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RFA

Resurgent Financial Advisors Portfolio holdings

AUM $360M
1-Year Est. Return 28.63%
This Fund
S&P 500
This Quarter Est. Return
+16.32%
1 Year Est. Return
+28.63%
3 Year Est. Return
+86.37%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$360M
AUM Growth
+$82.6M
Cap. Flow
+$55.3M
Cap. Flow %
15.39%
Top 10 Hldgs %
30.08%
Holding
335
New
75
Increased
158
Reduced
68
Closed
19

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.45M
2
NVDA icon
NVIDIA
NVDA
+$3.39M
3
AAPL icon
Apple
AAPL
+$3.19M
4
MSFT icon
Microsoft
MSFT
+$2.89M
5
AMAT icon
Applied Materials
AMAT
+$2.08M

Top Sells

Rank Stock Value
1
INTU icon
Intuit
INTU
+$2.36M
2
ADP icon
Automatic Data Processing
ADP
+$1.3M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.24M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.17M
5
MKL icon
Markel Group
MKL
+$756K

Sector Composition

Rank Sector Weight
1 Miscellaneous 30.72%
2 Technology 23.55%
3 Financials 10.01%
4 Healthcare 8.15%
5 Communication Services 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BX icon
126
Blackstone
BX
$96.9B
$639K 0.18%
5,427
+3,286
+153% +$395K
UNP icon
127
Union Pacific
UNP
$169B
$626K 0.17%
2,300
+48
+2% +$12.6K
HOOD icon
128
Robinhood
HOOD
$104B
$624K 0.17%
6,218
-847
-12% -$70.9K
QQQ icon
129
Invesco QQQ Trust
QQQ
$489B
$622K 0.17%
845
+493
+140% +$339K
CASY icon
130
Casey's General Stores
CASY
$23.2B
$620K 0.17%
780
+39
+5% +$31.4K
HIW icon
131
Highwoods Properties
HIW
$3.34B
$611K 0.17%
20,273
+1,120
+6% +$29K
CLS icon
132
Celestica
CLS
$42.1B
$608K 0.17%
+1,668
New +$626K
RJF icon
133
Raymond James Financial
RJF
$33.8B
$607K 0.17%
+3,992
New +$606K
LQDA icon
134
Liquidia Corp
LQDA
$6.19B
$598K 0.17%
7,500
– –
MOAT icon
135
VanEck Morningstar Wide Moat ETF
MOAT
$11.8B
$596K 0.17%
5,729
-301
-5% -$30.4K
IJR icon
136
PUT
iShares Core S&P Small-Cap ETF
IJR
$108B
$593K 0.17%
4,000
+1,000
+33% +$137K
MDT icon
137
Medtronic
MDT
$118B
$589K 0.16%
7,529
-7
-0.1% -$565
BLCR icon
138
BlackRock Large Cap Core ETF
BLCR
$6.77B
$584K 0.16%
11,594
+1,205
+12% +$57.9K
SLV icon
139
iShares Silver Trust
SLV
$32.7B
$582K 0.16%
10,881
+2,873
+36% +$190K
RBC icon
140
RBC Bearings
RBC
$15.4B
$578K 0.16%
+897
New +$534K
IHI icon
141
iShares US Medical Devices ETF
IHI
$3.23B
$570K 0.16%
11,533
+602
+6% +$30.6K
ORCL icon
142
Oracle
ORCL
$466B
$562K 0.16%
3,837
+1,378
+56% +$250K
BDVL
143
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.75B
$561K 0.16%
21,582
+1,630
+8% +$42.1K
CIBR icon
144
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
$558K 0.16%
+6,210
New +$477K
IWR icon
145
iShares Russell Mid-Cap ETF
IWR
$56B
$552K 0.15%
5,007
+285
+6% +$30K
WTRG icon
146
Essential Utilities
WTRG
$11.9B
$552K 0.15%
14,413
– –
SGOV icon
147
iShares 0-3 Month Treasury Bond ETF
SGOV
$107B
$551K 0.15%
5,475
-11,672
-68% -$1.17M
IGIB icon
148
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$551K 0.15%
10,355
-137
-1% -$7.28K
IBM icon
149
IBM
IBM
$226B
$549K 0.15%
1,952
+325
+20% +$81.9K
BDYN
150
iShares Dynamic Equity Active ETF
BDYN
$3.09B
$544K 0.15%
19,618
-305
-2% -$8.17K
4 5
6
7 8

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BWIA
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GWP
Gen-Wealth Partners Zeeland, Michigan $360M AUM 27.44% 1-Year Est. Return
PCA
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MIPU
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BCM
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FIM
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MS
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Resurgent Financial Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Resurgent Financial Advisors held 335 positions worth $360M, up 30% from $277M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Resurgent Financial Advisors deployed $55.3M of net new capital in Q2 2026, opening 75 new positions and adding to 158 existing holdings. Its largest new stake was Applied Materials: 4,507 shares worth $3.26M.

By sector, the portfolio is most concentrated in Miscellaneous at 31% of assets, down from 35% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $1.24M trimmed.

  • Resurgent Financial Advisors's largest Q2 2026 buy was Applied Materials: 4,507 shares worth $3.26M.
  • Resurgent Financial Advisors added most to Alphabet (Google) Class A in Q2 2026, an estimated $3.45M increase.
  • Resurgent Financial Advisors's biggest Q2 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $1.24M.
  • Resurgent Financial Advisors fully exited Intuit in Q2 2026, selling an estimated $2.36M.
  • Resurgent Financial Advisors's ten largest holdings make up 30% of its $360M portfolio in Q2 2026.
  • Resurgent Financial Advisors opened 75 new positions and closed 19 in Q2 2026.
  • Resurgent Financial Advisors's portfolio value rose 30% quarter-over-quarter to $360M.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.