We are live on ! Find out more
RFA

Resurgent Financial Advisors Portfolio holdings

AUM $277M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
+9.88%
1 Year Est. Return
+21.5%
3 Year Est. Return
+70.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$182M
AUM Growth
+$15.6M
Cap. Flow
+$3.37M
Cap. Flow %
1.85%
Top 10 Hldgs %
30.41%
Holding
204
New
23
Increased
92
Reduced
64
Closed
18

Top Buys

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$957K
2
CLIP icon
Global X 1-3 Month T-Bill ETF
CLIP
+$714K
3
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$578K
4
IBM icon
IBM
IBM
+$511K
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$491K

Top Sells

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$724K
2
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$651K
3
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$610K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$577K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$425K

Sector Composition

Rank Sector Weight
1 Technology 17%
2 Financials 12.34%
3 Energy 6.37%
4 Healthcare 5.19%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BOTZ icon
101
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.49B
$530K 0.29%
16,242
+51
+0.3% +$1.51K
ABBV icon
102
AbbVie
ABBV
$433B
$527K 0.29%
2,841
-17
-0.6% -$3.16K
XLE icon
103
State Street Energy Select Sector SPDR ETF
XLE
$37.9B
$524K 0.29%
12,362
+2,308
+23% +$96.1K
CL icon
104
Colgate-Palmolive
CL
$74.5B
$523K 0.29%
5,752
+474
+9% +$43.3K
SPDW icon
105
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
$519K 0.28%
12,812
-60
-0.5% -$2.3K
SMH icon
106
VanEck Semiconductor ETF
SMH
$72.9B
$516K 0.28%
1,851
+99
+6% +$23K
KKR icon
107
KKR & Co
KKR
$92.6B
$496K 0.27%
3,731
+6
+0.2% +$702
UNP icon
108
Union Pacific
UNP
$175B
$495K 0.27%
2,151
-124
-5% -$27.5K
CTAS icon
109
Cintas
CTAS
$81.4B
$494K 0.27%
2,215
– –
MRK icon
110
Merck
MRK
$316B
$494K 0.27%
6,236
-2,840
-31% -$226K
SPEM icon
111
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$493K 0.27%
11,526
+496
+4% +$20K
BINC icon
112
BlackRock Flexible Income ETF
BINC
$16.1B
$474K 0.26%
8,979
+134
+2% +$6.98K
SYBT icon
113
Stock Yards Bancorp
SYBT
$2.6B
$470K 0.26%
5,951
+4
+0.1% +$292
MDT icon
114
Medtronic
MDT
$110B
$460K 0.25%
5,274
-262
-5% -$22.2K
HELO icon
115
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.72B
$454K 0.25%
7,248
+320
+5% +$19.3K
IYW icon
116
iShares US Technology ETF
IYW
$25.1B
$452K 0.25%
2,606
-283
-10% -$42.9K
PYLD icon
117
PIMCO Multi Sector Bond Active ETF
PYLD
$15.1B
$451K 0.25%
16,986
+7,035
+71% +$184K
IAGG icon
118
iShares Core International Aggregate Bond Fund
IAGG
$11B
$444K 0.24%
+8,690
New +$440K
AGG icon
119
iShares Core US Aggregate Bond ETF
AGG
$138B
$434K 0.24%
4,378
-1,052
-19% -$103K
TOLL icon
120
Tema Durable Quality ETF
TOLL
$59.2M
$433K 0.24%
12,662
-295
-2% -$9.58K
IWR icon
121
iShares Russell Mid-Cap ETF
IWR
$57.4B
$430K 0.24%
+4,675
New +$404K
SNPS icon
122
Synopsys
SNPS
$78.9B
$426K 0.23%
831
-1
-0.1% -$466
CTA icon
123
Simplify Managed Futures Strategy ETF
CTA
$1.48B
$421K 0.23%
+15,734
New +$437K
UNH icon
124
UnitedHealth
UNH
$371B
$417K 0.23%
1,338
-7
-0.5% -$2.67K
VZ icon
125
Verizon
VZ
$195B
$398K 0.22%
9,187
+219
+2% +$9.48K
3 4
5
6 7

Similar funds

TAP
Tounjian Advisory Partners Fort Myers, Florida $277M AUM 21.37% 1-Year Est. Return
EFM
Eley Financial Management South Burlington, Vermont $277M AUM 20.41% 1-Year Est. Return
BCH
Berkshire Capital Holdings San Jose, California $277M AUM 190.28% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $276M AUM 26.84% 1-Year Est. Return
MC
Metavasi Capital Larchmont, New York $276M AUM 92.83% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return

Resurgent Financial Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Resurgent Financial Advisors held 204 positions worth $182M, up 9.4% from $167M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Resurgent Financial Advisors's Q2 2025 filing shows 23 new, 92 increased, 64 reduced and 18 closed positions. Its largest new stake was Global X 1-3 Month T-Bill ETF: 7,119 shares worth $715K. The largest sale was State Street SPDR Portfolio S&P 500 ETF, an estimated $724K.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 15% a quarter earlier, followed by Financials and Energy.

  • Resurgent Financial Advisors's largest Q2 2025 buy was Global X 1-3 Month T-Bill ETF: 7,119 shares worth $715K.
  • Resurgent Financial Advisors added most to iShares Russell 2000 ETF in Q2 2025, an estimated $957K increase.
  • Resurgent Financial Advisors's biggest Q2 2025 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $724K.
  • Resurgent Financial Advisors fully exited Vanguard Morningstar Small-Cap ETF in Q2 2025, selling an estimated $610K.
  • Resurgent Financial Advisors's ten largest holdings make up 30% of its $182M portfolio in Q2 2025.
  • Resurgent Financial Advisors opened 23 new positions and closed 18 in Q2 2025.
  • Resurgent Financial Advisors's portfolio value rose 9.4% quarter-over-quarter to $182M.

Based on Resurgent Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.