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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
+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
IPWR icon
251
Ideal Power
IPWR
$65.4M
$56.7K 0.02%
+20,040
New +$71K
EOSE icon
252
Eos Energy Enterprises
EOSE
$1.23B
$50.3K 0.02%
+10,150
New +$109K
DNN icon
253
Denison Mines
DNN
$2.63B
$44.1K 0.02%
12,500
– –
LAES icon
254
SEALSQ Corp
LAES
$541M
$41.3K 0.01%
15,750
+3,650
+30% +$14.3K
SLDP icon
255
Solid Power
SLDP
$468M
$33.1K 0.01%
+11,050
New +$44.5K
BZAI
256
Blaize Holdings
BZAI
$129M
$30.9K 0.01%
17,000
+3,800
+29% +$5.61K
PLUG icon
257
Plug Power
PLUG
$2.92B
$28.3K 0.01%
+12,500
New +$27.1K
SIDU icon
258
Sidus Space
SIDU
$180M
$27.8K 0.01%
12,000
-100
-0.8% -$272
GWH icon
259
ESS Tech
GWH
$22.1M
$18.3K 0.01%
+15,606
New +$24K
ARBE icon
260
Arbe Robotics
ARBE
$83.1M
$16.5K 0.01%
27,100
– –
AEM icon
261
Agnico Eagle Mines
AEM
$72.6B
– –
-1,587
Closed -$269K
CIBR icon
262
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.8B
– –
-12,099
Closed -$864K
CRM icon
263
Salesforce
CRM
$134B
– –
-845
Closed -$224K
DIS icon
264
Walt Disney
DIS
$165B
– –
-2,061
Closed -$234K
EMB icon
265
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
– –
-2,906
Closed -$280K
FXI icon
266
iShares China Large-Cap ETF
FXI
$4.31B
– –
-8,853
Closed -$339K
GE icon
267
GE Aerospace
GE
$367B
– –
-703
Closed -$216K
GLDM icon
268
SPDR Gold MiniShares Trust
GLDM
$27.5B
– –
-3,822
Closed -$326K
KKR icon
269
KKR & Co
KKR
$89.2B
– –
-3,908
Closed -$498K
MCO icon
270
Moody's
MCO
$81.7B
– –
-1,285
Closed -$656K
OEF icon
271
iShares S&P 100 ETF
OEF
$19.8B
– –
-1,168
Closed -$401K
XLG icon
272
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
– –
-14,144
Closed -$838K
BPRE
273
Bluerock Private Real Estate Fund
BPRE
– –
-10,234
Closed -$154K
7 8 9 10
11

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1NWS
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TAP
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CCP
Carmel Capital Partners San Diego, California $277M AUM 15.49% 1-Year Est. Return
EFM
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RCA
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BCH
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IIA
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TLA
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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.