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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
+0.54%
1 Year Est. Return
+21.5%
3 Year Est. Return
+70.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$277M
AUM Growth
+$77.5M
Cap. Flow
+$81.3M
Cap. Flow %
29.37%
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 Technology 19.28%
2 Financials 9.89%
3 Healthcare 8.69%
4 Communication Services 6.71%
5 Energy 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CME icon
76
CME Group
CME
$92.2B
$867K 0.31%
2,936
+16
+0.5% +$4.75K
XBI icon
77
State Street SPDR S&P Biotech ETF
XBI
$10.1B
$863K 0.31%
6,755
+4,853
+255% +$606K
ABBV icon
78
AbbVie
ABBV
$458B
$858K 0.31%
3,946
+1,192
+43% +$264K
MBB icon
79
iShares MBS ETF
MBB
$39B
$850K 0.31%
8,955
-197
-2% -$18.8K
SDIV icon
80
Global X SuperDividend ETF
SDIV
$1.21B
$831K 0.3%
32,879
+1,043
+3% +$26.5K
IWM icon
81
iShares Russell 2000 ETF
IWM
$80.9B
$817K 0.3%
3,296
+20
+0.6% +$5.16K
SPYI icon
82
NEOS S&P 500 High Income ETF
SPYI
$10.4B
$817K 0.29%
16,540
+419
+3% +$21.7K
UTES icon
83
Virtus Reaves Utilities ETF
UTES
$1.4B
$815K 0.29%
10,198
+329
+3% +$26.4K
PFF icon
84
iShares Preferred and Income Securities ETF
PFF
$13.2B
$806K 0.29%
26,587
+705
+3% +$22.1K
RYLD icon
85
Global X Russell 2000 Covered Call ETF
RYLD
$1.36B
$772K 0.28%
51,654
+1,892
+4% +$29.3K
SCHZ icon
86
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$762K 0.28%
32,799
+1,635
+5% +$38.3K
PDI icon
87
PIMCO Dynamic Income Fund
PDI
$7.4B
$760K 0.27%
44,409
+1,338
+3% +$24.1K
KMI icon
88
Kinder Morgan
KMI
$73.1B
$759K 0.27%
22,632
-1,218
-5% -$38.1K
MKL icon
89
Markel Group
MKL
$25B
$756K 0.27%
395
– –
EFV icon
90
iShares MSCI EAFE Value ETF
EFV
$27.6B
$751K 0.27%
10,107
-4,425
-30% -$333K
PG icon
91
Procter & Gamble
PG
$343B
$737K 0.27%
5,103
+142
+3% +$21.5K
QUAL icon
92
iShares MSCI USA Quality Factor ETF
QUAL
$45.8B
$732K 0.26%
3,814
+95
+3% +$19K
IBIT icon
93
iShares Bitcoin Trust
IBIT
$47.2B
$726K 0.26%
18,900
-6,230
-25% -$270K
MSI icon
94
Motorola Solutions
MSI
$69.4B
$720K 0.26%
1,658
+1
+0.1% +$433
SPY icon
95
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$715K 0.26%
+1,100
New +$748K
BOTZ icon
96
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.15B
$704K 0.25%
21,190
-2,079
-9% -$76.8K
JPIE icon
97
JPMorgan Income ETF
JPIE
$10B
$698K 0.25%
15,148
+148
+1% +$6.85K
GOVT icon
98
iShares US Treasury Bond ETF
GOVT
$43.6B
$693K 0.25%
+30,253
New +$697K
SCHX icon
99
Schwab US Large- Cap ETF
SCHX
$70.9B
$693K 0.25%
27,027
+3,237
+14% +$86.8K
DE icon
100
Deere & Co
DE
$170B
$692K 0.25%
1,229
-3
-0.2% -$1.69K
2 3
4
5 6

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CCP
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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 $81.3M 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 Technology at 19% of assets, up from 16% a quarter earlier, followed by Financials and Healthcare.

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.