Resurgent Financial Advisors LLC
Sector Allocation
- Technology30.3%$108.2M
- Other26.2%$93.8M
- Financials15.3%$54.8M
- Healthcare7.2%$25.7M
- Consumer Discretionary5.0%$17.7M
- Industrials4.8%$17.0M
- Consumer Staples3.7%$13.1M
- Energy3.5%$12.5M
- Utilities1.4%$5.1M
- Materials1.2%$4.4M
AUM History
13fpro.ai/research/fund/resurgent-financial-advisors-llc-1912339
Conviction and streaks
Concentrating · top 10 = 30.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
GOOGL
$19.2MNVDA
$17.3MAAPL
$16.0MMSFT
$14.9MBRK.B
$9.4MV
$6.8MLLY
$6.7MAVGO
$6.5M- VANGUARD$5.7M
JNJ
$5.7MJPM
$5.5MAMZN
$4.9MMETA
$4.8MSPY
$4.6METN
$4.5MGWW
$4.3MMA
$3.8MMCK
$3.7M- ISHARES$3.6M
SYK
$3.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/resurgent-financial-advisors-llc-1912339
Resurgent Financial Advisors LLC 13F holdings — Q2 2026
$359.5M portfolio (+29.8% QoQ) · 316 holdings · Q2 2026 13F · top 10 are 30% of the stock portfolio
Includes $1.9M of put/call options ($1.7M puts, $176K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $357.7M. Weights use the stock portfolio.
$19.2M
5.4% of stocks
+22%This quarter-8.5%Since filed10+ qtrsHeld$17.3M
4.8% of stocks
+24%This quarter-4.1%Since filed10+ qtrsHeld$16.0M
4.5% of stocks
+25%This quarter+12.4%Since filed10+ qtrsHeld$14.9M
4.2% of stocks
+22%This quarter+7.5%Since filed10+ qtrsHeld$9.4M
2.6% of stocks
+25%This quarter—Since filed10+ qtrsHeld$6.8M
1.9% of stocks
+32%This quarter+11.0%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$6.7M
1.9% of stocks
+18%This quarter+8.4%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$6.5M
1.8% of stocks
+35%This quarter-16.2%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row- 9
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$5.7M
1.6% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— $5.7M
1.6% of stocks
+14%This quarter+2.3%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
All holdings — Resurgent Financial Advisors LLC (Q2 2026)
316 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JPMORGAN CHASE & CO | Financials | $5.5M | 1.5% | 17K | +3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AMAZON COM INC | Consumer Discretionary | $4.9M | 1.4% | 21K | +19% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Meta Platforms, Inc. | Technology | $4.8M | 1.3% | 8,458 | +51% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | SPDR S&P 500 ETF TRUSTetf/fund | — | $4.6M | 1.3% | 6,137 | -22% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Eaton Corp plc | Industrials | $4.5M | 1.3% | 10K | +15% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | W.W. GRAINGER, INC. | Consumer Discretionary | $4.3M | 1.2% | 3,132 | +43% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Mastercard Inc | Financials | $3.8M | 1.1% | 7,377 | +18% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | MCKESSON CORP | Consumer Staples | $3.7M | 1.0% | 4,932 | +27% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES TR - RUS 1000 VAL ETFetf/fund | — | $3.6M | 1.0% | 15K | -7% | — | — | 13F |
| 20 | STRYKER CORP | Healthcare | $3.5M | 1.0% | 11K | +34% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Texas Pacific Land Corp | Financials | $3.5M | 1.0% | 7,954 | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $3.4M | 1.0% | 4,577 | +18% | — | — | 13F |
| 23 | EXXON MOBIL CORP | Energy | $3.4M | 0.9% | 25K | +9% | 10+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Walmart Inc. | Consumer Staples | $3.4M | 0.9% | 30K | +7% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $3.3M | 0.9% | 37K | +46% | — | — | 13F |
| 26 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $3.3M | 0.9% | 4,507 | New | |||
| 27 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.1M | 0.9% | 8,866 | +113% | |||
| 28 | $MU | MICRON TECHNOLOGY INC | Technology | $3.1M | 0.9% | 2,651 | +307% | |||
| 29 | — | ISHARES TR - CORE UNIVRSL USD | — | $2.6M | 0.7% | 56K | +54% | |||
| 30 | $PWR | QUANTA SERVICES, INC. | Industrials | $2.5M | 0.7% | 3,534 | -4% | |||
| 31 | $IVZ | Invesco Ltd. | Financials | $2.5M | 0.7% | 28K | +5% | |||
