Emissary Wealth LLC

Q3 2026 13F-HR Holdings

Location
Hackensack, NJ
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
64
Total value ($000)
$139,826
Net value change ($000)
+8,530 (6.5%)
New positions
3
Sold out positions
2
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 1,511 41.7%
NVDA 1,303 15.5%
CRWD 1,263 40.2%
AAPL 1,043 21.9%
PULS 923 NEW
META 917 28.6%
ZS 915 38.7%
LULU 710 NEW
NOC 642 41.3%
NOW 591 27.1%
Top Reduces (Value $000, Stocks/ETFs)
GLW -1,059 -39.6%
BTZ -850 -62.2%
URI -429 -15.8%
QUAL -422 -8.7%
KBR -276 -17.2%
CLOI -255 -100.0%
GRNJ -235 -5.6%
ACV -209 -9.1%
NEE -184 -20.0%
AVGO -155 -6.5%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type