RC

Resonant Capital Advisors, LLC

Diversified strategyMomentum follower

Total reported value

$1.9B

Reporting period: 2026-03-31 · Number of holdings: 495

Resonant Capital Advisors, LLC disclosed 495 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.9B and a quarterly turnover rate of 22.0%.

Personality snowflake

Concentration
8.59
Portfolio Stability
22.02
Momentum/Contrarian
100
Sector conviction
53.65
Diversification
100
Sizing Uniformity
68.93

Recent moves

  • Trim SGOV

    -44.5%　-$22.5M

  • Trim XLE

    -84.2%　-$14.4M

  • Add MEAR

    +21.4%　$14.8M

  • Trim ICSH

    -44.4%　-$10.2M

  • Add JMST

    +20.1%　$14.6M

  • Trim VCSH

    -10.8%　-$7.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth8.31%+0.45%+15.95%
2JMSTJPM Ultra-short Muni IncomeETF-Other4.60%+0.58%+20.06%
3MEARIshrs Short Mat Muni Act ETFETF-Other4.41%+0.61%+21.37%
4SCHRSchwab Intermediate-term USETF-Other3.93%-0.02%+4.68%
5DSTLDistillate US Fundamental StETF-Other3.53%+0.15%+11.00%
6VCSHVanguard S/t CORP Bond ETFETF-Corp Bonds3.20%-0.58%-10.84%
7IJHIshares Core S&p Midcap ETFETF-Other2.75%-0.05%+0.54%
8GARPIshares Msci USA Quality GarETF-Other2.64%+2.64%NEW
9FNDXSchwab Fndmntl US Lrg Co ETFETF-Other2.14%+0.09%+7.12%
10IEFAIshares Core Msci Eafe ETFETF-Other1.93%-0.30%-10.26%
11VTEBVanguard Tax-exempt Bond ETFETF-Other1.84%—+0.29%
12FNDFSchwab Fndmn Intl Lrg Co ETFETF-Other1.65%-0.21%-14.25%
13VIGVanguard Dividend Apprec ETFETF-Other1.51%-0.01%+6.62%
14SGOVIshares 0-3 Month Treasury BETF-Gov Bonds1.49%-1.30%-44.47%
15IJRIshares Core S&p Small-cap EETF-Small Cap1.48%-0.33%-17.29%
16AAPLApple INCStock-Tech1.46%—+10.01%
17SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.45%-0.14%+0.47%
18FNDASchwab Fndmntl US Sm Co ETFETF-Other1.31%-0.28%-16.19%
19JPIEJpmorgan Income ETFETF-Other1.31%+1.31%NEW
20COMBGraniteshares Bcom Broad StrETF-Other1.28%+0.41%+23.75%
21NVDANvidia CORPStock-Tech1.27%+0.14%+26.71%
22VIGIVanguard Int Div App Indx FdETF-Other1.26%-0.25%-9.74%
23MUBIshares National Muni Bond EETF-Other1.16%+0.03%+8.46%
24IEMGIshares Core Msci EmergingETF-Emerging Markets1.15%-0.18%-12.56%
25RWKInvesco S&p Midcap 400 RevETF-Other1.15%+0.01%+4.03%
26FNDESchwab Fndmntl Em Mrk Eq ETFETF-Other1.12%-0.15%-12.92%
27JSMDJanus Small Mid Cap Gr AlpETF-Other1.06%—+4.83%
28MSFTMicrosoft CORPStock-Tech0.93%-0.30%+2.99%
29IAUIshares Gold TrustETF-Commodities0.85%-0.28%-27.11%
30GOOGLAlphabet Inc-cl AStock-Comm Services0.73%—+13.94%
31JPSTJpmorgan Ultra-short IncomeETF-Other0.73%-0.56%-40.76%
32GOOGAlphabet Inc-cl CStock-Comm Services0.72%—+1.93%
33AMZNAmazon.com INCStock-Consumer Disc0.72%—+9.92%
34DFNMDimensional National Muni BdETF-Other0.68%—-5.52%
35VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.68%—-2.48%
36ICSHIshares Ultra Short DurationETF-Other0.67%-0.60%-44.35%
37INMUIshares Intermediate Muni InETF-Other0.64%+0.64%NEW
38BRK-BBerkshire Hathaway Inc-cl BStock-Other0.62%—+4.41%
39DSMCDistillate S/m Cash Flow ETFETF-Other0.58%-0.10%-15.18%
40AVGOBroadcom INCStock-Tech0.58%—+4.83%
41JPMJpmorgan Chase & CoStock-Financials0.56%—+2.64%
42XOMExxon Mobil CORPStock-Energy0.55%+0.16%+2.77%
43HGERHarbor Commodity All WeatherETF-Commodities0.53%+0.53%NEW
44CVXChevron CORPStock-Energy0.46%+0.12%+4.54%
45METAMeta Platforms Inc-class AStock-Comm Services0.45%—+19.29%
46RWLInvesco S&p 500 Revenue ETFETF-Large Cap & Growth0.44%—+2.64%
47VTIVanguard Total Stock Mkt ETFETF-Other0.43%—-0.25%
48PRFInvesco Rafi US 1000 ETFETF-Other0.42%—+2.45%
49PKWInvesco Buyback Achievers EtETF-Other0.42%—+2.34%
50IDEVIshares Core Msci Dev MktsETF-Other0.41%—-8.18%
1–50 of 495

Holding changes this quarter

Resonant Capital Advisors, LLC's most significant position changes for 2026-03-31: New buy: Ishares Msci USA Quality Gar (GARP); New buy: Jpmorgan Income ETF (JPIE); New buy: Ishares Intermediate Muni In (INMU); New buy: Harbor Commodity All Weather (HGER); New buy: Ishares 7-10 Year Treasury B (IEF).

