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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
WMB icon
201
Williams Companies
WMB
$90.5B
$308K 0.11%
4,229
+319
+8% +$22.1K
OHI icon
202
Omega Healthcare
OHI
$15.4B
$308K 0.11%
+7,022
New +$320K
SCHV
203
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$300K 0.11%
9,824
-23
-0.2% -$717
COF icon
204
Capital One
COF
$124B
$299K 0.11%
1,641
-10
-0.6% -$2.09K
CTA icon
205
Simplify Managed Futures Strategy ETF
CTA
$1.65B
$298K 0.11%
9,866
-803
-8% -$23.3K
SHLD icon
206
Global X Defense Tech ETF
SHLD
$7.07B
$296K 0.11%
+4,182
New +$312K
KTOS icon
207
Kratos Defense & Security Solutions
KTOS
$8.88B
$294K 0.11%
4,168
-64
-2% -$6.14K
VXUS icon
208
Vanguard Total International Stock ETF
VXUS
$153B
$292K 0.11%
+3,788
New +$301K
IEFA icon
209
iShares Core MSCI EAFE ETF
IEFA
$186B
$292K 0.11%
+3,224
New +$301K
ED icon
210
Consolidated Edison
ED
$41.6B
$291K 0.11%
+2,574
New +$279K
WELD
211
Tema U.S. Manufacturing & Reshoring ETF
WELD
$291M
$287K 0.1%
5,757
– –
CRWD icon
212
CrowdStrike
CRWD
$187B
$287K 0.1%
2,936
+1,040
+55% +$110K
LQDA icon
213
Liquidia Corp
LQDA
$7.67B
$283K 0.1%
7,500
– –
WY icon
214
Weyerhaeuser
WY
$17.3B
$278K 0.1%
11,386
+1,310
+13% +$32.9K
ARLP icon
215
Alliance Resource Partners
ARLP
$3.18B
$277K 0.1%
10,000
– –
EFG icon
216
iShares MSCI EAFE Growth ETF
EFG
$16.3B
$274K 0.1%
+2,461
New +$289K
ABT icon
217
Abbott
ABT
$180B
$264K 0.1%
2,570
+575
+29% +$64.9K
GLD icon
218
SPDR Gold Trust
GLD
$131B
$256K 0.09%
+596
New +$267K
CVS icon
219
CVS Health
CVS
$137B
$255K 0.09%
3,548
+106
+3% +$8.17K
PM icon
220
Philip Morris
PM
$301B
$254K 0.09%
1,535
+12
+0.8% +$2.08K
TRGP icon
221
Targa Resources
TRGP
$60.4B
$251K 0.09%
+1,000
New +$217K
BMY icon
222
Bristol-Myers Squibb
BMY
$127B
$248K 0.09%
4,094
-263
-6% -$15.3K
LAND
223
Gladstone Land Corp
LAND
$368M
$247K 0.09%
+24,192
New +$260K
BX icon
224
Blackstone
BX
$104B
$246K 0.09%
+2,141
New +$279K
BAC icon
225
Bank of America
BAC
$435B
$244K 0.09%
5,014
-7,295
-59% -$376K
7 8
9
10 11

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CCP
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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.