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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
+7.84%
1 Year Est. Return
+21.5%
3 Year Est. Return
+70.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$204M
AUM Growth
+$21.6M
Cap. Flow
+$9.03M
Cap. Flow %
4.43%
Top 10 Hldgs %
29.4%
Holding
225
New
39
Increased
65
Reduced
92
Closed
18

Top Buys

Rank Stock Value
1
FXE icon
Invesco CurrencyShares Euro Currency Trust
FXE
+$2.48M
2
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$1.72M
3
BAM icon
Brookfield Asset Management
BAM
+$897K
4
TSM icon
TSMC
TSM
+$780K
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$699K

Top Sells

Rank Stock Value
1
ISRG icon
Intuitive Surgical
ISRG
+$834K
2
JPM icon
JPMorgan Chase
JPM
+$687K
3
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$597K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$579K
5
ALL icon
Allstate
ALL
+$554K

Sector Composition

Rank Sector Weight
1 Technology 17.43%
2 Financials 10.89%
3 Energy 5.65%
4 Communication Services 4.85%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DLN icon
26
WisdomTree US LargeCap Dividend Fund
DLN
$6.39B
$1.72M 0.84%
19,778
-558
-3% -$47.2K
DYNF icon
27
BlackRock US Equity Factor Rotation ETF
DYNF
$40B
$1.7M 0.83%
28,649
+5,955
+26% +$338K
AVGO icon
28
Broadcom
AVGO
$2.04T
$1.64M 0.81%
4,979
-365
-7% -$112K
IUSB icon
29
iShares Core Universal USD Bond ETF
IUSB
$43.1B
$1.63M 0.8%
34,818
-6,077
-15% -$281K
IVW icon
30
iShares S&P 500 Growth ETF
IVW
$77.6B
$1.6M 0.78%
13,214
-495
-4% -$56.9K
META icon
31
Meta Platforms (Facebook)
META
$1.51T
$1.59M 0.78%
2,162
+502
+30% +$374K
HOOD icon
32
Robinhood
HOOD
$83.9B
$1.55M 0.76%
10,815
-635
-6% -$69.2K
CVX icon
33
Chevron
CVX
$366B
$1.54M 0.75%
9,891
-128
-1% -$19.8K
DON icon
34
WisdomTree US MidCap Dividend Fund
DON
$4.09B
$1.52M 0.75%
29,063
-772
-3% -$40K
IJR icon
35
iShares Core S&P Small-Cap ETF
IJR
$112B
$1.4M 0.69%
11,807
+385
+3% +$44.3K
QUAL icon
36
iShares MSCI USA Quality Factor ETF
QUAL
$47.9B
$1.31M 0.64%
6,751
-2,597
-28% -$487K
NFLX icon
37
Netflix
NFLX
$309B
$1.3M 0.64%
10,860
-160
-1% -$19.5K
V icon
38
Visa
V
$677B
$1.27M 0.62%
3,728
-425
-10% -$147K
SHYG icon
39
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
$1.24M 0.61%
28,615
+4,304
+18% +$185K
NEE icon
40
NextEra Energy
NEE
$177B
$1.22M 0.6%
16,181
-1,510
-9% -$110K
IVE icon
41
iShares S&P 500 Value ETF
IVE
$49.8B
$1.21M 0.59%
5,856
+111
+2% +$22.3K
MPC icon
42
Marathon Petroleum
MPC
$83.7B
$1.2M 0.59%
6,226
-344
-5% -$60.5K
EFV icon
43
iShares MSCI EAFE Value ETF
EFV
$29.4B
$1.17M 0.57%
17,229
-4,059
-19% -$267K
COST icon
44
Costco
COST
$420B
$1.14M 0.56%
1,232
-133
-10% -$127K
VIGI icon
45
Vanguard International Dividend Appreciation ETF
VIGI
$9.3B
$1.11M 0.54%
12,344
+351
+3% +$31.3K
VBR icon
46
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$1.09M 0.53%
5,220
-126
-2% -$25.8K
SPYM
47
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$1.06M 0.52%
13,503
+1,139
+9% +$85.9K
IWM icon
48
iShares Russell 2000 ETF
IWM
$83B
$1.03M 0.51%
4,277
-1,894
-31% -$435K
MLPX icon
49
Global X MLP & Energy Infrastructure ETF
MLPX
$3.53B
$1.03M 0.51%
16,479
-820
-5% -$50.2K
TSLA icon
50
Tesla
TSLA
$1.3T
$1.03M 0.5%
2,306
+124
+6% +$43K
1
2
3 4 5

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TLA
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EFP
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AA
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KWM
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Resurgent Financial Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Resurgent Financial Advisors held 225 positions worth $204M, up 12% from $182M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Resurgent Financial Advisors deployed $9.03M of net new capital in Q3 2025, opening 39 new positions and adding to 65 existing holdings. Its largest new stake was Invesco CurrencyShares Euro Currency Trust: 23,000 shares worth $2.49M.

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

On the sell side, the largest reduction was Intuitive Surgical, an estimated $834K trimmed.

  • Resurgent Financial Advisors's largest Q3 2025 buy was Invesco CurrencyShares Euro Currency Trust: 23,000 shares worth $2.49M.
  • Resurgent Financial Advisors added most to WisdomTree Floating Rate Treasury Fund in Q3 2025, an estimated $613K increase.
  • Resurgent Financial Advisors's biggest Q3 2025 reduction was Intuitive Surgical, cutting an estimated $834K.
  • Resurgent Financial Advisors fully exited iShares MSCI EAFE Growth ETF in Q3 2025, selling an estimated $597K.
  • Resurgent Financial Advisors's ten largest holdings make up 29% of its $204M portfolio in Q3 2025.
  • Resurgent Financial Advisors opened 39 new positions and closed 18 in Q3 2025.
  • Resurgent Financial Advisors's portfolio value rose 12% quarter-over-quarter to $204M.

Based on Resurgent Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.