Resurgent Financial Advisors LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1912339
Institutional-grade research for retail investors

13F Reported Value

$276.9M

incl. option notional

Equity Holdings

$274.4M

Option Notional

$2.5M

$2.4M puts / $104,640 calls

Holdings

260

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Resurgent Financial Advisors LLC disclosed 260 positions worth $276.9M in its Form 13F-HR for Q1 2026$274.4M in common stock plus $2.5M of put/call option positions (reported at underlying notional value, not premium at risk), led by $GOOG (Alphabet Inc.) at 4.6% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 41 new positions and exited 9 — including a new stake in $MCK. The portfolio is most concentrated in Other (29.7% of disclosed assets). All figures are sourced directly from Resurgent Financial Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1912339.

Sector Allocation

OtherTechnologyFinancialsHealthcareConsumer DiscretionaryEnergy

AUM History

Top Equity Holdings by Value

Option Positions

13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.

$QQQPUT$1M notional
$SPYPUT$715K notional
ISHARES TRPUT$373K notional
$NVDACALL$105K notional

Quarterly Activity — Q1 2026

Click any card to unlock

Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of Resurgent Financial Advisors LLC's 260 positions.

Showing top 10 of 260 holdings.

Sector Allocation

Other

$81.5M

Technology

$71.0M

Financials

$45.8M

Healthcare

$19.4M

Consumer Discretionary

$14.9M

Energy

$13.3M

Industrials

$11.4M

Consumer Staples

$6.6M

Full Holdings — Resurgent Financial Advisors LLC (Q1 2026)

