Resolute Wealth Strategies, LLC
CIK 1973981 · View on SEC EDGAR ↗
- Portfolio value
- $258.1M
- Positions
- 132
- As of
- June 30, 2026
#5,627 of 9,443 by 13F value · top 59.6%
Portfolio value QoQ: +11.4% 13F does not disclose cash
- Top 10 holdings weight
- 52.75%
- Top 25 holdings weight
- 76.50%
- Positions above 1%
- 23
- Effective number of positions
- 23.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 6.17% Est. buys $17,295,086 · sells $15,115,293
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 84.6% still held
- New positions
- 27
- Increased
- 72
- Decreased
- 28
- Closed
- 9
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
25.4%
Industrials
6.5%
Communication Services
6.2%
Retail
5.8%
Healthcare
4.0%
Financials
3.9%
Financial Services
2.7%
Energy
1.3%
Telecommunication
1.1%
Consumer Discretionary
0.5%
Utilities
0.3%
Materials
0.3%
Consumer Staples
0.2%
Consumer products
0.2%
Communications
0.2%
Other/Unmapped
41.4%
Full portfolio 132 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $36,797,023 | 14.26% | 127,167 | $4,074,485 | Down ×1 | ||
| JGRO | $16,413,587 | 6.36% | 166,483 | $2,823,680 | Up ×5 | ||
| CAT Caterpillar, Inc. Common Stock | $13,069,319 | 5.06% | 12,273 | $4,021,067 | Down ×5 | ||
| FBND | $11,869,375 | 4.60% | 260,923 | $393,934 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $11,061,688 | 4.29% | 46,411 | $1,657,177 | Up ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $11,026,913 | 4.27% | 55,110 | $1,527,982 | Up ×5 | ||
| MINT | $10,818,609 | 4.19% | 107,317 | $1,561,821 | Up ×2 | ||
| JAVA | $9,256,040 | 3.59% | 116,560 | $1,212,400 | Up ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $8,474,509 | 3.28% | 23,985 | $1,759,272 | Up ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $7,379,682 | 2.86% | 19,784 | $-208,043 | Down ×1 | ||
| IVW | $6,274,681 | 2.43% | 45,624 | $1,200,841 | Up ×1 | ||
| GLD | $6,160,419 | 2.39% | 16,723 | $-855,029 | Up ×1 | ||
| BRKB | $5,670,503 | 2.20% | 11,332 | $344,115 | Up ×1 | ||
| IVE | $5,397,257 | 2.09% | 23,770 | $579,880 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4,948,353 | 1.92% | 15,117 | $650,692 | Up ×4 | ||
| SPY SPY | $4,888,029 | 1.89% | 6,546 | $245,467 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4,240,839 | 1.64% | 11,867 | $840,523 | Up ×3 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $3,768,511 | 1.46% | 33,005 | $65,195 | Up ×2 | ||
| AMGN Amgen Inc. - Common Stock | $3,413,542 | 1.32% | 9,427 | $-33,281 | Down ×1 | ||
| BX Blackstone Inc. Common Stock | $3,247,694 | 1.26% | 27,600 | $113,436 | Up ×3 | ||
| RNST Renasant Corporation Common Stock | $3,080,423 | 1.19% | 72,412 | $473,727 | Up ×2 | ||
| T AT&T Inc. | $2,761,719 | 1.07% | 133,416 | $-1,105,237 | Up ×2 | ||
| Unknown issuer (CUSIP: 30233Q108) | $2,716,381 | 1.05% | 19,868 | Up ×1 | |||
| LLY Eli Lilly and Company Common Stock | $2,384,819 | 0.92% | 1,988 | $879,756 | Up ×6 | ||
| RDVI | $2,335,872 | 0.90% | 79,451 | $518,683 | Up ×2 | ||
| VOO | $2,304,952 | 0.89% | 3,356 | $305,157 | Up ×5 | ||
| WMT Walmart Inc. - Common Stock | $2,216,144 | 0.86% | 19,567 | $-278,791 | Down ×1 | ||
