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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
MCD icon
176
McDonald's
MCD
$188B
$386K 0.14%
1,242
-23
-2% -$7.33K
FIX icon
177
Comfort Systems
FIX
$61B
$385K 0.14%
+279
New +$354K
VTIP icon
178
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$382K 0.14%
7,644
+125
+2% +$6.22K
CTAS icon
179
Cintas
CTAS
$82.4B
$377K 0.14%
2,227
+12
+0.5% +$2.3K
IJR icon
180
PUT
iShares Core S&P Small-Cap ETF
IJR
$109B
$373K 0.13%
+3,000
New +$381K
GOOG icon
181
Alphabet (Google) Class C
GOOG
$3.9T
$366K 0.13%
1,276
-2
-0.2% -$628
ORCL icon
182
Oracle
ORCL
$331B
$362K 0.13%
2,459
+19
+0.8% +$3.09K
MTB icon
183
M&T Bank
MTB
$36.2B
$357K 0.13%
1,728
-1
-0.1% -$215
VOO icon
184
Vanguard S&P 500 ETF
VOO
$968B
$355K 0.13%
594
-2
-0.3% -$1.25K
PHYS icon
185
Sprott Physical Gold
PHYS
$14.6B
$354K 0.13%
+10,000
New +$370K
LQD icon
186
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$348K 0.13%
3,195
+374
+13% +$41.2K
ALB icon
187
Albemarle
ALB
$13.5B
$347K 0.13%
1,933
+5
+0.3% +$854
LSGR icon
188
Natixis Loomis Sayles Focused Growth ETF
LSGR
$808M
$345K 0.12%
8,754
+3,729
+74% +$158K
XLF icon
189
State Street Financial Select Sector SPDR ETF
XLF
$55.6B
$343K 0.12%
6,948
-386
-5% -$20.1K
XLI icon
190
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$338K 0.12%
+2,089
New +$351K
CEF icon
191
Sprott Physical Gold and Silver Trust
CEF
$7.43B
$338K 0.12%
7,080
-120
-2% -$6.14K
TT icon
192
Trane Technologies
TT
$106B
$336K 0.12%
806
-79
-9% -$33.5K
UTG icon
193
Reaves Utility Income Fund
UTG
$3.69B
$330K 0.12%
+8,393
New +$328K
PBR icon
194
Petrobras
PBR
$121B
$322K 0.12%
15,526
– –
IJH icon
195
iShares Core S&P Mid-Cap ETF
IJH
$123B
$321K 0.12%
4,759
+75
+2% +$5.2K
NFLX icon
196
Netflix
NFLX
$292B
$319K 0.12%
3,313
+39
+1% +$3.44K
QTUM icon
197
Defiance Quantum ETF
QTUM
$5.25B
$317K 0.11%
2,958
+76
+3% +$8.7K
ISHG icon
198
iShares 1-3 Year International Treasury Bond ETF
ISHG
$854M
$311K 0.11%
4,191
+800
+24% +$60.4K
HELO icon
199
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.14B
$311K 0.11%
4,861
+124
+3% +$8.21K
XLV icon
200
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$308K 0.11%
+2,100
New +$324K
6 7
8
9 10

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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.