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: $807.6M116 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.5M	0.2%Prev: 0.1%	6,788 SH	Increased+2,396 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$206K	0.0%	1,644 SH	New
ALPHABET INC	CAP STK CL A	$1.6M	0.2%Prev: 0.1%	5,728 SH	Increased+726 SH
ALPHABET INC	CAP STK CL C	$4.4M	0.5%Prev: 0.3%	15,352 SH	Increased+1,693 SH
AMAZON COM INC	COM	$4.7M	0.6%Prev: 0.4%	22,780 SH	Increased+5,154 SH
AMGEN INC	COM	$1.7M	0.2%Prev: 0.2%	4,717 SH	Increased+1,088 SH
AMPLIFY ETF TR	BLOCKCHAIN TECHN	$340K	0.0%	6,834 SH	New
APPLE INC	COM	$6.7M	0.8%Prev: 0.6%	26,457 SH	Increased+6,074 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$931K	0.1%Prev: 0.2%	1,943 SH	Decreased-493 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$784K	0.1%Prev: 0.0%	21,308 SH	Increased+15,085 SH
BLACKROCK INC	COM	$353K	0.0%Prev: 0.2%	367 SH	Decreased-1,002 SH
BOEING CO	COM	$240K	0.0%	1,205 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$1.5M	0.2%Prev: 0.1%	24,395 SH	Increased+8,097 SH
BROADCOM INC	COM	$2.1M	0.3%Prev: 0.2%	6,814 SH	Increased+14 SH
CATERPILLAR INC	COM	$300K	0.0%	424 SH	New
CHEVRON CORPORATION	COM	$1.9M	0.2%	8,964 SH	New
CISCO SYS INC	COM	$1.9M	0.2%Prev: 0.2%	24,605 SH	Increased+2,819 SH
CITIGROUP INC	COM NEW	$269K	0.0%	2,374 SH	New
COCA COLA CO	COM	$1.9M	0.2%Prev: 0.2%	25,632 SH	Increased+6,867 SH
COSTCO WHOLESALE CORPORATION	COM	$620.3M	76.8%	622,528 SH	New
CSX CORP	COM	$248K	0.0%	6,035 SH	New
DEERE & CO	COM	$249K	0.0%Prev: 0.0%	441 SH	Increased-7 SH
DOORDASH INC	CL A	$225K	0.0%	1,500 SH	New
ELI LILLY & CO	COM	$1.1M	0.1%Prev: 0.1%	1,160 SH	Increased+525 SH
EOG RES INC	COM	$1.0M	0.1%Prev: 0.1%	7,078 SH	Increased+1,752 SH
EXXON MOBIL CORP	COM	$2.4M	0.3%Prev: 0.1%	14,219 SH	Increased+9,307 SH
FASTENAL CO	COM	$660K	0.1%Prev: 0.1%	14,234 SH	Increased+7,918 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$9.0M	1.1%	241,364 SH	New
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$1.3M	0.2%	21,741 SH	New
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$2.5M	0.3%	56,763 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$996K	0.1%	15,894 SH	New
FORD MTR CO	COM	$419K	0.1%Prev: 0.0%	36,285 SH	Increased+340 SH
GE VERNOVA INC	COM	$207K	0.0%	237 SH	New
GENERAL DYNAMICS CORP	COM	$284K	0.0%	827 SH	New
GENERAL MILLS INC	COM	$263K	0.0%	7,066 SH	New
GLOBAL X FDS	GBL X BLOCKCHAIN	$1.5M	0.2%Prev: 0.1%	27,333 SH	Increased+1,162 SH
GLOBAL X FDS	RBTCS ARTFL INTE	$1.4M	0.2%Prev: 0.2%	43,401 SH	Increased+4 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$1.7M	0.2%Prev: 0.1%	38,661 SH	Increased+12,764 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$3.3M	0.4%Prev: 0.7%	26,206 SH	Decreased-23,624 SH
HOME DEPOT INC	COM	$1.7M	0.2%Prev: 0.2%	5,022 SH	Increased+1,202 SH
HONEYWELL INTL INC	COM	$329K	0.0%	1,453 SH	New
