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CIK: 0001803236
Total reported value
$2.1B
$2.1B
538 檔
23.8%
During the Q2 2026 filing period, Resonant Capital Advisors, LLC (CIK: 0001803236) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.1B across 538 reported positions.
In Q2 2026, Resonant Capital Advisors, LLC displayed an active expansion posture, initiating 30 new positions and adding to 91 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 538 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.44% | +0.20% | -2.59% | |
| 2 | JMST | JPM Ultra-short Muni Income | ETF-Other | 4.49% | -1.24% | +7.14% | |
| 3 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 4.34% | -1.24% | +8.24% | |
| 4 | DSTL | Distillate US Fundamental St | ETF-Other | 3.29% | +0.28% | -1.02% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.18% | -1.15% | -10.03% | |
| 6 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 3.12% | +0.24% | +0.92% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.96% | +0.05% | +1.91% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.86% | -0.15% | +0.20% | |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.12% | -0.02% | -2.76% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.86% | -0.01% | -1.06% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.60% | -0.14% | -0.52% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.59% | +0.02% | -1.33% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.34% | +2.10% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.52% | +0.04% | -0.13% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.46% | -0.01% | -3.32% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.44% | -0.53% | -15.11% | |
| 17 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.39% | -0.12% | -1.12% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | +0.29% | +3.38% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.35% | -0.19% | -0.47% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 1.31% | -0.48% | +22.61% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.25% | +0.01% | +0.27% | |
| 22 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 1.24% | -0.14% | +1.29% | |
| 23 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.24% | +0.07% | +3.80% | |
| 24 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 1.21% | -0.07% | +1.04% | |
| 25 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.19% | +0.02% | -0.99% | |
| 26 | COMB | Graniteshares Bcom Broad Str | ETF-Other | 1.09% | +0.25% | +2.37% | |
| 27 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 1.08% | +0.10% | +2.35% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.02% | +23.79% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | +0.48% | -0.39% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | -0.01% | +2.98% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | -0.02% | -1.13% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | +0.09% | +3.53% | |
| 33 | IAU | Ishares Gold Trust | ETF-Commodities | 0.66% | +0.13% | -0.06% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.66% | — | +0.08% | |
| 35 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.65% | -0.01% | +6.58% | |
| 36 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.65% | -0.17% | +3.86% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | -0.04% | +1.33% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.02% | +3.61% | |
| 39 | DSMC | Distillate S/m Cash Flow ETF | ETF-Other | 0.57% | +0.03% | +0.86% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | +0.02% | -0.21% | |
| 41 | HGER | Harbor Commodity All Weather | ETF-Commodities | 0.53% | +0.20% | +16.22% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | +0.01% | +0.28% | |
| 43 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.45% | -0.12% | -23.20% | |
| 44 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.44% | +0.01% | — | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | -0.04% | +0.98% | |
| 46 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.44% | — | — | |
| 47 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.42% | — | — | |
| 48 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.41% | +0.01% | +3.79% | |
| 49 | ADI | Analog Devices Inc | Stock-Tech | 0.40% | — | -0.36% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | +0.03% | +1.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GARP | Ishares Msci USA Quality Gar | +0.5% | +0.92% | Add |
| 2 | MUNI | Pimco Intermediate Municipal | +0.3% | NEW | New buy |
| 3 | VOO | Vanguard S&p 500 ETF | +0.2% | +23.79% | Add |
| 4 | JSMD | Janus Small Mid Cap Gr Alp | +0.2% | +1.29% | Add |
| 5 | MU | Micron Technology Inc | +0.2% | +10.27% | Add |
| 6 | ASML | ASML Holding N.V. | +0.2% | +104.19% | Add |
| 7 | AMD | Advanced Micro Devices | +0.2% | +6.91% | Add |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +90.18% | Add |
| 9 | MUB | Ishares National Muni Bond E | +0.2% | +22.61% | Add |
| 10 | PANW | Palo Alto Networks Inc | +0.2% | -1.15% | Trim |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.1% | -2.59% | Trim |
| 12 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.52% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.98% | Add |
| 14 | CSCO | Cisco Systems Inc | +0.1% | +0.98% | Add |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +0.20% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +3.38% | Add |
| 17 | IEMG | Ishares Core Msci Emerging | +0.1% | +0.27% | Add |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | +20.74% | Add |
| 19 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | NEW | New buy |
| 20 | AAPL | Apple Inc | +0.1% | +2.10% | Add |
| 21 | QCOM | Qualcomm Inc | +0.1% | +6.39% | Add |
| 22 | APH | Amphenol Corp-cl A | +0.1% | +33.15% | Add |
| 23 | UBER | Uber Technologies Inc | +0.1% | +388.76% | Add |
| 24 | INTC | Intel CORP | +0.1% | +17.16% | Add |
| 25 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.1% | -1.12% | Trim |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | -1.13% | Trim |
| 27 | LRCX | Lam Research CORP | +0.1% | +2.60% | Add |
| 28 | JQUA | Jpmorgan US Quality Factor | +0.1% | NEW | New buy |
| 29 | ZTS | Zoetis Inc | +0.1% | +1258.11% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.13% | Trim |
| 31 | AVGO | Broadcom Inc | +0.1% | +1.33% | Add |
| 32 | LLY | Eli Lilly & Co | +0.1% | +4.39% | Add |
| 33 | RWK | Invesco S&p Midcap 400 Rev | +0.1% | +1.04% | Add |
| 34 | AMZN | Amazon.com Inc | +0.1% | +3.53% | Add |
| 35 | CRM | Salesforce Inc | +0.1% | +77.35% | Add |
| 36 | AMAT | Applied Materials Inc | +0.1% | +2.29% | Add |
| 37 | ADI | Analog Devices Inc | 0% | -0.36% | Trim |
| 38 | CAT | Caterpillar Inc | 0% | +1.24% | Add |
| 39 | FNDB | Schwab Fndmntl US Brd Mr ETF | 0% | +24.59% | Add |
| 40 | KLAC | Kla CORP | 0% | +931.12% | Add |
| 41 | SNDK | Sandisk CORP | 0% | +16.36% | Add |
| 42 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +4.76% | Add |
| 43 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +1.87% | Add |
| 44 | NTRS | Northern Trust CORP | 0% | +0.67% | Add |
| 45 | STX | Seagate Technology Holdings plc | 0% | +3.76% | Add |
| 46 | WDC | Western Digital CORP | 0% | +2.92% | Add |
| 47 | XLK | Ss Technology Select Sector | 0% | NEW | New buy |
| 48 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.28% | Add |
| 49 | PRF | Invesco Rafi US 1000 ETF | 0% | — | Unchanged |
| 50 | V | Visa Inc-class A Shares | 0% | +1.26% | Add |
According to official SEC Form 13F filings, Resonant Capital Advisors, LLC reported a total U.S. public equity portfolio value of $2.1B across 538 disclosed positions in Q2 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, JMST, MEAR) accounted for 23.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
MUNI
市值: $6.4M
Top Position Liquidated / Trimmed
IEF
前期市值: $1.9M
During Q2 2026, Resonant Capital Advisors, LLC's top holdings by market value included IVV (8.4%)、JMST (4.5%)、MEAR (4.3%). The largest single position, IVV, represented 8.4% of total portfolio value.
In Q2 2026, Resonant Capital Advisors, LLC made 194 total portfolio adjustments, initiating 30 new buys, adding to 91 positions, trimming 58 holdings, and fully liquidating 15 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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