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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
+0.54%
1 Year Est. Return
+28.63%
3 Year Est. Return
+86.37%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$277M
AUM Growth
+$77.5M
Cap. Flow
+$78.7M
Cap. Flow %
28.42%
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 Miscellaneous 35.47%
2 Technology 19.28%
3 Financials 9.89%
4 Healthcare 8.69%
5 Communication Services 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.04T
$12.7M 4.59%
44,171
+27,114
+159% +$8.52M
NVDA icon
2
NVIDIA
NVDA
$5.4T
$12.2M 4.4%
69,829
+39,213
+128% +$7.19M
MSFT icon
3
Microsoft
MSFT
$3.65T
$12.2M 4.39%
32,877
+12,612
+62% +$5.28M
AAPL icon
4
Apple
AAPL
$4.6T
$11.2M 4.03%
43,983
+10,690
+32% +$2.78M
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.08T
$7.25M 2.62%
15,127
+3,604
+31% +$1.77M
SPY icon
6
State Street SPDR S&P 500 ETF Trust
SPY
$806B
$5.1M 1.84%
7,846
+2,575
+49% +$1.75M
JNJ icon
7
Johnson & Johnson
JNJ
$644B
$4.82M 1.74%
19,700
+7,461
+61% +$1.74M
VIG icon
8
Vanguard Dividend Appreciation ETF
VIG
$111B
$4.8M 1.73%
22,336
+766
+4% +$171K
JPM icon
9
JPMorgan Chase
JPM
$943B
$4.75M 1.72%
16,156
-613
-4% -$186K
V icon
10
Visa
V
$686B
$4.53M 1.64%
15,002
+11,361
+312% +$3.65M
LLY icon
11
Eli Lilly
LLY
$1T
$4.36M 1.58%
4,745
+3,780
+392% +$3.83M
AVGO icon
12
Broadcom
AVGO
$1.73T
$3.91M 1.41%
12,640
+7,608
+151% +$2.5M
XOM icon
13
ExxonMobil
XOM
$675B
$3.89M 1.4%
22,929
+1,979
+9% +$289K
TPL icon
14
Texas Pacific Land
TPL
$25.8B
$3.82M 1.38%
8,040
-30
-0.4% -$12.9K
AMZN icon
15
Amazon
AMZN
$2.72T
$3.59M 1.3%
17,227
+926
+6% +$204K
WMT icon
16
Walmart Inc
WMT
$840B
$3.48M 1.26%
28,017
+938
+3% +$115K
IWD icon
17
iShares Russell 1000 Value ETF
IWD
$82.9B
$3.42M 1.24%
16,027
-1,085
-6% -$238K
MCK icon
18
McKesson
MCK
$104B
$3.36M 1.21%
+3,884
New +$3.47M
ETN icon
19
Eaton
ETN
$161B
$3.27M 1.18%
9,149
+3,751
+69% +$1.33M
META icon
20
Meta Platforms (Facebook)
META
$1.67T
$3.2M 1.15%
5,587
+3,545
+174% +$2.27M
MA icon
21
Mastercard
MA
$497B
$3.13M 1.13%
6,267
+4,671
+293% +$2.46M
COP icon
22
ConocoPhillips
COP
$164B
$2.83M 1.02%
21,460
-1,186
-5% -$131K
SYK icon
23
Stryker
SYK
$106B
$2.75M 0.99%
+8,369
New +$3M
CVX icon
24
Chevron
CVX
$419B
$2.66M 0.96%
12,852
+1,137
+10% +$207K
FXE icon
25
Invesco CurrencyShares Euro Currency Trust
FXE
$370M
$2.55M 0.92%
23,857
+393
+2% +$42.4K
1
2 3 4 5

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BWIA
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GWP
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PCA
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MIPU
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BCM
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FIM
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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 $78.7M 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 Miscellaneous at 35% of assets, down from 43% a quarter earlier, followed by Technology and Financials.

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.