All 260 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1GOOG$GOOGAlphabet Inc.$12.7M4.6%+159%80.2
2NVDA$NVDANVIDIA CORP$12.2M4.4%+128%90.2
3MSFT$MSFTMICROSOFT CORP$12.2M4.4%+62%83.7
4AAPL$AAPLApple Inc.$11.2M4.1%+32%76.1
5BRK.B$BRK.BBERKSHIRE HATHAWAY INC$7.2M2.6%+31%64.5
6SPY$SPYSPDR S&P 500 ETF TRUST$5.1M1.9%+49%
7JNJ$JNJJOHNSON & JOHNSON$4.8M1.8%+61%72.8
8VANGUARD SPECIALIZED FUNDS$4.8M1.8%+4%
9JPM$JPMJPMORGAN CHASE & CO$4.8M1.7%-4%35.6
10V$VVISA INC.$4.5M1.6%+312%83.5
11LLY$LLYELI LILLY & Co$4.4M1.6%+392%89.3
12AVGO$AVGOBroadcom Inc.$3.9M1.4%+151%86.4
13XOM$XOMEXXON MOBIL CORP$3.9M1.4%+9%61.8
14TPL$TPLTexas Pacific Land Corp$3.8M1.4%-0%79.1
15AMZN$AMZNAMAZON COM INC$3.6M1.3%+6%74.6
16WMT$WMTWalmart Inc.$3.5M1.3%+3%63.2
17ISHARES TR$3.4M1.3%-6%
18MCK$MCKMCKESSON CORP$3.4M1.2%NEW63.7
19ETN$ETNEaton Corp plc$3.3M1.2%+69%
20META$METAMeta Platforms, Inc.$3.2M1.2%+174%80.9
21MA$MAMastercard Inc$3.1M1.1%+293%81.7
22COP$COPCONOCOPHILLIPS$2.8M1.0%-5%74.8
23SYK$SYKSTRYKER CORP$2.8M1.0%NEW69.8
24CVX$CVXCHEVRON CORP$2.7M1.0%+10%54.7
25FXE$FXEInvesco CurrencyShares Euro Trust$2.5M0.9%+2%
26ISHARES TR$2.5M0.9%+7%
27GWW$GWWW.W. GRAINGER, INC.$2.4M0.9%NEW69.5
28INTU$INTUINTUIT INC.$2.4M0.9%NEW82
29PWR$PWRQUANTA SERVICES, INC.$2.0M0.7%-4%62.6
30IVZ$IVZInvesco Ltd.$2.0M0.7%+0%
31SPDR SERIES TRUST$1.9M0.7%+71%
32J P MORGAN EXCHANGE TRADED F$1.9M0.7%-1%
33WT$WTWisdomTree, Inc.$1.8M0.7%-1%62.9
34RTX$RTXRTX Corp$1.8M0.7%NEW70
35WT$WTWisdomTree, Inc.$1.8M0.6%+0%62.9
36ISHARES TR$1.7M0.6%+539%
37ISHARES TR$1.7M0.6%+3%
38SPGI$SPGIS&P Global Inc.$1.6M0.6%NEW79.4
39GLOBAL X FDS$1.6M0.6%+30%
40NEE$NEENEXTERA ENERGY INC$1.5M0.6%+7%71.7
41ISHARES TR$1.5M0.6%-1%
42MPC$MPCMarathon Petroleum Corp$1.5M0.6%-1%50.7
43ISHARES TR$1.5M0.6%-13%
44BLACKROCK ETF TRUST$1.5M0.5%-14%
45WT$WTWisdomTree, Inc.$1.4M0.5%-3%62.9
46PFE$PFEPFIZER INC$1.4M0.5%+35%69
47ISHARES TR$1.4M0.5%-7%
48MO$MOALTRIA GROUP, INC.$1.4M0.5%+5%72.1
49COST$COSTCOSTCO WHOLESALE CORP /NEW$1.4M0.5%+19%67
50HD$HDHOME DEPOT, INC.$1.4M0.5%-9%69.2
51QQQ$QQQPUTINVESCO QQQ TRUST, SERIES 1$1.3MNEW
52ADP$ADPAUTOMATIC DATA PROCESSING INC$1.3M0.5%NEW77.9
53ISHARES TR$1.3M0.5%-4%
54AMGN$AMGNAMGEN INC$1.3M0.5%+32%79.5
55SPDR INDEX SHS FDS$1.2M0.4%+34%
56NOW$NOWServiceNow, Inc.$1.2M0.4%NEW76
57VANGUARD WHITEHALL FDS$1.2M0.4%+5%
58SGOL$SGOLabrdn Gold ETF Trust$1.1M0.4%-1%
59TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$1.1M0.4%+20%
60VANGUARD INDEX FDS$1.1M0.4%-1%
61PIMCO ETF TR$1.1M0.4%+1%
62SELECT SECTOR SPDR TR$1.1M0.4%+37%
63APH$APHAMPHENOL CORP /DE/$1.0M0.4%NEW80.5
64CSCO$CSCOCISCO SYSTEMS, INC.$1.0M0.4%+35%72.3
65PACER FDS TR$1.0M0.4%+283%
66VZ$VZVERIZON COMMUNICATIONS INC$983,6610.4%+4%71.6
67O$OREALTY INCOME CORP$915,3750.3%+4%74.6
68VANGUARD INDEX FDS$915,0710.3%-5%
69TSLA$TSLATesla, Inc.$903,7240.3%-14%50.1
70TJX$TJXTJX COMPANIES INC /DE/$898,3130.3%+0%70.7
71SPDR INDEX SHS FDS$895,0140.3%-3%
72DHR$DHRDANAHER CORP /DE/$894,5330.3%-11%63.9
73CB$CBChubb Ltd$890,7670.3%+28%
74MS$MSMORGAN STANLEY$875,8420.3%-13%
75UBER$UBERUber Technologies, Inc$868,1950.3%NEW79.3
76CME$CMECME GROUP INC.$867,1480.3%+1%74.5
77SPDR SERIES TRUST$862,8210.3%+255%
78ABBV$ABBVAbbVie Inc.$858,2160.3%+43%59.3
79ISHARES TR$850,2770.3%-2%
80GLOBAL X FDS$830,5240.3%+3%
81ISHARES TR$817,4080.3%+1%
82NEOS ETF TRUST$816,5800.3%+3%
83ETFIS SER TR I$814,8200.3%+3%
84ISHARES TR$806,1180.3%+3%
85GLOBAL X FDS$772,2270.3%+4%
86SCHWAB STRATEGIC TR$761,5930.3%+5%
87PDI$PDIPIMCO Dynamic Income Fund$759,8380.3%+3%
88KMI$KMIKINDER MORGAN, INC.$758,8510.3%-5%74.6
89MKL$MKLMARKEL GROUP INC.$756,0580.3%+0%68.2
90ISHARES TR$751,4550.3%-30%
91PG$PGPROCTER & GAMBLE Co$737,0770.3%+3%72.9
92ISHARES TR$731,5630.3%+3%
