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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
GRID
101
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
$578K 0.29%
3,776
+400
+12% +$61.4K
DE icon
102
Deere & Co
DE
$168B
$574K 0.29%
1,232
-11
-0.9% -$5.16K
NUKZ icon
103
Range Nuclear Renaissance Index ETF
NUKZ
$801M
$569K 0.29%
8,953
+1,333
+17% +$89.9K
XLE icon
104
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$563K 0.28%
12,588
+470
+4% +$20.9K
IGIB icon
105
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$555K 0.28%
10,296
+950
+10% +$51.4K
WTRG icon
106
Essential Utilities
WTRG
$11.4B
$553K 0.28%
14,413
– –
SPEM icon
107
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$551K 0.28%
11,763
+157
+1% +$7.39K
BDVL
108
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.77B
$542K 0.27%
21,856
+533
+2% +$13.3K
ISRG icon
109
Intuitive Surgical
ISRG
$134B
$541K 0.27%
956
-3
-0.3% -$1.6K
MINT icon
110
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$523K 0.26%
5,209
+472
+10% +$47.4K
VRTX icon
111
Vertex Pharmaceuticals
VRTX
$126B
$521K 0.26%
+1,149
New +$495K
TXN icon
112
Texas Instruments
TXN
$261B
$520K 0.26%
2,996
+504
+20% +$86.3K
AGG icon
113
iShares Core US Aggregate Bond ETF
AGG
$138B
$508K 0.25%
5,082
+713
+16% +$71.5K
T icon
114
AT&T
T
$163B
$507K 0.25%
20,395
-2,843
-12% -$72K
BDYN
115
iShares Dynamic Equity Active ETF
BDYN
$3.12B
$506K 0.25%
19,746
-3,315
-14% -$85K
IBM icon
116
IBM
IBM
$224B
$504K 0.25%
1,700
+299
+21% +$89.5K
HIW icon
117
Highwoods Properties
HIW
$3.47B
$499K 0.25%
19,337
+2,656
+16% +$74.9K
KKR icon
118
KKR & Co
KKR
$92.3B
$498K 0.25%
3,908
+55
+1% +$6.84K
RSG icon
119
Republic Services
RSG
$65.7B
$491K 0.25%
2,316
-136
-6% -$29.3K
UNP icon
120
Union Pacific
UNP
$174B
$485K 0.24%
2,097
-76
-3% -$17.3K
SCHY icon
121
Schwab International Dividend Equity ETF
SCHY
$2.55B
$476K 0.24%
15,952
+4,542
+40% +$131K
ORCL icon
122
Oracle
ORCL
$423B
$476K 0.24%
2,440
-45
-2% -$10.7K
IAGG icon
123
iShares Core International Aggregate Bond Fund
IAGG
$11B
$470K 0.24%
9,406
+233
+3% +$12K
PREF icon
124
Principal Spectrum Preferred Securities Active ETF
PREF
$1.78B
$464K 0.23%
24,319
+2,447
+11% +$46.7K
AMD icon
125
Advanced Micro Devices
AMD
$789B
$460K 0.23%
2,146
-193
-8% -$43.3K
3 4
5
6 7

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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.