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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
IJR icon
51
iShares Core S&P Small-Cap ETF
IJR
$108B
$1.6M 0.45%
10,809
-657
-6% -$90.2K
AMD icon
52
Advanced Micro Devices
AMD
$851B
$1.55M 0.43%
2,665
+525
+25% +$215K
MO icon
53
Altria Group
MO
$113B
$1.53M 0.43%
21,291
-22
-0.1% -$1.54K
ABBV icon
54
AbbVie
ABBV
$443B
$1.5M 0.42%
5,944
+1,998
+51% +$430K
GLW icon
55
Corning
GLW
$145B
$1.49M 0.42%
5,850
+2,089
+56% +$380K
DON icon
56
WisdomTree US MidCap Dividend Fund
DON
$3.98B
$1.46M 0.41%
25,820
-1,650
-6% -$90.9K
USFR icon
57
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
$1.43M 0.4%
28,306
-7,961
-22% -$401K
IVE icon
58
iShares S&P 500 Value ETF
IVE
$49.5B
$1.38M 0.38%
6,067
-1,025
-14% -$229K
SPMO icon
59
Invesco S&P 500 Momentum ETF
SPMO
$22.7B
$1.37M 0.38%
8,467
+4,792
+130% +$675K
COST icon
60
Costco
COST
$400B
$1.36M 0.38%
1,457
+78
+6% +$77.7K
XBI icon
61
State Street SPDR S&P Biotech ETF
XBI
$11.1B
$1.36M 0.38%
8,573
+1,818
+27% +$246K
NOW icon
62
ServiceNow
NOW
$136B
$1.29M 0.36%
12,981
+1,804
+16% +$179K
PFE icon
63
Pfizer
PFE
$158B
$1.27M 0.35%
52,559
+1,572
+3% +$41.1K
VIGI icon
64
Vanguard International Dividend Appreciation ETF
VIGI
$9.04B
$1.23M 0.34%
13,138
+75
+0.6% +$6.95K
SHYG icon
65
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.74B
$1.23M 0.34%
28,912
-1,091
-4% -$46.3K
VBR icon
66
Vanguard Morningstar Small-Cap Value ETF
VBR
$36.7B
$1.19M 0.33%
4,901
-338
-6% -$78.6K
MS icon
67
Morgan Stanley
MS
$338B
$1.14M 0.32%
5,465
+143
+3% +$28.3K
SCHX icon
68
Schwab US Large- Cap ETF
SCHX
$73.6B
$1.14M 0.32%
38,725
+11,698
+43% +$334K
PYLD icon
69
PIMCO Multi Sector Bond Active ETF
PYLD
$15.6B
$1.14M 0.32%
42,818
+1,772
+4% +$46.8K
CRWD icon
70
CrowdStrike
CRWD
$213B
$1.12M 0.31%
5,852
+2,916
+99% +$414K
CB icon
71
Chubb
CB
$130B
$1.1M 0.31%
3,220
+487
+18% +$159K
IWM icon
72
iShares Russell 2000 ETF
IWM
$79B
$1.06M 0.3%
3,543
+247
+7% +$69.4K
GNR icon
73
State Street SPDR S&P Global Natural Resources ETF
GNR
$5.33B
$1.06M 0.3%
15,765
+35
+0.2% +$2.56K
SO icon
74
Southern Company
SO
$102B
$1.05M 0.29%
10,991
+6,268
+133% +$590K
VTI icon
75
Vanguard Morningstar Total Stock Market ETF
VTI
$686B
$1.05M 0.29%
2,827
-25
-0.9% -$8.94K
1 2
3
4 5

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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.