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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
+1.98%
1 Year Est. Return
+21.5%
3 Year Est. Return
+70.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$199M
AUM Growth
-$4.32M
Cap. Flow
-$5.98M
Cap. Flow %
-3%
Top 10 Hldgs %
28.48%
Holding
229
New
22
Increased
90
Reduced
90
Closed
13

Top Buys

Rank Stock Value
1
VRTX icon
Vertex Pharmaceuticals
VRTX
+$495K
2
IVE icon
iShares S&P 500 Value ETF
IVE
+$478K
3
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$469K
4
BAC icon
Bank of America
BAC
+$404K
5
MO icon
Altria Group
MO
+$386K

Top Sells

Rank Stock Value
1
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$1.45M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.27M
3
AAPL icon
Apple
AAPL
+$1.1M
4
MSFT icon
Microsoft
MSFT
+$1.04M
5
BAM icon
Brookfield Asset Management
BAM
+$859K

Sector Composition

Rank Sector Weight
1 Technology 16.34%
2 Financials 10.67%
3 Energy 5.92%
4 Healthcare 5.34%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALB icon
176
Albemarle
ALB
$15.5B
$273K 0.14%
+1,928
New +$219K
SGOV icon
177
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
$270K 0.14%
+2,685
New +$270K
AEM icon
178
Agnico Eagle Mines
AEM
$90.5B
$269K 0.13%
1,587
– –
PANW icon
179
Palo Alto Networks
PANW
$297B
$261K 0.13%
1,416
-8
-0.6% -$1.61K
LQDA icon
180
Liquidia Corp
LQDA
$8.02B
$259K 0.13%
+7,500
New +$214K
WELD
181
Tema U.S. Manufacturing & Reshoring ETF
WELD
$298M
$255K 0.13%
5,757
+115
+2% +$5.04K
ISHG icon
182
iShares 1-3 Year International Treasury Bond ETF
ISHG
$832M
$255K 0.13%
3,391
-19,262
-85% -$1.45M
COWZ icon
183
Pacer US Cash Cows 100 ETF
COWZ
$19.4B
$253K 0.13%
4,209
-309
-7% -$18.2K
ABT icon
184
Abbott
ABT
$187B
$250K 0.13%
1,995
+7
+0.4% +$892
MGC icon
185
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$250K 0.13%
994
-7
-0.7% -$1.74K
PM icon
186
Philip Morris
PM
$295B
$244K 0.12%
1,523
+54
+4% +$8.37K
CPA icon
187
Copa Holdings
CPA
$5.8B
$241K 0.12%
+2,000
New +$245K
WY icon
188
Weyerhaeuser
WY
$18.4B
$239K 0.12%
+10,076
New +$233K
MTUM icon
189
iShares MSCI USA Momentum Factor ETF
MTUM
$26.2B
$236K 0.12%
943
-68
-7% -$17.1K
BMY icon
190
Bristol-Myers Squibb
BMY
$132B
$235K 0.12%
+4,357
New +$210K
WMB icon
191
Williams Companies
WMB
$86.1B
$235K 0.12%
3,910
+163
+4% +$9.86K
DIS icon
192
Walt Disney
DIS
$181B
$234K 0.12%
2,061
-43
-2% -$4.74K
PEP icon
193
PepsiCo
PEP
$190B
$234K 0.12%
1,632
+16
+1% +$2.35K
ARLP icon
194
Alliance Resource Partners
ARLP
$3.17B
$232K 0.12%
10,000
– –
XBI icon
195
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$232K 0.12%
1,902
-3,905
-67% -$448K
IWB icon
196
iShares Russell 1000 ETF
IWB
$50.1B
$229K 0.11%
612
– –
LSGR icon
197
Natixis Loomis Sayles Focused Growth ETF
LSGR
$897M
$225K 0.11%
5,025
-42
-0.8% -$1.87K
CRM icon
198
Salesforce
CRM
$158B
$224K 0.11%
845
-582
-41% -$145K
SPYH
199
NEOS S&P 500 Hedged Equity Income ETF
SPYH
$29.6M
$223K 0.11%
+4,046
New +$222K
CRWD icon
200
CrowdStrike
CRWD
$218B
$222K 0.11%
1,896
-416
-18% -$53K
6 7
8
9 10

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Resurgent Financial Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Resurgent Financial Advisors held 229 positions worth $199M, down 2.1% from $204M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Resurgent Financial Advisors's Q4 2025 filing shows 22 new, 90 increased, 90 reduced and 13 closed positions. Its largest new stake was Vertex Pharmaceuticals: 1,149 shares worth $521K. The largest sale was iShares 1-3 Year International Treasury Bond ETF, an estimated $1.45M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 17% a quarter earlier, followed by Financials and Energy.

  • Resurgent Financial Advisors's largest Q4 2025 buy was Vertex Pharmaceuticals: 1,149 shares worth $521K.
  • Resurgent Financial Advisors added most to iShares S&P 500 Value ETF in Q4 2025, an estimated $478K increase.
  • Resurgent Financial Advisors's biggest Q4 2025 reduction was iShares 1-3 Year International Treasury Bond ETF, cutting an estimated $1.45M.
  • Resurgent Financial Advisors fully exited Brookfield Asset Management in Q4 2025, selling an estimated $859K.
  • Resurgent Financial Advisors's ten largest holdings make up 28% of its $199M portfolio in Q4 2025.
  • Resurgent Financial Advisors opened 22 new positions and closed 13 in Q4 2025.
  • Resurgent Financial Advisors's portfolio value fell 2.1% quarter-over-quarter to $199M.

Based on Resurgent Financial Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.