SEC 13F Intelligence

Managers / Q1 2026

Emissary Wealth LLC

CIK 0002107252 · 2 UNIVERSITY PLAZA, SUITE 511, HACKENSACK, NJ, 07601 · 201-853-9103

Reported Value
$107M
Q1 2026
Positions
54
Filings on Record
2
2019–present window
Filed
May 8, 2026
original filing

Summary

Emissary Wealth LLC reported $107M in U.S.-listed holdings across 54 positions for Q1 2026.

Its largest position, NVDA, represents 7.7% of the portfolio.

Compared with Q4 2025, the fund opened 1 new position and exited 6.

Portfolio Metrics

Turnover
+6.1%
vs prior filed quarter
Top-10 Concentration
+52.6%
share of reported value
Largest Position
+7.7%
Nvidia Corporation
New / Exited
1 / 6
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $119MQ4 ’25Q1 ’26: $107MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 51.3%ETP: 34.1%Closed-End Fund: 6.6%Other: 4.8%ADR: 2.1%Other: 1.0%
  • Common Stock · 51.3% · $55M
  • ETP · 34.1% · $36M
  • Closed-End Fund · 6.6% · $7M
  • Other · 4.8% · $5M
  • ADR · 2.1% · $2M
  • Other · 1.0% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PIMCO ETF TRNEW+6.4K6.4K+$315,258$315,258
AMZEAMAZE HOLDINGS INCADDED+175.2K198.7K+$28,131$37,061
ORCLORACLE CORPSOLD OUT13.9K0$3M$0
BLKBLACKROCK INCSOLD OUT2.2K0$2M$0
ODFLOLD DOMINION FREIGHT LINE INSOLD OUT11.8K0$2M$0
BLD*TOPBUILD CORPSOLD OUT2.7K0$1M$0
GBXGREENBRIER COS INCSOLD OUT18.6K0$868,336$0
LLYELI LILLY & COSOLD OUT1920$206,339$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

44 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRMSCI USA QLT FCT · CORE DIV GRWTH · MSCI USA MMENTM9.51%$10M70.4K
2NVDANVIDIA CORPORATIONhistory →COM7.69%$8M47.1K
3VANECK ETF TRUSTFALLEN ANGEL HG · CLO ETF6.88%$7M250.6K
4TIDAL TRUST IFUNDSTRAT GRANNY6.21%$7M277.6K
5GOOGLALPHABET INCCAP STK CL A · CAP STK CL C5.73%$6M21.3K
6JOHNSON CONTROLS INTERNATIONSHS4.83%$5M39.4K
7AMZNAMAZON COM INChistory →COM4.55%$5M23.3K
8AAPLAPPLE INChistory →COM3.94%$4M16.6K
9J P MORGAN EXCHANGE TRADED FINCOME ETF · NASDAQ EQT PREM3.67%$4M81.4K
10LNGCHENIERE ENERGY INChistory →COM NEW3.46%$4M13.0K
11MSFTMICROSOFT CORPhistory →COM3.15%$3M9.1K
12VVISA INChistory →COM CL A2.82%$3M10.0K
13METAMETA PLATFORMS INChistory →CL A2.81%$3M5.2K
14BTZBLACKROCK CR ALLOCATIONhistory →COM2.65%$3M279.7K
15SPDR SERIES TRUSTSTATE STREET SPD2.65%$3M30.9K
16TSLATESLA INChistory →COM2.30%$2M6.6K
17ZSZSCALER INChistory →COM2.24%$2M17.0K
18EATON VANCE TAX-MANAGED BUY-COM2.16%$2M168.8K
19TSMTAIWAN SEMICONDUCTOR MANUFAChistory →SPONSORED ADS2.12%$2M6.7K
20NOWSERVICENOW INChistory →COM2.02%$2M20.6K
21AVGOBROADCOM INChistory →COM1.91%$2M6.6K
22ACVUSDVIRTUS DIVERSIFIED INCM & COhistory →COM1.79%$2M78.6K
23TIDAL TRUST IIIFUNDSTRAT GRANNY1.57%$2M67.1K
24COFCAPITAL ONE FINL CORPhistory →COM1.55%$2M9.1K
25GLWCORNING INChistory →COM1.34%$1M10.5K
26ETENERGY TRANSFER L Phistory →COM UT LTD PTN1.02%$1M56.6K
27NEENEXTERA ENERGY INCCOM0.89%$948,39810.2K
28STATE STR SPDR S&P 500 ETF TTR UNIT0.88%$939,4671.4K
294I1PHILIP MORRIS INTL INCCOM0.77%$817,2754.9K
30PROSHARES TRS&P TECH DIVIDEN0.63%$674,1978.0K
31AMDADVANCED MICRO DEVICES INCCOM0.60%$638,1603.1K
32NTRNUTRIEN LTDCOM0.58%$623,1498.3K
33URIUNITED RENTALS INCCOM0.49%$522,378717
34DOWDOW HLDGS INCCOM0.48%$510,37912.3K
35VANGUARD WORLD FDINF TECH ETF · MEGA GRWTH IND0.47%$497,0301.0K
36VANGUARD INDEX FDSS&P 500 ETF SHS0.46%$491,412822
37JPMJPMORGAN CHASE & COCOM0.45%$482,4221.6K
38DEDEERE & COCOM0.43%$457,963813
39SCHWAB STRATEGIC TRUS LRG CAP ETF0.39%$412,34216.1K
40BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.35%$374,282781
41PIMCO ETF TRMTG BKD SECS ACT0.30%$315,2586.4K
42NDQINVESCO QQQ TRUNIT SER 10.28%$296,044513
43FIRST TR EXCHANGE-TRADED FDDJ INTERNT IDX0.26%$278,2621.2K
44BNYBANK NEW YORK MELLON CORPCOM0.22%$234,6502.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$107M54May 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$119M59Jan 27, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.