93IBIT$IBITiShares Bitcoin Trust ETF$726,1380.3%-25%
94MSI$MSIMotorola Solutions, Inc.$719,5220.3%+0%73.8
95SPY$SPYPUTSPDR S&P 500 ETF TRUST$715,374NEW
96GLOBAL X FDS$703,9320.3%-9%
97J P MORGAN EXCHANGE TRADED F$697,8680.3%+1%
98ISHARES TR$693,0960.3%+1027%
99SCHWAB STRATEGIC TR$692,9660.3%+14%
100DE$DEDEERE & CO$692,2960.3%-0%57.4
101SCHWAB STRATEGIC TR$686,7230.3%-16%
102MRK$MRKMerck & Co., Inc.$655,9430.2%+47%70.9
103MDT$MDTMedtronic plc$652,9940.2%+62%
104FIRST TR EXCHANGE-TRADED FD$647,7450.2%+28%
105ISHARES TR$639,9380.2%+0%
106EXCHANGE TRADED CONCEPTS TRU$636,9150.2%+8%
107TXN$TXNTEXAS INSTRUMENTS INC$631,5370.2%+9%70.4
108BAC$BACBANK OF AMERICA CORP /DE/$628,8410.2%+0%68.4
109BLACKROCK ETF TRUST$611,8820.2%-1%
110BONDBLOXX ETF TRUST$609,7550.2%-0%
111FIRST TR EXCHANGE-TRADED FD$603,4470.2%-2%
112PEP$PEPPEPSICO INC$603,1460.2%+138%62.7
113VANGUARD INDEX FDS$600,6550.2%+3%
114T$TAT&T INC.$591,7440.2%+0%71.9
115BLACKROCK ETF TRUST II$586,1340.2%-8%
116ISHARES INC$584,6710.2%-49%
117ISHARES TR$583,1480.2%+17%
118VANECK ETF TRUST$583,1400.2%+0%
119WTRG$WTRGEssential Utilities, Inc.$580,4120.2%+0%70.9
120BLACKROCK ETF TRUST$578,1800.2%+6%
121VRTX$VRTXVERTEX PHARMACEUTICALS INC / MA$562,6400.2%+10%76.6
122ISHARES TR$558,3840.2%+2%
123GLOBAL X FDS$554,8900.2%-31%
124UNP$UNPUNION PACIFIC CORP$546,3800.2%+7%74
125SLV$SLViShares Silver Trust$545,6650.2%NEW
126CASY$CASYCASEYS GENERAL STORES INC$539,3440.2%+13%59.9
127BLACKROCK ETF TRUST$521,8750.2%-26%
128GLOBAL X FDS$521,0240.2%-8%
129VANGUARD WORLD FD$519,9280.2%-12%
130INTC$INTCINTEL CORP$516,1440.2%-1%41.5
131PIMCO ETF TR$514,9180.2%-2%
132ISHARES INC$512,5490.2%+9%
133GLW$GLWCORNING INC /NY$511,3830.2%-4%72.7
134SCHWAB STRATEGIC TR$509,4730.2%+1%
135ISHARES TR$507,9560.2%+8%
136RSG$RSGREPUBLIC SERVICES, INC.$506,5930.2%-0%72
137SPDR INDEX SHS FDS$504,2600.2%-9%
138ISHARES TR$500,4470.2%+172%
139BLACKROCK ETF TRUST$491,8170.2%-9%
140HOOD$HOODRobinhood Markets, Inc.$489,6050.2%-32%75.8
141BLACKROCK ETF TRUST$484,3280.2%+1%
142ISHARES TR$480,8640.2%-5%
143VANECK ETF TRUST$471,7840.2%+1%
144SHEL$SHELShell plc$465,0680.2%+1%
145PRINCIPAL EXCHANGE TRADED FD$459,9800.2%+1%
146ISHARES TR$459,1200.2%+1%
147WM$WMWASTE MANAGEMENT INC$458,8910.2%NEW70.7
148SO$SOSOUTHERN CO$455,8780.2%NEW65.1
149VANECK ETF TRUST$454,2720.2%-11%
150LMT$LMTLOCKHEED MARTIN CORP$450,7980.2%-5%65
151HON$HONHONEYWELL INTERNATIONAL INC$442,5290.2%+2%65.7
152ISRG$ISRGINTUITIVE SURGICAL INC$441,1670.2%+0%81.4
153AMD$AMDADVANCED MICRO DEVICES INC$435,3400.2%-0%78.8
154TEMA ETF TRUST$435,0830.2%+2%
155LIN$LINLINDE PLC$431,3110.2%+1%
156PBT$PBTPERMIAN BASIN ROYALTY TRUST$430,4000.2%+0%
157ISHARES TR$426,8510.2%-2%
158BLACKROCK ETF TRUST$426,5720.2%-52%
159TMO$TMOTHERMO FISHER SCIENTIFIC INC.$423,2070.1%+25%63.7
160APD$APDAir Products & Chemicals, Inc.$422,3720.1%-2%41.2
161AMERICAN CENTY ETF TR$417,3240.1%+21%
162SELECT SECTOR SPDR TR$416,6760.1%-28%
163DUK$DUKDuke Energy CORP$414,0400.1%-1%64
164TMUS$TMUST-Mobile US, Inc.$413,7590.1%-0%72.7
165GEV$GEVGE Vernova Inc.$412,4660.1%NEW70.1
166IVZ$IVZInvesco Ltd.$412,0040.1%+6%
167IVZ$IVZInvesco Ltd.$410,3700.1%+0%
168HIW$HIWHIGHWOODS PROPERTIES, INC.$410,0610.1%-1%59.5
169PANW$PANWPalo Alto Networks Inc$406,8920.1%+79%66.5
170VANGUARD WHITEHALL FDS$405,4980.1%+0%
171UTHR$UTHRUNITED THERAPEUTICS Corp$401,4470.1%NEW80.1
172PLTR$PLTRPalantir Technologies Inc.$399,3440.1%+78%85.8
173SCHWAB STRATEGIC TR$395,0590.1%-16%
174SYBT$SYBTStock Yards Bancorp, Inc.$394,6680.1%+0%
175IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$394,4220.1%-4%66.7
176MCD$MCDMCDONALDS CORP$386,0220.1%-2%73.9
177FIX$FIXCOMFORT SYSTEMS USA INC$384,7420.1%NEW79.5
178VANGUARD MALVERN FDS$381,8330.1%+2%
