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
+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
SCHM icon
126
Schwab US Mid-Cap ETF
SCHM
$15.1B
$486K 0.24%
16,412
-3,172
-16% -$92.3K
MINT icon
127
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$477K 0.23%
+4,737
New +$476K
IAGG icon
128
iShares Core International Aggregate Bond Fund
IAGG
$11B
$470K 0.23%
9,173
+483
+6% +$24.7K
TXN icon
129
Texas Instruments
TXN
$261B
$458K 0.22%
2,492
-489
-16% -$95.6K
CTAS icon
130
Cintas
CTAS
$81.3B
$455K 0.22%
2,215
– –
IWR icon
131
iShares Russell Mid-Cap ETF
IWR
$57.4B
$451K 0.22%
4,675
– –
MTB icon
132
M&T Bank
MTB
$36.2B
$446K 0.22%
2,255
-876
-28% -$172K
WIP icon
133
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$476M
$439K 0.22%
+11,200
New +$435K
AGG icon
134
iShares Core US Aggregate Bond ETF
AGG
$138B
$438K 0.22%
4,369
-9
-0.2% -$893
MRK icon
135
Merck
MRK
$318B
$436K 0.21%
5,192
-1,044
-17% -$86K
ISRG icon
136
Intuitive Surgical
ISRG
$134B
$429K 0.21%
959
-1,739
-64% -$834K
TOLL icon
137
Tema Durable Quality ETF
TOLL
$59.3M
$424K 0.21%
12,376
-286
-2% -$9.77K
TLH icon
138
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
$422K 0.21%
4,094
+1,228
+43% +$124K
PREF icon
139
Principal Spectrum Preferred Securities Active ETF
PREF
$1.78B
$419K 0.21%
21,872
+11,604
+113% +$220K
SYBT icon
140
Stock Yards Bancorp
SYBT
$2.6B
$417K 0.2%
5,954
+3
+0.1% +$232
VYM icon
141
Vanguard High Dividend Yield ETF
VYM
$82.8B
$408K 0.2%
2,895
-37
-1% -$5.08K
LMT icon
142
Lockheed Martin
LMT
$136B
$400K 0.2%
802
-588
-42% -$267K
LIN icon
143
Linde
LIN
$226B
$400K 0.2%
842
+11
+1% +$5.21K
IHI icon
144
iShares US Medical Devices ETF
IHI
$3.38B
$398K 0.2%
+6,617
New +$405K
IBM icon
145
IBM
IBM
$224B
$395K 0.19%
1,401
-584
-29% -$153K
SNPS icon
146
Synopsys
SNPS
$79.7B
$395K 0.19%
800
-31
-4% -$17.5K
LQD icon
147
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
$393K 0.19%
3,530
+61
+2% +$6.71K
MCD icon
148
McDonald's
MCD
$195B
$386K 0.19%
1,269
+4
+0.3% +$1.22K
HELO icon
149
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.72B
$385K 0.19%
5,916
-1,332
-18% -$85.1K
OEF icon
150
iShares S&P 100 ETF
OEF
$20.6B
$384K 0.19%
+1,154
New +$367K
4 5
6
7 8

Similar funds

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
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

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.