Emerald Investment Advisers, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity portfolio holdings as of the close of business on September 30, 2026. The filing, signed by Managing Director David Volpe, reports the firm holds positions in 275 distinct equity securities.
The information table attached to the filing lists the specific securities held, including the name of the issuer, the CUSIP identifier, the total number of shares held, and the total value of the position. The top holdings by share count include NVIDIA Corporation, with 331,241 shares; Apple Inc., with 187,536 shares; and Microsoft Corporation, with 116,434 shares. Other notable positions listed include Amazon.com Inc. with 126,885 shares and Broadcom Inc. with 82,768 shares.
The filing also includes several exchange-traded funds (ETFs) within the portfolio. These include the iShares Core S&P Small-Cap ETF, the iShares Core U.S. Aggregate Bond ETF, the iShares MSCI EAFE ETF, and the Vanguard Real Estate ETF. The filing was submitted on November 9, 2026.
