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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
+0.54%
1 Year Est. Return
+21.5%
3 Year Est. Return
+70.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$277M
AUM Growth
+$77.5M
Cap. Flow
+$81.3M
Cap. Flow %
29.37%
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 Technology 19.28%
2 Financials 9.89%
3 Healthcare 8.69%
4 Communication Services 6.71%
5 Energy 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HON icon
151
Honeywell
HON
$77.1B
$443K 0.16%
1,958
+32
+2% +$7.31K
ISRG icon
152
Intuitive Surgical
ISRG
$121B
$441K 0.16%
957
+1
+0.1% +$506
AMD icon
153
Advanced Micro Devices
AMD
$851B
$435K 0.16%
2,140
-6
-0.3% -$1.28K
TOLL icon
154
Tema Durable Quality ETF
TOLL
$57.7M
$435K 0.16%
12,899
+300
+2% +$10.7K
LIN icon
155
Linde
LIN
$237B
$431K 0.16%
870
+8
+0.9% +$3.77K
PBT
156
Permian Basin Royalty Trust
PBT
$1.36B
$430K 0.16%
20,000
– –
TLH icon
157
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$427K 0.15%
4,238
-87
-2% -$8.88K
BLCR icon
158
BlackRock Large Cap Core ETF
BLCR
$6.3B
$427K 0.15%
+10,389
New +$445K
TMO icon
159
Thermo Fisher Scientific
TMO
$211B
$423K 0.15%
861
+171
+25% +$92.8K
APD icon
160
Air Products & Chemicals
APD
$66.3B
$422K 0.15%
1,454
-27
-2% -$7.44K
AVEM icon
161
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$417K 0.15%
5,179
+883
+21% +$73.3K
XLU icon
162
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$417K 0.15%
+9,080
New +$407K
DUK icon
163
Duke Energy
DUK
$102B
$414K 0.15%
3,162
-40
-1% -$5K
TMUS icon
164
T-Mobile US
TMUS
$193B
$414K 0.15%
1,970
-7
-0.4% -$1.44K
GEV icon
165
GE Vernova
GEV
$270B
$412K 0.15%
+473
New +$369K
SPMO icon
166
Invesco S&P 500 Momentum ETF
SPMO
$21.1B
$412K 0.15%
3,675
+202
+6% +$23.9K
QQQM icon
167
Invesco NASDAQ 100 ETF
QQQM
$95.1B
$410K 0.15%
1,727
+5
+0.3% +$1.25K
HIW icon
168
Highwoods Properties
HIW
$3.71B
$410K 0.15%
19,153
-184
-1% -$4.42K
PANW icon
169
Palo Alto Networks
PANW
$264B
$407K 0.15%
2,538
+1,122
+79% +$188K
VYM icon
170
Vanguard High Dividend Yield ETF
VYM
$81.1B
$405K 0.15%
2,738
+1
+0% +$150
UTHR icon
171
United Therapeutics
UTHR
$26.3B
$401K 0.15%
+677
New +$337K
PLTR icon
172
Palantir
PLTR
$295B
$399K 0.14%
2,730
+1,194
+78% +$183K
SCHM icon
173
Schwab US Mid-Cap ETF
SCHM
$14.6B
$395K 0.14%
12,760
-2,394
-16% -$76.2K
SYBT icon
174
Stock Yards Bancorp
SYBT
$2.41B
$395K 0.14%
5,954
– –
IBM icon
175
IBM
IBM
$202B
$394K 0.14%
1,627
-73
-4% -$19.8K
5 6
7
8 9

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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 $81.3M 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 Technology at 19% of assets, up from 16% a quarter earlier, followed by Financials and Healthcare.

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.