Sign In
test

Aryn Sands

Emergent Wealth Advisors, Llc

Assets Managed
$192.41M
Holdings
122
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
13.74%(2Q avg: 4.45%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Emergent Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 122 positions.

Assets under management

The assets under management (AUM) of Emergent Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 192.41M in assets, with a quarterly growth rate of 13.74% and a 2-quarter average growth rate of 4.45%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.22%
13.8%
$26.545M
35,792 shares@ $741.66 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 8.8%
6.13%
$11.778M
122,017 shares@ $96.54 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 544.5%
5.47%
$10.511M
121,249 shares@ $86.7 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 3.06%
4.88%
$9.388M
114,971 shares@ $81.66 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 5.59%
4.67%
$8.979M
91,216 shares@ $98.44 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 6.54%
4.34%
$8.351M
38,246 shares@ $218.34 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 3.84%
3.85%
$7.401M
141,159 shares@ $52.44 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 3.02%
3.75%
$7.211M
105,471 shares@ $68.38 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -6.77%
2.59%
$4.98M
28,588 shares@ $174.21 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 0.81%
2.39%
$4.583M
51,856 shares@ $88.38 avg price

1-10 of 122