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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
+7.84%
1 Year Est. Return
+21.5%
3 Year Est. Return
+70.42%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$204M
AUM Growth
+$21.6M
Cap. Flow
+$9.03M
Cap. Flow %
4.43%
Top 10 Hldgs %
29.4%
Holding
225
New
39
Increased
65
Reduced
92
Closed
18

Top Buys

Rank Stock Value
1
FXE icon
Invesco CurrencyShares Euro Currency Trust
FXE
+$2.48M
2
ISHG icon
iShares 1-3 Year International Treasury Bond ETF
ISHG
+$1.72M
3
BAM icon
Brookfield Asset Management
BAM
+$897K
4
TSM icon
TSMC
TSM
+$780K
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$699K

Top Sells

Rank Stock Value
1
ISRG icon
Intuitive Surgical
ISRG
+$834K
2
JPM icon
JPMorgan Chase
JPM
+$687K
3
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$597K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$579K
5
ALL icon
Allstate
ALL
+$554K

Sector Composition

Rank Sector Weight
1 Technology 17.43%
2 Financials 10.89%
3 Energy 5.65%
4 Communication Services 4.85%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GE icon
201
GE Aerospace
GE
$384B
$210K 0.1%
+699
New +$191K
TAIL icon
202
Cambria Tail Risk ETF
TAIL
$146M
$204K 0.1%
17,202
+62
+0.4% +$736
SCHO icon
203
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$203K 0.1%
8,340
-5,519
-40% -$134K
WM icon
204
Waste Management
WM
$91B
$200K 0.1%
907
-8
-0.9% -$1.8K
PBR icon
205
Petrobras
PBR
$116B
$198K 0.1%
15,620
– –
TE
206
T1 Energy
TE
$1.63B
$32.5K 0.02%
+14,900
New +$23.7K
ARBE icon
207
Arbe Robotics
ARBE
$94.2M
$29.5K 0.01%
+17,900
New +$26.1K
ALL icon
208
Allstate
ALL
$67.5B
– –
-2,751
Closed -$554K
CL icon
209
Colgate-Palmolive
CL
$74.4B
– –
-5,752
Closed -$523K
CMCSA icon
210
Comcast
CMCSA
$90B
– –
-6,385
Closed -$228K
DGRO icon
211
iShares Core Dividend Growth ETF
DGRO
$43.5B
– –
-4,528
Closed -$290K
EFG icon
212
iShares MSCI EAFE Growth ETF
EFG
$17.3B
– –
-5,326
Closed -$597K
IYW icon
213
iShares US Technology ETF
IYW
$25.2B
– –
-2,606
Closed -$452K
NOC icon
214
Northrop Grumman
NOC
$81.2B
– –
-623
Closed -$312K
PAUG icon
215
Innovator US Equity Power Buffer ETF August
PAUG
$867M
– –
-7,246
Closed -$293K
PH icon
216
Parker-Hannifin
PH
$135B
– –
-393
Closed -$274K
SGOV icon
217
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
– –
-5,746
Closed -$579K
SHY icon
218
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
– –
-2,803
Closed -$232K
SNSR icon
219
Global X Internet of Things ETF
SNSR
$223M
– –
-6,907
Closed -$261K
TOST icon
220
Toast
TOST
$19.9B
– –
-8,203
Closed -$363K
UNH icon
221
UnitedHealth
UNH
$370B
– –
-1,338
Closed -$417K
VRIG icon
222
Invesco Variable Rate Investment Grade ETF
VRIG
$1.83B
– –
-21,536
Closed -$539K
VRTX icon
223
Vertex Pharmaceuticals
VRTX
$126B
– –
-607
Closed -$270K
VTV icon
224
Vanguard Morningstar Value ETF
VTV
$191B
– –
-1,133
Closed -$200K
XLU icon
225
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
– –
-7,222
Closed -$295K
5 6 7 8
9

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EFM
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BCH
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TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
EFP
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AA
Alta Advisers London, United Kingdom $276M AUM 26.84% 1-Year Est. Return
MC
Metavasi Capital Larchmont, New York $276M AUM 92.83% 1-Year Est. Return
AWA
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KWM
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Resurgent Financial Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Resurgent Financial Advisors held 225 positions worth $204M, up 12% from $182M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Resurgent Financial Advisors deployed $9.03M of net new capital in Q3 2025, opening 39 new positions and adding to 65 existing holdings. Its largest new stake was Invesco CurrencyShares Euro Currency Trust: 23,000 shares worth $2.49M.

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

On the sell side, the largest reduction was Intuitive Surgical, an estimated $834K trimmed.

  • Resurgent Financial Advisors's largest Q3 2025 buy was Invesco CurrencyShares Euro Currency Trust: 23,000 shares worth $2.49M.
  • Resurgent Financial Advisors added most to WisdomTree Floating Rate Treasury Fund in Q3 2025, an estimated $613K increase.
  • Resurgent Financial Advisors's biggest Q3 2025 reduction was Intuitive Surgical, cutting an estimated $834K.
  • Resurgent Financial Advisors fully exited iShares MSCI EAFE Growth ETF in Q3 2025, selling an estimated $597K.
  • Resurgent Financial Advisors's ten largest holdings make up 29% of its $204M portfolio in Q3 2025.
  • Resurgent Financial Advisors opened 39 new positions and closed 18 in Q3 2025.
  • Resurgent Financial Advisors's portfolio value rose 12% quarter-over-quarter to $204M.

Based on Resurgent Financial Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.