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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
+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
IEMG icon
51
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$1.01M 0.55%
16,836
+7,170
+74% +$400K
MBB icon
52
iShares MBS ETF
MBB
$39B
$1.01M 0.55%
10,750
-16
-0.1% -$1.48K
KMI icon
53
Kinder Morgan
KMI
$68.7B
$963K 0.53%
32,764
+6,810
+26% +$187K
MCO icon
54
Moody's
MCO
$82.3B
$930K 0.51%
1,854
+89
+5% +$41.2K
VTI icon
55
Vanguard Morningstar Total Stock Market ETF
VTI
$683B
$923K 0.51%
3,037
-21
-0.7% -$5.91K
SPYM
56
State Street SPDR Portfolio S&P 500 ETF
SPYM
$167B
$899K 0.49%
12,364
-10,773
-47% -$724K
MA icon
57
Mastercard
MA
$493B
$887K 0.49%
1,578
-40
-2% -$22.1K
SGOL icon
58
abrdn Physical Gold Shares ETF
SGOL
$7.4B
$863K 0.47%
27,360
-4,329
-14% -$136K
AMGN icon
59
Amgen
AMGN
$221B
$841K 0.46%
3,012
-552
-15% -$156K
RSG icon
60
Republic Services
RSG
$65.6B
$825K 0.45%
3,347
+306
+10% +$75.6K
MO icon
61
Altria Group
MO
$114B
$814K 0.45%
13,881
+9
+0.1% +$529
MKL icon
62
Markel Group
MKL
$23.2B
$789K 0.43%
395
+28
+8% +$52.5K
MSI icon
63
Motorola Solutions
MSI
$78B
$783K 0.43%
1,862
+2
+0.1% +$837
PG icon
64
Procter & Gamble
PG
$339B
$768K 0.42%
4,820
-69
-1% -$11.3K
JPST icon
65
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$765K 0.42%
15,090
+2,976
+25% +$150K
T icon
66
AT&T
T
$163B
$757K 0.42%
26,173
+2,825
+12% +$77.9K
CLIP icon
67
Global X 1-3 Month T-Bill ETF
CLIP
$2.58B
$715K 0.39%
+7,119
New +$714K
SCHZ icon
68
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$713K 0.39%
30,664
-2,836
-8% -$65.1K
TT icon
69
Trane Technologies
TT
$106B
$703K 0.39%
1,607
+23
+1% +$9.07K
TSLA icon
70
Tesla
TSLA
$1.29T
$693K 0.38%
2,182
+433
+25% +$130K
TJX icon
71
TJX Companies
TJX
$179B
$687K 0.38%
5,560
+140
+3% +$17.8K
CB icon
72
Chubb
CB
$135B
$681K 0.37%
2,349
+48
+2% +$13.8K
PFE icon
73
Pfizer
PFE
$151B
$676K 0.37%
27,868
-302
-1% -$7.04K
ORCL icon
74
Oracle
ORCL
$418B
$649K 0.36%
2,968
+1,137
+62% +$184K
VOT icon
75
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
$648K 0.36%
2,280
-157
-6% -$40.5K
1 2
3
4 5

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TLA
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EFP
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AA
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MC
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AWA
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KWM
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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.