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CIK: 0001912339
Total reported value
$359.5M
$359.5M
256 檔
15.5%
As reported in its official Q1 2026 Form 13F filing, Resurgent Financial Advisors LLC's tracked investment portfolio stood at $359.5M with 256 total positions.
In Q1 2026, Resurgent Financial Advisors LLC displayed an active expansion posture, initiating 52 new positions and adding to 81 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 256 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.59% | +0.77% | +158.96% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.44% | +0.36% | +130.04% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.39% | -0.24% | +62.24% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.03% | +0.41% | +32.11% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.62% | +0.01% | +31.28% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.10% | -0.83% | +69.72% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.74% | -0.16% | +60.96% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.73% | -0.14% | +3.55% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.72% | -0.20% | -3.66% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.64% | +0.25% | +312.03% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.58% | +0.28% | +391.71% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.41% | +0.39% | +151.19% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.40% | -0.45% | +9.45% | |
| 14 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.38% | -0.41% | -0.37% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | +0.09% | +5.68% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.26% | -0.30% | +3.46% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.24% | -0.23% | -6.34% | |
| 18 | MCK | Mckesson CORP | Stock-Healthcare | 1.21% | -0.17% | — | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 1.18% | +0.06% | +69.49% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.15% | +0.18% | +173.60% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.13% | -0.08% | +292.67% | |
| 22 | COP | Conocophillips | Stock-Energy | 1.02% | -0.43% | -5.24% | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 0.99% | -0.01% | — | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.96% | -0.30% | +9.71% | |
| 25 | FXE | Invesco Currencyshares Euro | ETF-Other | 0.92% | -0.32% | +1.67% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | +0.04% | +6.51% | |
| 27 | GWW | Ww Grainger Inc | Stock-Industrials | 0.86% | +0.32% | — | |
| 28 | INTU | Intuit Inc | Stock-Tech | 0.85% | -0.85% | EXIT | |
| 29 | PWR | Quanta Services Inc | Stock-Industrials | 0.73% | -0.02% | -4.44% | |
| 30 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.73% | -0.03% | +0.28% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.21% | +71.35% | |
| 32 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.69% | -0.09% | -0.91% | |
| 33 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.66% | -0.26% | -0.83% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.66% | +0.02% | — | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.65% | -0.04% | +17.52% | |
| 36 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.64% | -0.12% | +0.08% | |
| 37 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.62% | -0.47% | +538.62% | |
| 38 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.60% | +0.12% | +3.37% | |
| 39 | SPGI | S&p Global Inc | Stock-Financials | 0.59% | -0.06% | — | |
| 40 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.59% | -0.11% | +30.19% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.56% | -0.07% | +6.84% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | -0.11% | — | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | -0.03% | -0.62% | |
| 44 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.55% | -0.10% | -0.61% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.54% | -0.16% | -12.84% | |
| 46 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.54% | -0.04% | -13.60% | |
| 47 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.52% | -0.11% | -2.54% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.52% | -0.17% | +35.19% | |
| 49 | MO | Altria Group Inc | Stock-Consumer Staples | 0.51% | -0.08% | +5.12% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.09% | +18.67% |
| # | 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 | PEP | Pepsico Inc | +0.1% | +137.99% | Add |
| 19 | MLPX | Global X Mlp & Energy Infras | +0.1% | +30.19% | Add |
| 20 | CVX | Chevron CORP | +0.1% | +9.71% | Add |
| 21 | PFE | Pfizer Inc | +0.1% | +35.19% | Add |
| 22 | MPC | Marathon Petroleum CORP | 0% | -0.61% | Trim |
| 23 | MRK | Merck & Co. Inc. | 0% | +47.22% | Add |
| 24 | PBR | Petroleo Brasileiro-spon Adr | 0% | — | Unchanged |
| 25 | MDT | Medtronic plc | 0% | +61.51% | Add |
| 26 | PANW | Palo Alto Networks Inc | 0% | +79.24% | Add |
| 27 | AMGN | Amgen Inc | 0% | +31.53% | Add |
| 28 | CASY | Casey's General Stores Inc | 0% | +12.61% | Add |
| 29 | GLW | Corning Inc | 0% | -4.37% | Trim |
| 30 | LSGR | Natixis Loomis Focused Grwth | 0% | +74.21% | Add |
| 31 | RXRX | Recursion Pharmaceuticals-a | 0% | +117.73% | Add |
| 32 | COST | Costco Wholesale CORP | — | +18.67% | Add |
| 33 | CSCO | Cisco Systems Inc | — | +34.97% | Add |
| 34 | FXU | First Trust Utilities Alphad | — | +28.23% | Add |
| 35 | PLTR | Palantir Technologies Inc-a | — | +77.73% | Add |
| 36 | ABBV | Abbvie Inc | 0% | +43.28% | Add |
| 37 | CB | Chubb Limited | 0% | +28.43% | Add |
| 38 | SHEL | Shell Plc-adr | 0% | +0.95% | Add |
| 39 | PBT | Permian Basin Royalty Trust | 0% | — | Unchanged |
| 40 | ALB | Albemarle CORP | 0% | +0.26% | Add |
| 41 | WMB | Williams Cos Inc | 0% | +8.16% | Add |
| 42 | CRWD | Crowdstrike Holdings Inc - A | 0% | +54.85% | Add |
| 43 | KO | Coca-cola Co/the | 0% | +8.05% | Add |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 0% | +20.45% | Add |
| 45 | AVEM | Avantis Emerging Markets Eq | 0% | +20.55% | Add |
| 46 | LIN | Linde plc | 0% | +0.93% | Add |
| 47 | ISHG | Ishares -3 Year Internationa | 0% | +23.59% | Add |
| 48 | ARLP | Alliance Resource Partners | 0% | — | Unchanged |
| 49 | WY | Weyerhaeuser Co | 0% | +13.00% | Add |
| 50 | VZ | Verizon Communications Inc | 0% | +3.50% | Add |
According to official SEC Form 13F filings, Resurgent Financial Advisors LLC reported a total U.S. public equity portfolio value of $359.5M across 256 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 GOOGL, NVDA, MSFT) accounted for 15.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
MCK
市值: $3.4M
Top Position Liquidated / Trimmed
CIBR
前期市值: $864.4K
During Q1 2026, Resurgent Financial Advisors LLC's top holdings by market value included GOOGL (4.6%)、NVDA (4.4%)、MSFT (4.4%). The largest single position, GOOGL, represented 4.6% of total portfolio value.
In Q1 2026, Resurgent Financial Advisors LLC made 192 total portfolio adjustments, initiating 52 new buys, adding to 81 positions, trimming 46 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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