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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
MSFT icon
1
Microsoft
MSFT
$2.89T
$11.6M 5.68%
22,332
-205
-0.9% -$105K
AAPL icon
2
Apple
AAPL
$4.95T
$9.52M 4.67%
37,389
-1,306
-3% -$295K
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.07T
$6.12M 3.01%
12,182
+358
+3% +$173K
NVDA icon
4
NVIDIA
NVDA
$4.76T
$5.91M 2.9%
31,696
-661
-2% -$115K
JPM icon
5
JPMorgan Chase
JPM
$947B
$5.58M 2.74%
17,704
-2,311
-12% -$687K
SPY icon
6
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$4.76M 2.34%
7,145
-98
-1% -$62.8K
VIG icon
7
Vanguard Dividend Appreciation ETF
VIG
$112B
$4.64M 2.28%
21,484
-261
-1% -$54.8K
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$3.99T
$4.43M 2.17%
18,207
-311
-2% -$65.1K
IWD icon
9
iShares Russell 1000 Value ETF
IWD
$81.5B
$3.71M 1.82%
18,204
-1,438
-7% -$286K
AMZN icon
10
Amazon
AMZN
$2.49T
$3.66M 1.8%
16,682
+354
+2% +$80.1K
WMT icon
11
Walmart Inc
WMT
$889B
$2.83M 1.39%
27,476
+641
+2% +$63.8K
HD icon
12
Home Depot
HD
$335B
$2.69M 1.32%
6,627
-307
-4% -$121K
TPL icon
13
Texas Pacific Land
TPL
$27.4B
$2.51M 1.23%
8,070
-60
-0.7% -$18.9K
IVV icon
14
iShares Core S&P 500 ETF
IVV
$869B
$2.5M 1.23%
3,732
-348
-9% -$224K
FXE icon
15
Invesco CurrencyShares Euro Currency Trust
FXE
$341M
$2.49M 1.22%
+23,000
New +$2.48M
IBIT icon
16
iShares Bitcoin Trust
IBIT
$48.2B
$2.23M 1.09%
34,319
+1,609
+5% +$105K
COP icon
17
ConocoPhillips
COP
$141B
$2.21M 1.09%
23,394
+254
+1% +$24K
JNJ icon
18
Johnson & Johnson
JNJ
$641B
$2.17M 1.07%
11,729
-1,357
-10% -$232K
XOM icon
19
ExxonMobil
XOM
$642B
$2.1M 1.03%
18,614
+251
+1% +$27.9K
ETN icon
20
Eaton
ETN
$155B
$2.07M 1.02%
5,526
-721
-12% -$262K
JEPQ icon
21
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39B
$2.04M 1%
35,475
-38
-0.1% -$2.11K
SPHQ icon
22
Invesco S&P 500 Quality ETF
SPHQ
$19.5B
$1.89M 0.93%
25,800
+855
+3% +$61.7K
USFR icon
23
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$1.82M 0.89%
36,201
+12,173
+51% +$613K
PWR icon
24
Quanta Services
PWR
$93.1B
$1.78M 0.87%
4,294
-117
-3% -$45.5K
ISHG icon
25
iShares 1-3 Year International Treasury Bond ETF
ISHG
$825M
$1.73M 0.85%
+22,653
New +$1.72M
1
2 3 4 5

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TAP
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CCP
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EFM
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RCA
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BCH
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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.