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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
+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
APD icon
126
Air Products & Chemicals
APD
$67.6B
$394K 0.22%
1,397
-42
-3% -$11.5K
VYM icon
127
Vanguard High Dividend Yield ETF
VYM
$82.8B
$391K 0.21%
2,932
– –
LIN icon
128
Linde
LIN
$226B
$390K 0.21%
831
-36
-4% -$16.4K
LQD icon
129
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$380K 0.21%
3,469
+122
+4% +$13.1K
PM icon
130
Philip Morris
PM
$295B
$374K 0.21%
2,055
-52
-2% -$8.93K
MCD icon
131
McDonald's
MCD
$195B
$369K 0.2%
1,265
+16
+1% +$4.93K
TOST icon
132
Toast
TOST
$19.9B
$363K 0.2%
+8,203
New +$322K
XLG icon
133
Invesco S&P 500 Top 50 ETF
XLG
$11B
$363K 0.2%
6,972
+2,175
+45% +$103K
COF icon
134
Capital One
COF
$134B
$350K 0.19%
1,644
+45
+3% +$8.4K
XLV icon
135
State Street Health Care Select Sector SPDR ETF
XLV
$42.7B
$350K 0.19%
2,593
+1,107
+74% +$149K
SCHV
136
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$344K 0.19%
12,433
-447
-3% -$11.7K
SCHO icon
137
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$338K 0.19%
13,859
+282
+2% +$6.85K
CRM icon
138
Salesforce
CRM
$158B
$336K 0.18%
1,232
-6
-0.5% -$1.6K
CSCO icon
139
Cisco
CSCO
$479B
$333K 0.18%
4,794
+1
+0% +$61
AMD icon
140
Advanced Micro Devices
AMD
$789B
$331K 0.18%
+2,335
New +$254K
QTUM icon
141
Defiance Quantum ETF
QTUM
$5.66B
$328K 0.18%
3,569
+283
+9% +$22.9K
NOC icon
142
Northrop Grumman
NOC
$81.2B
$312K 0.17%
623
+133
+27% +$65.4K
IEFA icon
143
iShares Core MSCI EAFE ETF
IEFA
$196B
$311K 0.17%
3,728
+40
+1% +$3.17K
CRWD icon
144
CrowdStrike
CRWD
$218B
$305K 0.17%
+2,392
New +$259K
JPIE icon
145
JPMorgan Income ETF
JPIE
$10.2B
$303K 0.17%
+6,551
New +$300K
IJH icon
146
iShares Core S&P Mid-Cap ETF
IJH
$127B
$295K 0.16%
4,755
-398
-8% -$23.4K
XLU icon
147
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$295K 0.16%
7,222
+28
+0.4% +$1.12K
PAUG icon
148
Innovator US Equity Power Buffer ETF August
PAUG
$867M
$293K 0.16%
7,246
+1,638
+29% +$62.9K
TLH icon
149
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$291K 0.16%
+2,866
New +$288K
DGRO icon
150
iShares Core Dividend Growth ETF
DGRO
$43.5B
$290K 0.16%
+4,528
New +$276K
4 5
6
7 8

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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 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.