| RDDT Reddit, Inc. Class A Common Stock | $1,949,824 | 0.76% | 11,233 | $487,525 | Up ×1 | ||
| SOXX SOXX | $1,948,262 | 0.75% | 3,041 | $949,507 | Up ×1 | ||
| KNG | $1,701,691 | 0.66% | 33,697 | $223,136 | Up ×2 | ||
| FDN | $1,659,530 | 0.64% | 6,269 | $184,205 | Down ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,447,047 | 0.56% | 2,491 | $906,127 | Down ×2 | ||
| VONG Vanguard Russell 1000 Growth ETF | $1,316,571 | 0.51% | 10,301 | $184,685 | Down ×1 | ||
| V Visa Inc. | $1,298,827 | 0.50% | 3,786 | $220,508 | Up ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1,186,234 | 0.46% | 1,611 | $314,198 | Up ×3 | ||
| AXP American Express Company Common Stock | $1,179,855 | 0.46% | 3,488 | $104,269 | Down ×1 | ||
| ABBV AbbVie Inc. Common Stock | $1,172,249 | 0.45% | 4,658 | $79,451 | Down ×1 | ||
| ITA ITA | $1,139,411 | 0.44% | 4,700 | $-1,293,145 | Down ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1,080,714 | 0.42% | 9,263 | $-374,772 | Down ×2 | ||
| XLB XLB | $989,673 | 0.38% | 19,470 | $214,851 | Up ×1 | ||
| MUR Murphy Oil Corporation Common Stock | $989,645 | 0.38% | 30,394 | $-253,245 | Up ×6 | ||
| AVGO Broadcom Inc. - Common Stock | $920,394 | 0.36% | 2,437 | $320,752 | Up ×5 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $917,819 | 0.36% | 7,143 | $66,898 | Up ×3 | ||
| SLV | $832,795 | 0.32% | 15,575 | $-229,167 | Down ×3 | ||
| JEPI | $756,537 | 0.29% | 13,395 | $-47,753 | Down ×1 | ||
| IVV | $739,070 | 0.29% | 987 | $94,890 | Up ×1 | ||
| JNJ Johnson & Johnson Common Stock | $731,535 | 0.28% | 2,880 | $52,535 | Up ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $693,108 | 0.27% | 1,648 | $134,032 | Up ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $689,112 | 0.27% | 1,658 | $139,257 | Down ×3 | ||
| MUSA Murphy USA Inc. Common Stock | $666,976 | 0.26% | 1,238 | $56,316 | Up ×6 | ||
| XLK XLK | $663,205 | 0.26% | 3,481 | $194,299 | Down ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $660,264 | 0.26% | 1,172 | $35,095 | Up ×4 | ||
| VONV Vanguard Russell 1000 Value ETF | $650,265 | 0.25% | 6,117 | $78,561 | Up ×6 | ||
| UNP Union Pacific Corporation Common Stock | $647,738 | 0.25% | 2,381 | $-24,570 | Down ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $626,132 | 0.24% | 7,704 | $40,252 | |||
| IBM International Business Machines Corporation Common Stock | $600,174 | 0.23% | 2,134 | $113,455 | Up ×3 | ||
| BAC Bank of America Corporation Common Stock | $587,712 | 0.23% | 10,314 | $122,231 | Up ×2 | ||
| GEV GE Vernova Inc. Common Stock | $587,679 | 0.23% | 500 | $250,665 | Up ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $582,075 | 0.23% | 256 | Up ×1 | |||
| WDC Western Digital Corporation - Common Stock | $576,125 | 0.22% | 902 | $347,020 | Up ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $564,376 | 0.22% | 1,600 | $68,880 | Up ×4 | ||
| LOW Lowe's Companies, Inc. Common Stock | $555,414 | 0.22% | 2,519 | $-39,775 | |||
| PG Procter & Gamble Company (The) Common Stock | $554,187 | 0.21% | 3,779 | $60,428 | Up ×1 | ||
| MPC Marathon Petroleum Corporation Common Stock | $546,622 | 0.21% | 2,138 | $27,984 | Up ×1 | ||
| VUG | $539,099 | 0.21% | 6,258 | $120,279 | Up ×4 | ||
