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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
+0.54%
1 Year Est. Return
+28.63%
3 Year Est. Return
+86.37%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$277M
AUM Growth
+$77.5M
Cap. Flow
+$78.7M
Cap. Flow %
28.42%
Top 10 Hldgs %
28.7%
Holding
273
New
57
Increased
116
Reduced
71
Closed
13

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.52M
2
NVDA icon
NVIDIA
NVDA
+$7.19M
3
MSFT icon
Microsoft
MSFT
+$5.28M
4
LLY icon
Eli Lilly
LLY
+$3.83M
5
V icon
Visa
V
+$3.65M

Top Sells

Rank Stock Value
1
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$864K
2
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$838K
3
MCO icon
Moody's
MCO
+$656K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$576K
5
KKR icon
KKR & Co
KKR
+$498K

Sector Composition

Rank Sector Weight
1 Miscellaneous 35.47%
2 Technology 19.28%
3 Financials 9.89%
4 Healthcare 8.69%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CASY icon
126
Casey's General Stores
CASY
$23.2B
$539K 0.19%
741
+83
+13% +$54.1K
CORO
127
iShares International Country Rotation Active ETF
CORO
$8.43B
$522K 0.19%
+16,231
New +$535K
AIQ icon
128
Global X Artificial Intelligence & Technology ETF
AIQ
$10.1B
$521K 0.19%
11,164
-1,027
-8% -$51.6K
MGK icon
129
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.4B
$520K 0.19%
7,075
-955
-12% -$75K
INTC icon
130
Intel
INTC
$562B
$516K 0.19%
11,696
-159
-1% -$7.29K
MINT icon
131
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.5B
$515K 0.19%
5,120
-89
-2% -$8.95K
EMXC icon
132
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.8B
$513K 0.19%
6,516
+525
+9% +$42.2K
GLW icon
133
Corning
GLW
$145B
$511K 0.18%
3,761
-172
-4% -$20.7K
SCHY icon
134
Schwab International Dividend Equity ETF
SCHY
$2.58B
$509K 0.18%
16,092
+140
+0.9% +$4.44K
IAGG icon
135
iShares Core International Aggregate Bond Fund
IAGG
$11.8B
$508K 0.18%
10,151
+745
+8% +$37.4K
RSG icon
136
Republic Services
RSG
$68.1B
$507K 0.18%
2,313
-3
-0.1% -$658
SPEM icon
137
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.9B
$504K 0.18%
10,750
-1,013
-9% -$49.4K
ACWX icon
138
iShares MSCI ACWI ex US ETF
ACWX
$12.5B
$500K 0.18%
+7,309
New +$516K
BDVL
139
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.75B
$492K 0.18%
19,952
-1,904
-9% -$47.9K
HOOD icon
140
Robinhood
HOOD
$104B
$490K 0.18%
7,065
-3,266
-32% -$287K
BDYN
141
iShares Dynamic Equity Active ETF
BDYN
$3.09B
$484K 0.17%
19,923
+177
+0.9% +$4.53K
AGG icon
142
iShares Core US Aggregate Bond ETF
AGG
$138B
$481K 0.17%
4,844
-238
-5% -$23.8K
SMH icon
143
VanEck Semiconductor ETF
SMH
$69.9B
$472K 0.17%
1,231
+9
+0.7% +$3.57K
SHEL icon
144
Shell
SHEL
$273B
$465K 0.17%
5,001
+47
+0.9% +$3.8K
PREF icon
145
Principal Spectrum Preferred Securities Active ETF
PREF
$1.88B
$460K 0.17%
24,441
+122
+0.5% +$2.33K
IWR icon
146
iShares Russell Mid-Cap ETF
IWR
$56B
$459K 0.17%
4,722
+47
+1% +$4.7K
WM icon
147
Waste Management
WM
$86.5B
$459K 0.17%
+1,997
New +$459K
SO icon
148
Southern Company
SO
$102B
$456K 0.16%
+4,723
New +$437K
MOO icon
149
VanEck Agribusiness ETF
MOO
$1.13B
$454K 0.16%
+5,376
New +$438K
LMT icon
150
Lockheed Martin
LMT
$121B
$451K 0.16%
746
-37
-5% -$22.8K
4 5
6
7 8

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BWIA
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GWP
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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 Q1 2026 Portfolio in Review

As of Q1 2026, Resurgent Financial Advisors held 273 positions worth $277M, up 39% from $199M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Resurgent Financial Advisors deployed $78.7M of net new capital in Q1 2026, opening 57 new positions and adding to 116 existing holdings. Its largest new stake was McKesson: 3,884 shares worth $3.36M.

By sector, the portfolio is most concentrated in Miscellaneous at 35% of assets, down from 43% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares Core MSCI Emerging Markets ETF, an estimated $576K trimmed.

  • Resurgent Financial Advisors's largest Q1 2026 buy was McKesson: 3,884 shares worth $3.36M.
  • Resurgent Financial Advisors added most to Alphabet (Google) Class A in Q1 2026, an estimated $8.52M increase.
  • Resurgent Financial Advisors's biggest Q1 2026 reduction was iShares Core MSCI Emerging Markets ETF, cutting an estimated $576K.
  • Resurgent Financial Advisors fully exited First Trust NASDAQ Cybersecurity ETF in Q1 2026, selling an estimated $864K.
  • Resurgent Financial Advisors's ten largest holdings make up 29% of its $277M portfolio in Q1 2026.
  • Resurgent Financial Advisors opened 57 new positions and closed 13 in Q1 2026.
  • Resurgent Financial Advisors's portfolio value rose 39% quarter-over-quarter to $277M.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.