Resurgent Financial Advisors LLC

CIK 1912339 · View on SEC EDGAR ↗

Portfolio value
$359.5M
#4,653 of 9,443 by 13F value · top 49.3%
Positions
316
As of
June 30, 2026

Portfolio value QoQ: +29.8% 13F does not disclose cash

Top 10 holdings weight
30.08%
Top 25 holdings weight
46.78%
Positions above 1%
19
Effective number of positions
68.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 6.28% Est. buys $79,421,605 · sells $19,969,457

Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 82.9% still held

New positions
76
Increased
158
Decreased
67
Closed
18

Put-notional exposure: 0.5% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets

On this page

Sector breakdown

Technology
20.9%
Healthcare
8.2%
Industrials
7.9%
Communication Services
7.0%
Financial Services
4.8%
Retail
4.4%
Energy
4.4%
Financials
2.6%
Utilities
1.3%
Consumer Staples
1.0%
Communications
0.9%
Consumer Discretionary
0.9%
Real Estate
0.9%
Materials
0.8%
Telecommunication
0.6%
Consumer products
0.2%
Other/Unmapped
33.3%

Full portfolio 316 positions

Type Streak 8Q trend
GOOGL Alphabet Inc. - Class A Common Stock $19,210,820 5.34% 53,756 $6,508,997 Up ×2
NVDA NVIDIA Corporation - Common Stock $17,271,265 4.80% 86,317 $5,093,089 Up ×2
AAPL Apple Inc. - Common Stock $15,957,147 4.44% 55,146 $4,794,635 Up ×2
MSFT Microsoft Corporation - Common Stock $14,923,734 4.15% 40,008 $2,753,601 Up ×2
BRKB $9,440,358 2.63% 18,866 $2,191,500 Up ×2
V Visa Inc. $6,779,774 1.89% 19,761 $2,245,456 Up ×2
LLY Eli Lilly and Company Common Stock $6,692,546 1.86% 5,580 $2,328,541 Up ×6
AVGO Broadcom Inc. - Common Stock $6,459,420 1.80% 17,100 $2,547,069 Up ×3
VIG $5,732,913 1.59% 24,228 $929,430 Up ×3
JNJ Johnson & Johnson Common Stock $5,678,680 1.58% 22,360 $863,148 Up ×3
JPM JP Morgan Chase & Co. Common Stock $5,451,770 1.52% 16,655 $699,379 Up ×1
AMZN Amazon.com, Inc. - Common Stock $4,899,555 1.36% 20,557 $1,311,688 Up ×2
META Meta Platforms, Inc. - Class A Common Stock $4,764,494 1.33% 8,458 $1,567,843 Up ×2
SPY SPY $4,583,275 1.27% 6,137 $-519,154 Down ×1
ETN Eaton Corporation, PLC Ordinary Shares $4,465,738 1.24% 10,480 $1,193,415 Up ×2
GWW W.W. Grainger, Inc. Common Stock $4,260,293 1.18% 3,132 $1,867,506 Up ×1
MA Mastercard Incorporated Common Stock $3,788,597 1.05% 7,377 $657,063 Up ×2
MCK McKesson Corporation Common Stock $3,726,781 1.04% 4,932 $365,606 Up ×1
IWD $3,619,208 1.01% 14,929 $194,641 Down ×6
SYK Stryker Corporation Common Stock $3,520,715 0.98% 11,183 $770,665 Up ×1
TPL Texas Pacific Land Corporation Common Stock $3,480,989 0.97% 7,954 $-334,473 Down ×2
IVV $3,427,666 0.95% 4,577 $896,571 Up ×2
XOM Exxon Mobil Corporation Common Stock $3,404,404 0.95% 24,901 $-485,707 Up ×5
WMT Walmart Inc. - Common Stock $3,402,213 0.95% 30,039 $-79,741 Up ×2
SPYM $3,265,709 0.91% 37,161 $1,323,506 Up ×4
AMAT Applied Materials, Inc. - Common Stock $3,258,819 0.91% 4,507 Up ×1
HD Home Depot, Inc. (The) Common Stock $3,127,016 0.87% 8,866 $1,756,884 Up ×1
MU Micron Technology, Inc. - Common Stock $3,060,025 0.85% 2,651 $2,840,091 Up ×1
IUSB iShares Core Universal USD Bond ETF $2,576,185 0.72% 55,822 $906,509 Up ×3
PWR Quanta Services, Inc. Common Stock $2,544,621 0.71% 3,534 $533,561 Down ×5
SPHQ $2,519,595 0.70% 27,964 $509,838 Up ×4
RTX RTX Corporation Common Stock $2,447,155 0.68% 12,898 $622,791 Up ×1
CVX Chevron Corporation Common Stock $2,366,147 0.66% 14,275 $-292,850 Up ×3
JEPQ JPMorgan Nasdaq Equity Premium Income ETF $2,167,642 0.60% 35,269 $262,177 Up ×1
FXE $2,145,437 0.60% 20,347 $-399,884 Down ×1
COP ConocoPhillips Common Stock $2,126,443 0.59% 20,454 $-706,239 Down ×3
APH Amphenol Corporation Common Stock $2,000,208 0.56% 11,344 $954,535 Up ×1
SPGI S&P Global Inc. Common Stock $1,896,203 0.53% 4,656 $265,024 Up ×1
DLN $1,884,915 0.52% 19,569 $123,933 Down ×1
IVW $1,874,534 0.52% 13,630 $351,734 Up ×1
