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: $795.8M130 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$499K	0.1%	5,502 SH	New
ABBVIE INC	COM	$1.1M	0.1%Prev: 0.1%	4,504 SH	Increased-1,431 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$297K	0.0%	2,389 SH	New
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$204K	0.0%	2,129 SH	New
ALPHABET INC	CAP STK CL A	$2.4M	0.3%Prev: 0.1%	6,746 SH	Increased+1,490 SH
ALPHABET INC	CAP STK CL C	$5.2M	0.7%Prev: 0.3%	14,699 SH	Increased+600 SH
ALTRIA GROUP INC	COM	$288K	0.0%	4,004 SH	New
AMAZON COM INC	COM	$5.8M	0.7%Prev: 0.5%	24,218 SH	Increased+6,403 SH
AMGEN INC	COM	$1.7M	0.2%Prev: 0.2%	4,801 SH	Increased+510 SH
AMPLIFY ETF TR	BLOCK TECHN ETF	$435K	0.1%	6,940 SH	New
APPLE INC	COM	$6.7M	0.8%Prev: 0.6%	23,327 SH	Increased+1,310 SH
AUTOMATIC DATA PROCESSING IN	COM	$409K	0.1%	1,826 SH	New
BANK OF AMER CORP	COM	$208K	0.0%	3,642 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$972K	0.1%Prev: 0.1%	1,943 SH	Increased+7 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$869K	0.1%Prev: 0.1%	27,274 SH	Decreased+11,835 SH
BLACKROCK INC	COM	$307K	0.0%Prev: 0.1%	319 SH	Decreased-389 SH
BLACKSTONE INC	COM	$351K	0.0%	2,987 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$1.2M	0.2%Prev: 0.1%	21,378 SH	Increased+2,085 SH
BROADCOM INC	COM	$2.7M	0.3%Prev: 0.2%	7,262 SH	Increased+725 SH
CATERPILLAR INC	COM	$455K	0.1%	427 SH	New
CHEVRON CORPORATION	COM	$1.5M	0.2%	9,000 SH	New
CISCO SYS INC	COM	$2.4M	0.3%Prev: 0.2%	20,846 SH	Increased-1,701 SH
CITIGROUP INC	COM NEW	$359K	0.0%	2,567 SH	New
COCA COLA CO	COM	$2.2M	0.3%Prev: 0.2%	26,545 SH	Increased+6,821 SH
CONOCOPHILLIPS	COM	$391K	0.0%	3,761 SH	New
COSTCO WHOLESALE CORPORATION	COM	$582.4M	73.2%	622,528 SH	New
CSX CORP	COM	$285K	0.0%	5,990 SH	New
DEERE & CO	COM	$280K	0.0%Prev: 0.0%	441 SH	Increased-7 SH
DELL TECHNOLOGIES INC	CL C	$518K	0.1%	1,200 SH	New
EATON CORP PLC	SHS	$226K	0.0%	530 SH	New
ELI LILLY & CO	COM	$1.6M	0.2%Prev: 0.1%	1,318 SH	Increased+297 SH
EOG RES INC	COM	$574K	0.1%Prev: 0.1%	4,421 SH	Decreased-1,816 SH
EXPEDITORS INTL WASH INC	COM	$227K	0.0%	1,395 SH	New
EXXON MOBIL CORP	COM	$2.0M	0.3%Prev: 0.2%	14,806 SH	Increased+1,787 SH
FASTENAL CO	COM	$442K	0.1%Prev: 0.1%	9,213 SH	Decreased-3,599 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$11.3M	1.4%Prev: 0.1%	280,396 SH	Increased+262,254 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$819K	0.1%Prev: 0.1%	14,013 SH	Increased+98 SH
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$3.4M	0.4%Prev: 0.0%	64,562 SH	Increased+57,312 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$1.5M	0.2%	16,637 SH	New
FORD MTR CO	COM	$316K	0.0%Prev: 0.1%	22,726 SH	Decreased-14,774 SH
GE VERNOVA INC	COM	$279K	0.0%Prev: 0.0%	238 SH	Increased-168 SH
GENERAL DYNAMICS CORP	COM	$315K	0.0%	888 SH	New
GLOBAL X FDS	DEFENSE TECH ETF	$310K	0.0%	5,191 SH	New
GLOBAL X FDS	GBL X BLOCKCHAIN	$2.2M	0.3%Prev: 0.2%	28,919 SH	Increased-1,195 SH
GLOBAL X FDS	RBTCS ARTFL INTE	$1.8M	0.2%Prev: 0.2%	46,945 SH	Increased-1,367 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$1.7M	0.2%Prev: 0.2%	38,183 SH	Increased-4,770 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$2.9M	0.4%Prev: 0.8%	20,599 SH	Decreased-31,785 SH
