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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Emergent Wealth Advisors, LLC

Quarter ended Q3 2025 · Filed October 31, 2025 · Accession 0001754960-25-000736

Total Value
$172.5M
Positions
124
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (124)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720035,213$23.6M13.66%
2ISHARES TR464287226108,069$10.9M6.31%
3ISHARES TR46428780479,967$9.5M5.50%
4ISHARES TR46432F84272,378$6.4M3.71%
5PIMCO ETF TR72201R77566,187$6.2M3.59%
6VANGUARD INDEX FDS92290873612,514$6.0M3.48%
7VANGUARD INDEX FDS92290865228,641$5.9M3.42%
8ISHARES INC46434G10380,909$5.3M3.09%
9SPDR SERIES TRUST78464A85456,972$4.5M2.59%
10VANGUARD INDEX FDS92290874423,100$4.3M2.51%
11VANGUARD CHARLOTTE FDS92203J40772,098$3.6M2.08%
12SPDR GOLD TRGLD9,693$3.4M1.99%
13ISHARES TR464288687102,935$3.3M1.90%
14SCHWAB STRATEGIC TR808524839134,811$3.2M1.83%
15ISHARES TR46428851337,565$3.1M1.78%
16VANGUARD SCOTTSDALE FDS92206C77164,613$3.0M1.77%
17ISHARES TR46434V61354,918$2.6M1.49%
18ISHARES TR46428730919,193$2.3M1.34%
19NVIDIA CORPORATIONNVDA12,319$2.3M1.33%
20ISHARES TR46432F33910,994$2.1M1.24%
21BLACKROCK ETF TRUSTBLK34,986$2.1M1.20%
22ISHARES TR46428887729,587$2.0M1.16%
23SCHWAB STRATEGIC TR80852420166,002$1.7M1.01%
24UBER TECHNOLOGIES INCUBER17,361$1.7M0.99%
25ISHARES TR46428888514,176$1.6M0.94%
26MICROSOFT CORPMSFT3,049$1.6M0.92%
27AMAZON COM INCAMZN6,703$1.5M0.85%
28WELLTOWER INCWELL8,185$1.5M0.85%
29ISHARES TR4642874086,897$1.4M0.83%
30SIMON PPTY GROUP INC NEW8288061097,495$1.4M0.82%
31ISHARES TR46428858814,491$1.4M0.80%
32AT&T INCT-PC47,165$1.3M0.77%
33ISHARES TR46428743213,157$1.2M0.68%
34BROADCOM INCAVGO3,274$1.1M0.63%
35APPLE INCAAPL4,191$1.1M0.62%
36ALPHABET INCGOOG3,626$881,3940.51%
37SCHWAB STRATEGIC TR80852480537,546$874,0710.51%
38BLACKROCK ETF TRUST IIBLK16,372$871,6450.51%
39SPDR SERIES TRUST78464A50814,974$828,5140.48%
40ISHARES TR4642877214,180$818,6650.47%
41J P MORGAN EXCHANGE TRADED F46641Q3996,328$763,5360.44%
42CISCO SYS INCCSCO11,124$761,0820.44%
43M & T BK CORP55261F1043,835$757,9190.44%
44INTERNATIONAL BUSINESS MACHSINTR2,647$746,8170.43%
45INVESCO EXCHANGE TRADED FD TIVZ12,965$745,7470.43%
46INVESCO EXCH TRD SLF IDX FDIVZ12,293$740,7760.43%
47SOUTHERN COPPER CORPSCCO6,045$733,6280.43%
48WALMART INCWMT7,014$722,8860.42%
49ISHARES INC46434G76410,625$717,2940.42%
50SOFI TECHNOLOGIES INCSOFI26,238$693,2080.40%
51CHEWY INCCHWY16,944$685,3850.40%
52ABBVIE INCABBV2,945$681,7830.40%
53ASTERA LABS INCALAB3,451$675,7060.39%
54INVESCO EXCH TRADED FD TR IIIVZ2,667$659,0690.38%
55META PLATFORMS INCMETA871$639,5790.37%
56INVESCO EXCH TRADED FD TR IIIVZ5,195$628,9070.36%
57ALPHABET INCGOOG2,558$623,0300.36%
58ISHARES TR46436E56911,627$599,0370.35%
59ISHARES TR46435G4254,089$595,3760.35%
60JOHNSON & JOHNSONJNJ2,986$553,5750.32%
