGUARD WORLD FD	CONSUM STP ETF	$350K	0.0%Prev: 0.0%	1,659 SH	Decreased
VANGUARD WORLD FD	INF TECH ETF	$343K	0.0%Prev: 0.0%	455 SH	Increased-1 SH
VERIZON COMMUNICATIONS INC	COM	$1.1M	0.2%Prev: 0.1%	27,680 SH	Increased+2,676 SH
VISA INC	COM CL A	$829K	0.1%Prev: 0.1%	2,363 SH	Increased+73 SH
VULCAN MATLS CO	COM	$913K	0.1%Prev: 0.1%	3,201 SH	Decreased
XCEL ENERGY INC	COM	$839K	0.1%Prev: 0.1%	11,366 SH	Decreased

Sold (vs prior filing)

AMPLIFY ETF TR — $447K
SCHLUMBERGER LTD — $425K
SPDR SERIES TRUST — $294K
SPDR SERIES TRUST — $919K
SPDR SERIES TRUST — $200K

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