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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
+0.54%
1 Year Est. Return
+28.63%
3 Year Est. Return
+86.37%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$277M
AUM Growth
+$77.5M
Cap. Flow
+$78.7M
Cap. Flow %
28.42%
Top 10 Hldgs %
28.7%
Holding
273
New
57
Increased
116
Reduced
71
Closed
13

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.52M
2
NVDA icon
NVIDIA
NVDA
+$7.19M
3
MSFT icon
Microsoft
MSFT
+$5.28M
4
LLY icon
Eli Lilly
LLY
+$3.83M
5
V icon
Visa
V
+$3.65M

Top Sells

Rank Stock Value
1
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$864K
2
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$838K
3
MCO icon
Moody's
MCO
+$656K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$576K
5
KKR icon
KKR & Co
KKR
+$498K

Sector Composition

Rank Sector Weight
1 Miscellaneous 35.47%
2 Technology 19.28%
3 Financials 9.89%
4 Healthcare 8.69%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
51
PUT
Invesco QQQ Trust
QQQ
$489B
$1.33M 0.48%
+2,300
New +$1.4M
ADP icon
52
Automatic Data Processing
ADP
$105B
$1.3M 0.47%
+6,417
New +$1.47M
SHYG icon
53
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.74B
$1.27M 0.46%
30,003
-1,234
-4% -$52.7K
AMGN icon
54
Amgen
AMGN
$212B
$1.26M 0.46%
3,583
+859
+32% +$306K
GNR icon
55
State Street SPDR S&P Global Natural Resources ETF
GNR
$5.33B
$1.17M 0.42%
+15,730
New +$1.11M
NOW icon
56
ServiceNow
NOW
$136B
$1.17M 0.42%
+11,177
New +$1.31M
VIGI icon
57
Vanguard International Dividend Appreciation ETF
VIGI
$9.04B
$1.16M 0.42%
13,063
+580
+5% +$53.5K
SGOL icon
58
abrdn Physical Gold Shares ETF
SGOL
$7.35B
$1.15M 0.41%
25,741
-332
-1% -$15.4K
TSM icon
59
TSMC
TSM
$2.26T
$1.14M 0.41%
3,375
+573
+20% +$197K
VBR icon
60
Vanguard Morningstar Small-Cap Value ETF
VBR
$36.7B
$1.14M 0.41%
5,239
-52
-1% -$11.6K
PYLD icon
61
PIMCO Multi Sector Bond Active ETF
PYLD
$15.6B
$1.08M 0.39%
41,046
+584
+1% +$15.6K
XLE icon
62
State Street Energy Select Sector SPDR ETF
XLE
$43B
$1.05M 0.38%
17,209
+4,621
+37% +$248K
APH icon
63
Amphenol
APH
$201B
$1.05M 0.38%
+16,552
New +$1.16M
CSCO icon
64
Cisco
CSCO
$431B
$1.04M 0.38%
13,444
+3,483
+35% +$273K
COWZ icon
65
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$1.01M 0.36%
16,106
+11,897
+283% +$747K
VZ icon
66
Verizon
VZ
$207B
$984K 0.36%
19,595
+663
+4% +$30.7K
O icon
67
Realty Income
O
$56.9B
$915K 0.33%
14,962
+603
+4% +$37.7K
VTI icon
68
Vanguard Morningstar Total Stock Market ETF
VTI
$686B
$915K 0.33%
2,852
-155
-5% -$52K
TSLA icon
69
Tesla
TSLA
$1.45T
$904K 0.33%
2,431
-407
-14% -$168K
TJX icon
70
TJX Companies
TJX
$139B
$898K 0.32%
5,625
+6
+0.1% +$934
SPDW icon
71
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.1B
$895K 0.32%
19,606
-711
-3% -$33.4K
DHR icon
72
Danaher
DHR
$144B
$895K 0.32%
4,718
-613
-11% -$131K
CB icon
73
Chubb
CB
$130B
$891K 0.32%
2,733
+605
+28% +$194K
MS icon
74
Morgan Stanley
MS
$338B
$876K 0.32%
5,322
-796
-13% -$138K
UBER icon
75
Uber
UBER
$145B
$868K 0.31%
+12,070
New +$929K
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 Q1 2026 Portfolio in Review

As of Q1 2026, Resurgent Financial Advisors held 273 positions worth $277M, up 39% from $199M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Resurgent Financial Advisors deployed $78.7M of net new capital in Q1 2026, opening 57 new positions and adding to 116 existing holdings. Its largest new stake was McKesson: 3,884 shares worth $3.36M.

By sector, the portfolio is most concentrated in Miscellaneous at 35% of assets, down from 43% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares Core MSCI Emerging Markets ETF, an estimated $576K trimmed.

  • Resurgent Financial Advisors's largest Q1 2026 buy was McKesson: 3,884 shares worth $3.36M.
  • Resurgent Financial Advisors added most to Alphabet (Google) Class A in Q1 2026, an estimated $8.52M increase.
  • Resurgent Financial Advisors's biggest Q1 2026 reduction was iShares Core MSCI Emerging Markets ETF, cutting an estimated $576K.
  • Resurgent Financial Advisors fully exited First Trust NASDAQ Cybersecurity ETF in Q1 2026, selling an estimated $864K.
  • Resurgent Financial Advisors's ten largest holdings make up 29% of its $277M portfolio in Q1 2026.
  • Resurgent Financial Advisors opened 57 new positions and closed 13 in Q1 2026.
  • Resurgent Financial Advisors's portfolio value rose 39% quarter-over-quarter to $277M.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.