| RTX RTX Corporation Common Stock | $523,542 | 0.20% | 2,759 | $-13,104 | Down ×1 | ||
| VB | $521,973 | 0.20% | 1,722 | $70,947 | |||
| JBND JPMorgan Active Bond ETF | $520,181 | 0.20% | 9,723 | $-2,625 | |||
| LDOS Leidos Holdings, Inc. Common Stock | $499,526 | 0.19% | 4,851 | $-325,333 | Down ×1 | ||
| IYW | $492,297 | 0.19% | 1,952 | $138,195 | |||
| HCA HCA Healthcare, Inc. Common Stock | $489,733 | 0.19% | 1,256 | $-49,788 | Up ×1 | ||
| AGIX KraneShares Artificial Intelligence & Technology ETF | $468,853 | 0.18% | 9,999 | $147,740 | Up ×2 | ||
| Unknown issuer (CUSIP: 84615Q103) | $459,443 | 0.18% | 2,689 | Up ×1 | |||
| VHT | $450,805 | 0.17% | 1,508 | $41,297 | Up ×1 | ||
| SMH SMH | $445,154 | 0.17% | 679 | $223,280 | Up ×1 | ||
| SO Southern Company (The) Common Stock | $429,627 | 0.17% | 4,489 | $-33,394 | Down ×1 | ||
| TRMK Trustmark Corporation - Common Stock | $421,676 | 0.16% | 9,165 | $37,129 | Up ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $421,316 | 0.16% | 365 | Up ×1 | |||
| SHW Sherwin-Williams Company (The) Common Stock | $417,817 | 0.16% | 1,213 | $11,896 | Down ×1 | ||
| WM Waste Management, Inc. Common Stock | $411,213 | 0.16% | 1,845 | $-10,926 | Up ×2 | ||
| SDY | $388,084 | 0.15% | 2,550 | $17,005 | Up ×2 | ||
| JTEK JPMorgan U.S. Tech Leaders ETF | $381,172 | 0.15% | 3,417 | ||||
| C Citigroup, Inc. Common Stock | $380,212 | 0.15% | 2,717 | $84,793 | Up ×3 | ||
| NEE NextEra Energy, Inc. Common Stock | $377,854 | 0.15% | 4,305 | $60,119 | Up ×2 | ||
| BKR Baker Hughes Company - Common Stock | $373,667 | 0.14% | 6,733 | $-29,061 | Up ×3 | ||
| CLOZ | $360,924 | 0.14% | 13,661 | Up ×1 | |||
| WBD Warner Bros. Discovery, Inc. - Series A Common Stock | $359,084 | 0.14% | 13,469 | $-5,502 | Up ×2 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $356,179 | 0.14% | 9,689 | $97,014 | Up ×2 | ||
| CSX CSX Corporation - Common Stock | $353,339 | 0.14% | 7,434 | $48,554 | Up ×4 | ||
| JPIE | $352,936 | 0.14% | 7,664 | $-10,037 | Down ×5 | ||
| INTC Intel Corporation - Common Stock | $351,868 | 0.14% | 2,520 | Up ×1 | |||
| XLY XLY | $349,220 | 0.14% | 2,978 | $25,310 | Up ×6 | ||
| SIXG Defiance Connective Technologies ETF | $345,710 | 0.13% | 3,638 | $91,035 | Down ×3 | ||
| VTV | $328,280 | 0.13% | 1,506 | $33,585 | Up ×2 | ||
| IAI | $325,054 | 0.13% | 1,854 | $21,431 | Up ×2 | ||
| AEM Agnico Eagle Mines Limited Common Stock | $321,880 | 0.12% | 2,075 | $-132,137 | Down ×2 | ||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $321,698 | 0.12% | 3,208 | $108,254 | Up ×4 | ||
| XLE XLE | $319,598 | 0.12% | 6,018 | $-96,133 | Down ×3 | ||
| MCO Moody's Corporation Common Stock | $318,856 | 0.12% | 704 | $47,072 | Up ×2 | ||
| VGT | $315,341 | 0.12% | 2,638 | $85,409 | Up ×2 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| JGRO | $16,413,587 | 6.36% | up ×5 |
| NVDA | $11,026,913 | 4.27% | up ×5 |
| JAVA | $9,256,040 | 3.59% | up ×3 |
| GOOG | $8,474,509 | 3.28% | up ×3 |
| JPM | $4,948,353 | 1.92% | up ×4 |
| GOOGL | $4,240,839 | 1.64% | up ×3 |
| BX | $3,247,694 | 1.26% | up ×3 |
| LLY | $2,384,819 | 0.92% | up ×6 |
| VOO | $2,304,952 | 0.89% | up ×5 |
| QQQ | $1,186,234 | 0.46% | up ×3 |
