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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
+1.98%
1 Year Est. Return
+21.5%
3 Year Est. Return
+70.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$199M
AUM Growth
-$4.32M
Cap. Flow
-$5.98M
Cap. Flow %
-3%
Top 10 Hldgs %
28.48%
Holding
229
New
22
Increased
90
Reduced
90
Closed
13

Top Buys

Rank Stock Value
1
VRTX icon
Vertex Pharmaceuticals
VRTX
+$495K
2
IVE icon
iShares S&P 500 Value ETF
IVE
+$478K
3
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$469K
4
BAC icon
Bank of America
BAC
+$404K
5
MO icon
Altria Group
MO
+$386K

Top Sells

Rank Stock Value
1
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$1.45M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.27M
3
AAPL icon
Apple
AAPL
+$1.1M
4
MSFT icon
Microsoft
MSFT
+$1.04M
5
BAM icon
Brookfield Asset Management
BAM
+$859K

Sector Composition

Rank Sector Weight
1 Technology 16.34%
2 Financials 10.67%
3 Energy 5.92%
4 Healthcare 5.34%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SDIV icon
76
Global X SuperDividend ETF
SDIV
$1.21B
$765K 0.38%
31,836
+6,086
+24% +$145K
PDI icon
77
PIMCO Dynamic Income Fund
PDI
$7.42B
$763K 0.38%
43,071
+8,691
+25% +$159K
RYLD icon
78
Global X Russell 2000 Covered Call ETF
RYLD
$1.4B
$761K 0.38%
49,762
+9,181
+23% +$141K
QUAL icon
79
iShares MSCI USA Quality Factor ETF
QUAL
$47.9B
$739K 0.37%
3,719
-3,032
-45% -$596K
SCHZ icon
80
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$728K 0.37%
31,164
-896
-3% -$21K
PG icon
81
Procter & Gamble
PG
$339B
$711K 0.36%
4,961
+200
+4% +$29.5K
JPIE icon
82
JPMorgan Income ETF
JPIE
$10.2B
$694K 0.35%
15,000
+1,308
+10% +$60.6K
BAC icon
83
Bank of America
BAC
$442B
$677K 0.34%
12,309
+7,636
+163% +$404K
ITOT icon
84
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$667K 0.33%
4,489
– –
CB icon
85
Chubb
CB
$135B
$664K 0.33%
2,128
-37
-2% -$10.8K
MGK icon
86
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34.2B
$663K 0.33%
8,030
+1,850
+30% +$152K
BAC.PRL icon
87
Bank of America Series L
BAC.PRL
$3.99B
$659K 0.33%
526
-7
-1% -$8.81K
MCO icon
88
Moody's
MCO
$82.7B
$656K 0.33%
1,285
-273
-18% -$133K
KMI icon
89
Kinder Morgan
KMI
$68.7B
$656K 0.33%
23,850
-409
-2% -$11K
BINC icon
90
BlackRock Flexible Income ETF
BINC
$16.1B
$649K 0.33%
12,298
+229
+2% +$12.2K
SCHX icon
91
Schwab US Large- Cap ETF
SCHX
$74.5B
$640K 0.32%
23,790
– –
MSI icon
92
Motorola Solutions
MSI
$77.4B
$635K 0.32%
1,657
-58
-3% -$23.3K
VOT icon
93
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.9B
$634K 0.32%
2,270
+20
+0.9% +$5.72K
ABBV icon
94
AbbVie
ABBV
$435B
$629K 0.32%
2,754
-24
-0.9% -$5.47K
MOAT icon
95
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$625K 0.31%
6,030
-31
-0.5% -$3.17K
BAI
96
iShares A.I. Innovation and Tech Active ETF
BAI
$13.7B
$623K 0.31%
18,717
+1,503
+9% +$52.1K
AIQ icon
97
Global X Artificial Intelligence & Technology ETF
AIQ
$11B
$620K 0.31%
12,191
+1,372
+13% +$69.7K
XTEN icon
98
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.04B
$617K 0.31%
13,355
-631
-5% -$29.5K
IHI icon
99
iShares US Medical Devices ETF
IHI
$3.38B
$579K 0.29%
9,323
+2,706
+41% +$167K
THRO
100
iShares U.S. Thematic Rotation Active ETF
THRO
$6.71B
$579K 0.29%
15,019
+16
+0.1% +$612
2 3
4
5 6

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TLA
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EFP
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Resurgent Financial Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Resurgent Financial Advisors held 229 positions worth $199M, down 2.1% from $204M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Resurgent Financial Advisors's Q4 2025 filing shows 22 new, 90 increased, 90 reduced and 13 closed positions. Its largest new stake was Vertex Pharmaceuticals: 1,149 shares worth $521K. The largest sale was iShares 1-3 Year International Treasury Bond ETF, an estimated $1.45M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 17% a quarter earlier, followed by Financials and Energy.

  • Resurgent Financial Advisors's largest Q4 2025 buy was Vertex Pharmaceuticals: 1,149 shares worth $521K.
  • Resurgent Financial Advisors added most to iShares S&P 500 Value ETF in Q4 2025, an estimated $478K increase.
  • Resurgent Financial Advisors's biggest Q4 2025 reduction was iShares 1-3 Year International Treasury Bond ETF, cutting an estimated $1.45M.
  • Resurgent Financial Advisors fully exited Brookfield Asset Management in Q4 2025, selling an estimated $859K.
  • Resurgent Financial Advisors's ten largest holdings make up 28% of its $199M portfolio in Q4 2025.
  • Resurgent Financial Advisors opened 22 new positions and closed 13 in Q4 2025.
  • Resurgent Financial Advisors's portfolio value fell 2.1% quarter-over-quarter to $199M.

Based on Resurgent Financial Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.