CSCO Cisco Systems, Inc. - Common Stock $1,825,798 0.51% 15,544 $782,678 Up ×2
DYNF $1,781,726 0.50% 26,198 $288,245 Up ×1
NEE NextEra Energy, Inc. Common Stock $1,759,613 0.49% 20,048 $213,718 Up ×2
ASML ASML Holding N.V. - New York Registry Shares $1,738,865 0.48% 874
MLPX $1,733,293 0.48% 23,531 $104,617 Up ×3
AMGN Amgen Inc. - Common Stock $1,694,455 0.47% 4,679 $433,945 Up ×3
TSM Taiwan Semiconductor Manufacturing Company Ltd. $1,664,464 0.46% 3,485 $523,883 Up ×2
INTC Intel Corporation - Common Stock $1,643,445 0.46% 11,770 $1,127,301 Up ×1
DE Deere & Company Common Stock $1,641,012 0.46% 2,587 $948,716 Up ×1
MPC Marathon Petroleum Corporation Common Stock $1,608,676 0.45% 6,292 $97,690 Up ×1
IJR $1,603,043 0.45% 10,809 $177,672 Down ×2
AMD Advanced Micro Devices, Inc. - Common Stock $1,548,125 0.43% 2,665 $1,112,785 Up ×1
MO Altria Group, Inc. $1,531,900 0.43% 21,291 $125,459 Down ×1
ABBV AbbVie Inc. Common Stock $1,495,748 0.42% 5,944 $637,532 Up ×2
GLW Corning Incorporated Common Stock $1,494,266 0.42% 5,850 $982,883 Up ×1
DON $1,459,337 0.41% 25,820 $16,062 Down ×4
USFR $1,425,217 0.40% 28,306 $-400,466 Down ×2
IVE $1,377,573 0.38% 6,067 $-119,903 Down ×2
SPMO $1,367,796 0.38% 8,467 $955,792 Up ×3
COST Costco Wholesale Corporation - Common Stock $1,363,368 0.38% 1,457 $-11,115 Up ×2
XBI XBI $1,356,684 0.38% 8,573 $493,863 Up ×2
NOW ServiceNow, Inc. Common Stock $1,288,754 0.36% 12,981 $120,199 Up ×1
PFE Pfizer, Inc. Common Stock $1,265,622 0.35% 52,559 $-166,098 Up ×4
VIGI Vanguard International Dividend Appreciation ETF $1,226,835 0.34% 13,138 $71,277 Up ×4
SHYG $1,226,139 0.34% 28,912 $-43,299 Down ×2
VBR $1,190,997 0.33% 4,901 $52,729 Down ×2
MS Morgan Stanley Common Stock $1,142,404 0.32% 5,465 $266,562 Up ×1
SCHX $1,139,683 0.32% 38,725 $446,717 Up ×2
PYLD $1,135,533 0.32% 42,818 $60,128 Up ×5
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $1,116,474 0.31% 1,463 $829,913 Up ×2
CB Chubb Limited Common Stock $1,097,198 0.31% 3,220 $206,431 Up ×2
IWM $1,064,494 0.30% 3,543 $247,086 Up ×2
GNR $1,061,142 0.30% 15,765 $-113,417 Up ×1
SO Southern Company (The) Common Stock $1,051,950 0.29% 10,991 $596,072 Up ×1
VTI $1,045,941 0.29% 2,827 $130,870 Down ×5
TSLA Tesla, Inc. - Common Stock $1,035,517 0.29% 2,462 $131,793 Up ×1
GEV GE Vernova Inc. Common Stock $1,019,314 0.28% 868 $606,848 Up ×1
UBER Uber Technologies, Inc. Common Stock $1,010,817 0.28% 14,008 $142,622 Up ×1
IALT iShares Systematic Alternatives Active ETF $985,088 0.27% 35,119 Up ×1
SGOL $980,141 0.27% 25,638 $-168,422 Down ×2
XLE XLE $977,137 0.27% 18,398 $-77,111 Up ×3
PLTR Palantir Technologies Inc. - Class A Common Stock $969,528 0.27% 8,310 $570,184 Up ×3
MGK $964,636 0.27% 10,973 $444,708 Up ×1
QQQ Invesco QQQ Trust, Series 1 $957,320 0.27% 1,300 Put option $-370,194 Down ×1
SPDW $953,379 0.27% 18,920 $58,365 Down ×2
O Realty Income Corporation Common Stock $948,546 0.26% 15,309 $33,171 Up ×3
MRK Merck & Company, Inc. Common Stock (new) $942,035 0.26% 7,331 $286,092 Up ×2
PANW Palo Alto Networks, Inc. - Common Stock $923,141 0.26% 2,707 $516,249 Up ×2
SPYI $917,289 0.26% 17,278 $100,709 Up ×3
TXN Texas Instruments Incorporated - Common Stock $901,960 0.25% 3,026 $270,423 Down ×1
MBB iShares MBS ETF $895,199 0.25% 9,471 $44,922 Up ×1
RYLD $882,264 0.25% 55,176 $110,037 Up ×3
TJX TJX Companies, Inc. (The) Common Stock $882,033 0.25% 5,822 $-16,280 Up ×2
KO Coca-Cola Company (The) Common Stock $877,642 0.24% 10,799 $637,830 Up ×2
VZ Verizon Communications Inc. Common Stock $875,737 0.24% 20,683 $-107,924 Up ×5
UTES $875,190 0.24% 10,707 $60,370 Up ×3
SDIV $863,612 0.24% 35,336 $33,088 Up ×3
PFF iShares Preferred and Income Securities ETF $848,811 0.24% 27,839 $42,693 Up ×3
PG Procter & Gamble Company (The) Common Stock $836,396 0.23% 5,704 $99,319 Up ×3
SCHZ $826,065 0.23% 35,714 $64,472 Up ×2

