We are live on
!
Find out more
RWA
Resolute Wealth Advisor Portfolio holdings
AUM
$176M
This Fund
S&P 500
This Quarter
Est. Return
+12.91%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$176M
AUM Growth
-$5.94K
(-0%)
Cap. Flow
-$876K
Cap. Flow
% of AUM
-0.5%
Top 10 Holdings %
Top 10 Hldgs %
54.82%
Holding
78
New
–
Increased
–
Reduced
2
Closed
–
Avg Time Held
3.9
quarters
Top 10 Avg Time Held
2
quarters
Top 20 Avg Time Held
2
quarters
Top Buys
No buys this quarter
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$869K |
| 2 |
iShares MSCI World ETF
URTH
|
+$6.53K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 96.66% |
| 2 | Technology | 1.41% |
| 3 | Consumer Discretionary | 1.31% |
| 4 | Communication Services | 0.62% |
Similar funds
PC
MDP
RFW
SLWM
PFA
FFS
TIM
MP
Resolute Wealth Advisor's Q2 2026 Portfolio in Review
As of Q2 2026, Resolute Wealth Advisor held 78 positions worth $176M, down 0% from $176M the previous quarter. Its ten largest holdings account for 55% of the portfolio.
Trading was light in Q2 2026: portfolio turnover was 0%. Resolute Wealth Advisor opened no new positions and made no exits, leaving the 78-position portfolio largely intact.
By sector, the portfolio is most concentrated in Miscellaneous at 97% of assets, down from 97% a quarter earlier, followed by Technology and Consumer Discretionary.
- Resolute Wealth Advisor's biggest Q2 2026 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $869K.
- Resolute Wealth Advisor's ten largest holdings make up 55% of its $176M portfolio in Q2 2026.
- Resolute Wealth Advisor opened 0 new positions and closed 0 in Q2 2026.
- Resolute Wealth Advisor's portfolio value fell 0% quarter-over-quarter to $176M.
Based on Resolute Wealth Advisor's 13F filing for Q2 2026, filed 19 Aug 2026.