Emerald Advisors, LLC — 13F Holdings & Portfolio

CIK 1802611 · latest 13F-HR filed 2026-07-20

Emerald Advisors, LLC manages $795.8M in 13F-reported U.S. long-equity assets across 130 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are COST (73.18%), IEMG (1.88%), VTV (1.79%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 19 new positions, exited 6, added to 65, and trimmed 29.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
3055 112TH NE
SUITE 206
BELLEVUE, WA 98004
Phone
(425) 458-3201
Filing Manager
Emerald Advisors, LLC
BELLEVUE, WA
Signatory
Michael Smith
Member and CCO
Loading holdings…
AUM

$795.8M

Long-equity book

Holdings

130

Distinct positions

Period

2026-06-30

Filed 2026-07-20

Q/Q Activity

+19 / −6 / ↑65 / ↓29

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • J P MORGAN EXCHANGE TRADED F$2.9M +460.8%
  • ISHARES INC$2.8M +23.4%
  • FIDELITY COVINGTON TRUST$2.3M +25.3%
  • ISHARES TR$2.2M +20.8%
  • VANGUARD INDEX FDS$1.4M +18.4%
Show all 65

Top Trims

  • COSTCO WHOLESALE CORPORATION-$37.9M -6.1%
  • ISHARES TR-$848.0K -21.3%
  • ISHARES TR-$793.2K -20.9%
  • ISHARES TR-$594.7K -41.5%
  • FIDELITY COVINGTON TRUST-$465.6K -36.3%
Show all 29

New Positions

  • J P MORGAN EXCHANGE TRADED F$1.8M
  • VANGUARD INSTL INDEX FD$708.6K
  • QUALCOMM INC$658.9K
  • DELL TECHNOLOGIES INC$517.9K
  • ABBOTT LABORATORIES$499.2K
Show all 19

Exited Positions

  • HONEYWELL INTL INC$328.5K
  • GENERAL MILLS INC$263.0K
  • DOORDASH INC$225.2K
  • REDDIT INC$215.4K
  • MEDTRONIC PLC$202.4K
Show all 6
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 COSTCO WHOLESALE CORPORATION COST 22160K105 $582.4M 73.18% 622,528 SH
2 ISHARES INC IEMG 46434G103 $15.0M 1.88% 180,564 SH
3 VANGUARD INDEX FDS VTV 922908744 $14.3M 1.79% 65,479 SH
4 ISHARES TR IVV 464287200 $12.9M 1.62% 17,224 SH
5 FIDELITY COVINGTON TRUST FENI 31609A404 $11.3M 1.41% 280,396 SH
6 VANGUARD INDEX FDS VUG 922908736 $8.7M 1.10% 101,551 SH
7 MICROSOFT CORP MSFT 594918104 $7.3M 0.91% 19,457 SH
8 APPLE INC AAPL 037833100 $6.7M 0.85% 23,327 SH
9 AMAZON COM INC AMZN 023135106 $5.8M 0.73% 24,218 SH
10 ALPHABET INC GOOG 02079K107 $5.2M 0.65% 14,699 SH
11 SCHWAB STRATEGIC TR SCHD 808524797 $4.9M 0.61% 153,468 SH
12 J P MORGAN EXCHANGE TRADED F JPIE 46641Q159 $3.6M 0.45% 77,189 SH
13 J P MORGAN EXCHANGE TRADED F JIVE 46654Q757 $3.4M 0.43% 37,225 SH
14 FIDELITY COVINGTON TRUST FSMD 316092527 $3.4M 0.43% 64,562 SH
15 ISHARES TR REET 46434V647 $3.3M 0.42% 120,054 SH
16 VANGUARD SPECIALIZED FUNDS VIG 921908844 $3.2M 0.41% 13,659 SH
17 NVIDIA CORPORATION NVDA 67066G104 $3.2M 0.40% 16,083 SH
18 ISHARES TR IQLT 46434V456 $3.1M 0.39% 63,291 SH
19 ISHARES TR IEFA 46432F842 $3.0M 0.38% 30,998 SH
20 GOLDMAN SACHS ETF TR GSLC 381430503 $2.9M 0.37% 20,599 SH
21 BROADCOM INC AVGO 11135F101 $2.7M 0.34% 7,262 SH
22 CISCO SYS INC CSCO 17275R102 $2.4M 0.31% 20,846 SH
23 ALPHABET INC GOOGL 02079K305 $2.4M 0.30% 6,746 SH
24 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $2.3M 0.28% 7,469 SH
25 GLOBAL X FDS BKCH 37960A735 $2.2M 0.27% 28,919 SH
26 COCA COLA CO KO 191216100 $2.2M 0.27% 26,545 SH
27 TEXAS INSTRS INC TXN 882508104 $2.1M 0.26% 6,935 SH
28 MERCK & CO INC MRK 58933Y105 $2.0M 0.25% 15,776 SH
29 EXXON MOBIL CORP XOM 30231G102 $2.0M 0.25% 14,806 SH
30 SCHWAB STRATEGIC TR SCHV 808524409 $2.0M 0.25% 57,289 SH
31 HOME DEPOT INC HD 437076102 $1.9M 0.24% 5,366 SH
32 J P MORGAN EXCHANGE TRADED F JCPB 46641Q670 $1.8M 0.23% 38,783 SH
33 GLOBAL X FDS BOTZ 37954Y715 $1.8M 0.22% 46,945 SH
34 GOLDMAN SACHS ETF TR GSIE 381430107 $1.7M 0.22% 38,183 SH
35 AMGEN INC AMGN 031162100 $1.7M 0.22% 4,801 SH
36 ISHARES TR SGOV 46436E718 $1.6M 0.20% 15,992 SH
37 PEPSICO INC PEP 713448108 $1.6M 0.20% 11,737 SH
38 ELI LILLY & CO LLY 532457108 $1.6M 0.20% 1,318 SH
39 JPMORGAN CHASE & CO JPM 46625H100 $1.5M 0.19% 4,678 SH
40 ISHARES TR IJR 464287804 $1.5M 0.19% 10,269 SH
41 FIRST TR EXCHANGE-TRADED FD CIBR 33734X846 $1.5M 0.19% 16,637 SH
42 CHEVRON CORPORATION CVX 166764100 $1.5M 0.19% 9,000 SH
43 J P MORGAN EXCHANGE TRADED F BBIN 46641Q373 $1.5M 0.19% 19,072 SH
44 PROCTER & GAMBLE CO PG 742718109 $1.5M 0.18% 9,896 SH
45 LOCKHEED MARTIN CORP LMT 539830109 $1.4M 0.18% 2,765 SH
46 SCHWAB STRATEGIC TR SCHE 808524706 $1.4M 0.17% 38,012 SH
47 NEWMONT CORP NEM 651639106 $1.3M 0.16% 13,701 SH
48 BRISTOL-MYERS SQUIBB CO BMY 110122108 $1.2M 0.15% 21,378 SH
49 VERIZON COMMUNICATIONS INC VZ 92343V104 $1.2M 0.15% 28,872 SH
50 INVESCO QQQ TR QQQ 46090E103 $1.2M 0.15% 1,598 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-20 $795.8M 130 0001802611-26-000003
2026-03-31 2026-04-24 $807.6M 125 0001802611-26-000002
2025-12-31 2026-01-27 $734.9M 113 0001802611-26-000001