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CIK: 0002005292
Total reported value
$175.7M
$175.7M
78 檔
33.9%
During the Q1 2026 filing period, Resolute Wealth Advisor, Inc. (CIK: 0002005292) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $175.7M across 78 reported positions.
In Q1 2026, Resolute Wealth Advisor, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 1 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.54% | — | — | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 6.69% | — | — | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 6.48% | — | — | |
| 4 | APUE | Activepassive US Equity ETF | ETF-Other | 6.19% | — | — | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.98% | — | — | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.73% | +0.01% | — | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.07% | — | — | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 4.52% | — | — | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.81% | — | — | |
| 10 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 2.79% | — | — | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.76% | — | — | |
| 12 | APIE | Activepassive Intl Eqty ETF | ETF-Other | 2.65% | — | — | |
| 13 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.60% | — | — | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.57% | — | — | |
| 15 | APCB | Activepassive Core Bond ETF | ETF-Other | 2.55% | — | — | |
| 16 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.34% | — | — | |
| 17 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 2.00% | — | — | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 1.83% | — | — | |
| 19 | IDEF | Ishares Def Industrials Act | ETF-Other | 1.71% | — | — | |
| 20 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 1.70% | — | — | |
| 21 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.58% | — | — | |
| 22 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.37% | — | — | |
| 23 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 1.25% | — | — | |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.07% | — | — | |
| 25 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.02% | — | — | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.00% | — | — | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.82% | — | — | |
| 28 | BDYN | Ishares Dyn Act ETF | ETF-Other | 0.80% | — | — | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.71% | — | — | |
| 30 | IAU | Ishares Gold Trust | ETF-Commodities | 0.70% | — | — | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.59% | — | — | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | — | — | |
| 33 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.55% | — | — | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.53% | — | — | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | — | — | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.51% | — | — | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.40% | — | — | |
| 38 | URTH | Ishares Msci World ETF | ETF-Other | 0.40% | — | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | — | — | |
| 40 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.39% | — | — | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.39% | — | — | |
| 42 | XLF | Ss Financial Select Sector | ETF-Other | 0.36% | — | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | — | — | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.30% | — | — | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.29% | — | — | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.28% | — | — | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | — | — | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | — | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | — | — | |
| 50 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 0.23% | — | — |
According to official SEC Form 13F filings, Resolute Wealth Advisor, Inc. reported a total U.S. public equity portfolio value of $175.7M across 78 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IUSB, IVE) accounted for 33.9% of total reported equity market value during Q1 2026.
During Q1 2026, Resolute Wealth Advisor, Inc.'s top holdings by market value included IVV (8.5%)、IUSB (6.7%)、IVE (6.5%). The largest single position, IVV, represented 8.5% of total portfolio value.
In Q1 2026, Resolute Wealth Advisor, Inc. made 1 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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