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
+1.98%
1 Year Est. Return
+21.5%
3 Year Est. Return
+70.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$199M
AUM Growth
-$4.32M
Cap. Flow
-$5.98M
Cap. Flow %
-3%
Top 10 Hldgs %
28.48%
Holding
229
New
22
Increased
90
Reduced
90
Closed
13

Top Buys

Rank Stock Value
1
VRTX icon
Vertex Pharmaceuticals
VRTX
+$495K
2
IVE icon
iShares S&P 500 Value ETF
IVE
+$478K
3
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$469K
4
BAC icon
Bank of America
BAC
+$404K
5
MO icon
Altria Group
MO
+$386K

Top Sells

Rank Stock Value
1
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$1.45M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.27M
3
AAPL icon
Apple
AAPL
+$1.1M
4
MSFT icon
Microsoft
MSFT
+$1.04M
5
BAM icon
Brookfield Asset Management
BAM
+$859K

Sector Composition

Rank Sector Weight
1 Technology 16.34%
2 Financials 10.67%
3 Energy 5.92%
4 Healthcare 5.34%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETN icon
26
Eaton
ETN
$174B
$1.72M 0.86%
5,398
-128
-2% -$45.4K
IVW icon
27
iShares S&P 500 Growth ETF
IVW
$77.6B
$1.67M 0.84%
13,547
+333
+3% +$40.8K
IUSB icon
28
iShares Core Universal USD Bond ETF
IUSB
$43.1B
$1.63M 0.82%
34,969
+151
+0.4% +$7.06K
PWR icon
29
Quanta Services
PWR
$101B
$1.62M 0.81%
3,833
-461
-11% -$203K
HD icon
30
Home Depot
HD
$355B
$1.57M 0.79%
4,572
-2,055
-31% -$753K
IJR icon
31
iShares Core S&P Small-Cap ETF
IJR
$112B
$1.48M 0.74%
12,309
+502
+4% +$60K
DON icon
32
WisdomTree US MidCap Dividend Fund
DON
$4.09B
$1.45M 0.73%
28,187
-876
-3% -$45.1K
META icon
33
Meta Platforms (Facebook)
META
$1.51T
$1.35M 0.68%
2,042
-120
-6% -$80.1K
SHYG icon
34
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
$1.34M 0.67%
31,237
+2,622
+9% +$113K
V icon
35
Visa
V
$677B
$1.28M 0.64%
3,641
-87
-2% -$29.6K
TSLA icon
36
Tesla
TSLA
$1.3T
$1.28M 0.64%
2,838
+532
+23% +$236K
NEE icon
37
NextEra Energy
NEE
$177B
$1.25M 0.63%
15,579
-602
-4% -$49.9K
IBIT icon
38
iShares Bitcoin Trust
IBIT
$47.8B
$1.25M 0.63%
25,130
-9,189
-27% -$522K
DHR icon
39
Danaher
DHR
$144B
$1.22M 0.61%
5,331
+600
+13% +$132K
SPYM
40
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$1.19M 0.6%
14,809
+1,306
+10% +$104K
MO icon
41
Altria Group
MO
$114B
$1.17M 0.59%
20,274
+6,392
+46% +$386K
HOOD icon
42
Robinhood
HOOD
$83.9B
$1.17M 0.59%
10,331
-484
-4% -$62.9K
VIGI icon
43
Vanguard International Dividend Appreciation ETF
VIGI
$9.3B
$1.14M 0.57%
12,483
+139
+1% +$12.6K
VBR icon
44
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$1.12M 0.56%
5,291
+71
+1% +$14.9K
IEMG icon
45
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$1.1M 0.55%
16,359
+821
+5% +$55.1K
MS icon
46
Morgan Stanley
MS
$340B
$1.09M 0.54%
6,118
-82
-1% -$13.7K
PYLD icon
47
PIMCO Multi Sector Bond Active ETF
PYLD
$15.1B
$1.08M 0.54%
40,462
+4,760
+13% +$128K
SGOL icon
48
abrdn Physical Gold Shares ETF
SGOL
$7.41B
$1.07M 0.54%
26,073
+5,142
+25% +$203K
EFV icon
49
iShares MSCI EAFE Value ETF
EFV
$29.4B
$1.04M 0.52%
14,532
-2,697
-16% -$187K
LLY icon
50
Eli Lilly
LLY
$1.06T
$1.04M 0.52%
965
+3
+0.3% +$2.87K
1
2
3 4 5

Similar funds

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
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

Resurgent Financial Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Resurgent Financial Advisors held 229 positions worth $199M, down 2.1% from $204M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Resurgent Financial Advisors's Q4 2025 filing shows 22 new, 90 increased, 90 reduced and 13 closed positions. Its largest new stake was Vertex Pharmaceuticals: 1,149 shares worth $521K. The largest sale was iShares 1-3 Year International Treasury Bond ETF, an estimated $1.45M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 17% a quarter earlier, followed by Financials and Energy.

  • Resurgent Financial Advisors's largest Q4 2025 buy was Vertex Pharmaceuticals: 1,149 shares worth $521K.
  • Resurgent Financial Advisors added most to iShares S&P 500 Value ETF in Q4 2025, an estimated $478K increase.
  • Resurgent Financial Advisors's biggest Q4 2025 reduction was iShares 1-3 Year International Treasury Bond ETF, cutting an estimated $1.45M.
  • Resurgent Financial Advisors fully exited Brookfield Asset Management in Q4 2025, selling an estimated $859K.
  • Resurgent Financial Advisors's ten largest holdings make up 28% of its $199M portfolio in Q4 2025.
  • Resurgent Financial Advisors opened 22 new positions and closed 13 in Q4 2025.
  • Resurgent Financial Advisors's portfolio value fell 2.1% quarter-over-quarter to $199M.

Based on Resurgent Financial Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.