Emergent Wealth Advisors, LLC
Sector Allocation
- Other75.3%$144.0M
- Technology11.2%$21.5M
- Financials4.1%$7.8M
- Real Estate2.1%$4.0M
- Consumer Discretionary1.8%$3.4M
- Healthcare1.6%$3.2M
- Materials1.3%$2.5M
- Consumer Staples0.9%$1.7M
- Energy0.8%$1.5M
- Industrials0.5%$1.0M
AUM History
13fpro.ai/research/fund/emergent-wealth-advisors-llc-1799880
Conviction and streaks
Diversifying · top 10 = 50.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$25.7M
- ISHARES$12.5M
- VANGUARD$11.4M
- VANGUARD$8.5M
- ISHARES$8.4M
- ISHARES$8.2M
- BLACKROCK$7.6M
- BLACKROCK$6.3M
- VANGUARD$4.4M
- VANGUARD$4.0M
- SPDR$3.8M
- BLACKROCK$3.6M
- GLOBAL$2.9M
- ISHARES$2.8M
NVDA
$2.7MAMZN
$2.7M- J$2.7M
- PIMCO$2.6M
GLD
$2.6M- BLACKROCK$2.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/emergent-wealth-advisors-llc-1799880
Emergent Wealth Advisors, LLC 13F holdings — Q3 2026
$191.2M portfolio (-0.6% QoQ) · 124 holdings · Q3 2026 13F · top 10 are 51% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$25.7M
13.5% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE MSCI EAFE
$12.5M
6.5% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$11.4M
6.0% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$8.5M
4.5% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - CORE US AGGBD ET
$8.4M
4.4% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES INC - CORE MSCI EMKT
$8.2M
4.3% of stocks
-12%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
BLACKROCK ETF TRUST - ISHARES US EQUIT
$7.6M
4.0% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
BLACKROCK ETF TRUST II - ISHA FLEX IN ETF
$6.3M
3.3% of stocks
-12%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
$4.4M
2.3% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD MALVERN FDS - CORE BD ETF
$4.0M
2.1% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $25.7M | 13.5% | -6% | — | — | — | — | |
| 2 | ISHARES TR - CORE MSCI EAFE | $12.5M | 6.5% | +5% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | $11.4M | 6.0% | +4% | — | — | — | — | |
| 4 | VANGUARD INDEX FDS - MRNGSTR VAL ETF | $8.5M | 4.5% | +3% | — | — | — | — | |
| 5 | ISHARES TR - CORE US AGGBD ET | $8.4M | 4.4% | -3% | — | — | — | — | |
| 6 | ISHARES INC - CORE MSCI EMKT | $8.2M | 4.3% | -12% | — | — | — | — | |
| 7 | BLACKROCK ETF TRUST - ISHARES US EQUIT | $7.6M | 4.0% | +4% | — | — | — | — | |
| 8 | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $6.3M | 3.3% | -12% | — | — | — | — | |
| 9 | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $4.4M | 2.3% | +0.1% | — | — | — | — | |
| 10 | VANGUARD MALVERN FDS - CORE BD ETF | $4.0M | 2.1% | -0.2% | — | — | — | — |
All holdings — Emergent Wealth Advisors, LLC (Q3 2026)
124 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $3.8M | 2.0% | 42K | -18% | — | — | 13F |
| 12 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETFetf/fund | — | $3.6M | 1.9% | 77K | +552% | — | — | 13F |
| 13 | — | GLOBAL X FDS - DEFENSE TECH ETFetf/fund | — | $2.9M | 1.5% | 48K | +64% | — | — | 13F |
| 14 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $2.8M | 1.5% | 21K | -4% | — | — | 13F |
| 15 | NVIDIA CORP | Technology | $2.7M | 1.4% | 12K | +6% | 5+ qtrs | 86.0 | 13F | |
| 16 | AMAZON COM INC | Consumer Discretionary | $2.7M | 1.4% | 11K | +9% | 5+ qtrsAdded 4 qtrs in a row | 67.5 | 13F | |
| 17 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | — | $2.7M | 1.4% | 19K | -1% | — | — | 13F |
| 18 | — | PIMCO ETF TR - ACTIVE BD ETFetf/fund | — | $2.6M | 1.4% | 30K | -0.7% | — | — | 13F |
| 19 | SPDR GOLD TRUSTetf/fund | Financials | $2.6M | 1.4% | 6,826 | -28% | 5+ qtrs | — | 13F | |
| 20 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETFetf/fund | — | $2.6M | 1.3% | 52K | +629% | — | — | 13F |
