We are live on ! Find out more
RFA

Resurgent Financial Advisors Portfolio holdings

AUM $277M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
+0.54%
1 Year Est. Return
+21.5%
3 Year Est. Return
+70.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$277M
AUM Growth
+$77.5M
Cap. Flow
+$81.3M
Cap. Flow %
29.37%
Top 10 Hldgs %
28.7%
Holding
273
New
57
Increased
116
Reduced
71
Closed
13

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.52M
2
NVDA icon
NVIDIA
NVDA
+$7.19M
3
MSFT icon
Microsoft
MSFT
+$5.28M
4
LLY icon
Eli Lilly
LLY
+$3.83M
5
V icon
Visa
V
+$3.65M

Top Sells

Rank Stock Value
1
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$864K
2
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$838K
3
MCO icon
Moody's
MCO
+$656K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$576K
5
KKR icon
KKR & Co
KKR
+$498K

Sector Composition

Rank Sector Weight
1 Technology 19.28%
2 Financials 9.89%
3 Healthcare 8.69%
4 Communication Services 6.71%
5 Energy 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
226
Coca-Cola
KO
$354B
$240K 0.09%
3,153
+235
+8% +$17.8K
LOW icon
227
Lowe's Companies
LOW
$116B
$233K 0.08%
+988
New +$258K
IBKR icon
228
Interactive Brokers
IBKR
$40.9B
$233K 0.08%
+3,474
New +$248K
MGC icon
229
Vanguard Mega Cap 300 Index ETF
MGC
$9.87B
$228K 0.08%
965
-29
-3% -$7.2K
CPA icon
230
Copa Holdings
CPA
$5.56B
$227K 0.08%
2,000
– –
MTUM icon
231
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$226K 0.08%
943
– –
IEUR icon
232
iShares Core MSCI Europe ETF
IEUR
$8.66B
$226K 0.08%
3,220
+262
+9% +$19.1K
IWB icon
233
iShares Russell 1000 ETF
IWB
$47.7B
$222K 0.08%
623
+11
+2% +$4.1K
MU icon
234
Micron Technology
MU
$1.04T
$220K 0.08%
651
-78
-11% -$30.6K
TGT icon
235
Target
TGT
$62.1B
$219K 0.08%
+1,807
New +$204K
PFG icon
236
Principal Financial Group
PFG
$23.6B
$218K 0.08%
2,414
+12
+0.5% +$1.1K
FSK icon
237
FS KKR Capital
FSK
$2.98B
$217K 0.08%
+21,362
New +$267K
VUG icon
238
Vanguard Growth ETF
VUG
$216B
$217K 0.08%
+2,982
New +$232K
SPYH
239
NEOS S&P 500 Hedged Equity Income ETF
SPYH
$28.3M
$213K 0.08%
4,046
– –
TMFC icon
240
Motley Fool 100 Index ETF
TMFC
$2B
$204K 0.07%
3,094
– –
QQQ icon
241
Invesco QQQ Trust
QQQ
$455B
$203K 0.07%
+352
New +$214K
NLR icon
242
VanEck Uranium + Nuclear Energy ETF
NLR
$3.89B
$203K 0.07%
+1,524
New +$218K
MGV icon
243
Vanguard Mega Cap Value ETF
MGV
$13.2B
$202K 0.07%
+1,392
New +$206K
RXRX icon
244
Recursion Pharmaceuticals
RXRX
$1.57B
$136K 0.05%
44,200
+23,900
+118% +$92.4K
EVG
245
Eaton Vance Short Duration Diversified Income Fund
EVG
$142M
$130K 0.05%
+12,149
New +$132K
MMT
246
Aberdeen Multi-Market Income Fund
MMT
$237M
$127K 0.05%
+27,443
New +$128K
TAIL icon
247
Cambria Tail Risk ETF
TAIL
$145M
$123K 0.04%
10,494
-6,895
-40% -$79.9K
NVDA icon
248
CALL
NVIDIA
NVDA
$5.01T
$105K 0.04%
+600
New +$110K
ACP
249
abrdn Income Credit Strategies Fund
ACP
$640M
$102K 0.04%
+20,033
New +$110K
TE
250
T1 Energy
TE
$1.4B
$63.7K 0.02%
14,500
– –
7 8 9
10
11

Similar funds

1NWS
1 North Wealth Services Annapolis, Maryland $277M AUM 15.28% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $277M AUM 21.37% 1-Year Est. Return
CCP
Carmel Capital Partners San Diego, California $277M AUM 15.49% 1-Year Est. Return
EFM
Eley Financial Management South Burlington, Vermont $277M AUM 20.41% 1-Year Est. Return
RCA
Ranch Capital Advisors Sarasota, Florida $277M AUM 22.08% 1-Year Est. Return
BCH
Berkshire Capital Holdings San Jose, California $277M AUM 190.28% 1-Year Est. Return
IIA
ICW Investment Advisors Scottsdale, Arizona $277M AUM 12.1% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return

Resurgent Financial Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Resurgent Financial Advisors held 273 positions worth $277M, up 39% from $199M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Resurgent Financial Advisors deployed $81.3M of net new capital in Q1 2026, opening 57 new positions and adding to 116 existing holdings. Its largest new stake was McKesson: 3,884 shares worth $3.36M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 16% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was iShares Core MSCI Emerging Markets ETF, an estimated $576K trimmed.

  • Resurgent Financial Advisors's largest Q1 2026 buy was McKesson: 3,884 shares worth $3.36M.
  • Resurgent Financial Advisors added most to Alphabet (Google) Class A in Q1 2026, an estimated $8.52M increase.
  • Resurgent Financial Advisors's biggest Q1 2026 reduction was iShares Core MSCI Emerging Markets ETF, cutting an estimated $576K.
  • Resurgent Financial Advisors fully exited First Trust NASDAQ Cybersecurity ETF in Q1 2026, selling an estimated $864K.
  • Resurgent Financial Advisors's ten largest holdings make up 29% of its $277M portfolio in Q1 2026.
  • Resurgent Financial Advisors opened 57 new positions and closed 13 in Q1 2026.
  • Resurgent Financial Advisors's portfolio value rose 39% quarter-over-quarter to $277M.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.