Emergent Wealth Advisors, LLC
Emergent Wealth Advisors, LLC reported 122 holdings worth US$192M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
Emergent Wealth Advisors, LLC reported 122 holdings worth US$192M as of Jun 30, 2026. Largest: Amazon.com, Inc., Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 122
- Value as reported
- US$192M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amazon.com, Inc. | 9,918 | US$2.46M | 1.3% |
| Alphabet Inc (google) Class C | 6,151 | US$2.33M | 1.2% |
| Nvidia Corporation | 11,350 | US$2.31M | 1.2% |
| Broadcom Inc. | 5,214 | US$1.99M | 1.0% |
| Simon Property Group, Inc. | 8,473 | US$1.88M | 0.98% |
| Welltower Inc. | 8,069 | US$1.82M | 0.95% |
| Microsoft Corp. | 4,463 | US$1.7M | 0.88% |
| Cisco Systems, Inc. | 12,732 | US$1.49M | 0.78% |
| Apple Inc | 4,816 | US$1.4M | 0.73% |
| Corning Incorporated | 4,783 | US$1.22M | 0.63% |
| Crowdstrike Holdings, Inc. | 1,579 | US$1.2M | 0.63% |
| Astera Labs, Inc. | 2,261 | US$1.04M | 0.54% |
| Amphenol Corporation | 5,702 | US$996K | 0.52% |
| Southern Copper Corporation | 5,366 | US$935K | 0.49% |
| Walmart Inc. | 7,162 | US$923K | 0.48% |
| Johnson & Johnson | 3,639 | US$923K | 0.48% |
| M&t Bank Corporation | 3,879 | US$923K | 0.48% |
| Jp Morgan Chase & Co. | 2,501 | US$817K | 0.42% |
| International Business Machines Corporation | 3,471 | US$810K | 0.42% |
| Toronto-dominion Bank | 4,057 | US$809K | 0.42% |
| Abbvie Inc. | 3,161 | US$792K | 0.41% |
| Uber Technologies, Inc. | 10,908 | US$756K | 0.39% |
| Steel Dynamics, Inc. | 3,110 | US$714K | 0.37% |
| Rocket Lab Corporation | 6,148 | US$690K | 0.36% |
| Meta Platforms, Inc. | 1,134 | US$638K | 0.33% |
| Quest Diagnostics Incorporated | 2,800 | US$593K | 0.31% |
| Sandisk Corporation | 266 | US$575K | 0.30% |
| Berkshire Hathaway Inc. | 1,016 | US$529K | 0.27% |
| Procter & Gamble Company (the) | 3,602 | US$522K | 0.27% |
| Boeing Company (the) | 2,644 | US$478K | 0.25% |
| Teradyne, Inc. | 981 | US$475K | 0.25% |
| National Fuel Gas Company | 5,658 | US$437K | 0.23% |
| Western Digital Corporation | 650 | US$415K | 0.22% |
| Home Depot, Inc. (the) | 1,259 | US$411K | 0.21% |
| Palo Alto Networks, Inc. | 1,202 | US$410K | 0.21% |
| Tjx Companies, Inc. (the) | 1,750 | US$374K | 0.19% |
| Bank Of America Corporation | 6,888 | US$358K | 0.19% |
| Exxon Mobil Corporation | 2,736 | US$346K | 0.18% |
| Bgc Group, Inc. | 32,180 | US$344K | 0.18% |
| Enterprise Products Partners L.p. | 9,100 | US$335K | 0.17% |
| Qualcomm Incorporated | 1,783 | US$329K | 0.17% |
| Palantir Technologies Inc. | 2,792 | US$326K | 0.17% |
| Corecivic, Inc. | 10,470 | US$318K | 0.17% |
| Wells Fargo & Company | 3,732 | US$278K | 0.14% |
| Netflix, Inc. | 3,162 | US$272K | 0.14% |
| Canadian Pacific Kansas City Limited | 3,005 | US$260K | 0.14% |
| Unitedhealth Group Incorporated | 622 | US$254K | 0.13% |
| Capital One Financial Corporation | 1,822 | US$234K | 0.12% |
| Coca-cola Company (the) | 2,689 | US$219K | 0.11% |
| Merck & Company, Inc. | 1,506 | US$209K | 0.11% |
| Chevron Corporation | 1,256 | US$208K | 0.11% |
| At&t Inc. | 16,651 | US$196K | 0.10% |
| Newmark Group, Inc. | 10,252 | US$155K | 0.08% |
| Kopin Corporation | 10,622 | US$47,587 | 0.02% |
| Oneok, Inc. | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |
Source
View original at SEC
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