Emergent Wealth Advisors, LLC

CIK 0001799880 • 12 13F filings • Oct 31, 2025 – Oct 9, 2026

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Filer information

Filed by: Emergent Wealth Advisors, LLC, Agent
Address: 5500 MAIN ST., SUITE 260, WILLIAMSVILLE, NY, 14221
Phone: 844-844-3453
AUM: $177.8M

AUM over time

$191.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q4 2023

Q3 2026

Q3 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $191.2M124 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$842K	0.4%Prev: 0.4%	3,221 SH	Increased+276 SH
ADVANCED MICRO DEVICES INC	COM	$208K	0.1%	340 SH	New
ALPHABET INC	CAP STK CL A	$1.4M	0.7%Prev: 0.5%	4,066 SH	Increased+440 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.6%Prev: 0.4%	3,346 SH	Increased+788 SH
AMAZON COM INC	COM	$2.7M	1.4%Prev: 0.9%	10,786 SH	Increased+4,083 SH
AMPHENOL CORP	CL A	$1.1M	0.6%	13,475 SH	New
APPLE INC	COM	$1.6M	0.9%Prev: 0.6%	4,914 SH	Increased+723 SH
ASTERA LABS INC	COM	$769K	0.4%Prev: 0.4%	2,161 SH	Increased-1,290 SH
BANK OF AMER CORP	COM	$307K	0.2%	5,646 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$610K	0.3%Prev: 0.1%	1,226 SH	Increased+723 SH
BGC GROUP INC	CL A	$371K	0.2%Prev: 0.2%	32,180 SH	Increased-2,000 SH
BLACKROCK ETF TRUST	ISHA I IN TE ETF	$3.6M	1.9%	76,968 SH	New
BLACKROCK ETF TRUST	ISHA LA CORE ETF	$2.6M	1.3%	52,320 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$7.6M	4.0%Prev: 1.2%	109,225 SH	Increased+74,239 SH
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$6.3M	3.3%	124,523 SH	New
BOEING CO	COM	$295K	0.2%Prev: 0.2%	1,583 SH	Decreased-34 SH
BROADCOM INC	COM	$1.8M	0.9%Prev: 0.6%	5,123 SH	Increased+1,849 SH
CANADIAN PACIFIC KANSAS CITY	COM	$256K	0.1%Prev: 0.1%	3,005 SH	Increased-15 SH
CHEVRON CORPORATION	COM	$270K	0.1%	1,321 SH	New
CISCO SYS INC	COM	$1.1M	0.6%Prev: 0.4%	10,567 SH	Increased-557 SH
COCA COLA CO	COM	$217K	0.1%Prev: 0.1%	2,520 SH	Increased-579 SH
CONOCOPHILLIPS	COM	$239K	0.1%	1,913 SH	New
CORECIVIC INC	COM	$338K	0.2%	10,470 SH	New
CORNING INC	COM	$736K	0.4%Prev: 0.2%	4,785 SH	Increased-454 SH
CROWDSTRIKE HLDGS INC	CL A	$1.7M	0.9%Prev: 0.3%	6,288 SH	Increased+5,273 SH
ENTERPRISE PRODS PARTNERS L	COM	$324K	0.2%Prev: 0.2%	9,100 SH	Increased
EXXONMOBIL HOLDINGS CORP	COM SHS	$345K	0.2%	2,122 SH	New
GLOBAL X FDS	DEFENSE TECH ETF	$2.9M	1.5%	48,464 SH	New
HOME DEPOT INC	COM	$306K	0.2%Prev: 0.2%	1,077 SH	Decreased+268 SH
INTERNATIONAL BUSINESS MACHS	COM	$554K	0.3%Prev: 0.4%	2,521 SH	Decreased-126 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$217K	0.1%Prev: 0.1%	3,082 SH	Decreased-412 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$372K	0.2%Prev: 0.3%	1,790 SH	Decreased-639 SH
ISHARES INC	CORE MSCI EMKT	$8.2M	4.3%Prev: 3.1%	101,325 SH	Increased+20,416 SH
ISHARES TR	CALIF MUN BD ETF	$352K	0.2%Prev: 0.2%	6,499 SH	Increased+1,764 SH
ISHARES TR	CORE MSCI EAFE	$12.5M	6.5%Prev: 3.7%	128,543 SH	Increased+56,165 SH
ISHARES TR	CORE S&P SCP ETF	$2.8M	1.5%Prev: 5.5%	20,640 SH	Decreased-59,327 SH
ISHARES TR	CORE S&P500 ETF	$25.7M	13.5%Prev: 13.7%	33,622 SH	Increased-1,591 SH
ISHARES TR	CORE US AGGBD ET	$8.4M	4.4%Prev: 6.3%	88,849 SH	Decreased-19,220 SH
ISHARES TR	ESG AW MSCI EAFE	$218K	0.1%Prev: 0.1%	2,117 SH	Increased-155 SH
ISHARES TR	ESG AWARE MSCI	$457K	0.2%Prev: 0.2%	8,788 SH	Increased-771 SH
ISHARES TR	ESG AWR MSCI USA	$538K	0.3%Prev: 0.3%	3,224 SH	Decreased-865 SH