| 21 | MICROSOFT CORP | Technology | $2.5M | 1.3% | 4,788 | +7% | 5+ qtrsAdded 4 qtrs in a row | 79.8 | 13F | |
| 22 | — | VANGUARD INDEX FDS - EXTEND MKT ETFetf/fund | — | $2.1M | 1.1% | 8,963 | -10% | — | — | 13F |
| 23 | — | SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund | — | $2.1M | 1.1% | 68K | -0.0% | — | — | 13F |
| 24 | — | ISHARES TR - NEW YORK MUN ETFetf/fund | — | $1.9M | 1.0% | 38K | +0.8% | — | — | 13F |
| 25 | WELLTOWER INC. | Real Estate | $1.8M | 1.0% | 8,033 | -0.4% | 5+ qtrs | 59.8 | 13F | |
| 26 | $AVGO | Broadcom Inc. | Technology | $1.8M | 0.9% | 5,123 | -2% | |||
| 27 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $1.7M | 0.9% | 8,307 | -2% | |||
| 28 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.7M | 0.9% | 6,288 | +298% | |||
| 29 | $AAPL | Apple Inc. | Technology | $1.6M | 0.9% | 4,914 | +2% | |||
| 30 | $GOOGL | Alphabet Inc. | Technology | $1.4M | 0.7% | 4,066 | +17% | |||
| 31 | $TD | TORONTO DOMINION BANK | Financials | $1.4M | 0.7% | 12K | +192% | |||
| 32 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.1M | 0.6% | 5,867 | -79% | |||
| 33 | $GOOG | Alphabet Inc. | Technology | $1.1M | 0.6% | 3,346 | +24% | |||
| 34 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.1M | 0.6% | 11K | -17% | |||
| 35 | $APH | AMPHENOL CORP /DE/ | Technology | $1.1M | 0.6% | 13K | +136% | |||
| 36 | $SCCO | SOUTHERN COPPER CORP/ | Materials | $1.1M | 0.6% | 5,428 | +1% | |||
| 37 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.1M | 0.6% | 4,078 | +12% | |||
| 38 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $1.0M | 0.5% | 47K | -6% | |||
| 39 | $WMT | Walmart Inc. | Consumer Staples | $1.0M | 0.5% | 9,828 | +37% | |||
| 40 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $955K | 0.5% | 35K | +0.4% | |||
| 41 | $SPY | SPDR S&P 500 ETF TRUST | — | $898K | 0.5% | 1,177 | +5% | |||
| 42 | $JPM | JPMORGAN CHASE & CO | Financials | $863K | 0.5% | 2,610 | +4% | |||
| 43 | $MTB | M&T BANK CORP | Financials | $847K | 0.4% | 3,893 | +0.4% | |||
| 44 | $ABBV | AbbVie Inc. | Healthcare | $842K | 0.4% | 3,221 | +2% | |||
| 45 | $META | Meta Platforms, Inc. | Technology | $796K | 0.4% | 1,098 | -3% | |||
| 46 | $META | Meta Platforms, Inc. | Technology | $782K | 0.4% | 10K | +0.1% | |||
| 47 | $ALAB | Astera Labs, Inc. | Technology | $769K | 0.4% | 2,161 | -4% | |||
| 48 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | — | $748K | 0.4% | 15K | +52% | |||
| 49 | $GLW | CORNING INC /NY | Materials | $736K | 0.4% | 4,785 | +0.0% | |||
| 50 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | — | $726K | 0.4% | 8,832 | +0.5% | |||
| 51 | — | PIMCO ETF TR - MULTISECTOR BD | — | $693K | 0.4% | 27K | +0.8% | |||
| 52 | $STLD | STEEL DYNAMICS INC | Materials | $689K | 0.4% | 3,110 | — | |||
| 53 | — | ISHARES TR - ESG SELECT SCRE | — | $678K | 0.3% | 12K | — | |||
| 54 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $676K | 0.3% | 15K | +2% | |||
| 55 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $653K | 0.3% | 2,800 | — | |||
| 56 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $617K | 0.3% | 3,976 | +0.5% | |||
| 57 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $610K | 0.3% | 1,226 | +21% | |||
| 58 | — | PROSHARES TR - S&P 500 DV ARIST | — | $601K | 0.3% | 11K | -0.3% | |||
| 59 | $UBER | Uber Technologies, Inc | Technology | $559K | 0.3% | 8,155 | -25% | |||
| 60 | — | NUSHARES ETF TR - NUVEEN ESG LRGVL | — | $559K | 0.3% | 11K | — | |||
| 61 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $554K | 0.3% | 2,521 | -27% | |||
| 62 | — | ISHARES TR - ESG AWR MSCI USA | — | $538K | 0.3% | 3,224 | -2% | |||
| 63 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | — | $533K | 0.3% | 4,687 | -5% | |||