61JPMORGAN CHASE & CO.VYLD1,696$534,8330.31%
62NATIONAL FUEL GAS CONFG5,782$534,0830.31%
63QUEST DIAGNOSTICS INCDGX2,800$533,6240.31%
64SPDR S&P 500 ETF TRSPY795$529,6020.31%
65STEEL DYNAMICS INCSTLD3,660$510,3140.30%
66SCHWAB STRATEGIC TR80852479718,552$506,4600.29%
67CROWDSTRIKE HLDGS INCCRWD1,015$497,7360.29%
68VANGUARD WHITEHALL FDS9219464063,505$494,0000.29%
69NUSHARES ETF TRNU4,946$491,8800.29%
70BONDBLOXX ETF TRUST09789C81210,054$468,8180.27%
71NUSHARES ETF TRNU10,610$465,0040.27%
72INVESCO EXCHANGE TRADED FD TIVZ2,429$460,7240.27%
73ISHARES TR46435U6639,559$430,9200.25%
74CORNING INCGLW5,239$429,7840.25%
75ISHARES TR4642876302,385$421,6980.24%
76PROSHARES TR74348A4673,758$387,3860.22%
77PALO ALTO NETWORKS INCPANW1,886$384,0270.22%
78INVESCO EXCH TRD SLF IDX FDIVZ13,733$380,1290.22%
79ISHARES TR464287614771$361,2720.21%
80WORLD GOLD TRGLDW4,703$359,5440.21%
81TIDAL TRUST I8863648017,239$357,6790.21%
82QUALCOMM INCQCOM2,098$349,0230.20%
83BOEING COBA-PA1,617$348,9970.20%
84ISHARES TR4642875981,697$345,4730.20%
85ROCKET LAB CORPRKLB6,874$329,3330.19%
86HOME DEPOT INCHD809$327,7240.19%
87VANGUARD INDEX FDS922908363528$323,3620.19%
88BGC GROUP INCBGC34,180$323,3430.19%
89VICI PPTYS INC9256521099,712$316,6970.18%
90PALANTIR TECHNOLOGIES INCPLTR1,697$309,5670.18%
91INVESCO EXCH TRADED FD TR IIIVZ10,653$295,7270.17%
92SPDR SERIES TRUST78464A8053,637$293,3430.17%
93ENTERPRISE PRODS PARTNERS L2937921079,100$284,5570.16%
94VANECK ETF TRUST92189F6432,751$272,6520.16%
95ISHARES TR4642883564,735$270,0840.16%
96ISHARES TR4642883235,044$269,0970.16%
97HONEYWELL INTL INC4385161061,266$266,4570.15%
98VANGUARD SCOTTSDALE FDS92206C730865$261,5330.15%
99ISHARES TR4642882812,706$257,5690.15%
100INVESCO EXCH TRADED FD TR IIIVZ3,494$256,7130.15%
101ISHARES TR46435U5495,340$256,4770.15%
102SCHWAB STRATEGIC TR8085246079,161$255,5890.15%
103VANGUARD INTL EQUITY INDEX F9220428584,702$254,7750.15%
104BERKSHIRE HATHAWAY INC DELBRK-A503$252,8780.15%
105MERCK & CO INCMRK2,928$245,7690.14%
106VANGUARD TAX-MANAGED FDS9219438584,089$244,9840.14%
107ONEOK INC NEWOKE3,334$243,2820.14%
108ALTRIA GROUP INCMO3,674$242,7040.14%
109BLACKROCK ETF TRUSTBLK3,331$241,7790.14%
110WELLS FARGO CO NEW9497461012,855$239,2790.14%
111TESLA INCTSLA517$229,9200.13%
112CANADIAN PACIFIC KANSAS CITYCP3,020$224,9600.13%
113SCHWAB STRATEGIC TR8085247066,658$222,1770.13%
114INVESCO ACTIVELY MANAGED EXCIVZ4,643$220,5890.13%
115ISHARES TR4642875073,295$215,0170.12%
116NEWMARK GROUP INCNMRK11,410$212,7970.12%
117ISHARES TR46435G5162,272$211,2510.12%
118NUSHARES ETF TRNU5,892$210,2850.12%
119WESTERN DIGITAL CORPWDC1,750$210,1050.12%
120DOORDASH INCDASH756$205,6240.12%
121COCA COLA COKO3,099$205,4930.12%
122ISHARES TR46435G6723,967$203,2290.12%
123ALLEGION PLCALLE1,134$201,1150.12%
124AMCOR PLCAMCCF10,063$82,3150.05%