Position changes disclosed by Resonant Capital Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1MEARIshrs Short Mat Muni Act ETF+0.6%+21.37%Add
2JMSTJPM Ultra-short Muni Income+0.6%+20.06%Add
3IVVIshares Core S&p 500 ETF+0.5%+15.95%Add
4COMBGraniteshares Bcom Broad Str+0.4%+23.75%Add
5XOMExxon Mobil CORP+0.2%+2.77%Add
6DSTLDistillate US Fundamental St+0.2%+11.00%Add
7NVDANvidia CORP+0.1%+26.71%Add
8CVXChevron CORP+0.1%+4.54%Add
9MRKMerck & Co. INC.+0.1%+129.88%Add
10FNDXSchwab Fndmntl US Lrg Co ETF+0.1%+7.12%Add
11MPCMarathon Petroleum CORP+0.1%+0.86%Add
12UNHUnitedhealth Group INC+0.1%+162.49%Add
13EOGEog Resources INC+0.1%+5.90%Add
14COSTCostco Wholesale CORP+0.1%+12.28%Add
15MUBIshares National Muni Bond E0%+8.46%Add
16RWKInvesco S&p Midcap 400 Rev0%+4.03%Add
17VIGVanguard Dividend Apprec ETF0%+6.62%Add
18SCHRSchwab Intermediate-term US0%+4.68%Add
19IJHIshares Core S&p Midcap ETF-0.1%+0.54%Add
20SPSMSs Spdr P S&p 600 Small Cap-0.1%-21.77%Trim
21USBUS Bancorp-0.1%-35.28%Trim
22QCOMQualcomm INC-0.1%-0.54%Trim
23ORCLOracle CORP-0.1%-22.57%Trim
24PFEPfizer INC-0.1%-55.91%Trim
25DSMCDistillate S/m Cash Flow ETF-0.1%-15.18%Trim
26JNJJohnson & Johnson-0.1%-40.97%Trim
27DHRDanaher CORP-0.1%-57.29%Trim
28SPYSs Spdr S&p 500 ETF Trust-us-0.1%+0.47%Add
29FNDESchwab Fndmntl Em Mrk Eq ETF-0.2%-12.92%Trim
30IEMGIshares Core Msci Emerging-0.2%-12.56%Trim
31FNDFSchwab Fndmn Intl Lrg Co ETF-0.2%-14.25%Trim
32VIGIVanguard Int Div App Indx Fd-0.3%-9.74%Trim
33IAUIshares Gold Trust-0.3%-27.11%Trim
34FNDASchwab Fndmntl US Sm Co ETF-0.3%-16.19%Trim
35MSFTMicrosoft CORP-0.3%+2.99%Add
36IEFAIshares Core Msci Eafe ETF-0.3%-10.26%Trim
37IJRIshares Core S&p Small-cap E-0.3%-17.29%Trim
38JEPIJpmorgan Equity Premium Inco-0.4%-71.51%Trim
39SCHOSchwab Short-term US Treas-0.6%-60.53%Trim
40JPSTJpmorgan Ultra-short Income-0.6%-40.76%Trim
41VCSHVanguard S/t CORP Bond ETF-0.6%-10.84%Trim
42ICSHIshares Ultra Short Duration-0.6%-44.35%Trim
43XLESs Energy Select Sector-0.8%-84.19%Trim
44SGOVIshares 0-3 Month Treasury B-1.3%-44.47%Trim
45GARPIshares Msci USA Quality Gar—NEWNew buy
46JPIEJpmorgan Income ETF—NEWNew buy
47INMUIshares Intermediate Muni In—NEWNew buy
48HGERHarbor Commodity All Weather—NEWNew buy
49IEFIshares 7-10 Year Treasury B—NEWNew buy
50LULULululemon Athletica INC—NEWNew buy

FAQ

What is Resonant Capital Advisors, LLC and what type of investor is it?
Resonant Capital Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.9B, spread across 495 disclosed positions.
What are Resonant Capital Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Resonant Capital Advisors, LLC's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $158.1M (8.3%) 2. JPM Ultra-short Muni Income (JMST) — $87.6M (4.6%) 3. Ishrs Short Mat Muni Act ETF (MEAR) — $83.9M (4.4%) 4. Schwab Intermediate-term US (SCHR) — $74.8M (3.9%) 5. Distillate US Fundamental St (DSTL) — $67.2M (3.5%)
What changes did Resonant Capital Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Resonant Capital Advisors, LLC made 50 notable position adjustments: 6 new positions were initiated, 21 existing holdings were added to, 23 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Ishares Msci USA Quality Gar (GARP); New buy: Jpmorgan Income ETF (JPIE); New buy: Ishares Intermediate Muni In (INMU); New buy: Harbor Commodity All Weather (HGER); New buy: Ishares 7-10 Year Treasury B (IEF)
What sectors does Resonant Capital Advisors, LLC focus on?
Resonant Capital Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 31.9% • Financials: 15.6% • Health Care: 13.4% • Communication Services: 12.0% • Consumer Discretionary: 10.5% • Energy: 6.8%