ISHARES TR	ESG AWR US AGRGT	$397K	0.2%Prev: 0.1%	8,767 SH	Increased+3,427 SH
ISHARES TR	ESG SELECT SCRE	$678K	0.4%Prev: 0.3%	11,627 SH	Increased
ISHARES TR	IBOXX HI YD ETF	$341K	0.2%Prev: 1.8%	4,421 SH	Decreased-33,144 SH
ISHARES TR	NEW YORK MUN ETF	$1.9M	1.0%Prev: 0.2%	38,355 SH	Increased+33,311 SH
ISHARES TR	PFD AND INCM SEC	$416K	0.2%Prev: 1.9%	14,090 SH	Decreased-88,845 SH
ISHARES TR	RUS 1000 GRW ETF	$388K	0.2%Prev: 0.2%	3,096 SH	Increased+2,325 SH
ISHARES TR	RUS 1000 VAL ETF	$427K	0.2%Prev: 0.2%	1,723 SH	Increased+26 SH
ISHARES TR	RUS 2000 VAL ETF	$507K	0.3%Prev: 0.2%	2,420 SH	Increased+35 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$748K	0.4%	14,639 SH	New
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$329K	0.2%	3,405 SH	New
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$322K	0.2%	4,039 SH	New
J P MORGAN EXCHANGE TRADED F	ACTIVEBLDRS EMER	$256K	0.1%	4,138 SH	New
J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$2.7M	1.4%Prev: 0.4%	19,411 SH	Increased+13,083 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$676K	0.4%	15,094 SH	New
J P MORGAN EXCHANGE TRADED F	GLOBAL SEL EQUIT	$239K	0.1%	3,295 SH	New
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$726K	0.4%	8,832 SH	New
J P MORGAN EXCHANGE TRADED F	JPMORGAN INTL VL	$223K	0.1%	2,342 SH	New
J P MORGAN EXCHANGE TRADED F	US RESEARCH ENHN	$384K	0.2%	5,611 SH	New
JOHNSON & JOHNSON	COM	$1.1M	0.6%Prev: 0.3%	4,078 SH	Increased+1,092 SH
JPMORGAN CHASE & CO	COM	$863K	0.5%	2,610 SH	New
KOPIN CORP	COM	$49K	0.0%	10,622 SH	New
M & T BK CORP	COM	$847K	0.4%Prev: 0.4%	3,893 SH	Increased+58 SH
MERCK & CO INC	COM	$282K	0.1%Prev: 0.1%	1,944 SH	Increased-984 SH
META PLATFORMS INC	CL A	$796K	0.4%Prev: 0.4%	1,098 SH	Increased+227 SH
MICROSOFT CORP	COM	$2.5M	1.3%Prev: 0.9%	4,788 SH	Increased+1,739 SH
NATIONAL FUEL GAS CO	COM	$362K	0.2%Prev: 0.3%	4,770 SH	Decreased-1,012 SH
NETFLIX INC.	COM	$487K	0.3%	6,994 SH	New
NEWMARK GROUP INC	CL A	$126K	0.1%Prev: 0.1%	10,252 SH	Decreased-1,158 SH
NUSHARES ETF TR	NUVEEN ESG EMRGN	$228K	0.1%Prev: 0.1%	5,343 SH	Increased-549 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$533K	0.3%Prev: 0.3%	4,687 SH	Increased-259 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$559K	0.3%Prev: 0.3%	10,610 SH	Increased
NUVATION BIO INC	COM CL A	$67K	0.0%	12,000 SH	New
NVIDIA CORPORATION	COM	$2.7M	1.4%Prev: 1.3%	12,006 SH	Increased-313 SH
PALANTIR TECHNOLOGIES INC	CL A	$521K	0.3%Prev: 0.2%	2,787 SH	Increased+1,090 SH
PALO ALTO NETWORKS INC	COM	$418K	0.2%Prev: 0.2%	1,052 SH	Increased-834 SH
PIMCO ETF TR	ACTIVE BD ETF	$2.6M	1.4%Prev: 3.6%	30,173 SH	Decreased-36,014 SH
PIMCO ETF TR	MULTISECTOR BD	$693K	0.4%	27,289 SH	New
PIMCO ETF TR	MUNI INCOME OPP	$387K	0.2%	9,097 SH	New
PROCTER & GAMBLE CO	COM	$501K	0.3%	3,451 SH	New
PROSHARES TR	S&P 500 DV ARIST	$601K	0.3%Prev: 0.2%	11,112 SH	Increased+7,354 SH
QNITY ELECTRONICS INC	COMMON STOCK	$256K	0.1%	2,037 SH	New
QUALCOMM INC	COM	$328K	0.2%Prev: 0.2%	1,783 SH	Decreased-315 SH
QUEST DIAGNOSTICS INC	COM	$653K	0.3%Prev: 0.3%	2,800 SH	Increased
ROCKET LAB CORP	COM	$475K	0.2%Prev: 0.2%	6,817 SH	Increased-57 SH
SANDISK CORP	COM	$440K	0.2%	253 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$255K	0.1%Prev: 0.1%	6,991 SH	Increased+333 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$955K	0.5%Prev: 0.5%	34,777 SH	Increased-2,769 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$1.0M	0.5%Prev: 1.8%	46,977 SH	Decreased-87,834 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.1M	1.1%Prev: 1.0%	68,442 SH	Increased+2,440 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$298K	0.2%Prev: 0.1%	9,144 SH	Increased-17 SH
