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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
(+30%)
Cap. Flow
+$55.3M
Cap. Flow
% of AUM
15.39%
Top 10 Holdings %
Top 10 Hldgs %
30.08%
Holding
335
New
75
Increased
158
Reduced
68
Closed
19
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 | |
|---|---|---|---|---|---|---|
251
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.7B
| $260K | 0.07% |
1,592
+200
| +14% | +$31K |
|
252
Capital One
COF
$129B
| $258K | 0.07% |
1,284
-357
| -22% | -$68.3K |
|
253
Aflac
AFL
$57.5B
| $256K | 0.07% |
+2,187
| New | +$252K |
|
254
Truist Financial
TFC
$61.3B
| $252K | 0.07% |
+5,056
| New | +$249K |
|
|
LAND
255
Gladstone Land Corp
LAND
$408M
| $251K | 0.07% |
29,477
+5,285
| +22% | +$50.5K |
|
256
Kinross Gold
KGC
$35.9B
| $251K | 0.07% |
+10,643
| New | +$313K |
|
257
Petrobras
PBR
$135B
| $251K | 0.07% |
15,526
| – | – |
|
258
Wells Fargo
WFC
$271B
| $251K | 0.07% |
+3,033
| New | +$244K |
|
259
Abbott
ABT
$182B
| $250K | 0.07% |
2,752
+182
| +7% | +$16.6K |
|
260
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
| $247K | 0.07% |
2,461
-1,777
| -42% | -$178K |
|
261
Ameriprise Financial
AMP
$48.7B
| $245K | 0.07% |
+533
| New | +$244K |
|
|
HDV
262
iShares Core High Dividend ETF
HDV
$15.3B
| $244K | 0.07% |
+8,886
| New | +$242K |
|
263
Walt Disney
DIS
$180B
| $242K | 0.07% |
+2,519
| New | +$257K |
|
264
iShares Russell 1000 ETF
IWB
$48.8B
| $242K | 0.07% |
592
-31
| -5% | -$12.3K |
|
265
Alliance Resource Partners
ARLP
$3.44B
| $240K | 0.07% |
10,000
| – | – |
|
266
Target
TGT
$71.6B
| $238K | 0.07% |
1,824
+17
| +0.9% | +$2.16K |
|
267
Tractor Supply
TSCO
$17.7B
| $238K | 0.07% |
+7,517
| New | +$260K |
|
268
Royal Bank of Canada
RY
$286B
| $237K | 0.07% |
+1,143
| New | +$212K |
|
269
Motley Fool 100 Index ETF
TMFC
$2.07B
| $236K | 0.07% |
3,094
| – | – |
|
270
3M
MMM
$84.8B
| $232K | 0.06% |
+1,430
| New | +$217K |
|
271
American Express
AXP
$217B
| $226K | 0.06% |
+669
| New | +$214K |
|
|
SPYH
272
NEOS S&P 500 Hedged Equity Income ETF
SPYH
$42.8M
| $225K | 0.06% |
4,033
-13
| -0.3% | -$720 |
|
|
VOLT
273
Tema Electrification ETF
VOLT
$737M
| $225K | 0.06% |
+5,370
| New | +$211K |
|
274
Nucor
NUE
$58.5B
| $224K | 0.06% |
+1,006
| New | +$228K |
|
275
Lumentum
LITE
$88.7B
| $223K | 0.06% |
+260
| New | +$232K |
|
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BWIA
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PCA
MIPU
BCM
FIM
MS
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.