Emergent Wealth Advisors, LLC
RIA/Wealth
Emergent Wealth Advisors, LLC is a RIA/Wealth based in Williamsville, NY led by Nicholas John Efthemis, reporting $202.9M in AUM as of Q3 2025 with 80% ETF concentration.
CCONicholas John Efthemis
- Portfolio Value
- $172.5M
- Positions
- 124
- Top Holding
- IVV at 13.66%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Emergent Wealth Advisors, LLC's portfolio (47.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $23.6M | 13.66% | +$618.4K Bought | — 35.2K shares | |
ETF ETF | $10.9M | 6.31% | +$1.7M Bought | — 108.1K shares | |
ETF ETF | $9.5M | 5.50% | +$269.7K Bought | — 80.0K shares | |
ETF ETF | $6.4M | 3.71% | +$753.5K Bought | — 72.4K shares | |
ETF ETF | $6.2M | 3.59% | +$470.0K Bought | — 66.2K shares | |
ETF ETF | $6.0M | 3.48% | +$115.1K Bought | — 12.5K shares | |
ETF ETF | $5.9M | 3.42% | -$278.2K Sold | — 28.6K shares | |
ETF ETF | $5.3M | 3.09% | +$300.8K Bought | — 80.9K shares | |
ETF ETF | $4.5M | 2.59% | -$513.6K Sold | — 57.0K shares | |
ETF ETF | $4.3M | 2.51% | +$170.5K Bought | — 23.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Emergent Wealth Advisors, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Emergent Wealth Advisors, LLC
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