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CIK: 0001973981
Total reported value
$258.1M
$258.1M
109 檔
31.2%
According to the latest 13F quarterly dataset, Resolute Wealth Strategies, LLC managed an equity portfolio of $258.1M at the end of Q4 2025, spanning 109 distinct U.S. exchange-listed positions.
In Q4 2025, Resolute Wealth Strategies, LLC displayed an active expansion posture, initiating 8 new positions and adding to 53 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 15.11% | +0.14% | -1.38% | |
| 2 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 6.19% | +0.50% | +4.61% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.04% | -0.35% | -0.32% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.64% | +0.23% | +1.00% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.30% | +0.17% | +4.90% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 3.65% | +0.20% | -2.49% | |
| 7 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 3.34% | +0.12% | +6.24% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 3.22% | +1.16% | -3.89% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.19% | +0.38% | +0.54% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 2.89% | -0.64% | +9.74% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.47% | -0.10% | -0.96% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.44% | +0.24% | +0.04% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.41% | +5.56% | |
| 14 | SHOP | Shopify Inc - Class A | Stock-Tech | 2.16% | -0.14% | -8.74% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.15% | +0.01% | +0.02% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.10% | -0.11% | +0.24% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.92% | +0.07% | +0.91% | |
| 18 | BX | Blackstone Inc | Stock-Financials | 1.84% | -0.09% | +0.77% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | +0.17% | +1.09% | |
| 20 | T | At&t Inc | Stock-Comm Services | 1.44% | -0.60% | -0.04% | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 1.40% | -0.17% | -4.95% | |
| 22 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 1.35% | +0.15% | NEW | |
| 23 | RNST | Renasant CORP | Stock-Other | 1.10% | +0.07% | -8.06% | |
| 24 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.10% | +0.13% | -20.94% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 1.02% | -1.42% | EXIT | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | -0.22% | +4.55% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | +0.03% | +13.24% | |
| 28 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.83% | — | -0.28% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.81% | -0.21% | +9.07% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.27% | +8.94% | |
| 31 | SLV | Ishares Silver Trust | ETF-Commodities | 0.74% | -0.14% | -0.30% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.62% | +0.06% | +118.83% | |
| 33 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.59% | +0.12% | -7.22% | |
| 34 | AXP | American Express Co | Stock-Financials | 0.51% | — | +3.79% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | -0.02% | +0.04% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | +0.03% | -1.41% | |
| 37 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.47% | +0.02% | +15.57% | |
| 38 | GFI | Gold Fields Ltd-spons Adr | Stock-Materials | 0.42% | -0.26% | EXIT | |
| 39 | MUR | Murphy Oil CORP | Stock-Energy | 0.41% | -0.16% | +0.92% | |
| 40 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.41% | -0.17% | +0.19% | |
| 41 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.40% | +0.32% | +0.10% | |
| 42 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.40% | +0.02% | -1.85% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.37% | +0.08% | +2.87% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.35% | -0.06% | -1.83% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.34% | +0.03% | -4.56% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.33% | -0.01% | +14.59% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | +0.01% | +4.08% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | +0.03% | +20.81% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.30% | -0.01% | +1.26% | |
