Emerald Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Bellevue, WA
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
125
Total value ($000)
$807,576
Net value change ($000)
+72,630 (9.9%)
New positions
12
Sold out positions
8
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 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)
COST 68,613 12.4%
FENI 4,239 89.4%
JIVE 1,422 118.2%
IEMG 1,298 12.0%
FSMD 1,182 87.2%
IVV 1,106 11.6%
SCHD 733 17.9%
XOM 711 41.8%
CVX 545 41.6%
TSLA 518 116.4%
Top Reduces (Value $000, Stocks/ETFs)
IQLT -2,440 -38.0%
IEFA -2,394 -38.7%
GSLC -2,106 -39.1%
MSFT -1,774 -20.6%
USMV -1,538 -51.8%
IJR -1,334 -42.7%
VUG -955 -11.4%
VTV -955 -6.6%
GOOGL -329 -7.4%
BKCH -326 -17.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,252 (0.3% of total reported value)
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