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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
+7.84%
1 Year Est. Return
+21.5%
3 Year Est. Return
+70.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$204M
AUM Growth
+$21.6M
Cap. Flow
+$9.03M
Cap. Flow %
4.43%
Top 10 Hldgs %
29.4%
Holding
225
New
39
Increased
65
Reduced
92
Closed
18

Top Buys

Rank Stock Value
1
FXE icon
Invesco CurrencyShares Euro Currency Trust
FXE
+$2.48M
2
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$1.72M
3
BAM icon
Brookfield Asset Management
BAM
+$897K
4
TSM icon
TSMC
TSM
+$780K
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$699K

Top Sells

Rank Stock Value
1
ISRG icon
Intuitive Surgical
ISRG
+$834K
2
JPM icon
JPMorgan Chase
JPM
+$687K
3
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$597K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$579K
5
ALL icon
Allstate
ALL
+$554K

Sector Composition

Rank Sector Weight
1 Technology 17.43%
2 Financials 10.89%
3 Energy 5.65%
4 Communication Services 4.85%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLIP icon
101
Global X 1-3 Month T-Bill ETF
CLIP
$2.58B
$605K 0.3%
6,021
-1,098
-15% -$110K
MOAT icon
102
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$601K 0.29%
6,061
-694
-10% -$67.7K
BAI
103
iShares A.I. Innovation and Tech Active ETF
BAI
$13.7B
$588K 0.29%
17,214
+9,897
+135% +$312K
BDYN
104
iShares Dynamic Equity Active ETF
BDYN
$3.12B
$584K 0.29%
+23,061
New +$582K
XBI icon
105
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$582K 0.29%
5,807
-1,103
-16% -$99.3K
WTRG icon
106
Essential Utilities
WTRG
$11.4B
$575K 0.28%
14,413
– –
DE icon
107
Deere & Co
DE
$168B
$568K 0.28%
1,243
+2
+0.2% +$986
THRO
108
iShares U.S. Thematic Rotation Active ETF
THRO
$6.71B
$568K 0.28%
15,003
+78
+0.5% +$2.86K
RSG icon
109
Republic Services
RSG
$65.7B
$563K 0.28%
2,452
-895
-27% -$210K
DUK icon
110
Duke Energy
DUK
$97.3B
$558K 0.27%
4,511
-592
-12% -$71.8K
SPEM icon
111
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$543K 0.27%
11,606
+80
+0.7% +$3.56K
XLE icon
112
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$541K 0.27%
12,118
-244
-2% -$10.7K
AIQ icon
113
Global X Artificial Intelligence & Technology ETF
AIQ
$11B
$534K 0.26%
+10,819
New +$492K
BDVL
114
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.77B
$533K 0.26%
+21,323
New +$532K
HIW icon
115
Highwoods Properties
HIW
$3.47B
$531K 0.26%
16,681
-780
-4% -$23.9K
TT icon
116
Trane Technologies
TT
$106B
$527K 0.26%
1,250
-357
-22% -$153K
MDT icon
117
Medtronic
MDT
$112B
$523K 0.26%
5,494
+220
+4% +$20.2K
UNP icon
118
Union Pacific
UNP
$174B
$514K 0.25%
2,173
+22
+1% +$4.96K
GRID
119
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
$510K 0.25%
+3,376
New +$486K
SMH icon
120
VanEck Semiconductor ETF
SMH
$73.2B
$506K 0.25%
1,551
-300
-16% -$88.8K
IGIB icon
121
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$506K 0.25%
9,346
+4,016
+75% +$215K
KKR icon
122
KKR & Co
KKR
$92.3B
$501K 0.25%
3,853
+122
+3% +$17.3K
MGK icon
123
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34.2B
$497K 0.24%
6,180
+2,745
+80% +$211K
QQQM icon
124
Invesco NASDAQ 100 ETF
QQQM
$102B
$497K 0.24%
2,011
-719
-26% -$169K
NUKZ icon
125
Range Nuclear Renaissance Index ETF
NUKZ
$801M
$496K 0.24%
+7,620
New +$455K
3 4
5
6 7

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BCH
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TLA
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EFP
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AA
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AWA
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KWM
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Resurgent Financial Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Resurgent Financial Advisors held 225 positions worth $204M, up 12% from $182M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Resurgent Financial Advisors deployed $9.03M of net new capital in Q3 2025, opening 39 new positions and adding to 65 existing holdings. Its largest new stake was Invesco CurrencyShares Euro Currency Trust: 23,000 shares worth $2.49M.

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

On the sell side, the largest reduction was Intuitive Surgical, an estimated $834K trimmed.

  • Resurgent Financial Advisors's largest Q3 2025 buy was Invesco CurrencyShares Euro Currency Trust: 23,000 shares worth $2.49M.
  • Resurgent Financial Advisors added most to WisdomTree Floating Rate Treasury Fund in Q3 2025, an estimated $613K increase.
  • Resurgent Financial Advisors's biggest Q3 2025 reduction was Intuitive Surgical, cutting an estimated $834K.
  • Resurgent Financial Advisors fully exited iShares MSCI EAFE Growth ETF in Q3 2025, selling an estimated $597K.
  • Resurgent Financial Advisors's ten largest holdings make up 29% of its $204M portfolio in Q3 2025.
  • Resurgent Financial Advisors opened 39 new positions and closed 18 in Q3 2025.
  • Resurgent Financial Advisors's portfolio value rose 12% quarter-over-quarter to $204M.

Based on Resurgent Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.