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$1.1M	0.6%	5,867 SH	New
SIMON PPTY GROUP INC NEW	COM	$1.7M	0.9%Prev: 0.8%	8,307 SH	Increased+812 SH
SOUTHERN COPPER CORP	COM	$1.1M	0.6%Prev: 0.4%	5,428 SH	Increased-617 SH
SPDR GOLD TR	GOLD SHS	$2.6M	1.4%Prev: 2.0%	6,826 SH	Decreased-2,867 SH
SPDR INDEX SHS FDS	ST STR PO EX ETF	$208K	0.1%	4,143 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$3.8M	2.0%	42,364 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$337K	0.2%	3,663 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$898K	0.5%	1,177 SH	New
STEEL DYNAMICS INC	COM	$689K	0.4%Prev: 0.3%	3,110 SH	Increased-550 SH
TERADYNE INC	COM	$393K	0.2%	981 SH	New
TIDAL TRUST I	SP DWJNS SUKUK	$301K	0.2%	17,309 SH	New
TIDAL TRUST I	SP FDS S&P 500	$424K	0.2%Prev: 0.2%	7,121 SH	Increased-118 SH
TJX COS INC NEW	COM	$450K	0.2%	3,400 SH	New
TORONTO DOMINION BK ONT	COM NEW	$1.4M	0.7%	11,849 SH	New
UBER TECHNOLOGIES INC	COM	$559K	0.3%Prev: 1.0%	8,155 SH	Decreased-9,206 SH
UNITEDHEALTH GROUP INC	COM	$226K	0.1%	617 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$245K	0.1%Prev: 0.2%	2,319 SH	Decreased-432 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$782K	0.4%	10,239 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$440K	0.2%	6,277 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$4.4M	2.3%Prev: 2.1%	92,985 SH	Increased+20,887 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$2.1M	1.1%Prev: 3.4%	8,963 SH	Decreased-19,678 SH
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$11.4M	6.0%	126,572 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$8.5M	4.4%	39,347 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$370K	0.2%Prev: 0.2%	528 SH	Increased
VANGUARD MALVERN FDS	CORE BD ETF	$4.0M	2.1%	53,762 SH	New
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$296K	0.2%Prev: 1.8%	6,656 SH	Decreased-57,957 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$298K	0.2%Prev: 0.2%	865 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$282K	0.1%	1,208 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$617K	0.3%Prev: 0.3%	3,976 SH	Increased+471 SH
WALMART INC	COM	$1.0M	0.5%Prev: 0.4%	9,828 SH	Increased+2,814 SH
WELLS FARGO & CO	COM	$225K	0.1%	2,809 SH	New
WELLTOWER INC	COM	$1.8M	1.0%Prev: 0.8%	8,033 SH	Increased-152 SH
WESTERN DIGITAL CORP	COM	$295K	0.2%Prev: 0.1%	650 SH	Increased-1,100 SH

Sold (vs prior filing)

ALLEGION PLC — $201K
ALTRIA GROUP INC — $243K
AMCOR PLC — $82K
AT&T INC — $1.3M
BLACKROCK ETF TRUST — $242K
BLACKROCK ETF TRUST II — $872K
BONDBLOXX ETF TRUST — $469K
CHEWY INC — $685K
DOORDASH INC — $206K
HONEYWELL INTL INC — $266K
INVESCO ACTIVELY MANAGED EXC — $221K
INVESCO EXCH TRADED FD TR II — $296K
INVESCO EXCH TRADED FD TR II — $659K
INVESCO EXCH TRADED FD TR II — $629K
INVESCO EXCH TRD SLF IDX FD — $380K
INVESCO EXCH TRD SLF IDX FD — $741K
INVESCO EXCHANGE TRADED FD T — $746K
ISHARES INC — $717K
ISHARES TR — $1.2M
ISHARES TR — $203K
… and 26 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 14, 2026	Q4 2025	13F-HR	0001754960-26-000055	$177.8M	View
Oct 31, 2025	Q4 2024	13F-HR	0001754960-25-000733	$138.1M	View
Dec 16, 2025	Q4 2023