CIK: 0001912339
Total reported value
$276.9M
Reporting period: 2026-03-31 · Number of holdings: 260
Resurgent Financial Advisors LLC disclosed 260 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $276.9M and a quarterly turnover rate of 43.7%.
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Resurgent Financial Advisors LLC's disclosed holdings carry a Herfindahl concentration index of 0.014 — mathematically equivalent to about 71 equally-sized positions, well below its 260 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.62), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 64% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add GOOGL
+159.0% $7.4M
Add NVDA
+130.0% $6.6M
Add LLY
+391.7% $3.3M
Add V
+312.0% $3.3M
Trim JPM
-3.7% -$651.0K
Add MA
+292.7% $2.2M
Showing top 200 holdings (of 260 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.59% | +1.91% | +158.96% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.44% | +1.58% | +130.04% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.39% | -0.52% | +62.24% | |
| 4 | AAPL | Apple INC | Stock-Tech | 4.03% | -0.51% | +32.11% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.62% | -0.28% | +31.28% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.10% | +0.30% | +69.72% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.74% | +0.47% | +60.96% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.73% | — | +3.55% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.72% | -0.99% | -3.66% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.64% | +1.00% | +312.03% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.58% | +1.06% | +391.71% | |
| 12 | AVGO | Broadcom INC | Stock-Tech | 1.41% | +0.54% | +151.19% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.40% | +0.14% | +9.45% | |
| 14 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.38% | +0.22% | -0.37% | |
| 15 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.30% | — | +5.68% | |
| 16 | WMT | Walmart INC | Stock-Consumer Staples | 1.26% | -0.25% | +3.46% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.24% | — | -6.34% | |
| 18 | MCK | Mckesson CORP | Stock-Healthcare | 1.21% | +1.21% | NEW | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 1.18% | +0.32% | +69.49% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.15% | +0.47% | +173.60% | |
| 21 | MA | Mastercard INC - A | Stock-Financials | 1.13% | +0.67% | +292.67% | |
| 22 | COP | Conocophillips | Stock-Energy | 1.02% | -0.04% | -5.24% | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 0.99% | +0.99% | NEW | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.96% | +0.06% | +9.71% | |
| 25 | FXE | Invesco Currencyshares Euro | ETF-Other | 0.92% | — | +1.67% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | — | +6.51% | |
| 27 | GWW | Ww Grainger INC | Stock-Industrials | 0.86% | +0.86% | NEW | |
| 28 | INTU | Intuit INC | Stock-Tech | 0.85% | +0.85% | NEW | |
| 29 | PWR | Quanta Services INC | Stock-Industrials | 0.73% | — | -4.44% | |
| 30 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.73% | — | +0.28% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.10% | +71.35% | |
| 32 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.69% | — | -0.91% | |
| 33 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.66% | — | -0.83% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.66% | +0.66% | NEW | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.65% | — | +17.52% | |
| 36 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.64% | — | +0.08% | |
| 37 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.62% | +0.48% | +538.62% | |
| 38 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.60% | — | +3.37% | |
| 39 | SPGI | S&p Global INC | Stock-Financials | 0.59% | +0.59% | NEW | |
| 40 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.59% | +0.08% | +30.19% | |
| 41 | NEE | Nextera Energy INC | Stock-Utilities | 0.56% | — | +6.84% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.55% | NEW | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | — | -0.62% | |
| 44 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.55% | +0.04% | -0.61% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.54% | — | -12.84% | |
| 46 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-Other | 0.54% | — | -13.60% | |
| 47 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.52% | — | -2.54% | |
| 48 | PFE | Pfizer INC | Stock-Healthcare | 0.52% | +0.05% | +35.19% | |