ING GROEP N.V.	SPONSORED ADR	$260K	0.0%	9,978 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$281K	0.0%	1,157 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.8M	0.2%Prev: 0.2%	7,480 SH	Increased+794 SH
INVESCO QQQ TR	UNIT SER 1	$923K	0.1%Prev: 0.1%	1,599 SH	Increased+189 SH
ISHARES ETHEREUM TR	SHS	$634K	0.1%	40,080 SH	New
ISHARES INC	CORE MSCI EMKT	$12.1M	1.5%Prev: 1.1%	173,761 SH	Increased+25,574 SH
ISHARES TR	0-3 MNTH TREASRY	$1.3M	0.2%Prev: 0.2%	12,860 SH	Decreased-2,875 SH
ISHARES TR	CORE MSCI EAFE	$3.8M	0.5%Prev: 1.0%	41,832 SH	Decreased-58,349 SH
ISHARES TR	CORE S&P SCP ETF	$1.8M	0.2%Prev: 0.5%	14,380 SH	Decreased-19,483 SH
ISHARES TR	CORE S&P500 ETF	$10.7M	1.3%Prev: 0.9%	16,350 SH	Increased+4,944 SH
ISHARES TR	GLOBAL REIT ETF	$3.0M	0.4%Prev: 0.3%	121,016 SH	Increased+30,691 SH
ISHARES TR	MSCI INTL QUALTY	$4.0M	0.5%Prev: 1.0%	86,179 SH	Decreased-112,858 SH
ISHARES TR	MSCI USA MIN VOL	$1.4M	0.2%Prev: 0.5%	15,438 SH	Decreased-24,681 SH
ISHARES TR	RUS MID CAP ETF	$303K	0.0%Prev: 0.0%	3,117 SH	Increased
ISHARES TR	ULTRA SHORT DUR	$662K	0.1%	13,087 SH	New
J P MORGAN EXCHANGE TRADED F	BETABUILDERS I	$1.4M	0.2%Prev: 0.2%	19,209 SH	Increased-978 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$634K	0.1%Prev: 0.0%	13,759 SH	Increased+9,067 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN INTL VL	$2.6M	0.3%	30,652 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$304K	0.0%Prev: 0.1%	6,009 SH	Decreased-3,704 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$725K	0.1%Prev: 0.1%	14,402 SH	Increased+4,783 SH
JOHNSON & JOHNSON	COM	$931K	0.1%Prev: 0.1%	3,808 SH	Increased+259 SH
JPMORGAN CHASE & CO	COM	$1.2M	0.1%	4,094 SH	New
KIMBERLY-CLARK CORP	COM	$418K	0.1%Prev: 0.1%	4,332 SH	Increased+1,582 SH
LINDE PLC	SHS	$427K	0.1%Prev: 0.0%	861 SH	Increased+216 SH
LOCKHEED MARTIN CORP	COM	$1.7M	0.2%Prev: 0.1%	2,755 SH	Increased+496 SH
M & T BK CORP	COM	$247K	0.0%	1,197 SH	New
MASTERCARD INCORPORATED	CL A	$394K	0.0%Prev: 0.1%	788 SH	Increased+83 SH
MCDONALDS CORP	COM	$250K	0.0%	805 SH	New
MEDTRONIC PLC	SHS	$202K	0.0%	2,335 SH	New
MERCK & CO INC	COM	$1.8M	0.2%Prev: 0.1%	15,173 SH	Increased+10,034 SH
META PLATFORMS INC	CL A	$719K	0.1%Prev: 0.1%	1,257 SH	Increased+351 SH
MICROSOFT CORP	COM	$6.8M	0.8%Prev: 0.6%	18,490 SH	Increased+6,708 SH
NATIONAL GRID PLC	SPONSORED ADR NE	$209K	0.0%	2,465 SH	New
NETFLIX INC.	COM	$620K	0.1%	6,450 SH	New
NEWMONT CORP	COM	$1.5M	0.2%Prev: 0.1%	13,795 SH	Increased-5,100 SH
NVIDIA CORPORATION	COM	$2.9M	0.4%Prev: 0.2%	16,644 SH	Increased+3,880 SH
ONEOK INC NEW	COM	$757K	0.1%Prev: 0.1%	8,379 SH	Increased+3,924 SH
OPENDOOR TECHNOLOGIES INC	COM	$170K	0.0%	36,334 SH	New
ORACLE CORP	COM	$504K	0.1%Prev: 0.0%	3,423 SH	Increased+1,582 SH
PAYCHEX INC	COM	$439K	0.1%Prev: 0.1%	4,770 SH	Decreased+1,606 SH
PEPSICO INC	COM	$1.7M	0.2%Prev: 0.2%	11,185 SH	Increased+3,420 SH
PROCTER & GAMBLE CO	COM	$1.0M	0.1%	7,111 SH	New
REDDIT INC	CL A	$431K	0.1%	3,200 SH	New
