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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
+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
AMD icon
151
Advanced Micro Devices
AMD
$789B
$378K 0.19%
2,339
+4
+0.2% +$646
CASY icon
152
Casey's General Stores
CASY
$30.9B
$378K 0.19%
+668
New +$349K
EMXC icon
153
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.1B
$372K 0.18%
5,507
+1,612
+41% +$104K
PBT
154
Permian Basin Royalty Trust
PBT
$1.49B
$365K 0.18%
20,000
– –
KTOS icon
155
Kratos Defense & Security Solutions
KTOS
$11.4B
$361K 0.18%
+3,950
New +$253K
APD icon
156
Air Products & Chemicals
APD
$67.6B
$354K 0.17%
1,298
-99
-7% -$28.7K
COF icon
157
Capital One
COF
$134B
$351K 0.17%
1,651
+7
+0.4% +$1.53K
XLF icon
158
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$345K 0.17%
6,411
+1,985
+45% +$105K
GLW icon
159
Corning
GLW
$143B
$344K 0.17%
4,196
-316
-7% -$20.7K
CTA icon
160
Simplify Managed Futures Strategy ETF
CTA
$1.47B
$343K 0.17%
12,256
-3,478
-22% -$96K
FXI icon
161
iShares China Large-Cap ETF
FXI
$4.31B
$339K 0.17%
+8,236
New +$318K
CRM icon
162
Salesforce
CRM
$158B
$338K 0.17%
1,427
+195
+16% +$49.2K
QTUM icon
163
Defiance Quantum ETF
QTUM
$5.66B
$328K 0.16%
3,127
-442
-12% -$42.4K
GOOG icon
164
Alphabet (Google) Class C
GOOG
$4.32T
$322K 0.16%
1,323
-79
-6% -$16.6K
SCHY icon
165
Schwab International Dividend Equity ETF
SCHY
$2.55B
$319K 0.16%
11,410
+1,732
+18% +$48.2K
UBER icon
166
Uber
UBER
$153B
$316K 0.16%
+3,226
New +$302K
IJH icon
167
iShares Core S&P Mid-Cap ETF
IJH
$127B
$311K 0.15%
4,762
+7
+0.1% +$450
TMO icon
168
Thermo Fisher Scientific
TMO
$220B
$303K 0.15%
624
+101
+19% +$47K
CEF icon
169
Sprott Physical Gold and Silver Trust
CEF
$8.06B
$301K 0.15%
8,200
– –
SCHV
170
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$300K 0.15%
10,301
-2,132
-17% -$60.6K
INTC icon
171
Intel
INTC
$513B
$299K 0.15%
+8,900
New +$216K
VTIP icon
172
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$298K 0.15%
+5,883
New +$296K
PANW icon
173
Palo Alto Networks
PANW
$297B
$290K 0.14%
1,424
+145
+11% +$27.8K
CRWD icon
174
CrowdStrike
CRWD
$218B
$283K 0.14%
2,312
-80
-3% -$9.1K
GLDM icon
175
SPDR Gold MiniShares Trust
GLDM
$29.5B
$281K 0.14%
+3,677
New +$252K
5 6
7
8 9

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BCH
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TLA
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EFP
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AA
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MC
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AWA
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KWM
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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.