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
LLY $6,692,546 1.86% up ×6
AVGO $6,459,420 1.80% up ×3
VIG $5,732,913 1.59% up ×3
JNJ $5,678,680 1.58% up ×3
XOM $3,404,404 0.95% up ×5
SPYM $3,265,709 0.91% up ×4
IUSB $2,576,185 0.72% up ×3
SPHQ $2,519,595 0.70% up ×4
CVX $2,366,147 0.66% up ×3
MLPX $1,733,293 0.48% up ×3
AMGN $1,694,455 0.47% up ×3
SPMO $1,367,796 0.38% up ×3
PFE $1,265,622 0.35% up ×4
VIGI $1,226,835 0.34% up ×4
PYLD $1,135,533 0.32% up ×5

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
AMAT $3,258,819 4,507 0.91%
ASML $1,738,865 874 0.48%
IALT $985,088 35,119 0.27%
FCX $793,169 12,612 0.22%
BKNG $725,259 4,069 0.20%
GE $700,720 1,875 0.19%
CLS $608,486 1,668 0.17%
RJF $606,904 3,992 0.17%
RBC $577,722 897 0.16%
CIBR $557,965 6,210 0.16%
BAND $530,517 8,381 0.15%
MELI $512,612 302 0.14%
C $485,661 3,470 0.14%
AIRR $485,163 3,641 0.13%
ACN $484,818 3,896 0.13%

Top movers (QoQ)

Security Action Shares Δ Value Δ
GOOGL Bought more +10K +$6.5M
NVDA Bought more +16K +$5.1M
AAPL Bought more +11K +$4.8M
MSFT Bought more +7K +$2.8M
AVGO Bought more +4K +$2.5M
LLY Bought more +835 +$2.3M
V Bought more +5K +$2.2M
BRKB Bought more +4K +$2.2M
GWW Bought more +938 +$1.9M
HD Bought more +5K +$1.8M

1 position hidden (data completeness check)

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.