179CTAS$CTASCINTAS CORP$376,6750.1%+1%76.3
180ISHARES TR$372,930NEW
181GOOGL$GOOGLAlphabet Inc.$366,0330.1%-0%80.2
182ORCL$ORCLORACLE CORP$361,7430.1%+1%67.2
183MTB$MTBM&T BANK CORP$357,2120.1%-0%64.1
184VANGUARD INDEX FDS$354,9540.1%-0%
185PHYS$PHYSSprott Physical Gold Trust$354,4000.1%+39%
186ISHARES TR$348,2230.1%+13%
187ALB$ALBALBEMARLE CORP$346,9510.1%+0%50.2
188NATIXIS ETF TRUST II$344,8200.1%+74%
189SELECT SECTOR SPDR TR$343,0230.1%-5%
190SELECT SECTOR SPDR TR$337,9220.1%-83%
191CEF$CEFSprott Physical Gold & Silver Trust$337,8580.1%-2%
192TT$TTTrane Technologies plc$335,8920.1%-9%
193UTG$UTGREAVES UTILITY INCOME FUND$329,6770.1%NEW
194PBR$PBRPETROBRAS - PETROLEO BRASILEIRO SA$322,1650.1%+0%
195ISHARES TR$321,3970.1%+2%
196NFLX$NFLXNETFLIX INC$318,5450.1%+1%86.7
197ETF SER SOLUTIONS$317,3930.1%+3%
198ISHARES TR$310,8840.1%+24%
199J P MORGAN EXCHANGE TRADED F$310,6670.1%+3%
200SELECT SECTOR SPDR TR$307,8550.1%-83%
201WMB$WMBWILLIAMS COMPANIES, INC.$307,7870.1%+8%72.8
202OHI$OHIOMEGA HEALTHCARE INVESTORS INC$307,7040.1%NEW63.2
203SCHWAB STRATEGIC TR$299,6380.1%-0%
204COF$COFCAPITAL ONE FINANCIAL CORP$299,3680.1%-1%71
205SIMPLIFY EXCHANGE TRADED FUN$298,1510.1%-8%
206GLOBAL X FDS$296,2530.1%-48%
207KTOS$KTOSKRATOS DEFENSE & SECURITY SOLUTIONS, INC.$293,8860.1%-2%48
208VANGUARD STAR FDS$292,0930.1%NEW
209ISHARES TR$291,8690.1%+20%
210ED$EDCONSOLIDATED EDISON INC$291,3250.1%NEW71.6
211TEMA ETF TRUST$286,5960.1%+0%
212CRWD$CRWDCrowdStrike Holdings, Inc.$286,5610.1%+55%55
213LQDA$LQDALiquidia Corp$283,0500.1%+0%37.4
214WY$WYWEYERHAEUSER CO$278,1600.1%+13%52.9
215ARLP$ARLPALLIANCE RESOURCE PARTNERS LP$276,5000.1%+0%54.2
216ISHARES TR$274,0820.1%-8%
217ABT$ABTABBOTT LABORATORIES$263,8620.1%+29%67
218GLD$GLDSPDR GOLD TRUST$256,4530.1%NEW
219CVS$CVSCVS HEALTH Corp$254,8390.1%+3%51.3
220PM$PMPhilip Morris International Inc.$253,7970.1%+1%80.5
221TRGP$TRGPTarga Resources Corp.$250,7300.1%NEW70
222BMY$BMYBRISTOL MYERS SQUIBB CO$248,2710.1%-6%70.1
223LAND$LANDGLADSTONE LAND Corp$246,7600.1%NEW37.5
224BX$BXBlackstone Inc.$246,1940.1%NEW68
225BAC$BACBANK OF AMERICA CORP /DE/$244,4420.1%-59%68.4
226KO$KOCOCA COLA CO$239,8120.1%+8%74
227LOW$LOWLOWES COMPANIES INC$233,4450.1%NEW63.5
228IBKR$IBKRInteractive Brokers Group, Inc.$233,0080.1%NEW75.5
229VANGUARD WORLD FD$228,0300.1%-3%
230CPA$CPACopa Holdings, S.A.$227,2200.1%+0%
231ISHARES TR$226,3110.1%+0%
232ISHARES TR$226,2690.1%+9%
233ISHARES TR$222,1370.1%+2%
234MU$MUMICRON TECHNOLOGY INC$219,9340.1%-11%88.4
235TGT$TGTTARGET CORP$219,0080.1%NEW53.1
236PFG$PFGPRINCIPAL FINANCIAL GROUP INC$217,5260.1%+0%50.6
237FSK$FSKFS KKR Capital Corp$217,4700.1%NEW
238VANGUARD INDEX FDS$216,9620.1%-78%
239NEOS ETF TRUST$212,8480.1%+0%
240RBB FD INC$204,1110.1%+0%
241QQQ$QQQINVESCO QQQ TRUST, SERIES 1$203,3980.1%NEW
242VANECK ETF TRUST$202,9950.1%-75%
243VANGUARD WORLD FD$201,7700.1%+40%
244RXRX$RXRXRECURSION PHARMACEUTICALS, INC.$135,6940.1%+118%13.6
245EATON VANCE SHORT DURATION D$129,8730.1%NEW
246MMT$MMTABERDEEN MULTI-MARKET INCOME FUND$126,7870.1%NEW
247CAMBRIA ETF TR$122,8890.0%-40%
248NVDA$NVDACALLNVIDIA CORP$104,640NEW90.2
249ACP$ACPabrdn Income Credit Strategies Fund$102,1680.0%NEW
250TE$TET1 Energy Inc.$63,6550.0%+0%23.8
251IPWR$IPWRIdeal Power Inc.$56,7130.0%NEW
252EOSE$EOSEEos Energy Enterprises, Inc.$50,3440.0%NEW29.2
253DNN$DNNDENISON MINES CORP.$44,1250.0%+0%
254LAES$LAESSEALSQ Corp$41,2650.0%+30%
255SLDP$SLDPSolid Power, Inc.$33,1500.0%NEW14.5
256BZAI$BZAIBlaize Holdings, Inc.$30,9400.0%+29%5.2
257PLUG$PLUGPLUG POWER INC$28,2500.0%NEW18.8
258SIDU$SIDUSidus Space Inc.$27,8400.0%-1%
259GWH$GWHESS Tech, Inc.$18,2590.0%NEW
260ARBE$ARBEArbe Robotics Ltd.$16,5310.0%+0%