| MUR | $989,645 | 0.38% | up ×6 |
| AVGO | $920,394 | 0.36% | up ×5 |
| MRK | $917,819 | 0.36% | up ×3 |
| MUSA | $666,976 | 0.26% | up ×6 |
| META | $660,264 | 0.26% | up ×4 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 30233Q108) | $2,716,381 | 19,868 | 1.05% |
| SNDK | $582,075 | 256 | 0.23% |
| Unknown issuer (CUSIP: 84615Q103) | $459,443 | 2,689 | 0.18% |
| MU | $421,316 | 365 | 0.16% |
| JTEK | $381,172 | 3,417 | 0.15% |
| CLOZ | $360,924 | 13,661 | 0.14% |
| INTC | $351,868 | 2,520 | 0.14% |
| VRT | $307,776 | 919 | 0.12% |
| APP | $269,981 | 524 | 0.10% |
| AIQ | $265,877 | 4,052 | 0.10% |
| TXN | $247,865 | 832 | 0.10% |
| KKR | $234,502 | 2,555 | 0.09% |
| IJH | $227,370 | 2,949 | 0.09% |
| FBT | $220,323 | 889 | 0.09% |
| SPYG | $218,218 | 1,834 | 0.08% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| AAPL | Trimmed | -2K | +$4.1M |
| CAT | Trimmed | -499 | +$4.0M |
| JGRO | Bought more | +6K | +$2.8M |
| GOOG | Bought more | +576 | +$1.8M |
| AMZN | Bought more | +1K | +$1.7M |
| MINT | Bought more | +15K | +$1.6M |
| NVDA | Bought more | +644 | +$1.5M |
| ITA | Trimmed | -6K | -$1.3M |
| JAVA | Bought more | +4K | +$1.2M |
| IVW | Bought more | +766 | +$1.2M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| XLI | June 30, 2026 | 31,330 | $5,067,007 | No longer tracked |
| GEV | March 31, 2025 | 12,214 | $4,017,551 | 217.8% |
| TSM | March 31, 2025 | 20,180 | $3,985,369 | 153.1% |
| XOM | June 30, 2026 | 19,364 | $3,285,281 | 21.7% |
| JTEK | March 31, 2026 | 34,133 | $3,074,451 | |
| DVY | March 31, 2025 | 6,124 | $804,009 | |
| XLF | March 31, 2026 | 12,316 | $674,570 | No longer tracked |
| XLU | Sept. 30, 2025 | 7,774 | $634,825 | No longer tracked |
| GFI | June 30, 2026 | 13,501 | $612,927 | 43.5% |
| FANG | June 30, 2025 | 3,770 | $602,697 | 54.0% |
| XLP | Sept. 30, 2025 | 6,946 | $562,419 | No longer tracked |
| WDAY | Dec. 31, 2025 | 1,889 | $454,739 | -9.0% |
| DNP | June 30, 2026 | 41,967 | $432,260 | 1.7% |
| EMMF | Sept. 30, 2025 | 14,924 | $430,833 | No longer tracked |
| CVX | March 31, 2025 | 2,930 | $424,317 | 23.5% |
| EGP | June 30, 2026 | 2,014 | $372,703 | 0.5% |
| SFBS | Dec. 31, 2025 | 4,265 | $343,467 | -39.4% |
| BXSL | June 30, 2026 | 13,582 | $321,758 | 4.4% |
| HAL | June 30, 2025 | 11,104 | $281,701 | 74.3% |
| ISRG | March 31, 2026 | 461 | $261,092 | -19.0% |
| EHC | Dec. 31, 2025 | 2,030 | $257,851 | 14.0% |
| PFG | Dec. 31, 2025 | 3,073 | $254,783 | 27.1% |
| FBT | June 30, 2025 | 1,327 | $225,790 | No longer tracked |
| CMG | March 31, 2026 | 6,044 | $223,628 | 12.1% |
| PFE | June 30, 2026 | 7,806 | $219,204 | 16.5% |
| CSX | March 31, 2025 | 6,405 | $206,683 | 74.9% |
| AIQ | March 31, 2026 | 4,052 | $206,104 | |
| LMT | June 30, 2026 | 336 | $203,033 | 11.6% |
| AZN | June 30, 2026 | 1,024 | $202,033 | -12.7% |
| DG | March 31, 2026 | 1,511 | $200,679 | 2.6% |
| XLV | March 31, 2026 | 1,296 | $200,571 | No longer tracked |
| VOOG | March 31, 2025 | 548 | $200,480 | No longer tracked |
| SBSW | March 31, 2026 | 11,200 | $159,600 | 3.3% |
| BTG | March 31, 2026 | 22,676 | $102,269 | No longer tracked |
| SBSW | June 30, 2025 | 11,200 | $51,296 | 76.2% |