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RWA

Resolute Wealth Advisor Portfolio holdings

AUM $176M
This Fund
S&P 500
This Quarter Est. Return
+9.28%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$176M
AUM Growth
–
Cap. Flow
+$158M
Cap. Flow %
89.67%
Top 10 Hldgs %
54.82%
Holding
78
New
78
Increased
–
Reduced
–
Closed
–
Avg Time Held
0 quarters
Top 10 Avg Time Held
0 quarters
Top 20 Avg Time Held
0 quarters

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.2M
2
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$11.6M
3
IVE icon
iShares S&P 500 Value ETF
IVE
+$10M
4
APUE icon
ActivePassive US Equity ETF
APUE
+$9.42M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.2M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 96.66%
2 Technology 1.41%
3 Consumer Discretionary 1.31%
4 Communication Services 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
HD icon
26
Home Depot
HD
$291B
$1.76M 1%
+5,345
New +$1.93M
2025 Q2
0 quarters
MUB icon
27
iShares National Muni Bond ETF
MUB
$47.5B
$1.43M 0.82%
+13,510
New +$1.4M
2025 Q2
0 quarters
BNDX icon
28
Vanguard Total International Bond ETF
BNDX
$82.5B
$1.24M 0.71%
+25,834
New +$1.27M
2025 Q2
0 quarters
IAU icon
29
iShares Gold Trust
IAU
$62B
$1.23M 0.7%
+13,904
New +$862K
2025 Q2
0 quarters
DFAC icon
30
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
$49.3B
$1.03M 0.59%
+26,619
New +$888K
2025 Q2
0 quarters
IWF icon
31
iShares Russell 1000 Growth ETF
IWF
$130B
$1.02M 0.58%
+9,612
New +$919K
2025 Q2
0 quarters
AVEM icon
32
Avantis Emerging Markets Equity ETF
AVEM
$28.3B
$971K 0.55%
+12,049
New +$759K
2025 Q2
0 quarters
IWB icon
33
iShares Russell 1000 ETF
IWB
$49.3B
$937K 0.53%
+2,629
New +$825K
2025 Q2
0 quarters
XLK icon
34
State Street Technology Select Sector SPDR ETF
XLK
$129B
$901K 0.51%
+13,566
New +$1.51M
2025 Q2
0 quarters
SCHG icon
35
Schwab US Large-Cap Growth ETF
SCHG
$65B
$901K 0.51%
+30,919
New +$817K
2025 Q2
0 quarters
AAPL icon
36
Apple
AAPL
$4.85T
$711K 0.41%
+2,803
New +$566K
2025 Q2
0 quarters
NVDA icon
37
NVIDIA
NVDA
$5.57T
$707K 0.4%
+4,051
New +$510K
2025 Q2
0 quarters
URTH icon
38
iShares MSCI World ETF
URTH
$8.27B
$701K 0.4%
+3,894
New +$615K
2025 Q2
0 quarters
DFAS icon
39
U.S. Small Cap Portfolio ETF Class Shares
DFAS
$15B
$693K 0.39%
+9,741
New +$584K
2025 Q2
0 quarters
IEFA icon
40
iShares Core MSCI EAFE ETF
IEFA
$189B
$682K 0.39%
+7,528
New +$597K
2025 Q2
0 quarters
XLF icon
41
State Street Financial Select Sector SPDR ETF
XLF
$50.9B
$630K 0.36%
+12,765
New +$632K
2025 Q2
0 quarters
AMZN icon
42
Amazon
AMZN
$2.79T
$549K 0.31%
+2,635
New +$521K
2025 Q2
0 quarters
VCSH icon
43
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.1B
$532K 0.3%
+6,708
New +$528K
2025 Q2
0 quarters
VTV icon
44
Vanguard Morningstar Value ETF
VTV
$188B
$513K 0.29%
+2,613
New +$441K
2025 Q2
0 quarters
OEF icon
45
iShares S&P 100 ETF
OEF
$20.8B
$490K 0.28%
+1,542
New +$430K
2025 Q2
0 quarters
MSFT icon
46
Microsoft
MSFT
$3.93T
$478K 0.27%
+1,291
New +$561K
2025 Q2
0 quarters
GOOGL icon
47
Alphabet (Google) Class A
GOOGL
$4.31T
$468K 0.27%
+1,628
New +$266K
2025 Q2
0 quarters
SPY icon
48
State Street SPDR S&P 500 ETF Trust
SPY
$830B
$444K 0.25%
+683
New +$390K
2025 Q2
0 quarters
BDEC icon
49
Innovator US Equity Buffer ETF December
BDEC
$215M
$411K 0.23%
+8,555
New +$364K
2025 Q2
0 quarters
IEUR icon
50
iShares Core MSCI Europe ETF
IEUR
$9.16B
$379K 0.22%
+5,398
New +$341K
2025 Q2
0 quarters
1
2
3 4

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Resolute Wealth Advisor's Q2 2025 Portfolio in Review

Q2 2025 is the first quarter with a 13F filing on record for Resolute Wealth Advisor, which disclosed 78 positions worth $176M. Its ten largest holdings account for 55% of the portfolio.

Its largest position is iShares Core S&P 500 ETF: 22,968 shares worth $15M.

By sector, the portfolio is most concentrated in Miscellaneous at 97% of assets, followed by Technology and Consumer Discretionary.

  • Resolute Wealth Advisor's largest Q2 2025 buy was iShares Core S&P 500 ETF: 22,968 shares worth $15M.
  • Resolute Wealth Advisor's ten largest holdings make up 55% of its $176M portfolio in Q2 2025.
  • Resolute Wealth Advisor disclosed 78 positions in Q2 2025, its first 13F filing on record.

Based on Resolute Wealth Advisor's 13F filing for Q2 2025, filed 13 Aug 2026.