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Portfolio (Quarterly) Guide ↗

Emissary Wealth LLC

· CIK 0002107252
13F Portfolio $119M AUM 59 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 59 New
Page 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 URI UNITED RENTALS INC Industrials 717.0 $580K 0.49% NEW $809.32 +15.7%
42 JPM JPMORGAN CHASE & CO. Financial Services 1,702.0 $548K 0.46% NEW $322.22 -6.0%
43 VOO VANGUARD INDEX FDS 851.0 $534K 0.45% NEW $627.33 +8.9%
44 CLOI VANECK ETF TRUST 8,587.0 $453K 0.38% NEW $52.81 +0.2%
45 SCHX SCHWAB STRATEGIC TR 16,082.0 $433K 0.36% NEW $26.91 +8.5%
46 MTUM ISHARES TR 1,708.0 $428K 0.36% NEW $250.31 +20.7%
47 DE DEERE & CO Industrials 861.0 $401K 0.34% NEW $465.57 +14.1%
48 BERKSHIRE HATHAWAY INC DEL 796.0 $400K 0.34% NEW $502.69
49 FDN FIRST TR EXCHANGE-TRADED FD 1,245.0 $335K 0.28% NEW $269.18 +0.9%
50 QQQ INVESCO QQQ TR Financial Services 513.0 $315K 0.27% NEW $614.14 +16.4%
51 DOW DOW INC Basic Materials 12,613.0 $295K 0.25% NEW $23.38 +53.6%
52 VGT VANGUARD WORLD FD 369.0 $278K 0.23% NEW $753.78 -84.8%
53 MGK VANGUARD WORLD FD 652.0 $269K 0.23% NEW $412.77 -78.5%
54 QCOM QUALCOMM INC Technology 1,571.0 $269K 0.23% NEW $171.01 +18.4%
55 BK BANK NEW YORK MELLON CORP Financial Services 2,029.0 $236K 0.20% NEW $116.09 +19.7%
56 RCAT RED CAT HLDGS INC Technology 27,828.0 $221K 0.18% NEW $7.93 +12.7%
57 LLY ELI LILLY & CO Healthcare 192.0 $206K 0.17% NEW $1074.68 -3.1%
58 VRA VERA BRADLEY INC Consumer Cyclical 21,008.0 $51K 0.04% NEW $2.42 +36.4%
59 AMAZE HOLDINGS INC 23,500.0 $9K 0.01% NEW $0.38
Page 3 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.0%
Financial Services 16.3%
Communication Services 13.1%
Industrials 12.2%
Consumer Cyclical 10.2%
Energy 3.9%
Basic Materials 1.2%
Utilities 1.0%
Consumer Defensive 1.0%
Healthcare 0.3%