| 64 | $PLTR | Palantir Technologies Inc. | Technology | $521K | 0.3% | 2,787 | -0.2% | |||
| 65 | — | ISHARES TR - RUS 2000 VAL ETF | — | $507K | 0.3% | 2,420 | +0.4% | |||
| 66 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $501K | 0.3% | 3,451 | -4% | |||
| 67 | $NFLX | NETFLIX INC | Communication Services | $487K | 0.3% | 6,994 | +121% | |||
| 68 | $RKLB | Rocket Lab Corp | Industrials | $475K | 0.3% | 6,817 | +11% | |||
| 69 | — | ISHARES TR - ESG AWARE MSCI | — | $457K | 0.2% | 8,788 | -8% | |||
| 70 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $450K | 0.2% | 3,400 | +94% | |||
| 71 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $440K | 0.2% | 6,277 | +0.2% | |||
| 72 | $SNDK | Sandisk Corp | Technology | $440K | 0.2% | 253 | -5% | |||
| 73 | — | ISHARES TR - RUS 1000 VAL ETF | — | $427K | 0.2% | 1,723 | +0.3% | |||
| 74 | — | TIDAL TRUST I - SP FDS S&P 500 | — | $424K | 0.2% | 7,121 | -1.0% | |||
| 75 | $PANW | Palo Alto Networks Inc | Technology | $418K | 0.2% | 1,052 | -12% | |||
| 76 | — | ISHARES TR - PFD AND INCM SEC | — | $416K | 0.2% | 14K | -4% | |||
| 77 | — | ISHARES TR - ESG AWR US AGRGT | — | $397K | 0.2% | 8,767 | +3% | |||
| 78 | $TER | TERADYNE, INC | Technology | $393K | 0.2% | 981 | — | |||
| 79 | — | ISHARES TR - RUS 1000 GRW ETF | — | $388K | 0.2% | 3,096 | +0.1% | |||
| 80 | — | PIMCO ETF TR - MUNI INCOME OPP | — | $387K | 0.2% | 9,097 | +14% | |||
| 81 | — | J P MORGAN EXCHANGE TRADED F - US RESEARCH ENHN | — | $384K | 0.2% | 5,611 | New | |||
| 82 | $IVZ | Invesco Ltd. | Financials | $372K | 0.2% | 1,790 | +0.1% | |||
| 83 | $BGC | BGC Group, Inc. | Financials | $371K | 0.2% | 32K | — | |||
| 84 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $370K | 0.2% | 528 | — | |||
| 85 | $NFG | NATIONAL FUEL GAS CO | Energy | $362K | 0.2% | 4,770 | -16% | |||
| 86 | — | ISHARES TR - CALIF MUN BD ETF | — | $352K | 0.2% | 6,499 | — | |||
| 87 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $345K | 0.2% | 2,122 | -22% | |||
| 88 | — | ISHARES TR - IBOXX HI YD ETF | — | $341K | 0.2% | 4,421 | -6% | |||
| 89 | $CXW | CoreCivic, Inc. | Real Estate | $338K | 0.2% | 10K | — | |||
| 90 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $337K | 0.2% | 3,663 | -3% | |||
| 91 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | — | $329K | 0.2% | 3,405 | -31% | |||
| 92 | $QCOM | QUALCOMM INC/DE | Technology | $328K | 0.2% | 1,783 | — | |||
| 93 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $324K | 0.2% | 9,100 | — | |||
| 94 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | — | $322K | 0.2% | 4,039 | -32% | |||
| 95 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $307K | 0.2% | 5,646 | -18% | |||
| 96 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $306K | 0.2% | 1,077 | -14% | |||
| 97 | — | TIDAL TRUST I - SP DWJNS SUKUK | — | $301K | 0.2% | 17K | +4% | |||
| 98 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $298K | 0.2% | 9,144 | -0.2% | |||
| 99 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | — | $298K | 0.2% | 865 | — | |||
| 100 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | — | $296K | 0.1% | 6,656 | -6% | |||
| 101 | $WDC | WESTERN DIGITAL CORP | Technology | $295K | 0.1% | 650 | — | |||
| 102 | $BA | BOEING CO | Industrials | $295K | 0.1% | 1,583 | -40% | |||
| 103 | $MRK | Merck & Co., Inc. | Healthcare | $282K | 0.1% | 1,944 | +29% | |||
| 104 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $282K | 0.1% | 1,208 | -0.2% | |||
| 105 | $CVX | CHEVRON CORP | Energy | $270K | 0.1% | 1,321 | +5% | |||
| 106 | $Q | Qnity Electronics, Inc. | Technology | $256K | 0.1% | 2,037 | New | |||
| 107 | — | J P MORGAN EXCHANGE TRADED F - ACTIVEBLDRS EMER | — | $256K | 0.1% | 4,138 | -2% | |||
