Emergent Wealth Advisors, LLC
All 13F Filings
- Location
- Williamsville, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 191,228
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 124 | 191,228 | 13F-HR | Emergent Wealth Advisors, LLC |
| Q2 2026 | 7/13/2026 | 122 | 192,410 | 13F-HR | Emergent Wealth Advisors, LLC |
| Q1 2026 | 4/7/2026 | 125 | 169,178 | 13F-HR | Emergent Wealth Advisors, LLC |
| Q4 2025 | 1/14/2026 | 134 | 177,781 | 13F-HR | Emergent Wealth Advisors, LLC |
| Q3 2025 | 10/31/2025 | 124 | 172,506 | 13F-HR | Emergent Wealth Advisors, LLC |
| Q2 2025 | 10/31/2025 | 116 | 156,586 | 13F-HR | Emergent Wealth Advisors, LLC |
| Q1 2025 | 10/31/2025 | 107 | 138,056 | 13F-HR | Emergent Wealth Advisors, LLC |
| Q4 2024 | 10/31/2025 | 116 | 138,060 | 13F-HR | Emergent Wealth Advisors, LLC |
| Q3 2024 | 12/16/2025 | 109 | 135,319 | 13F-HR | Emergent Wealth Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.93 K | 23.0% | 1.737 K | 0 | 1.737 K |
| ETFs | 145.8 K | 76.2% | 0 | 3.141 K | -3.141 K |
| Debt | 1.53 K | 0.8% | 217 | 0 | 217 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
191,228
Holdings
124
QoQ value change ($000)
-1,182
(-0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.