Emergent Wealth Advisors, LLC

**Emergent Wealth Advisors, LLC** manages $178M across a diversified portfolio of 134 positions. The strategy exhibits a notable tilt toward core U.S. equity exposure, highlighted by the largest allocation to IVV at $23.6M. Significant diversification is evident through substantial holdings in fixed income (AGG at $10.3M) and international equities (IEFA at $7.7M). The remaining top holdings, including IJR ($7.6M) and VUG ($6.2M), suggest a balanced, multi-asset approach across market segments.

📌 Top Holdings