| 32 | $RTX | RTX Corp | Industrials | $2.4M | 0.7% | 13K | +36% | |||
| 33 | $CVX | CHEVRON CORP | Energy | $2.4M | 0.7% | 14K | +11% | |||
| 34 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $2.2M | 0.6% | 35K | +3% | |||
| 35 | $FXE | Invesco CurrencyShares Euro Trust | Financials | $2.1M | 0.6% | 20K | -15% | |||
| 36 | $COP | CONOCOPHILLIPS | Energy | $2.1M | 0.6% | 20K | -5% | |||
| 37 | $APH | AMPHENOL CORP /DE/ | Technology | $2.0M | 0.6% | 11K | +37% | |||
| 38 | $SPGI | S&P Global Inc. | Financials | $1.9M | 0.5% | 4,656 | +21% | |||
| 39 | $WT | WisdomTree, Inc. | Financials | $1.9M | 0.5% | 20K | -0.7% | |||
| 40 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.9M | 0.5% | 14K | +1% | |||
| 41 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.8M | 0.5% | 16K | +16% | |||
| 42 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $1.8M | 0.5% | 26K | +2% | |||
| 43 | $NEE | NEXTERA ENERGY INC | Utilities | $1.8M | 0.5% | 20K | +20% | |||
| 44 | $ASML | ASML HOLDING NV | Technology | $1.7M | 0.5% | 874 | New | |||
| 45 | — | GLOBAL X FDS - GLB X MLP ENRG I | — | $1.7M | 0.5% | 24K | +7% | |||
| 46 | $AMGN | AMGEN INC | Healthcare | $1.7M | 0.5% | 4,679 | +31% | |||
| 47 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.7M | 0.5% | 3,485 | +3% | |||
| 48 | $INTC | INTEL CORP | Technology | $1.6M | 0.5% | 12K | +0.6% | |||
| 49 | $DE | DEERE & CO | Industrials | $1.6M | 0.5% | 2,587 | +110% | |||
| 50 | $MPC | Marathon Petroleum Corp | Energy | $1.6M | 0.5% | 6,292 | +2% | |||
| 51 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.6M | 0.5% | 11K | -6% | |||
| 52 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.5M | 0.4% | 2,665 | +25% | |||
| 53 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.5M | 0.4% | 21K | -0.1% | |||
| 54 | $ABBV | AbbVie Inc. | Healthcare | $1.5M | 0.4% | 5,944 | +51% | |||
| 55 | $GLW | CORNING INC /NY | Materials | $1.5M | 0.4% | 5,850 | +56% | |||
| 56 | $WT | WisdomTree, Inc. | Financials | $1.5M | 0.4% | 26K | -6% | |||
| 57 | $WT | WisdomTree, Inc. | Financials | $1.4M | 0.4% | 28K | -22% | |||
| 58 | — | ISHARES TR - S&P 500 VAL ETF | — | $1.4M | 0.4% | 6,067 | -14% | |||
| 59 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.4% | 8,467 | +130% | |||
| 60 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.4M | 0.4% | 1,457 | +6% | |||
| 61 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $1.4M | 0.4% | 8,573 | +27% | |||
| 62 | $NOW | ServiceNow, Inc. | Technology | $1.3M | 0.4% | 13K | +16% | |||
| 63 | $PFE | PFIZER INC | Healthcare | $1.3M | 0.3% | 53K | +3% | |||
| 64 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $1.2M | 0.3% | 13K | +0.6% | |||
| 65 | — | ISHARES TR - 0-5YR HI YL CP | — | $1.2M | 0.3% | 29K | -4% | |||
| 66 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $1.2M | 0.3% | 4,901 | -6% | |||
| 67 | $MS | MORGAN STANLEY | Financials | $1.1M | 0.3% | 5,465 | +3% | |||
| 68 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $1.1M | 0.3% | 39K | +43% | |||
| 69 | — | PIMCO ETF TR - MULTISECTOR BD | — | $1.1M | 0.3% | 43K | +4% | |||
| 70 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.1M | 0.3% | 1,463 | +99% | |||
| 71 | $CB | Chubb Ltd | Financials | $1.1M | 0.3% | 3,220 | +18% | |||
| 72 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.1M | 0.3% | 3,543 | +7% | |||
| 73 | — | SPDR INDEX SHS FDS - ST STR NAT ETF | — | $1.1M | 0.3% | 16K | +0.2% | |||
| 74 | $SO | SOUTHERN CO | Utilities | $1.1M | 0.3% | 11K | +133% | |||
| 75 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.0M | 0.3% | 2,827 | -0.9% | |||
| 76 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.0M | 0.3% | 2,462 | +1% | |||
| 77 | $GEV | GE Vernova Inc. | Industrials | $1.0M | 0.3% | 868 | +84% | |||
| 78 | $UBER | Uber Technologies, Inc | Technology | $1.0M | 0.3% | 14K | +16% | |||
| 79 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $985K | 0.3% | 35K | New | |||
| 80 | $SGOL | abrdn Gold ETF Trust | Financials | $980K | 0.3% | 26K | -0.4% | |||
| 81 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $977K | 0.3% | 18K | +7% | |||
| 82 | $PLTR | