Emergent Wealth Advisors, LLC

Emergent Wealth Advisors, LLC reported 124 holdings worth US$191M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 9, 2026

Emergent Wealth Advisors, LLC reported 124 holdings worth US$191M as of Sep 30, 2026. Largest: Nvidia Corporation, Amazon.com, Inc. and Alphabet Inc (google) Class C. Filed Oct 9, 2026 (Form 13F).

Holdings
124
Value as reported
US$191M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation12,006US$2.74M1.4%
Amazon.com, Inc.10,786US$2.69M1.4%
Alphabet Inc (google) Class C7,412US$2.54M1.3%
Microsoft Corp.4,788US$2.46M1.3%
Welltower Inc.8,033US$1.85M0.97%
Broadcom Inc.5,123US$1.8M0.94%
Simon Property Group, Inc.8,307US$1.67M0.87%
Crowdstrike Holdings, Inc.6,288US$1.66M0.87%
Apple Inc4,914US$1.64M0.86%
Toronto-dominion Bank11,849US$1.39M0.73%
Cisco Systems, Inc.10,567US$1.14M0.59%
Amphenol Corporation13,475US$1.14M0.59%
Southern Copper Corporation5,428US$1.1M0.58%
Johnson & Johnson4,078US$1.08M0.56%
Walmart Inc.9,828US$1.02M0.53%
Jp Morgan Chase & Co.2,610US$863K0.45%
M&t Bank Corporation3,893US$847K0.44%
Abbvie Inc.3,221US$842K0.44%
Meta Platforms, Inc.1,098US$796K0.42%
Astera Labs, Inc.2,161US$769K0.40%
Corning Incorporated4,785US$736K0.38%
Steel Dynamics, Inc.3,110US$689K0.36%
Quest Diagnostics Incorporated2,800US$653K0.34%
Berkshire Hathaway Inc.1,226US$610K0.32%
Uber Technologies, Inc.8,155US$559K0.29%
International Business Machines Corporation2,521US$554K0.29%
Palantir Technologies Inc.2,787US$521K0.27%
Procter & Gamble Company (the)3,451US$501K0.26%
Netflix, Inc.6,994US$487K0.25%
Rocket Lab Corporation6,817US$475K0.25%
Tjx Companies, Inc. (the)3,400US$450K0.24%
Sandisk Corporation253US$440K0.23%
Palo Alto Networks, Inc.1,052US$418K0.22%
Teradyne, Inc.981US$393K0.21%
Bgc Group, Inc.32,180US$371K0.19%
National Fuel Gas Company4,770US$362K0.19%
Corecivic, Inc.10,470US$338K0.18%
Qualcomm Incorporated1,783US$328K0.17%
Enterprise Products Partners L.p.9,100US$324K0.17%
Bank Of America Corporation5,646US$307K0.16%
Home Depot, Inc. (the)1,077US$306K0.16%
Western Digital Corporation650US$295K0.15%
Boeing Company (the)1,583US$295K0.15%
Merck & Company, Inc.1,944US$282K0.15%
Chevron Corporation1,321US$270K0.14%
Qnity Electronics, Inc.2,037US$256K0.13%
Canadian Pacific Kansas City Limited3,005US$256K0.13%
Conocophillips1,913US$239K0.13%
Unitedhealth Group Incorporated617US$226K0.12%
Wells Fargo & Company2,809US$225K0.12%
Coca-cola Company (the)2,520US$217K0.11%
Advanced Micro Devices Inc340US$208K0.11%
Newmark Group, Inc.10,252US$126K0.07%
Nuvation Bio Inc.12,000US$67,2000.04%
Kopin Corporation10,622US$48,8610.03%
Exxon Mobil Corporation0US$00.00%
Capital One Financial Corporation0US$00.00%
At&t Inc.0US$00.00%

Source

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