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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
TSLA icon
76
Tesla
TSLA
$1.45T
$1.04M 0.29%
2,462
+31
+1% +$12.3K
GEV icon
77
GE Vernova
GEV
$253B
$1.02M 0.28%
868
+395
+84% +$403K
UBER icon
78
Uber
UBER
$145B
$1.01M 0.28%
14,008
+1,938
+16% +$142K
IALT
79
iShares Systematic Alternatives Active ETF
IALT
$5.51B
$985K 0.27%
+35,119
New +$985K
SGOL icon
80
abrdn Physical Gold Shares ETF
SGOL
$7.35B
$980K 0.27%
25,638
-103
-0.4% -$4.43K
XLE icon
81
State Street Energy Select Sector SPDR ETF
XLE
$43B
$977K 0.27%
18,398
+1,189
+7% +$68K
PLTR icon
82
Palantir
PLTR
$407B
$970K 0.27%
8,310
+5,580
+204% +$761K
MGK icon
83
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.4B
$965K 0.27%
10,973
+3,898
+55% +$333K
QQQ icon
84
PUT
Invesco QQQ Trust
QQQ
$489B
$957K 0.27%
1,300
-1,000
-43% -$688K
SPDW icon
85
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.1B
$953K 0.27%
18,920
-686
-3% -$34K
O icon
86
Realty Income
O
$56.9B
$949K 0.26%
15,309
+347
+2% +$21.6K
MRK icon
87
Merck
MRK
$364B
$942K 0.26%
7,331
+1,878
+34% +$220K
PANW icon
88
Palo Alto Networks
PANW
$273B
$923K 0.26%
2,707
+169
+7% +$38.7K
SPYI icon
89
NEOS S&P 500 High Income ETF
SPYI
$11.7B
$917K 0.26%
17,278
+738
+4% +$38.8K
TXN icon
90
Texas Instruments
TXN
$239B
$902K 0.25%
3,026
-227
-7% -$63K
MBB icon
91
iShares MBS ETF
MBB
$39.3B
$895K 0.25%
9,471
+516
+6% +$48.8K
RYLD icon
92
Global X Russell 2000 Covered Call ETF
RYLD
$1.38B
$882K 0.25%
55,176
+3,522
+7% +$54.8K
TJX icon
93
TJX Companies
TJX
$139B
$882K 0.25%
5,822
+197
+4% +$31.1K
KO icon
94
Coca-Cola
KO
$377B
$878K 0.24%
10,799
+7,646
+242% +$604K
VZ icon
95
Verizon
VZ
$207B
$876K 0.24%
20,683
+1,088
+6% +$51K
UTES icon
96
Virtus Reaves Utilities ETF
UTES
$1.25B
$875K 0.24%
10,707
+509
+5% +$41.3K
SDIV icon
97
Global X SuperDividend ETF
SDIV
$1.23B
$864K 0.24%
35,336
+2,457
+7% +$62.2K
PFF icon
98
iShares Preferred and Income Securities ETF
PFF
$12.8B
$849K 0.24%
27,839
+1,252
+5% +$39K
PG icon
99
Procter & Gamble
PG
$331B
$836K 0.23%
5,704
+601
+12% +$87.5K
SCHZ icon
100
Schwab US Aggregate Bond ETF
SCHZ
$10.7B
$826K 0.23%
35,714
+2,915
+9% +$67.5K
2 3
4
5 6

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BWIA
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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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MS
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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.