HOME DEPOT INC	COM	$1.9M	0.2%Prev: 0.2%	5,366 SH	Increased+1,331 SH
ING GROEP N.V.	SPONSORED ADR	$343K	0.0%	10,920 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$350K	0.0%Prev: 0.0%	1,245 SH	Increased+476 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.3M	0.3%Prev: 0.2%	7,469 SH	Increased+617 SH
INVESCO QQQ TR	UNIT SER 1	$1.2M	0.1%Prev: 0.1%	1,598 SH	Increased+188 SH
ISHARES ETHEREUM TR	SHS	$757K	0.1%	63,686 SH	New
ISHARES INC	CORE MSCI EMKT	$15.0M	1.9%Prev: 1.1%	180,564 SH	Increased+42,787 SH
ISHARES TR	0-3 MTH TREASURY	$1.6M	0.2%	15,992 SH	New
ISHARES TR	CORE MSCI EAFE	$3.0M	0.4%Prev: 1.0%	30,998 SH	Decreased-64,242 SH
ISHARES TR	CORE S&P SCP ETF	$1.5M	0.2%Prev: 0.5%	10,269 SH	Decreased-25,599 SH
ISHARES TR	CORE S&P500 ETF	$12.9M	1.6%Prev: 0.9%	17,224 SH	Increased+5,306 SH
ISHARES TR	GLOBAL REIT ETF	$3.3M	0.4%Prev: 0.3%	120,054 SH	Increased+27,562 SH
ISHARES TR	MSCI INTL QUALTY	$3.1M	0.4%Prev: 1.1%	63,291 SH	Decreased-126,852 SH
ISHARES TR	MSCI USA MIN ETF	$837K	0.1%	8,677 SH	New
ISHARES TR	RUS MID CAP ETF	$344K	0.0%Prev: 0.0%	3,117 SH	Increased
ISHARES TR	ULTRA SHORT DUR	$269K	0.0%Prev: 0.1%	5,319 SH	Decreased-14,978 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDERS I	$1.5M	0.2%Prev: 0.2%	19,072 SH	Increased-560 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$1.8M	0.2%	38,783 SH	New
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$3.6M	0.4%Prev: 0.0%	77,189 SH	Increased+72,352 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN INTL VL	$3.4M	0.4%	37,225 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$559K	0.1%Prev: 0.0%	11,046 SH	Increased+3,438 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$880K	0.1%Prev: 0.0%	17,421 SH	Increased+9,924 SH
JOHNSON & JOHNSON	COM	$1.2M	0.1%Prev: 0.1%	4,623 SH	Increased+1,263 SH
JPMORGAN CHASE & CO	COM	$1.5M	0.2%	4,678 SH	New
KIMBERLY-CLARK CORP	COM	$296K	0.0%Prev: 0.1%	2,693 SH	Decreased-459 SH
LINDE PLC	SHS	$281K	0.0%Prev: 0.0%	542 SH	Decreased-184 SH
LOCKHEED MARTIN CORP	COM	$1.4M	0.2%Prev: 0.1%	2,765 SH	Increased+254 SH
M & T BK CORP	COM	$259K	0.0%	1,087 SH	New
MARVELL TECHNOLOGY INC	COM	$467K	0.1%	1,569 SH	New
MASTERCARD INCORPORATED	CL A	$270K	0.0%Prev: 0.0%	526 SH	Decreased-144 SH
MCDONALDS CORP	COM	$227K	0.0%	841 SH	New
MERCK & CO INC	COM	$2.0M	0.3%Prev: 0.1%	15,776 SH	Increased+2,792 SH
META PLATFORMS INC	CL A	$1.0M	0.1%Prev: 0.1%	1,829 SH	Increased+1,082 SH
MICROSOFT CORP	COM	$7.3M	0.9%Prev: 0.8%	19,457 SH	Increased+7,334 SH
MKS INC.	COM	$211K	0.0%	475 SH	New
NATIONAL GRID PLC	SPONSORED ADR NE	$221K	0.0%	2,669 SH	New
NETFLIX INC.	COM	$603K	0.1%	8,441 SH	New
NEWMONT CORP	COM	$1.3M	0.2%Prev: 0.1%	13,701 SH	Increased-2,403 SH
NVIDIA CORPORATION	COM	$3.2M	0.4%Prev: 0.3%	16,083 SH	Increased+1,821 SH
ONEOK INC NEW	COM	$466K	0.1%Prev: 0.1%	5,363 SH	Decreased-847 SH
OPENDOOR TECHNOLOGIES INC	COM	$162K	0.0%	35,000 SH	New
ORACLE CORP	COM	$502K	0.1%Prev: 0.1%	3,423 SH	Increased+1,582 SH
PAYCHEX INC	COM	$300K	0.0%Prev: 0.1%	3,053 SH	Decreased-477 SH
PEPSICO INC	COM	$1.6M	0.2%Prev: 0.2%	11,737 SH	Increased+2,464 SH
PROCTER & GAMBLE CO	COM	$1.5M	0.2%	9,896 SH	New
QUALCOMM INC	COM	$659K	0.1%	3,566 SH	New
