Emissary Wealth LLC

All 13F Filings

Location
Hackensack, NJ
Most recent 13F
Q2 2026
Holdings value ($000)
131,296
Description
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Website
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Founded
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Chairman
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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
Q2 2026 7/28/2026 63 131,296 13F-HR Emissary Wealth LLC
Q1 2026 5/8/2026 54 106,665 13F-HR Emissary Wealth LLC
Q4 2025 1/27/2026 59 119,028 13F-HR Emissary Wealth LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 88.4 K 67.3% 9.583 K 0 9.583 K
ETFs 42.9 K 32.7% 15.05 K 0 15.05 K
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Fund Snapshot

Q2 2026
Latest filed
7/28/2026
Total value ($000)
131,296
Holdings
63
QoQ value change ($000)
24,631 (23.1%)
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.