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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
IEMG icon
51
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$1.02M 0.5%
15,538
-1,298
-8% -$81K
VTI icon
52
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$993K 0.49%
3,026
-11
-0.4% -$3.48K
MS icon
53
Morgan Stanley
MS
$340B
$986K 0.48%
6,200
-2,321
-27% -$343K
MBB icon
54
iShares MBS ETF
MBB
$39.1B
$985K 0.48%
10,349
-401
-4% -$37.7K
PYLD icon
55
PIMCO Multi Sector Bond Active ETF
PYLD
$15.1B
$958K 0.47%
35,702
+18,716
+110% +$497K
DHR icon
56
Danaher
DHR
$144B
$938K 0.46%
4,731
-1,284
-21% -$255K
CIBR icon
57
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
$923K 0.45%
12,149
+4,233
+53% +$313K
MO icon
58
Altria Group
MO
$114B
$917K 0.45%
13,882
+1
+0% +$63
MA icon
59
Mastercard
MA
$493B
$908K 0.45%
1,597
+19
+1% +$10.9K
TSM icon
60
TSMC
TSM
$2.18T
$891K 0.44%
+3,191
New +$780K
PFE icon
61
Pfizer
PFE
$153B
$871K 0.43%
34,202
+6,334
+23% +$156K
BAM icon
62
Brookfield Asset Management
BAM
$83.8B
$859K 0.42%
+15,087
New +$897K
SCHG icon
63
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$852K 0.42%
26,685
+5,165
+24% +$157K
BOTZ icon
64
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.51B
$849K 0.42%
23,957
+7,715
+48% +$260K
TJX icon
65
TJX Companies
TJX
$178B
$816K 0.4%
5,648
+88
+2% +$11.7K
MKL icon
66
Markel Group
MKL
$23.2B
$801K 0.39%
419
+24
+6% +$47K
CME icon
67
CME Group
CME
$94.8B
$790K 0.39%
2,924
-1,254
-30% -$341K
MSI icon
68
Motorola Solutions
MSI
$77.4B
$784K 0.38%
1,715
-147
-8% -$66.2K
SPDW icon
69
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.6B
$777K 0.38%
18,167
+5,355
+42% +$222K
SGOL icon
70
abrdn Physical Gold Shares ETF
SGOL
$7.41B
$770K 0.38%
20,931
-6,429
-23% -$212K
SCHZ icon
71
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$752K 0.37%
32,060
+1,396
+5% +$32.4K
XLG icon
72
Invesco S&P 500 Top 50 ETF
XLG
$11B
$750K 0.37%
13,038
+6,066
+87% +$332K
MCO icon
73
Moody's
MCO
$82.7B
$742K 0.36%
1,558
-296
-16% -$149K
LLY icon
74
Eli Lilly
LLY
$1.06T
$734K 0.36%
962
+140
+17% +$104K
PG icon
75
Procter & Gamble
PG
$339B
$732K 0.36%
4,761
-59
-1% -$9.21K
1 2
3
4 5

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EFP
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AA
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AWA
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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.