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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
+16.32%
1 Year Est. Return
+28.63%
3 Year Est. Return
+86.37%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$360M
AUM Growth
+$82.6M
Cap. Flow
+$55.3M
Cap. Flow %
15.39%
Top 10 Hldgs %
30.08%
Holding
335
New
75
Increased
158
Reduced
68
Closed
19

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.45M
2
NVDA icon
NVIDIA
NVDA
+$3.39M
3
AAPL icon
Apple
AAPL
+$3.19M
4
MSFT icon
Microsoft
MSFT
+$2.89M
5
AMAT icon
Applied Materials
AMAT
+$2.08M

Top Sells

Rank Stock Value
1
INTU icon
Intuit
INTU
+$2.36M
2
ADP icon
Automatic Data Processing
ADP
+$1.3M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.24M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.17M
5
MKL icon
Markel Group
MKL
+$756K

Sector Composition

Rank Sector Weight
1 Miscellaneous 30.72%
2 Technology 23.55%
3 Financials 10.01%
4 Healthcare 8.15%
5 Communication Services 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHM icon
176
Schwab US Mid-Cap ETF
SCHM
$14.8B
$455K 0.13%
12,330
-430
-3% -$14.8K
BUCK icon
177
Simplify Stable Income ETF
BUCK
$507M
$450K 0.13%
+19,195
New +$451K
LIN icon
178
Linde
LIN
$215B
$447K 0.12%
862
-8
-0.9% -$4.05K
THRO
179
iShares U.S. Thematic Rotation Active ETF
THRO
$6.78B
$446K 0.12%
10,345
-5,618
-35% -$232K
TMO icon
180
Thermo Fisher Scientific
TMO
$224B
$443K 0.12%
883
+22
+3% +$10.6K
GGOV
181
iShares Global Government Bond USD Hedged Active ETF
GGOV
$3.09B
$441K 0.12%
+8,761
New +$437K
APD icon
182
Air Products & Chemicals
APD
$65.7B
$436K 0.12%
1,487
+33
+2% +$9.6K
XLU icon
183
State Street Utilities Select Sector SPDR ETF
XLU
$22.3B
$435K 0.12%
9,591
+511
+6% +$23.1K
XLV icon
184
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$434K 0.12%
2,737
+637
+30% +$94.8K
VYM icon
185
Vanguard High Dividend Yield ETF
VYM
$82.5B
$433K 0.12%
2,738
– –
PDBA icon
186
Invesco Agriculture Commodity Strategy No K-1 ETF
PDBA
$351M
$430K 0.12%
+12,060
New +$439K
URI icon
187
United Rentals
URI
$64B
$427K 0.12%
+377
New +$359K
DLR icon
188
Digital Realty Trust
DLR
$70.1B
$417K 0.12%
+2,320
New +$444K
WY icon
189
Weyerhaeuser
WY
$16.3B
$401K 0.11%
16,762
+5,376
+47% +$131K
MTUM icon
190
iShares MSCI USA Momentum Factor ETF
MTUM
$24.9B
$401K 0.11%
1,170
+227
+24% +$67.7K
COWZ icon
191
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$399K 0.11%
6,411
-9,695
-60% -$612K
IBKR icon
192
Interactive Brokers
IBKR
$40.9B
$397K 0.11%
4,562
+1,088
+31% +$90.6K
BMY icon
193
Bristol-Myers Squibb
BMY
$132B
$392K 0.11%
6,796
+2,702
+66% +$155K
LMT icon
194
Lockheed Martin
LMT
$121B
$385K 0.11%
756
+10
+1% +$5.41K
DUK icon
195
Duke Energy
DUK
$93.9B
$380K 0.11%
3,003
-159
-5% -$20.1K
TMUS icon
196
T-Mobile US
TMUS
$190B
$380K 0.11%
2,263
+293
+15% +$55.5K
SCCO icon
197
Southern Copper
SCCO
$177B
$380K 0.11%
+2,204
New +$396K
OHI icon
198
Omega Healthcare
OHI
$14.3B
$379K 0.11%
7,942
+920
+13% +$42.6K
XLF icon
199
State Street Financial Select Sector SPDR ETF
XLF
$54B
$373K 0.1%
6,954
+6
+0.1% +$312
XTEN icon
200
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.1B
$370K 0.1%
8,118
-5,178
-39% -$235K
6 7
8
9 10

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BWIA
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GWP
Gen-Wealth Partners Zeeland, Michigan $360M AUM 27.44% 1-Year Est. Return
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 Q2 2026 Portfolio in Review

As of Q2 2026, Resurgent Financial Advisors held 335 positions worth $360M, up 30% from $277M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Resurgent Financial Advisors deployed $55.3M of net new capital in Q2 2026, opening 75 new positions and adding to 158 existing holdings. Its largest new stake was Applied Materials: 4,507 shares worth $3.26M.

By sector, the portfolio is most concentrated in Miscellaneous at 31% of assets, down from 35% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $1.24M trimmed.

  • Resurgent Financial Advisors's largest Q2 2026 buy was Applied Materials: 4,507 shares worth $3.26M.
  • Resurgent Financial Advisors added most to Alphabet (Google) Class A in Q2 2026, an estimated $3.45M increase.
  • Resurgent Financial Advisors's biggest Q2 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $1.24M.
  • Resurgent Financial Advisors fully exited Intuit in Q2 2026, selling an estimated $2.36M.
  • Resurgent Financial Advisors's ten largest holdings make up 30% of its $360M portfolio in Q2 2026.
  • Resurgent Financial Advisors opened 75 new positions and closed 19 in Q2 2026.
  • Resurgent Financial Advisors's portfolio value rose 30% quarter-over-quarter to $360M.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.