SecurityQuarter Shares before Value before Price since exit
INTU June 30, 2026 5,466 $2,363,445 38.2%
ADP June 30, 2026 6,417 $1,303,848 24.6%
MDLZ March 31, 2025 18,268 $1,091,148 -5.5%
FCX March 31, 2025 24,785 $943,813 103.7%
CIBR March 31, 2026 12,099 $864,449
BAM Dec. 31, 2025 15,087 $859,054 -0.6%
XLG March 31, 2026 14,144 $838,456 No longer tracked
MKL June 30, 2026 395 $756,058 -8.2%
EFV June 30, 2026 10,107 $751,455 No longer tracked
QUAL June 30, 2026 3,814 $731,563 No longer tracked
XLV Dec. 31, 2025 4,978 $692,766 No longer tracked
MCO March 31, 2026 1,285 $656,442 14.5%
ITOT June 30, 2026 4,493 $639,938 No longer tracked
JPIB Dec. 31, 2025 12,626 $619,076 No longer tracked
VB June 30, 2025 2,750 $609,706 No longer tracked
EFG Sept. 30, 2025 5,326 $596,512 No longer tracked
ICE March 31, 2025 3,928 $585,311 -6.7%
SGOV Sept. 30, 2025 5,746 $578,565 -0.1%
VRTX June 30, 2026 1,260 $562,640 10.1%
CLIP June 30, 2026 5,529 $554,890 No longer tracked
ALL Sept. 30, 2025 2,751 $553,804 19.4%
VRIG Sept. 30, 2025 21,536 $539,477
CL Sept. 30, 2025 5,752 $522,857 12.9%
MINT June 30, 2026 5,120 $514,918 No longer tracked
IAGG June 30, 2026 10,151 $507,956 No longer tracked
KKR March 31, 2026 3,908 $498,192 17.4%
AWK March 31, 2025 3,659 $455,509 -7.1%
IYW Sept. 30, 2025 2,606 $451,542 No longer tracked
HON June 30, 2026 1,958 $442,529 -1.9%
ISRG June 30, 2026 957 $441,167 -6.1%
WIP Dec. 31, 2025 11,200 $439,152 No longer tracked
UNH Sept. 30, 2025 1,338 $417,416 12.2%
OEF March 31, 2026 1,168 $400,589 No longer tracked
SNPS Dec. 31, 2025 800 $394,712 -15.2%
BLK June 30, 2025 411 $389,003 10.3%
SCHD June 30, 2025 13,566 $379,305 No longer tracked
TOST Sept. 30, 2025 8,203 $363,311 -2.4%
SPG June 30, 2025 2,114 $351,093 36.7%
GLD June 30, 2025 1,204 $346,921 No longer tracked
TLT March 31, 2025 3,939 $343,993
AMT June 30, 2025 1,577 $343,155 -20.1%
FXI March 31, 2026 8,853 $338,981 No longer tracked
GLDM March 31, 2026 3,822 $326,284 No longer tracked
ADBE June 30, 2025 827 $317,179 -29.4%
UBER Dec. 31, 2025 3,226 $316,051 -4.3%
NOC Sept. 30, 2025 623 $311,734 -8.2%
ASML June 30, 2025 468 $310,111 118.9%
XLU Sept. 30, 2025 3,611 $294,897 No longer tracked
KTOS June 30, 2026 4,168 $293,886 16.7%
PAUG Sept. 30, 2025 7,246 $293,173 No longer tracked
DGRO Sept. 30, 2025 4,528 $289,520 No longer tracked
BMY June 30, 2025 4,616 $281,515 42.7%
JPST Dec. 31, 2025 5,533 $280,691 No longer tracked
EMB March 31, 2026 2,906 $279,790
PH Sept. 30, 2025 393 $274,499 33.5%
VOE June 30, 2025 1,706 $273,881 No longer tracked
VRTX Sept. 30, 2025 607 $270,236 39.6%
AEM March 31, 2026 1,587 $269,044 6.8%
SNSR Sept. 30, 2025 6,907 $260,808
QQQ Dec. 31, 2025 415 $249,154
CRWD March 31, 2025 688 $235,406 -46.9%
IEFA Dec. 31, 2025 2,686 $234,515 No longer tracked
DIS March 31, 2026 2,061 $234,480 11.2%
SHY Sept. 30, 2025 2,803 $232,257
EMB June 30, 2025 2,551 $231,095
TGT March 31, 2025 1,694 $228,995 55.6%
CMCSA Sept. 30, 2025 6,385 $227,881 -15.8%
IEUR June 30, 2026 3,220 $226,269 No longer tracked
IWS June 30, 2025 1,778 $223,975 No longer tracked
CRM March 31, 2026 845 $223,849 10.1%
GLDM June 30, 2025 3,514 $217,481 No longer tracked
FSK June 30, 2026 21,362 $217,470 13.3%
GE March 31, 2026 703 $216,414 22.8%
AVB Dec. 31, 2025 1,120 $216,338 No longer tracked
PANW March 31, 2025 1,169 $212,711 101.6%
LOW June 30, 2025 911 $212,473 -1.9%
EOG Dec. 31, 2025 1,893 $212,243 45.5%
PFG June 30, 2025 2,477 $208,984 41.2%
XLB June 30, 2025 2,408 $207,048 No longer tracked
PFXF June 30, 2025 12,240 $205,135 No longer tracked
IGSB March 31, 2025 3,966 $205,042
SCHO Dec. 31, 2025 8,340 $203,499 No longer tracked
TRGP June 30, 2025 1,000 $200,470 75.9%
WM Dec. 31, 2025 907 $200,293 1.9%
VTV Sept. 30, 2025 1,133 $200,178 No longer tracked
BPRE March 31, 2026 10,234 $153,510 -26.9%
EOSE June 30, 2026 10,150 $50,344 -39.2%
PLUG June 30, 2026 12,500 $28,250 -16.3%
GWH June 30, 2026 15,606 $18,259 -54.7%