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CIK: 0001912339
Total reported value
$359.5M
$359.5M
216 檔
9.9%
According to the latest 13F quarterly dataset, Resurgent Financial Advisors LLC managed an equity portfolio of $359.5M at the end of Q4 2025, spanning 216 distinct U.S. exchange-listed positions.
Resurgent Financial Advisors LLC executed strategic sector rebalancing during Q4 2025, establishing 22 new positions while fully exiting 13 holdings and trimming 77 positions.
Showing top 200 holdings (of 216 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.91% | -0.24% | -9.26% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.54% | +0.41% | -10.96% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.90% | +0.01% | -5.41% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.86% | +0.36% | -3.41% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.71% | -0.20% | -5.28% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.68% | +0.77% | -6.32% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.38% | -0.14% | +0.40% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.89% | +0.09% | -2.28% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.80% | -0.23% | -6.00% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.80% | -0.83% | -26.23% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.51% | -0.30% | -1.44% | |
| 12 | FXE | Invesco Currencyshares Euro | ETF-Other | 1.28% | -0.32% | +2.02% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.27% | -0.16% | +4.35% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.26% | -0.45% | +12.55% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | +0.04% | -2.52% | |
| 16 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.16% | -0.41% | +200.00% | |
| 17 | COP | Conocophillips | Stock-Energy | 1.06% | -0.43% | -3.20% | |
| 18 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.01% | -0.09% | -2.37% | |
| 19 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.00% | -0.03% | +3.31% | |
| 20 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.92% | -0.26% | +1.02% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.91% | -0.04% | +3.71% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.90% | -0.30% | +18.44% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.39% | +1.06% | |
| 24 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.87% | -0.12% | -0.40% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.87% | -0.16% | +38.95% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 0.86% | +0.06% | -2.32% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.84% | -0.03% | +2.52% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.82% | +0.12% | +0.43% | |
| 29 | PWR | Quanta Services Inc | Stock-Industrials | 0.81% | -0.02% | -10.74% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | +0.38% | -31.01% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.74% | -0.04% | +4.25% | |
| 32 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.73% | -0.11% | -3.01% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | +0.18% | -5.55% | |
| 34 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.67% | -0.12% | +9.16% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | +0.25% | -2.33% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | -0.04% | +23.07% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.63% | -0.07% | -3.72% | |
| 38 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.63% | -0.17% | -26.78% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.61% | -0.19% | +12.68% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.21% | +9.67% | |
| 41 | MO | Altria Group Inc | Stock-Consumer Staples | 0.59% | -0.08% | +46.05% | |
| 42 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.59% | -0.01% | -4.48% | |
| 43 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.57% | -0.08% | +1.13% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.56% | -0.08% | +1.36% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.55% | -0.06% | +5.28% | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.54% | — | -1.32% | |
| 47 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.54% | -0.07% | +13.33% | |
| 48 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.54% | -0.14% | +24.57% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.52% | -0.27% | EXIT | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.28% | +0.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | -6.32% | Trim |
| 2 | IVE | Ishares S&p 500 Value ETF | +0.3% | +38.95% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.2% | +12.55% | Add |
| 4 | BAC | Bank Of America CORP | +0.2% | +163.41% | Add |
| 5 | JNJ | Johnson & Johnson | +0.2% | +4.35% | Add |
| 6 | LLY | Eli Lilly & Co | +0.2% | +0.31% | Add |
| 7 | SGOL | Abrdn Physical Gold Shares | +0.2% | +24.57% | Add |
| 8 | DHR | Danaher CORP | +0.2% | +12.68% | Add |
| 9 | CVX | Chevron CORP | +0.2% | +18.44% | Add |
| 10 | MO | Altria Group Inc | +0.1% | +46.05% | Add |
| 11 | TSLA | Tesla Inc | +0.1% | +23.07% | Add |
| 12 | AMGN | Amgen Inc | +0.1% | +16.41% | Add |
| 13 | WMT | Walmart Inc | +0.1% | -1.44% | Trim |
| 14 | CLIP | Global X 1-3 Month T-bill | +0.1% | +33.48% | Add |
| 15 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +0.40% | Add |
| 16 | IHI | Ishares U.s. Medical Devices | +0.1% | +40.89% | Add |
| 17 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +29.94% | Add |
| 18 | AMZN | Amazon.com Inc | +0.1% | -2.28% | Trim |
| 19 | SCHY | Schwab International Dvd ETF | +0.1% | +39.81% | Add |
| 20 | RYLD | Global X Russell 2000 Cov Cl | +0.1% | +22.62% | Add |
| 21 | SDIV | Global X Superdividend ETF | +0.1% | +23.64% | Add |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | +56.84% | Add |
| 23 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +53.81% | Add |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +9.67% | Add |
| 25 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +3.71% | Add |
| 26 | INTC | Intel CORP | +0.1% | +33.20% | Add |
| 27 | SPYI | Neos S&p 500 High Income ETF | +0.1% | +18.48% | Add |
| 28 | PFF | Ishares Preferred & Income S | +0.1% | +21.16% | Add |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +11.83% | Add |
| 30 | PYLD | Pimco Multisector Bond Actv | +0.1% | +13.33% | Add |
| 31 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +3.31% | Add |
| 32 | ISRG | Intuitive Surgical Inc | +0.1% | -0.31% | Trim |
| 33 | IBM | Intl Business Machines CORP | +0.1% | +21.34% | Add |
| 34 | MS | Morgan Stanley | +0.1% | -1.32% | Trim |
| 35 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +9.16% | Add |
| 36 | AVGO | Broadcom Inc | +0.1% | +1.06% | Add |
| 37 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +2.52% | Add |
| 38 | FXE | Invesco Currencyshares Euro | +0.1% | +2.02% | Add |
| 39 | TMO | Thermo Fisher Scientific Inc | +0.1% | +10.58% | Add |
| 40 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +8.48% | Add |
| 41 | AIQ | Global X Art Intel & Tech | +0.1% | +12.68% | Add |
| 42 | UTES | Virtus Reaves Utilities ETF | +0.1% | +18.66% | Add |
| 43 | O | Realty Income CORP | +0.1% | +20.30% | Add |
| 44 | PDI | Pimco Dynamic Income Fund | +0.1% | +25.28% | Add |
| 45 | IJR | Ishares Core S&p Small-cap E | +0.1% | +4.25% | Add |
| 46 | IEMG | Ishares Core Msci Emerging | +0.1% | +5.28% | Add |
| 47 | NUKZ | Range Nuclear Renaissance | +0.1% | +17.49% | Add |
| 48 | AMD | Advanced Micro Devices | 0% | -8.25% | Trim |
| 49 | GOOG | Alphabet Inc-cl C | 0% | -3.40% | Trim |
| 50 | CSCO | Cisco Systems Inc | 0% | -1.51% | Trim |
According to official SEC Form 13F filings, Resurgent Financial Advisors LLC reported a total U.S. public equity portfolio value of $359.5M across 216 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 MSFT, AAPL, BRK-B) accounted for 9.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
VRTX
市值: $520.9K
Top Position Liquidated / Trimmed
BAM
前期市值: $859.1K
During Q4 2025, Resurgent Financial Advisors LLC's top holdings by market value included MSFT (4.9%)、AAPL (4.5%)、BRK-B (2.9%). The largest single position, MSFT, represented 4.9% of total portfolio value.
In Q4 2025, Resurgent Financial Advisors LLC made 191 total portfolio adjustments, initiating 22 new buys, adding to 79 positions, trimming 77 holdings, and fully liquidating 13 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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