New Positions (41)

MCK$MCK MCKESSON CORP$3.4M
SYK$SYK STRYKER CORP$2.8M
GWW$GWW W.W. GRAINGER, INC.$2.4M
INTU$INTU INTUIT INC.$2.4M
RTX$RTX RTX Corp$1.8M
SPGI$SPGI S&P Global Inc.$1.6M
QQQ$QQQPUT INVESCO QQQ TRUST, SERIES 1$1.3M
ADP$ADP AUTOMATIC DATA PROCESSING INC$1.3M
NOW$NOW ServiceNow, Inc.$1.2M
APH$APH AMPHENOL CORP /DE/$1.0M
UBER$UBER Uber Technologies, Inc$868,195
SPY$SPYPUT SPDR S&P 500 ETF TRUST$715,374
SLV$SLV iShares Silver Trust$545,665
WM$WM WASTE MANAGEMENT INC$458,891
SO$SO SOUTHERN CO$455,878

Exited Positions (9)

FIRST TR EXCHANGE TRADED FD
MCO$MCO MOODYS CORP /DE/
KKR$KKR KKR & Co. Inc.
GLDM$GLDM World Gold Trust
AEM$AEM AGNICO EAGLE MINES LTD
DIS$DIS Walt Disney Co
CRM$CRM Salesforce, Inc.
GE$GE GENERAL ELECTRIC CO
BPRE$BPRE Bluerock Private Real Estate Fund

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