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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
AMAT icon
26
Applied Materials
AMAT
$372B
$3.26M 0.91%
+4,507
New +$2.08M
HD icon
27
Home Depot
HD
$310B
$3.13M 0.87%
8,866
+4,700
+113% +$1.53M
MU icon
28
Micron Technology
MU
$1.16T
$3.06M 0.85%
2,651
+2,000
+307% +$1.5M
IUSB icon
29
iShares Core Universal USD Bond ETF
IUSB
$43.6B
$2.58M 0.72%
55,822
+19,674
+54% +$907K
PWR icon
30
Quanta Services
PWR
$94.3B
$2.54M 0.71%
3,534
-129
-4% -$88.2K
SPHQ icon
31
Invesco S&P 500 Quality ETF
SPHQ
$18.7B
$2.52M 0.7%
27,964
+1,235
+5% +$103K
RTX icon
32
RTX Corp
RTX
$266B
$2.45M 0.68%
12,898
+3,440
+36% +$631K
CVX icon
33
Chevron
CVX
$419B
$2.37M 0.66%
14,275
+1,423
+11% +$265K
JEPQ icon
34
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$42.4B
$2.17M 0.6%
35,269
+949
+3% +$56.3K
FXE icon
35
Invesco CurrencyShares Euro Currency Trust
FXE
$370M
$2.15M 0.6%
20,347
-3,510
-15% -$377K
COP icon
36
ConocoPhillips
COP
$164B
$2.13M 0.59%
20,454
-1,006
-5% -$119K
APH icon
37
Amphenol
APH
$201B
$2M 0.56%
22,688
+6,136
+37% +$442K
SPGI icon
38
S&P Global
SPGI
$123B
$1.9M 0.53%
4,656
+821
+21% +$347K
DLN icon
39
WisdomTree US LargeCap Dividend Fund
DLN
$6.3B
$1.88M 0.52%
19,569
-144
-0.7% -$13.6K
IVW icon
40
iShares S&P 500 Growth ETF
IVW
$76.5B
$1.87M 0.52%
13,630
+167
+1% +$22.1K
CSCO icon
41
Cisco
CSCO
$431B
$1.83M 0.51%
15,544
+2,100
+16% +$220K
DYNF icon
42
BlackRock US Equity Factor Rotation ETF
DYNF
$41.5B
$1.78M 0.5%
26,198
+528
+2% +$34.4K
NEE icon
43
NextEra Energy
NEE
$172B
$1.76M 0.49%
20,048
+3,404
+20% +$308K
ASML icon
44
ASML
ASML
$664B
$1.74M 0.48%
+874
New +$1.39M
MLPX icon
45
Global X MLP & Energy Infrastructure ETF
MLPX
$3.7B
$1.73M 0.48%
23,531
+1,504
+7% +$111K
AMGN icon
46
Amgen
AMGN
$212B
$1.69M 0.47%
4,679
+1,096
+31% +$375K
TSM icon
47
TSMC
TSM
$2.26T
$1.66M 0.46%
3,485
+110
+3% +$44.6K
INTC icon
48
Intel
INTC
$562B
$1.64M 0.46%
11,770
+74
+0.6% +$7.48K
DE icon
49
Deere & Co
DE
$183B
$1.64M 0.46%
2,587
+1,358
+110% +$787K
MPC icon
50
Marathon Petroleum
MPC
$112B
$1.61M 0.45%
6,292
+104
+2% +$25.5K
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.