| 49 | MO | Altria Group INC | Stock-Consumer Staples | 0.51% | — | +5.12% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | — | +18.67% |
Performance for Q3 2026
+2.4%
Performance Last 4 Quarters
+21.7%
Based on 71% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 260 | $276.9M | 44 | |
| 2025-12-31 | 216 | $199.4M | 17 | |
| 2025-09-30 | 207 | $203.7M | 40 | |
| 2025-06-30 | 186 | $182.1M | 0 | |
| 2025-03-31 | 181 | $166.5M | 0 | |
| 2024-12-31 | 179 | $169.9M | 0 | |
| 2024-09-30 | 181 | $171.1M | 0 | |
| 2024-06-30 | 177 | $160.9M | 0 | |
| 2024-03-31 | 193 | $187.6M | 0 | |
| 2023-12-31 | 499 | $162.9M | 0 | |
| 2023-09-30 | 484 | $146.8M | 0 | |
| 2023-06-30 | 505 | $151.4M | 0 | |
| 2023-03-31 | 489 | $150.2M | 0 | |
| 2022-12-31 | 627 | $189.7M | 0 | |
| 2022-09-30 | 203 | $149.6M | 0 | |
| 2022-06-30 | 190 | $156.0M | 0 | |
| 2022-03-31 | 192 | $161.2M | 0 | |
| 2021-12-31 | 130 | $125.4M | 0 |
Resurgent Financial Advisors LLC's most significant position changes for 2026-03-31: New buy: Mckesson CORP (MCK); New buy: Stryker CORP (SYK); New buy: Ww Grainger INC (GWW); New buy: Intuit INC (INTU); New buy: Rtx CORP (RTX).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.9% | +158.96% | Add |
| 2 | NVDA | Nvidia CORP | +1.6% | +130.04% | Add |
| 3 | LLY | Eli Lilly & Co | +1.1% | +391.71% | Add |
| 4 | V | Visa Inc-class A Shares | +1% | +312.03% | Add |
| 5 | MA | Mastercard INC - A | +0.7% | +292.67% | Add |
| 6 | AVGO | Broadcom INC | +0.5% | +151.19% | Add |
| 7 | SGOV | Ishares 0-3 Month Treasury B | +0.5% | +538.62% | Add |
| 8 | JNJ | Johnson & Johnson | +0.5% | +60.96% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.5% | +173.60% | Add |
| 10 | ETN | Eaton Corporation plc | +0.3% | +69.49% | Add |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +69.72% | Add |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | +0.2% | +282.66% | Add |
| 13 | TPL | Texas Pacific Land CORP | +0.2% | -0.37% | Trim |
| 14 | XBI | Ss Spdr S&p Biotech ETF | +0.2% | +255.15% | Add |
| 15 | XOM | Exxon Mobil CORP | +0.1% | +9.45% | Add |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +71.35% | Add |
| 17 | XLE | Ss Energy Select Sector | +0.1% | +36.71% | Add |
| 18 | MLPX | Global X Mlp & Energy Infras | +0.1% | +30.19% | Add |
| 19 | CVX | Chevron CORP | +0.1% | +9.71% | Add |
| 20 | PFE | Pfizer INC | +0.1% | +35.19% | Add |
| 21 | MPC | Marathon Petroleum CORP | 0% | -0.61% | Trim |
| 22 | COP | Conocophillips | 0% | -5.24% | Trim |
| 23 | WMT | Walmart INC | -0.3% | +3.46% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +31.28% | Add |
| 25 | IEMG | Ishares Core Msci Emerging | -0.3% | -48.76% | Trim |
| 26 | IBIT | Ishares Bitcoin Trust ETF | -0.4% | -24.79% | Trim |
| 27 | HOOD | Robinhood Markets INC - A | -0.4% | -31.61% | Trim |
| 28 | AAPL | Apple INC | -0.5% | +32.11% | Add |
| 29 | MSFT | Microsoft CORP | -0.5% | +62.24% | Add |
| 30 | JPM | Jpmorgan Chase & Co | -1% | -3.66% | Trim |
| 31 | MCK | Mckesson CORP | — | NEW | New buy |
| 32 | SYK | Stryker CORP | — | NEW | New buy |
| 33 | GWW | Ww Grainger INC | — | NEW | New buy |
| 34 | INTU | Intuit INC | — | NEW | New buy |
| 35 | RTX | Rtx CORP | — | NEW | New buy |
| 36 | SPGI | S&p Global INC | — | NEW | New buy |
| 37 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 38 | ADP | Automatic Data Processing | — | NEW | New buy |
| 39 | GNR | State Street Spdr S&p Global | — | NEW | New buy |
| 40 | NOW | Servicenow INC | — | NEW | New buy |
| 41 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 42 | UBER | Uber Technologies INC | — | NEW | New buy |
| 43 | CIBR | First Trust Nasdaq Cybersecu | — | EXIT | Sold out |
| 44 | XLG | Invesco S&p 500 Top 50 ETF | — | EXIT | Sold out |
| 45 | GOVT | Ishares US Treasury Bond ETF | — | NEW | New buy |
| 46 | MCO | Moody's CORP | — | EXIT | Sold out |
| 47 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 48 | CORO | Ish Intl Ctry Rot Act ETF | — | NEW | New buy |
| 49 | ACWX | Ishares Msci Acwi Ex US ETF | — | NEW | New buy |
| 50 | KKR | Kkr & Co INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-11 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-05 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-10 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-09 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-15 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-05-16 | 13F-HR | View on EDGAR |
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