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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
(+30%)
Cap. Flow
+$55.3M
Cap. Flow
% of AUM
15.39%
Top 10 Holdings %
Top 10 Hldgs %
30.08%
Holding
335
New
75
Increased
158
Reduced
68
Closed
19
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$3.45M |
| 2 |
NVIDIA
NVDA
|
+$3.39M |
| 3 |
Apple
AAPL
|
+$3.19M |
| 4 |
Microsoft
MSFT
|
+$2.89M |
| 5 |
Applied Materials
AMAT
|
+$2.08M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intuit
INTU
|
+$2.36M |
| 2 |
Automatic Data Processing
ADP
|
+$1.3M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.24M |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.17M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
WELD
201
Tema U.S. Manufacturing & Reshoring ETF
WELD
$276M
| $370K | 0.1% |
5,877
+120
| +2% | +$6.84K |
|
202
Trane Technologies
TT
$97.7B
| $369K | 0.1% |
751
-55
| -7% | -$25.7K |
|
203
KLA
KLAC
$239B
| $362K | 0.1% |
+1,200
| New | +$238K |
|
204
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.2B
| $360K | 0.1% |
3,301
+106
| +3% | +$11.6K |
|
205
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.75B
| $358K | 0.1% |
5,294
+433
| +9% | +$29.1K |
|
206
Arista Networks
ANET
$243B
| $357K | 0.1% |
+2,104
| New | +$330K |
|
207
Natixis Loomis Sayles Focused Growth ETF
LSGR
$907M
| $357K | 0.1% |
8,466
-288
| -3% | -$12.5K |
|
208
SPDR Gold Trust
GLD
$149B
| $353K | 0.1% |
959
+363
| +61% | +$150K |
|
209
Shell
SHEL
$273B
| $353K | 0.1% |
4,551
-450
| -9% | -$38.8K |
|
210
Global X Defense Tech ETF
SHLD
$6.84B
| $351K | 0.1% |
5,881
+1,699
| +41% | +$113K |
|
211
VanEck Uranium + Nuclear Energy ETF
NLR
$4.29B
| $349K | 0.1% |
3,007
+1,483
| +97% | +$198K |
|
212
Bank of America
BAC
$438B
| $344K | 0.1% |
6,032
+1,018
| +20% | +$54.1K |
|
213
M&T Bank
MTB
$34.4B
| $342K | 0.1% |
1,437
-291
| -17% | -$63.6K |
|
214
Williams Companies
WMB
$91.9B
| $337K | 0.09% |
4,537
+308
| +7% | +$22.7K |
|
215
Honeywell
HON
$65B
| $331K | 0.09% |
1,480
-478
| -24% | -$107K |
|
216
Vanguard Morningstar Growth ETF
VUG
$226B
| $330K | 0.09% |
3,834
+852
| +29% | +$71.7K |
|
217
iShares Select Dividend ETF
DVY
$23.5B
| $330K | 0.09% |
+2,110
| New | +$325K |
|
218
CME Group
CME
$98.8B
| $328K | 0.09% |
1,485
-1,451
| -49% | -$401K |
|
219
Cintas
CTAS
$80B
| $328K | 0.09% |
1,927
-300
| -13% | -$51.9K |
|
|
HONA
220
Honeywell Aerospace
HONA
$48B
| $327K | 0.09% |
+1,480
| New | +$327K |
|
221
iShares Bitcoin Trust
IBIT
$60.9B
| $322K | 0.09% |
9,665
-9,235
| -49% | -$376K |
|
222
Caterpillar
CAT
$375B
| $321K | 0.09% |
+301
| New | +$264K |
|
223
CVS Health
CVS
$122B
| $320K | 0.09% |
3,093
-455
| -13% | -$40.6K |
|
224
Avantis Emerging Markets Equity ETF
AVEM
$28.7B
| $316K | 0.09% |
3,273
-1,906
| -37% | -$176K |
|
225
iShares Semiconductor ETF
SOXX
$43.8B
| $313K | 0.09% |
+489
| New | +$248K |
|
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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.