Long-term investor
Emergent Wealth Advisors, LLC @emergentwealthadvisorsll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001799880).
Record
- Tracked since 2025-12-31 (257 days), 88 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.1%
- Max drawdown n/a · win rate 5% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 13.8% · long · since 2025-12-31
- IEFA · 6.1% · long · since 2025-12-31
- VUG · 5.5% · long · since 2025-12-31
- IEMG · 4.9% · long · since 2025-12-31
- AGG · 4.7% · long · since 2025-12-31
- VTV · 4.3% · long · since 2025-12-31
- BINC · 3.8% · long · since 2025-12-31
- DYNF · 3.7% · long · since 2025-12-31
- XLK · 2.6% · long · since 2025-12-31
- SPYM · 2.4% · long · since 2025-12-31
- BNDX · 2.3% · long · since 2025-12-31
- VCRB · 2.1% · long · since 2025-12-31