Emerald Investment Partners, LLC

RIA/Wealth

Emerald Investment Partners, LLC is a RIA/Wealth based in Cary, NC led by Victoria Handley Araj, reporting $1.1B in AUM as of Q3 2025 with 63% ETF concentration.

COOVictoria Handley Araj

Portfolio Value: $874.9M
Positions: 559
Top Holding: IVV at 3.45%
Last Reported: Q3 2025

Address2500 Regency Parkway, Cary, NC, 27518, United States

Top Holdings

Largest long holdings in Emerald Investment Partners, LLC's portfolio (21.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$30.2M	3.45%	-$809.8K Sold	— 45.2K shares	Q4 2017 Held for 7y 11m
2 Schwab International Equity SCHF	ETF ETF	$19.1M	2.19%	-$566.4K Sold	— 822.2K shares	Q3 2020 Held for 5y 2m
3 Apple AAPL	Consumer Electronics Technology	$19.1M	2.18%	+$204.0K Bought	0.00% 75.0K shares	Q4 2017 Held for 7y 11m
4 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$18.6M	2.12%	+$933.8K Bought	— 281.6K shares	Q4 2017 Held for 7y 11m
5 Vanguard Mega Cap Growth MGK	ETF ETF	$18.3M	2.10%	+$51.5K Bought	— 45.6K shares	Q4 2017 Held for 7y 11m
6 iShares S&P 500 Growth ETF IVW	ETF ETF	$17.4M	1.99%	-$231.5K Sold	— 144.3K shares	Q4 2017 Held for 7y 11m
7 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$17.4M	1.99%	-$1.1M Sold	— 545.9K shares	Q1 2022 Held for 3y 8m
8 Nvidia NVDA	Semiconductors Technology	$16.9M	1.93%	-$142.7K Sold	0.00% 90.7K shares	Q1 2020 Held for 5y 8m
9 Microsoft MSFT	Software - Infrastructure Technology	$16.2M	1.85%	+$45.1K Bought	0.00% 31.2K shares	Q4 2017 Held for 7y 11m
10 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$15.6M	1.79%	+$2.1M Bought	— 264.3K shares	Q1 2024 Held for 1y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Emerald Investment Partners, LLC's latest filing

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Market Value

$874.9M

Prior: $824.2M

Q/Q Change

+6.15%

+$50.7M

Net Flows % of MV

-0.393%

Turnover Ratio

3.85%

New Purchases

9 stocks

$1.2M

Added To

185 stocks

+$29.8M

Sold Out Of

12 stocks

$7.5M

Reduced Holdings

174 stocks

-$27.0M

Increased Positions

Position	Shares Δ	Change
1 Oklo OKLO	New	0 → 5.8K +$651.4K
2 Taiwan Semiconductor Manufacturing Company TSM	New	0 → 791.0 +$221.0K
3 ProShares UltraPro Short QQQ SQQQ	New	0 → 13.8K +$209.5K
4 Invesco Taxable Municipal Bond BAB	New	0 → 4.3K +$116.0K
5 Wheels Up Experience UP	New	0 → 18.2K +$33.5K

Decreased Positions

Position	Shares Δ	Change
1 Chipotle Mexican Grill CMG	Sold	73.1K → 0 −$4.1M
2 Fiserv FI	Sold	12.1K → 0 −$2.1M
3 Invesco S&P 500 Low Volatility SPLV	Sold	11.9K → 0 −$867.4K
4 Adobe ADBE	Sold	547.0 → 0 −$211.6K
5 SCMB Schwab Municipal Bond SCMB	Sold	5.7K → 0 −$144.1K

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Analytics

Portfolio insights and performance metrics for Emerald Investment Partners, LLC

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Sector Allocation

ETF

62.80%

Technology

11.70%

Financial Services

5.30%

Consumer Cyclical

3.50%

Communication Services

3.50%

Industrials

2.90%

Healthcare

2.10%

Consumer Defensive

1.60%

Utilities

1.10%

Real Estate

1.00%

Energy

0.50%

Market Cap Distribution

Mega Cap (> $200B)

19.65%

Large Cap ($10B - $200B)

12.93%

Mid Cap ($2B - $10B)

0.22%

Small Cap ($300M - $2B)

0.03%

Nano Cap (< $50M)

0.47%

N/A (ETF or Unknown)

66.70%

Portfolio Concentration

Top 10 Holdings %

21.6%

Top 20 Holdings %

35.04%

Top 50 Holdings %

57.93%

Top 100 Holdings %

76.61%