| 108 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $256K | 0.1% | 3,005 | — | |||
| 109 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $255K | 0.1% | 6,991 | +4% | |||
| 110 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $245K | 0.1% | 2,319 | — | |||
| 111 | $COP | CONOCOPHILLIPS | Energy | $239K | 0.1% | 1,913 | New | |||
| 112 | — | J P MORGAN EXCHANGE TRADED F - GLOBAL SEL EQUIT | — | $239K | 0.1% | 3,295 | -49% | |||
| 113 | — | NUSHARES ETF TR - NUVEEN ESG EMRGN | — | $228K | 0.1% | 5,343 | -3% | |||
| 114 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $226K | 0.1% | 617 | -0.8% | |||
| 115 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $225K | 0.1% | 2,809 | -25% | |||
| 116 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL | — | $223K | 0.1% | 2,342 | New | |||
| 117 | — | ISHARES TR - ESG AW MSCI EAFE | — | $218K | 0.1% | 2,117 | +0.8% | |||
| 118 | $IVZ | Invesco Ltd. | Financials | $217K | 0.1% | 3,082 | +0.5% | |||
| 119 | $KO | COCA COLA CO | Consumer Staples | $217K | 0.1% | 2,520 | -6% | |||
| 120 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $208K | 0.1% | 4,143 | — | |||
| 121 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $208K | 0.1% | 340 | New | |||
| 122 | $NMRK | NEWMARK GROUP, INC. | Real Estate | $126K | 0.1% | 10K | — | |||
| 123 | $NUVB | Nuvation Bio Inc. | Healthcare | $67K | 0.0% | 12K | New | |||
| 124 | $KOPN | KOPIN CORP | Technology | $49K | 0.0% | 11K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 50 added to, 50 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
- J P MORGAN EXCHANGE TRADED F - US RESEARCH ENHN$384K
first bought this quarter
$QQnity Electronics, Inc.$256K
first bought this quarter
$COPCONOCOPHILLIPS$239K
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL$223K
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$208K
first bought this quarter
$NUVBNuvation Bio Inc.$67K
first bought this quarter
Added to (50)
- BLACKROCK ETF TRUST - ISHA I IN TE ETF+552%
now $3.6M
- BLACKROCK ETF TRUST - ISHA LA CORE ETF+629%
now $2.6M
$CRWDCrowdStrike Holdings, Inc.+298%
now $1.7M · held 5+ qtrs
- GLOBAL X FDS - DEFENSE TECH ETF+64%
now $2.9M
$TDTORONTO DOMINION BANK+192%
now $1.4M · held 3 qtrs, 3 adds in a row
$APHAMPHENOL CORP /DE/+136%
now $1.1M · held 4 qtrs
+44 more in the Excel export
Trimmed (50)
- SELECT SECTOR SPDR TR - ST STR TECHN ETF-79%
now $1.1M
- ISHARES TR - CORE S&P500 ETF-6%
now $25.7M
- ISHARES INC - CORE MSCI EMKT-12%
now $8.2M
now $2.6M · held 5+ qtrs
- SPDR SERIES TRUST - ST STR P500ETF-18%
now $3.8M
- BLACKROCK ETF TRUST II - ISHA FLEX IN ETF-12%
now $6.3M
+44 more in the Excel export
Holdings by quarter
Every 13F Emergent Wealth Advisors, LLC has filed, 11 earlier quarters. Pick one to see what it held then.
Is it too late to follow Emergent Wealth Advisors?
Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Emergent Wealth Advisors's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-2.8%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 40% over the last 4
Top 10 weight
51%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Emergent Wealth Advisors, LLC disclosed 124 positions worth $191.2M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 6 new positions and exited 4 and a full exit from $COF. The portfolio is most concentrated in Other (75.3% of disclosed assets). All figures are sourced directly from Emergent Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1799880.
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AI-Powered Hedge Fund Analysis: Emergent Wealth Advisors, LLC
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Every holding in Emergent Wealth Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.