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RFA

Resurgent Financial Advisors Portfolio holdings

AUM $277M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
+1.98%
1 Year Est. Return
+21.5%
3 Year Est. Return
+70.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$199M
AUM Growth
-$4.32M
Cap. Flow
-$5.98M
Cap. Flow %
-3%
Top 10 Hldgs %
28.48%
Holding
229
New
22
Increased
90
Reduced
90
Closed
13

Top Buys

Rank Stock Value
1
VRTX icon
Vertex Pharmaceuticals
VRTX
+$495K
2
IVE icon
iShares S&P 500 Value ETF
IVE
+$478K
3
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$469K
4
BAC icon
Bank of America
BAC
+$404K
5
MO icon
Altria Group
MO
+$386K

Top Sells

Rank Stock Value
1
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$1.45M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.27M
3
AAPL icon
Apple
AAPL
+$1.1M
4
MSFT icon
Microsoft
MSFT
+$1.04M
5
BAM icon
Brookfield Asset Management
BAM
+$859K

Sector Composition

Rank Sector Weight
1 Technology 16.34%
2 Financials 10.67%
3 Energy 5.92%
4 Healthcare 5.34%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UBER icon
226
Uber
UBER
$153B
– –
-3,226
Closed -$316K
WIP icon
227
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$476M
– –
-11,200
Closed -$439K
WM icon
228
Waste Management
WM
$91B
– –
-907
Closed -$200K
XLV icon
229
State Street Health Care Select Sector SPDR ETF
XLV
$42.7B
– –
-4,978
Closed -$693K
6 7 8 9
10

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Resurgent Financial Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Resurgent Financial Advisors held 229 positions worth $199M, down 2.1% from $204M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Resurgent Financial Advisors's Q4 2025 filing shows 22 new, 90 increased, 90 reduced and 13 closed positions. Its largest new stake was Vertex Pharmaceuticals: 1,149 shares worth $521K. The largest sale was iShares 1-3 Year International Treasury Bond ETF, an estimated $1.45M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 17% a quarter earlier, followed by Financials and Energy.

  • Resurgent Financial Advisors's largest Q4 2025 buy was Vertex Pharmaceuticals: 1,149 shares worth $521K.
  • Resurgent Financial Advisors added most to iShares S&P 500 Value ETF in Q4 2025, an estimated $478K increase.
  • Resurgent Financial Advisors's biggest Q4 2025 reduction was iShares 1-3 Year International Treasury Bond ETF, cutting an estimated $1.45M.
  • Resurgent Financial Advisors fully exited Brookfield Asset Management in Q4 2025, selling an estimated $859K.
  • Resurgent Financial Advisors's ten largest holdings make up 28% of its $199M portfolio in Q4 2025.
  • Resurgent Financial Advisors opened 22 new positions and closed 13 in Q4 2025.
  • Resurgent Financial Advisors's portfolio value fell 2.1% quarter-over-quarter to $199M.

Based on Resurgent Financial Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.