Emergent Wealth Advisors, LLC
All 13F Filings
- Location
- Williamsville, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 169,178
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.86 K | 20.6% | 0 | 53.63 K | -53.63 K |
| ETFs | 133 K | 78.6% | 46.4 K | 0 | 46.4 K |
| Debt | 1.328 K | 0.8% | 1.328 K | 0 | 1.328 K |
| Other | 0 | 0.0% | 0 | 2.697 K | -2.697 K |
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Fund Snapshot
Q1 2026
Latest filed
4/7/2026
Total value ($000)
169,178
Holdings
125
QoQ value change ($000)
-8,603
(-4.8%)
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.