RTX CORPORATION	COM	$902K	0.1%	4,754 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.4M	0.2%Prev: 0.2%	38,012 SH	Increased-2,206 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$208K	0.0%	9,002 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.9M	0.6%Prev: 0.5%	153,468 SH	Increased+20,861 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.0M	0.3%Prev: 0.2%	57,289 SH	Increased-10,440 SH
SHOPIFY INC	CL A SUB VTG SHS	$343K	0.0%	3,000 SH	New
SLB LIMITED	COM STK	$645K	0.1%	13,884 SH	New
SOUTHWEST GAS HLDGS INC	COM	$208K	0.0%	2,350 SH	New
SPDR INDEX SHS FDS	ST DOW GLOBA ETF	$260K	0.0%	5,236 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$966K	0.1%	10,987 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$216K	0.0%	3,553 SH	New
STARBUCKS CORP	COM	$554K	0.1%Prev: 0.0%	5,424 SH	Increased+2,784 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$482K	0.1%	1,009 SH	New
TESLA INC	COM	$998K	0.1%Prev: 0.0%	2,372 SH	Increased+1,287 SH
TEXAS INSTRS INC	COM	$2.1M	0.3%Prev: 0.2%	6,935 SH	Increased+522 SH
THE REAL BROKERAGE INC	COM NEW	$46K	0.0%	25,000 SH	New
TRAVELERS COMPANIES INC	COM	$251K	0.0%Prev: 0.0%	760 SH	Increased-15 SH
UNISYS CORP	COM NEW	$63K	0.0%Prev: 0.0%	17,292 SH	Decreased
UNITED PARCEL SVCS INC	CL B	$551K	0.1%	5,127 SH	New
UNITEDHEALTH GROUP INC	COM	$972K	0.1%Prev: 0.0%	2,339 SH	Increased+1,250 SH
VALERO ENERGY CORP	COM	$705K	0.1%Prev: 0.1%	2,705 SH	Increased-1,535 SH
VANGUARD INDEX FDS	GROWTH ETF	$8.7M	1.1%Prev: 1.0%	101,551 SH	Increased+83,197 SH
VANGUARD INDEX FDS	MID CAP ETF	$219K	0.0%	2,712 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.0M	0.1%Prev: 0.1%	2,770 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$14.3M	1.8%Prev: 1.7%	65,479 SH	Increased-11,019 SH
VANGUARD INSTL INDEX FD	0 3 MO TR BI ETF	$709K	0.1%	9,363 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$706K	0.1%Prev: 0.1%	11,820 SH	Increased-786 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$544K	0.1%Prev: 0.1%	4,259 SH	Increased-545 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$757K	0.1%Prev: 0.1%	6,233 SH	Increased-502 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.2M	0.4%Prev: 0.3%	13,659 SH	Increased+3,246 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$389K	0.0%Prev: 0.1%	5,462 SH	Decreased-2,028 SH
VANGUARD WORLD FD	CONSUM STP ETF	$374K	0.0%Prev: 0.0%	1,659 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$434K	0.1%Prev: 0.0%	3,632 SH	Increased+3,163 SH
VERIZON COMMUNICATIONS INC	COM	$1.2M	0.2%Prev: 0.1%	28,872 SH	Increased+5,766 SH
VISA INC	COM CL A	$907K	0.1%Prev: 0.1%	2,645 SH	Increased+320 SH
VULCAN MATLS CO	COM	$945K	0.1%Prev: 0.1%	3,202 SH	Increased+1 SH
XCEL ENERGY INC	COM	$913K	0.1%Prev: 0.1%	11,367 SH	Increased+1 SH

Sold (vs prior filing)

AMPLIFY ETF TR — $386K
BANCO SANTANDER S.A. — $83K
BOEING CO — $315K
CHEVRON CORP NEW — $1.1M
COSTCO WHSL CORP NEW — $622.6M
FIRST TR EXCHANGE TRADED FD — $239K
FIRST TR EXCHANGE TRADED FD — $1.4M
GENERAL MLS INC — $207K
ISHARES TR — $1.3M
ISHARES TR — $4.0M
JPMORGAN CHASE & CO. — $1.1M
NETFLIX INC — $1.1M
PFIZER INC — $283K
PROCTER AND GAMBLE CO — $807K
SCHLUMBERGER LTD — $352K
SPDR INDEX SHS FDS — $262K
SPDR SERIES TRUST — $825K
UNITED PARCEL SERVICE INC — $802K
US BANCORP DEL — $249K
VANGUARD CHARLOTTE FDS — $489K

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