Emergent Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Williamsville, NY
Holdings as of
3/31/2026
Date filed
4/7/2026
Form type
13F-HR
Num holdings
125
Total value ($000)
$169,178
Net value change ($000)
-8,603 (-4.8%)
New positions
15
Sold out positions
26
Turnover %
10.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BINC 4,625 189.9%
XLK 3,228 380.7%
DYNF 2,984 100.4%
VCRB 2,726 261.1%
IEFA 2,493 32.5%
VTV 2,259 47.2%
VUG 2,024 32.7%
IEMG 1,922 32.8%
BBUS 1,577 213.1%
SHLD 1,336 363.0%
Top Reduces (Value $000, Stocks/ETFs)
IJR -4,903 -64.7%
VXF -2,637 -56.1%
BOND -2,456 -47.1%
PFF -1,904 -81.2%
VMBS -1,892 -81.8%
HYG -1,890 -83.6%
IUSB -1,856 -78.9%
QUAL -1,785 -88.5%
IVW -1,779 -81.5%
AGG -1,718 -16.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type