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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
SCHG icon
101
Schwab US Large-Cap Growth ETF
SCHG
$58.6B
$687K 0.25%
23,574
-4,603
-16% -$143K
MRK icon
102
Merck
MRK
$324B
$656K 0.24%
5,453
+1,749
+47% +$202K
MDT icon
103
Medtronic
MDT
$107B
$653K 0.24%
7,536
+2,870
+62% +$275K
FXU icon
104
First Trust Utilities AlphaDEX Fund
FXU
$840M
$648K 0.23%
13,062
+2,876
+28% +$138K
ITOT icon
105
iShares Core S&P Total US Stock Market ETF
ITOT
$93.2B
$640K 0.23%
4,493
+4
+0.1% +$595
NUKZ icon
106
Range Nuclear Renaissance Index ETF
NUKZ
$779M
$637K 0.23%
9,684
+731
+8% +$50.9K
TXN icon
107
Texas Instruments
TXN
$255B
$632K 0.23%
3,253
+257
+9% +$52K
BAC.PRL icon
108
Bank of America Series L
BAC.PRL
$3.95B
$629K 0.23%
528
+2
+0.4% +$2.48K
BAI
109
iShares A.I. Innovation and Tech Active ETF
BAI
$12.9B
$612K 0.22%
18,570
-147
-0.8% -$5.05K
XTEN icon
110
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.03B
$610K 0.22%
13,296
-59
-0.4% -$2.73K
GRID
111
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.4B
$603K 0.22%
3,689
-87
-2% -$14.5K
PEP icon
112
PepsiCo
PEP
$186B
$603K 0.22%
3,884
+2,252
+138% +$351K
VOT icon
113
Vanguard Mid-Cap Growth ETF
VOT
$19B
$601K 0.22%
2,334
+64
+3% +$17.6K
T icon
114
AT&T
T
$165B
$592K 0.21%
20,412
+17
+0.1% +$454
BINC icon
115
BlackRock Flexible Income ETF
BINC
$16B
$586K 0.21%
11,287
-1,011
-8% -$53.3K
IEMG icon
116
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$585K 0.21%
8,382
-7,977
-49% -$576K
IHI icon
117
iShares US Medical Devices ETF
IHI
$2.99B
$583K 0.21%
10,931
+1,608
+17% +$94.4K
MOAT icon
118
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
$583K 0.21%
6,030
– –
WTRG icon
119
Essential Utilities
WTRG
$11.2B
$580K 0.21%
14,413
– –
THRO
120
iShares U.S. Thematic Rotation Active ETF
THRO
$6.38B
$578K 0.21%
15,963
+944
+6% +$36K
VRTX icon
121
Vertex Pharmaceuticals
VRTX
$121B
$563K 0.2%
1,260
+111
+10% +$51.8K
IGIB icon
122
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.3B
$558K 0.2%
10,492
+196
+2% +$10.5K
CLIP icon
123
Global X 1-3 Month T-Bill ETF
CLIP
$2.6B
$555K 0.2%
5,529
-2,508
-31% -$251K
UNP icon
124
Union Pacific
UNP
$183B
$546K 0.2%
2,252
+155
+7% +$38K
SLV icon
125
iShares Silver Trust
SLV
$28.1B
$546K 0.2%
+8,008
New +$608K
3 4
5
6 7

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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.