Emerald Advisors, Llc
- Regulatory AUM
- $941M
- Discretionary
- $938M
- Clients
- 216
- Avg AUM / client
- $4.4M
- Accounts
- 983
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Investments (13F portfolio — 130 positions, $795,793,071)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Costco Wholesale Corporation | COM | $582,356,592 | 622,528 | 73.2% | 61.9% |
| 2 | Ishares Inc | CORE MSCI EMKT | $14,957,927 | 180,564 | 1.88% | 1.59% |
| 3 | Vanguard Index Fds | VALUE ETF | $14,269,738 | 65,479 | 1.79% | 1.52% |
| 4 | Ishares Tr | CORE S&P500 ETF | $12,898,837 | 17,224 | 1.62% | 1.37% |
| 5 | Fidelity Covington Trust | ENHANCED INTL | $11,252,279 | 280,396 | 1.41% | 1.2% |
| 6 | Vanguard Index Fds | GROWTH ETF | $8,747,607 | 101,551 | 1.1% | 0.93% |
| 7 | Microsoft Corp | COM | $7,257,951 | 19,457 | 0.91% | 0.77% |
| 8 | Apple Inc | COM | $6,749,919 | 23,327 | 0.85% | 0.72% |
| 9 | Amazon Com Inc | COM | $5,772,152 | 24,218 | 0.73% | 0.61% |
| 10 | Alphabet Inc | CAP STK CL C | $5,193,630 | 14,699 | 0.65% | 0.55% |
| 11 | Schwab Strategic Tr | US DIVIDEND EQ | $4,866,472 | 153,468 | 0.61% | 0.52% |
| 12 | J P Morgan Exchange Traded F | INCOME ETF | $3,554,566 | 77,189 | 0.45% | 0.38% |
| 13 | J P Morgan Exchange Traded F | JPMORGAN INTL VL | $3,422,999 | 37,225 | 0.43% | 0.36% |
| 14 | Fidelity Covington Trust | SML MID MLTFCT | $3,412,128 | 64,562 | 0.43% | 0.36% |
| 15 | Ishares Tr | GLOBAL REIT ETF | $3,315,893 | 120,054 | 0.42% | 0.35% |
| 16 | Vanguard Specialized Funds | DIV APP ETF | $3,232,031 | 13,659 | 0.41% | 0.34% |
| 17 | Nvidia Corporation | COM | $3,218,020 | 16,083 | 0.4% | 0.34% |
| 18 | Ishares Tr | MSCI INTL QUALTY | $3,136,068 | 63,291 | 0.39% | 0.33% |
| 19 | Ishares Tr | CORE MSCI EAFE | $2,993,827 | 30,998 | 0.38% | 0.32% |
| 20 | Goldman Sachs Etf Tr | ACTIVEBETA US LG | $2,922,734 | 20,599 | 0.37% | 0.31% |
| 21 | Broadcom Inc | COM | $2,743,222 | 7,262 | 0.34% | 0.29% |
| 22 | Cisco Sys Inc | COM | $2,448,603 | 20,846 | 0.31% | 0.26% |
| 23 | Alphabet Inc | CAP STK CL A | $2,410,692 | 6,746 | 0.3% | 0.26% |
| 24 | Invesco Exch Traded Fd Tr Ii | NASDAQ 100 ETF | $2,262,744 | 7,469 | 0.28% | 0.24% |
| 25 | Global X Fds | GBL X BLOCKCHAIN | $2,164,573 | 28,919 | 0.27% | 0.23% |
Top 25 of 130 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 64 | $25.9M | 2.75% |
| High net worth individuals | 151 | $915M | 97.2% |
| Corporations and other businesses | 1 | $13.9K | 0.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Ufcw Union & Partcipating Food Industry Employers Tri State Pension Fund Ufcw Union & Participating Food Industry Employers Tri State Pension F | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Glen Smith | Sole Member And Chief Compliance Officer | Nov 2019 (7y) | 75% or more | |
| Emily Amanda Weed | Registered representative | CFP | Nov 2019 (7y) | |
| Megan Cable Hannah | Registered representative | CFA | Sep 2020 (6y) | |
| Michael J Mcferran | Registered representative | Chartered Financial Consultant | Oct 2025 (1y) | |
| Matthew S Hill | Registered representative | CFA | Feb 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Ufcw Union & Partcipating Food Industry Employers Tri State Pension Fund | Ufcw Union & Participating Food Industry Employers Tri State Pension F | 6,739 | $872M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 960 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $470M (50% of AUM) Feb 2026
- Charles Schwab & Co. $469M (50% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