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RFA

Resurgent Financial Advisors Portfolio holdings

AUM $360M
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
Cap. Flow
+$55.3M
Cap. Flow %
15.39%
Top 10 Hldgs %
30.08%
Holding
335
New
75
Increased
158
Reduced
68
Closed
19

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.45M
2
NVDA icon
NVIDIA
NVDA
+$3.39M
3
AAPL icon
Apple
AAPL
+$3.19M
4
MSFT icon
Microsoft
MSFT
+$2.89M
5
AMAT icon
Applied Materials
AMAT
+$2.08M

Top Sells

Rank Stock Value
1
INTU icon
Intuit
INTU
+$2.36M
2
ADP icon
Automatic Data Processing
ADP
+$1.3M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.24M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.17M
5
MKL icon
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
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.04T
$19.2M 5.34%
53,756
+9,585
+22% +$3.45M
NVDA icon
2
NVIDIA
NVDA
$5.4T
$17.3M 4.8%
86,317
+16,488
+24% +$3.39M
AAPL icon
3
Apple
AAPL
$4.6T
$16M 4.44%
55,146
+11,163
+25% +$3.19M
MSFT icon
4
Microsoft
MSFT
$3.65T
$14.9M 4.15%
40,008
+7,131
+22% +$2.89M
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.08T
$9.44M 2.63%
18,866
+3,739
+25% +$1.8M
V icon
6
Visa
V
$686B
$6.78M 1.89%
19,761
+4,759
+32% +$1.53M
LLY icon
7
Eli Lilly
LLY
$1T
$6.69M 1.86%
5,580
+835
+18% +$853K
AVGO icon
8
Broadcom
AVGO
$1.73T
$6.46M 1.8%
17,100
+4,460
+35% +$1.79M
VIG icon
9
Vanguard Dividend Appreciation ETF
VIG
$111B
$5.73M 1.59%
24,228
+1,892
+8% +$434K
JNJ icon
10
Johnson & Johnson
JNJ
$644B
$5.68M 1.58%
22,360
+2,660
+14% +$620K
JPM icon
11
JPMorgan Chase
JPM
$943B
$5.45M 1.52%
16,655
+499
+3% +$155K
AMZN icon
12
Amazon
AMZN
$2.72T
$4.9M 1.36%
20,557
+3,330
+19% +$836K
META icon
13
Meta Platforms (Facebook)
META
$1.67T
$4.76M 1.33%
8,458
+2,871
+51% +$1.76M
SPY icon
14
State Street SPDR S&P 500 ETF Trust
SPY
$806B
$4.58M 1.27%
6,137
-1,709
-22% -$1.24M
ETN icon
15
Eaton
ETN
$161B
$4.47M 1.24%
10,480
+1,331
+15% +$537K
GWW icon
16
W.W. Grainger
GWW
$60.2B
$4.26M 1.18%
3,132
+938
+43% +$1.16M
MA icon
17
Mastercard
MA
$497B
$3.79M 1.05%
7,377
+1,110
+18% +$553K
MCK icon
18
McKesson
MCK
$104B
$3.73M 1.04%
4,932
+1,048
+27% +$831K
IWD icon
19
iShares Russell 1000 Value ETF
IWD
$82.9B
$3.62M 1.01%
14,929
-1,098
-7% -$256K
SYK icon
20
Stryker
SYK
$106B
$3.52M 0.98%
11,183
+2,814
+34% +$887K
TPL icon
21
Texas Pacific Land
TPL
$25.8B
$3.48M 0.97%
7,954
-86
-1% -$34.9K
IVV icon
22
iShares Core S&P 500 ETF
IVV
$866B
$3.43M 0.95%
4,577
+702
+18% +$511K
XOM icon
23
ExxonMobil
XOM
$675B
$3.4M 0.95%
24,901
+1,972
+9% +$295K
WMT icon
24
Walmart Inc
WMT
$840B
$3.4M 0.95%
30,039
+2,022
+7% +$251K
SPYM
25
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$3.27M 0.91%
37,161
+11,786
+46% +$1.01M
1
2 3 4 5

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BWIA
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GWP
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PCA
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MIPU
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BCM
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FIM
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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.