| 50 | XLF | Ss Financial Select Sector | ETF-Other | 0.30% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.6% | +0.54% | Add |
| 2 | GLD | Spdr Gold Shares | +0.4% | +9.74% | Add |
| 3 | CAT | Caterpillar Inc | +0.3% | -3.89% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.09% | Add |
| 5 | LLY | Eli Lilly & Co | +0.2% | +8.94% | Add |
| 6 | SLV | Ishares Silver Trust | +0.2% | -0.30% | Trim |
| 7 | JAVA | Jpmorgan Active Value ETF | +0.2% | +6.24% | Add |
| 8 | AAPL | Apple Inc | +0.1% | -1.38% | Trim |
| 9 | VOO | Vanguard S&p 500 ETF | +0.1% | +13.24% | Add |
| 10 | MRK | Merck & Co. Inc. | +0.1% | +14.59% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +1.00% | Add |
| 12 | AMGN | Amgen Inc | +0.1% | -4.95% | Trim |
| 13 | WMT | Walmart Inc | +0.1% | +4.55% | Add |
| 14 | AMD | Advanced Micro Devices | +0.1% | +5.55% | Add |
| 15 | AXP | American Express Co | +0.1% | +3.79% | Add |
| 16 | VONG | Vanguard Russell 1000 Growth | +0.1% | +15.57% | Add |
| 17 | XLK | Ss Technology Select Sector | 0% | +118.83% | Add |
| 18 | TSLA | Tesla Inc | 0% | +20.81% | Add |
| 19 | BXSL | Blackstone Secured Lending F | 0% | +38.09% | Add |
| 20 | NVDA | Nvidia CORP | 0% | +4.90% | Add |
| 21 | MUR | Murphy Oil CORP | 0% | +0.92% | Add |
| 22 | SOXX | Ishares Semiconductor ETF | 0% | +0.10% | Add |
| 23 | C | Citigroup Inc | 0% | +14.68% | Add |
| 24 | JNJ | Johnson & Johnson | 0% | -1.24% | Trim |
| 25 | PLTR | Palantir Technologies Inc-a | 0% | +9.07% | Add |
| 26 | HCA | Hca Healthcare Inc | 0% | -0.33% | Trim |
| 27 | AVGO | Broadcom Inc | 0% | +4.07% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | 0% | +2.87% | Add |
| 29 | RTX | Rtx CORP | 0% | +0.36% | Add |
| 30 | MUSA | Murphy USA Inc | 0% | +4.05% | Add |
| 31 | SBSW | Sibanye-stillwater Ltd-adr | 0% | — | Unchanged |
| 32 | EGP | Eastgroup Properties Inc | 0% | — | Unchanged |
| 33 | XOM | Exxon Mobil CORP | — | -2.12% | Trim |
| 34 | IVV | Ishares Core S&p 500 ETF | — | +4.08% | Add |
| 35 | KO | Coca-cola Co/the | — | +3.29% | Add |
| 36 | IBM | Intl Business Machines CORP | — | +1.29% | Add |
| 37 | VHT | Vanguard Health Care ETF | — | -4.79% | Trim |
| 38 | PG | Procter & Gamble Co/the | — | +12.29% | Add |
| 39 | MCO | Moody's CORP | — | — | Unchanged |
| 40 | VONV | Vanguard Russell 1000 Value | — | +0.41% | Add |
| 41 | VUG | Vanguard Growth ETF | — | +2.68% | Add |
| 42 | BAC | Bank Of America CORP | — | -3.47% | Trim |
| 43 | BKR | Baker Hughes Co | — | +10.97% | Add |
| 44 | IYW | Ishares Ustechnology ETF | — | — | Unchanged |
| 45 | VIG | Vanguard Dividend Apprec ETF | — | +0.74% | Add |
| 46 | AIQ | Global X Art Intel & Tech | — | — | Unchanged |
| 47 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 48 | CSX | Csx CORP | — | +0.17% | Add |
| 49 | NEE | Nextera Energy Inc | — | -5.03% | Trim |
| 50 | XLY | Ss Consumer Disc Select Sect | — | +100.34% | Add |
According to official SEC Form 13F filings, Resolute Wealth Strategies, LLC reported a total U.S. public equity portfolio value of $258.1M across 109 disclosed positions in Q4 2025.
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 AAPL, JGRO, FBND) accounted for 31.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
XLF
市值: $674.6K
Top Position Liquidated / Trimmed
WDAY
前期市值: $454.7K
During Q4 2025, Resolute Wealth Strategies, LLC's top holdings by market value included AAPL (15.1%)、JGRO (6.2%)、FBND (5.0%). The largest single position, AAPL, represented 15.1% of total portfolio value.
In Q4 2025, Resolute Wealth Strategies, LLC made 103 total portfolio adjustments, initiating 8 new buys, adding to 53 positions, trimming 38 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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