Emergent Wealth Advisors, LLC Portfolio Holdings

Emergent Wealth Advisors, LLC

  • $173 Billion
  • Q3 2025

Emergent Wealth Advisors, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $173 Billion distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $23.6B, Ishares Core U.S. Aggregate Bo with a value of $10.9B, Ishares Core S&P Sm Cap ETF with a value of $9.49B, Ishares Tr with a value of $6.39B, and Pimco Active Bond Exchange Tra with a value of $6.2B.

Examining the 13F form we can see an increase of $15.9B in the current position value, from $157B to 173B. Also it can be appreciated an additional of 13 stocks purchases and 5 closed positions.

Emergent Wealth Advisors, LLC is based out at Williamsville, NY

Below you can find more details about Emergent Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $173 Billion
ETFs: $139 Billion
Technology: $11.4 Billion
Communication Services: $3.68 Billion
Real Estate: $3.39 Billion
Consumer Cyclical: $2.8 Billion
Financial Services: $2.48 Billion
Healthcare: $2.01 Billion
Basic Materials: $1.24 Billion
Other: $3.05 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.6 Billion 13.66% of portfolio
35,213
Q3 2025 Added 2.69%
$0
$10.9 Billion 6.31% of portfolio
108,069
Q3 2025 Added 18.93%
$0
$9.49 Billion 5.5% of portfolio
79,967
Q3 2025 Added 2.93%
$0
$6.39 Billion 3.71% of portfolio
72,378
Q3 2025 Added 13.37%
$0
$6.2 Billion 3.59% of portfolio
66,187
Q3 2025 Added 8.21%
$0
$6 Billion 3.48% of portfolio
12,514
Q3 2025 Added 1.96%
$0
$5.91 Billion 3.42% of portfolio
28,641
Q3 2025 Reduced 4.5%
$0
$5.34 Billion 3.09% of portfolio
80,909
Q3 2025 Added 5.97%
$0
$4.46 Billion 2.59% of portfolio
56,972
Q3 2025 Reduced 10.32%
$0
$4.32 Billion 2.51% of portfolio
23,100
Q3 2025 Added 4.11%
$0
$3.58 Billion 2.08% of portfolio
72,098
Q3 2025 Added 9.64%
$128B
$3.43 Billion 1.99% of portfolio
9,693
Q3 2025 Reduced 0.23%
$0
$3.27 Billion 1.9% of portfolio
102,935
Q3 2025 Added 9.91%
$0
$3.16 Billion 1.83% of portfolio
134,811
Q3 2025 Reduced 1.77%
$0
$3.07 Billion 1.78% of portfolio
37,565
Q3 2025 Added 11.53%
$0
$3.05 Billion 1.77% of portfolio
64,613
Q3 2025 Added 10.25%
$0
$2.31 Billion 1.34% of portfolio
19,193
Q3 2025 Reduced 2.18%
$505B
$2.3 Billion 1.33% of portfolio
12,319
Q3 2025 Added 1.89%
$0
$2.14 Billion 1.24% of portfolio
10,994
Q3 2025 Added 1.99%
$0
$2.07 Billion 1.2% of portfolio
34,986
Q3 2025 Added 0.19%
$0
$2 Billion 1.16% of portfolio
29,587
Q3 2025 Added 1.26%
$0
$1.74 Billion 1.01% of portfolio
66,002
Q3 2025 Reduced 0.33%
$191B
$1.7 Billion 0.99% of portfolio
17,361
Q3 2025 Added 0.66%
$0
$1.61 Billion 0.94% of portfolio
14,176
Q3 2025 Reduced 6.63%
$3.86T
$1.58 Billion 0.92% of portfolio
3,049
Q3 2025 Added 26.46%
$2.27T
$1.47 Billion 0.85% of portfolio
6,703
Q3 2025 Added 21.63%
$83.8B
$1.46 Billion 0.85% of portfolio
8,185
Q3 2025 Added 10.22%
$0
$1.42 Billion 0.83% of portfolio
6,897
Q3 2025 Added 5.09%
$56.7B
$1.41 Billion 0.82% of portfolio
7,495
Q3 2025 Added 8.03%
$0
$1.38 Billion 0.8% of portfolio
14,491
Q3 2025 Reduced 1.48%
$176B
$1.33 Billion 0.77% of portfolio
47,165
Q3 2025 Added 7.92%
$0
$1.18 Billion 0.68% of portfolio
13,157
Q3 2025 Added 21.69%
$150B
$1.08 Billion 0.63% of portfolio
3,274
Q3 2025 Added 3.09%
$4.35T
$1.07 Billion 0.62% of portfolio
4,191
Q3 2025 Added 4.31%
$1.5T
$881 Million 0.51% of portfolio
3,626
Q3 2025 Added 2.84%
Blackrock ETF Trust Ii
-
$872 Million 0.51% of portfolio
-
Q3 2025 Added 2.23%
$0
$874 Million 0.51% of portfolio
37,546
Q3 2025 Reduced 0.06%
$0
$829 Million 0.48% of portfolio
14,974
Q3 2025 Added 0.66%
$0
$819 Million 0.47% of portfolio
4,180
Q3 2025 Reduced 0.29%
$300B
$761 Million 0.44% of portfolio
11,124
Q3 2025 Added 12.53%
$0
$764 Million 0.44% of portfolio
6,328
Q3 2025 Added 1.25%
$31.6B
$758 Million 0.44% of portfolio
3,835
Q3 2025 Added 0.39%
$0
$741 Million 0.43% of portfolio
12,293
Q3 2025 Added 0.05%
$108B
$734 Million 0.43% of portfolio
6,045
Q3 2025 Added 1.07%
$276B
$747 Million 0.43% of portfolio
2,647
Q3 2025 Added 8.31%
$0
$746 Million 0.43% of portfolio
12,965
Q3 2025 Added 21.57%
$275B
$723 Million 0.42% of portfolio
7,014
Q3 2025 Added 0.29%
$0
$717 Million 0.42% of portfolio
10,625
Q3 2025 Reduced 16.38%
$23.2B
$693 Million 0.4% of portfolio
26,238
Q3 2025 Added 0.07%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $173 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 65 stocks
  • Sold out of 5 stocks
  • Reduced holdings in 27 stocks
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