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
+9.88%
1 Year Est. Return
+21.5%
3 Year Est. Return
+70.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$182M
AUM Growth
+$15.6M
Cap. Flow
+$3.37M
Cap. Flow %
1.85%
Top 10 Hldgs %
30.41%
Holding
204
New
23
Increased
92
Reduced
64
Closed
18

Top Buys

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$957K
2
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$714K
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$578K
4
IBM icon
IBM
IBM
+$511K
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$491K

Top Sells

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$724K
2
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$651K
3
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$610K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$577K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$425K

Sector Composition

Rank Sector Weight
1 Technology 17%
2 Financials 12.34%
3 Energy 6.37%
4 Healthcare 5.19%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVW icon
26
iShares S&P 500 Growth ETF
IVW
$77B
$1.51M 0.83%
13,709
-1,620
-11% -$160K
DON icon
27
WisdomTree US MidCap Dividend Fund
DON
$4.07B
$1.5M 0.82%
29,835
+276
+0.9% +$13.3K
NFLX icon
28
Netflix
NFLX
$307B
$1.48M 0.81%
11,020
+920
+9% +$104K
V icon
29
Visa
V
$692B
$1.47M 0.81%
4,153
-378
-8% -$132K
AVGO icon
30
Broadcom
AVGO
$2T
$1.47M 0.81%
5,344
+174
+3% +$37.8K
ISRG icon
31
Intuitive Surgical
ISRG
$132B
$1.47M 0.81%
2,698
+468
+21% +$245K
CVX icon
32
Chevron
CVX
$371B
$1.43M 0.79%
10,019
+128
+1% +$18K
COST icon
33
Costco
COST
$421B
$1.35M 0.74%
1,365
+31
+2% +$30.8K
EFV icon
34
iShares MSCI EAFE Value ETF
EFV
$29.2B
$1.35M 0.74%
21,288
+7,204
+51% +$441K
IWM icon
35
iShares Russell 2000 ETF
IWM
$82.1B
$1.33M 0.73%
6,171
+4,756
+336% +$957K
IJR icon
36
iShares Core S&P Small-Cap ETF
IJR
$111B
$1.25M 0.69%
11,422
-1,108
-9% -$115K
DYNF icon
37
BlackRock US Equity Factor Rotation ETF
DYNF
$39.8B
$1.24M 0.68%
22,694
+1,124
+5% +$56.4K
NEE icon
38
NextEra Energy
NEE
$176B
$1.23M 0.67%
17,691
+812
+5% +$56.4K
META icon
39
Meta Platforms (Facebook)
META
$1.5T
$1.23M 0.67%
1,660
+114
+7% +$70.4K
USFR icon
40
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
$1.21M 0.66%
24,028
+5,860
+32% +$295K
MS icon
41
Morgan Stanley
MS
$336B
$1.2M 0.66%
8,521
-3,384
-28% -$416K
DHR icon
42
Danaher
DHR
$141B
$1.19M 0.65%
6,015
+269
+5% +$52.2K
CME icon
43
CME Group
CME
$95B
$1.15M 0.63%
4,178
+183
+5% +$49.8K
IVE icon
44
iShares S&P 500 Value ETF
IVE
$49.6B
$1.12M 0.62%
5,745
+341
+6% +$63.5K
MPC icon
45
Marathon Petroleum
MPC
$84B
$1.09M 0.6%
6,570
+6
+0.1% +$899
MLPX icon
46
Global X MLP & Energy Infrastructure ETF
MLPX
$3.59B
$1.08M 0.6%
17,299
-132
-0.8% -$8.02K
VIGI icon
47
Vanguard International Dividend Appreciation ETF
VIGI
$9.19B
$1.08M 0.59%
11,993
-91
-0.8% -$7.86K
HOOD icon
48
Robinhood
HOOD
$81.6B
$1.07M 0.59%
11,450
+594
+5% +$35.2K
SHYG icon
49
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$1.05M 0.58%
24,311
+78
+0.3% +$3.3K
VBR icon
50
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.7B
$1.04M 0.57%
5,346
-52
-1% -$9.63K
1
2
3 4 5

Similar funds

TAP
Tounjian Advisory Partners Fort Myers, Florida $277M AUM 21.37% 1-Year Est. Return
EFM
Eley Financial Management South Burlington, Vermont $277M AUM 20.41% 1-Year Est. Return
BCH
Berkshire Capital Holdings San Jose, California $277M AUM 190.28% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $276M AUM 26.84% 1-Year Est. Return
MC
Metavasi Capital Larchmont, New York $276M AUM 92.83% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return

Resurgent Financial Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Resurgent Financial Advisors held 204 positions worth $182M, up 9.4% from $167M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Resurgent Financial Advisors's Q2 2025 filing shows 23 new, 92 increased, 64 reduced and 18 closed positions. Its largest new stake was Global X 1-3 Month T-Bill ETF: 7,119 shares worth $715K. The largest sale was State Street SPDR Portfolio S&P 500 ETF, an estimated $724K.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 15% a quarter earlier, followed by Financials and Energy.

  • Resurgent Financial Advisors's largest Q2 2025 buy was Global X 1-3 Month T-Bill ETF: 7,119 shares worth $715K.
  • Resurgent Financial Advisors added most to iShares Russell 2000 ETF in Q2 2025, an estimated $957K increase.
  • Resurgent Financial Advisors's biggest Q2 2025 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $724K.
  • Resurgent Financial Advisors fully exited Vanguard Morningstar Small-Cap ETF in Q2 2025, selling an estimated $610K.
  • Resurgent Financial Advisors's ten largest holdings make up 30% of its $182M portfolio in Q2 2025.
  • Resurgent Financial Advisors opened 23 new positions and closed 18 in Q2 2025.
  • Resurgent Financial Advisors's portfolio value rose 9.4% quarter-over-quarter to $182M.

Based on Resurgent Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.