RESOLUTE WEALTH ADVISOR, INC.

CIK 2005292 · Visualizza su SEC EDGAR ↗

Valore del portafoglio
$169.0M
#7.003 di 9.443 per valore 13F · top 74.2%
Posizioni
78
Aggiornato al
31 Marzo 2026 Dati aggiornati al Q1 2026

Valore portafoglio QoQ: +0.0% Il 13F non rivela la liquidità

Peso dei primi 10 titoli
54,17%
Peso dei primi 25 titoli
83,31%
Posizioni superiori all'1%
26
Numero effettivo di posizioni
25,7

Basato solo su partecipazioni azionarie long 13F (liquidità, obbligazioni, short non divulgati)

Rotazione Q1 2026: 0,0% Acquisti stimati $5.941 · vendite $0

Nuove posizioni
0
Aumentato
1
Diminuito
0
Chiuso
0
Su questa pagina

Suddivisione settoriale

Technology
1,5%
Retail
1,4%
Communication Services
0,6%
Altro/Non mappato
96,5%

Portafoglio completo 78 posizioni

Tipo Sequenza Tendenza 8 trim.
IVV $14.311.832 8,47% 21.910 $0
IUSB iShares Core Universal USD Bond ETF $11.414.128 6,75% 247.113 $0
IVE $10.863.671 6,43% 51.450 $0
IVW $10.046.827 5,94% 88.824 $0
APUE $9.766.094 5,78% 243.665 $0
DYNF $9.638.495 5,70% 165.667 $0
IEMG $8.505.734 5,03% 121.946 $0
EFV $7.581.842 4,49% 101.975 $0
EFG $4.717.856 2,79% 42.362 $0
BAI $4.698.967 2,78% 142.609 $0
QUAL $4.643.721 2,75% 24.210 $0
TLH $4.569.667 2,70% 45.370 $0
MTUM $4.304.701 2,55% 17.937 $0
APIE $4.187.101 2,48% 118.783 $0
THRO $4.105.139 2,43% 113.339 $0
APCB $3.941.147 2,33% 133.825 $0
QEFA $3.234.231 1,91% 34.676 $0
MBB iShares MBS ETF $3.222.096 1,91% 33.935 $0
IDEF iShares Defense Industrials Active ETF $3.012.400 1,78% 92.066 $0
BLCR iShares Large Cap Core Active ETF $2.992.043 1,77% 72.870 $0
GOVT $2.780.954 1,65% 121.386 $0
IAGG $2.400.569 1,42% 47.973 $0
VFMF $2.199.739 1,30% 14.185 $0
BINC $1.871.350 1,11% 36.036 $0
SPAB $1.788.866 1,06% 69.823 $0
HD Home Depot, Inc. (The) Common Stock $1.757.918 1,04% 5.345 $0
BDYN iShares Dynamic Equity Active ETF $1.407.142 0,83% 57.883 $0
BNDX Vanguard Total International Bond ETF $1.241.343 0,73% 25.834 $0
IAU $1.225.777 0,73% 13.904 $0
MUB $1.216.373 0,72% 11.459 $0
DFAC $1.034.431 0,61% 26.619 $0
IWF $1.024.640 0,61% 2.403 $0
AVEM $970.909 0,57% 12.049 $0
IWB $937.397 0,55% 2.629 $0
XLK XLK $901.461 0,53% 6.783 $0
SCHG $900.671 0,53% 30.919 $0
AAPL Apple Inc. - Common Stock $711.374 0,42% 2.803 $0
URTH $706.939 0,42% 3.927 $5.941
NVDA NVIDIA Corporation - Common Stock $706.531 0,42% 4.051 $0
DFAS $692.878 0,41% 9.741 $0
IEFA $681.510 0,40% 7.528 $0
XLF XLF $630.209 0,37% 12.765 $0
AMZN Amazon.com, Inc. - Common Stock $548.792 0,32% 2.635 $0
VCSH Vanguard Short-Term Corporate Bond ETF $531.712 0,31% 6.708 $0
VTV $512.671 0,30% 2.613 $0
OEF $490.482 0,29% 1.542 $0
MSFT Microsoft Corporation - Common Stock $477.845 0,28% 1.291 $0
GOOGL Alphabet Inc. - Class A Common Stock $468.148 0,28% 1.628 $0
SPY SPY $444.384 0,26% 683 $0
BDEC $410.647 0,24% 8.555 $0
IEUR $379.318 0,22% 5.398 $0
DEEF $363.166 0,21% 9.608 $0
XLI XLI $361.791 0,21% 2.237 $0
GOOG Alphabet Inc. - Class C Capital Stock $331.595 0,20% 1.156 $0
BDVL iShares Disciplined Volatility Equity Active ETF $330.163 0,20% 13.394 $0
MU Micron Technology, Inc. - Common Stock $318.044 0,19% 941 $0
IYW $317.123 0,19% 1.748 $0
APMU $311.554 0,18% 12.517 $0
QUS $309.639 0,18% 1.804 $0
LMUB $306.071 0,18% 6.130 $0
META Meta Platforms, Inc. - Class A Common Stock $298.080 0,18% 521 $0
XLV XLV $291.168 0,17% 1.986 $0
NJAN $269.946 0,16% 5.058 $0
DUHP $267.910 0,16% 7.288 $0
TFI $254.947 0,15% 5.623 $0
PLTR Palantir Technologies Inc. - Class A Common Stock $254.235 0,15% 1.738 $0
PAPR $246.641 0,15% 6.197 $0
ITA ITA $241.719 0,14% 1.105 $0
IWD $237.602 0,14% 1.112 $0
EMGF $236.040 0,14% 3.906 $0
SUSC iShares ESG Aware USD Corporate Bond ETF $230.822 0,14% 9.976 $0
XLC XLC $229.148 0,14% 2.067 $0
AVUS $226.919 0,13% 2.041 $0
EAGG $226.909 0,13% 4.772 $0
XLY XLY $220.903 0,13% 2.027 $0
IGM $219.244 0,13% 1.850 $0
BND Vanguard Total Bond Market ETF $202.437 0,12% 2.749 $0
NRO $87.450 0,05% 30.792 $0

Principali variazioni (QoQ)

Titolo Movimento Azioni Δ Valore Δ
URTH Acquistato di più +33 +$6K
GOOG +0 +$0
AMZN +0 +$0
AVEM +0 +$0
AVUS +0 +$0
AAPL +0 +$0
BDVL +0 +$0
BDYN +0 +$0
BAI +0 +$0
IDEF +0 +$0