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Manager record

Emergent Wealth Advisors, LLC

Williamsville, NY · CIK 1799880 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$191.23MReported 13F valueQ3 2026 · as filed
124Holdings listed
-0.6%vs prior quartervalue change includes market moves
5Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q3 2025 to Q3 2026Q3 2025: $1.1B$1.1BQ3 2025890 holdingsQ4 2025: $177.8M$177.8MQ4 2025134 holdingsQ1 2026: $169.2M$169.2MQ1 2026125 holdingsQ2 2026: $192.4M$192.4MQ2 2026122 holdingsQ3 2026: $191.2M$191.2MQ3 2026124 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 09 2026 13F-HR · period Q3 2026

$191.23M · 124 holdings listed · View original SEC filing ↗
Jul 14 2026 13F-HR · period Q2 2026

$192.41M · 122 holdings listed · View original SEC filing ↗
Apr 08 2026 13F-HR · period Q1 2026

$169.18M · 125 holdings listed · View original SEC filing ↗
Jan 14 2026 13F-HR · period Q4 2025

$177.78M · 134 holdings listed · View original SEC filing ↗
Dec 17 2025 13F-HR · period Q3 2025

$116.00M · 104 holdings listed · View original SEC filing ↗
Dec 16 2025 13F-HR · period Q3 2025

$107.28M · 106 holdings listed · View original SEC filing ↗
Dec 16 2025 13F-HR · period Q3 2025

$124.40M · 108 holdings listed · View original SEC filing ↗
Dec 16 2025 13F-HR · period Q3 2025

$135.32M · 109 holdings listed · View original SEC filing ↗
Oct 31 2025 13F-HR · period Q3 2025

$138.06M · 107 holdings listed · View original SEC filing ↗
Oct 31 2025 13F-HR · period Q3 2025

$138.06M · 116 holdings listed · View original SEC filing ↗
Oct 31 2025 13F-HR · period Q3 2025

$156.59M · 116 holdings listed · View original SEC filing ↗
Oct 31 2025 13F-HR · period Q3 2025

$172.51M · 124 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 09, 2026 · Change methodology