Institutional Fund
Emerald Advisors, LLC
Bellevue, WACIK 18026115 filings on record
Portfolio Value
$805.32M
Q1 2026
Holdings
117
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+9.6%
from $734.95M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Costco Whsl Corp New77.0%
- Vanguard Index Fds1.7%
- Ishares Inc1.5%
- Ishares Tr1.3%
- Fidelity Covington Trust1.1%
- Vanguard Index Fds0.9%
- Other16.4%
Portfolio Holdings
117 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Costco Whsl Corp New | 622.5K | $620.31M | 77.0% | −17.2K | Reduced |
| 2 | Vanguard Index Fds | 68.5K | $13.43M | 1.7% | −6.9K | Reduced |
| 3 | Ishares Inc | 173.8K | $12.12M | 1.5% | +12.8K | Added |
| 4 | Ishares Tr | 16.4K | $10.68M | 1.3% | +2.4K | Added |
| 5 | Fidelity Covington Trust | 241.4K | $8.98M | 1.1% | +111.8K | Added |
| 6 | Vanguard Index Fds | 16.9K | $7.39M | 0.9% | −188 | Reduced |
| 7 | Microsoft Corp | 18.5K | $6.84M | 0.8% | +671 | Added |
| 8 | Apple Inc | 24.8K | $6.28M | 0.8% | +1.5K | Added |
| 9 | Schwab Strategic Tr | 157.6K | $4.83M | 0.6% | +8.0K | Added |
| 10 | Amazon Com Inc | 22.3K | $4.64M | 0.6% | +2.3K | Added |
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