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Resurgent Financial Advisors Portfolio holdings
AUM
$360M
Turnover
28.06%
1-Year Est. Return
28.63%
This Fund
S&P 500
This Quarter Est. Return
+16.32%
1 Year Est. Return
+28.63%
3 Year Est. Return
+86.37%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$360M
AUM Growth
+$82.6M
(+30%)
Cap. Flow
+$55.3M
Cap. Flow % of AUM
Cap. Flow %
15.39%
Top 10 Holdings %
Top 10 Hldgs %
30.08%
Holding
335
New
75
Increased
158
Reduced
68
Closed
19
Avg Time Held
Equity + Options
1.7
years
Top 10 Avg Time Held
Equity + Options
1.9
years
Top 20 Avg Time Held
Equity + Options
2.3
years
Avg Time Held Equity only
1.8
years
Top 10 Avg Time Held Equity only
1.9
years
Top 20 Avg Time Held Equity only
2.3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$3.45M |
| 2 |
NVIDIA
NVDA
|
+$3.39M |
| 3 |
Apple
AAPL
|
+$3.19M |
| 4 |
Microsoft
MSFT
|
+$2.89M |
| 5 |
Applied Materials
AMAT
|
+$2.08M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intuit
INTU
|
+$2.36M |
| 2 |
Automatic Data Processing
ADP
|
+$1.3M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.24M |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.17M |
| 5 |
Markel Group
MKL
|
+$756K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 30.72% |
| 2 | Technology | 23.55% |
| 3 | Financials | 10.01% |
| 4 | Healthcare | 8.15% |
| 5 | Communication Services | 7.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Alphabet (Google) Class A
GOOGL
$3.43T
| $19.2M | 5.34% |
53,756
+9,585
| +22% | +$3.45M |
2021 Q4
18 quarters
|
|
|
2
NVIDIA
NVDA
$4.88T
| $17.3M | 4.8% |
86,317
+16,488
| +24% | +$3.39M |
2021 Q4
18 quarters
|
|
|
3
Apple
AAPL
$4.94T
| $16M | 4.44% |
55,146
+11,163
| +25% | +$3.19M |
2021 Q4
18 quarters
|
|
|
4
Microsoft
MSFT
$3.77T
| $14.9M | 4.15% |
40,008
+7,131
| +22% | +$2.89M |
2021 Q4
18 quarters
|
|
5
Berkshire Hathaway Class B
BRK.B
$1.19T
| $9.44M | 2.63% |
18,866
+3,739
| +25% | +$1.8M |
2021 Q4
18 quarters
|
|
6
Visa
V
$795B
| $6.78M | 1.89% |
19,761
+4,759
| +32% | +$1.53M |
2021 Q4
18 quarters
|
|
7
Eli Lilly
LLY
$1.26T
| $6.69M | 1.86% |
5,580
+835
| +18% | +$853K |
2022 Q3
15 quarters
|
|
8
Broadcom
AVGO
$1.54T
| $6.46M | 1.8% |
17,100
+4,460
| +35% | +$1.79M |
2021 Q4
18 quarters
|
|
9
Vanguard Dividend Appreciation ETF
VIG
$116B
| $5.73M | 1.59% |
24,228
+1,892
| +8% | +$434K |
2021 Q4
18 quarters
|
|
10
Johnson & Johnson
JNJ
$651B
| $5.68M | 1.58% |
22,360
+2,660
| +14% | +$620K |
2021 Q4
18 quarters
|
|
11
JPMorgan Chase
JPM
$904B
| $5.45M | 1.52% |
16,655
+499
| +3% | +$155K |
2021 Q4
18 quarters
|
|
12
Amazon
AMZN
$2.66T
| $4.9M | 1.36% |
20,557
+3,330
| +19% | +$836K |
2021 Q4
18 quarters
|
|
13
Meta Platforms (Facebook)
META
$1.58T
| $4.76M | 1.33% |
8,458
+2,871
| +51% | +$1.76M |
2021 Q4
18 quarters
|
|
|
14
State Street SPDR S&P 500 ETF Trust
SPY
$795B
| $4.58M | 1.27% |
6,137
-1,709
| -22% | -$1.24M |
2021 Q4
18 quarters
|
|
15
Eaton
ETN
$142B
| $4.47M | 1.24% |
10,480
+1,331
| +15% | +$537K |
2021 Q4
18 quarters
|
|
16
W.W. Grainger
GWW
$64.9B
| $4.26M | 1.18% |
3,132
+938
| +43% | +$1.16M |
2026 Q1
1 quarter
|
|
17
Mastercard
MA
$573B
| $3.79M | 1.05% |
7,377
+1,110
| +18% | +$553K |
2021 Q4
18 quarters
|
|
18
McKesson
MCK
$116B
| $3.73M | 1.04% |
4,932
+1,048
| +27% | +$831K |
2026 Q1
1 quarter
|
|
19
iShares Russell 1000 Value ETF
IWD
$83.3B
| $3.62M | 1.01% |
14,929
-1,098
| -7% | -$256K |
2022 Q1
17 quarters
|
|
20
Stryker
SYK
$118B
| $3.52M | 0.98% |
11,183
+2,814
| +34% | +$887K |
2026 Q1
1 quarter
|
|
21
Texas Pacific Land
TPL
$22.8B
| $3.48M | 0.97% |
7,954
-86
| -1% | -$34.9K |
2021 Q4
18 quarters
|
|
22
iShares Core S&P 500 ETF
IVV
$866B
| $3.43M | 0.95% |
4,577
+702
| +18% | +$511K |
2021 Q4
18 quarters
|
|
23
ExxonMobil
XOM
$733B
| $3.4M | 0.95% |
24,901
+1,972
| +9% | +$295K |
2021 Q4
18 quarters
|
|
24
Walmart Inc
WMT
$1.01T
| $3.4M | 0.95% |
30,039
+2,022
| +7% | +$251K |
2021 Q4
18 quarters
|
|
25
State Street SPDR Portfolio S&P 500 ETF
SPYM
$181B
| $3.27M | 0.91% |
37,161
+11,786
| +46% | +$1.01M |
2023 Q2
12 quarters
|
|
Similar funds
HIS
Resurgent Financial Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Resurgent Financial Advisors held 335 positions worth $360M, up 30% from $277M the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Resurgent Financial Advisors deployed $55.3M of net new capital in Q2 2026, opening 75 new positions and adding to 158 existing holdings. Its largest new stake was Applied Materials: 4,507 shares worth $3.26M.
By sector, the portfolio is most concentrated in Miscellaneous at 31% of assets, down from 35% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $1.24M trimmed.
- Resurgent Financial Advisors's largest Q2 2026 buy was Applied Materials: 4,507 shares worth $3.26M.
- Resurgent Financial Advisors added most to Alphabet (Google) Class A in Q2 2026, an estimated $3.45M increase.
- Resurgent Financial Advisors's biggest Q2 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $1.24M.
- Resurgent Financial Advisors fully exited Intuit in Q2 2026, selling an estimated $2.36M.
- Resurgent Financial Advisors's ten largest holdings make up 30% of its $360M portfolio in Q2 2026.
- Resurgent Financial Advisors opened 75 new positions and closed 19 in Q2 2026.
- Resurgent Financial Advisors's portfolio value rose 30% quarter-over-quarter to $360M.
Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.