RTX CORPORATION	COM	$939K	0.1%	4,868 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.3M	0.2%	38,402 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.8M	0.6%Prev: 0.5%	157,588 SH	Increased+30,956 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.8M	0.2%Prev: 0.2%	58,110 SH	Decreased-9,248 SH
SHOPIFY INC	CL A SUB VTG SHS	$494K	0.1%	4,163 SH	New
SLB LIMITED	COM STK	$762K	0.1%	14,825 SH	New
SOUTHWEST GAS HLDGS INC	COM	$206K	0.0%	2,375 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$245K	0.0%	5,348 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$1.1M	0.1%	15,782 SH	New
STARBUCKS CORP	COM	$486K	0.1%Prev: 0.0%	5,423 SH	Increased+2,473 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$290K	0.0%	859 SH	New
TESLA INC	COM	$1.5M	0.2%Prev: 0.0%	4,090 SH	Increased+2,999 SH
TEXAS INSTRS INC	COM	$1.4M	0.2%Prev: 0.1%	7,423 SH	Increased+1,540 SH
TRAVELERS COMPANIES INC	COM	$226K	0.0%Prev: 0.0%	775 SH	Increased
UNISYS CORP	COM NEW	$36K	0.0%	17,292 SH	New
UNITED PARCEL SVCS INC	CL B	$825K	0.1%	8,381 SH	New
UNITEDHEALTH GROUP INC	COM	$348K	0.0%Prev: 0.1%	1,287 SH	Decreased+375 SH
VALERO ENERGY CORP	COM	$928K	0.1%Prev: 0.1%	3,754 SH	Increased-511 SH
VANGUARD INDEX FDS	GROWTH ETF	$7.4M	0.9%Prev: 0.9%	16,909 SH	Increased-1,069 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$889K	0.1%Prev: 0.1%	2,770 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$13.4M	1.7%Prev: 1.6%	68,456 SH	Increased-2,615 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$675K	0.1%Prev: 0.1%	12,481 SH	Increased-2,200 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$473K	0.1%Prev: 0.0%	4,310 SH	Increased+721 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$639K	0.1%Prev: 0.1%	6,376 SH	Increased-92 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.7M	0.3%Prev: 0.3%	12,449 SH	Increased+2,527 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$382K	0.0%Prev: 0.1%	5,958 SH	Decreased-1,851 SH
VANGUARD WORLD FD	CONSUM STP ETF	$373K	0.0%Prev: 0.0%	1,659 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$317K	0.0%Prev: 0.0%	454 SH	Increased-33 SH
VERIZON COMMUNICATIONS INC	COM	$1.5M	0.2%Prev: 0.1%	30,519 SH	Increased+9,739 SH
VISA INC	COM CL A	$765K	0.1%Prev: 0.1%	2,531 SH	Increased+364 SH
VULCAN MATLS CO	COM	$872K	0.1%Prev: 0.1%	3,201 SH	Increased
XCEL ENERGY INC	COM	$906K	0.1%Prev: 0.1%	11,405 SH	Increased+39 SH

Sold (vs prior filing)

AMPLIFY ETF TR — $227K
AT&T INC — $251K
CHEVRON CORP NEW — $1.1M
COSTCO WHSL CORP NEW — $612.4M
FIRST TR EXCHANGE TRADED FD — $621K
FIRST TR EXCHANGE TRADED FD — $1.1M
HERSHEY CO — $275K
INTUIT — $256K
ISHARES TR — $1.3M
JPMORGAN CHASE & CO. — $930K
NETFLIX INC — $713K
PFIZER INC — $801K
PROCTER AND GAMBLE CO — $747K
QUALCOMM INC — $271K
SPDR SER TR — $282K
SPDR SER TR — $791K
UNITED PARCEL SERVICE INC — $802K
US BANCORP DEL — $571K
VANGUARD CHARLOTTE FDS — $1.7M

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