David Volpe

Emerald Investment Advisers, Llc

Assets Managed

$1.112B

Holdings

251

Last Quarter

2026 - Q1

Filed Date

1mo 6d ago

Growth Rate

0%(2Q avg: 0%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Emerald Investment Advisers, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 251 positions.

Assets under management

The assets under management (AUM) of Emerald Investment Advisers, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.112B in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by David Volpe, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity New Position	4.96%	$55.084M 315,851 shares@ $174.4 avg price	New Position
AAPL Apple Inc Recent Activity New Position	4.47%	$49.658M 195,665 shares@ $253.79 avg price	New Position
MSFT Microsoft Corp Recent Activity New Position	3.22%	$35.741M 96,552 shares@ $370.18 avg price	New Position
GOOGL Alphabet Inc-cl A Recent Activity New Position	3.17%	$35.234M 122,528 shares@ $287.57 avg price	New Position
AMZN Amazon.com Inc Recent Activity New Position	2.23%	$24.699M 118,592 shares@ $208.28 avg price	New Position
AVGO Broadcom Inc Recent Activity New Position	2.02%	$22.401M 72,376 shares@ $309.52 avg price	New Position
META Meta Platforms Inc-class A Recent Activity New Position	1.58%	$17.524M 30,629 shares@ $572.14 avg price	New Position
JPM Jpmorgan Chase & Co Recent Activity New Position	1.53%	$16.943M 57,598 shares@ $294.17 avg price	New Position
EFA Ishares Msci Eafe Etf Recent Activity New Position	1.35%	$14.984M 154,263 shares@ $97.13 avg price	New Position
CSCO Cisco Systems Inc Recent Activity New Position	1.09%	$12.087M 155,784 shares@ $77.6 avg price	New Position

1-10 of 251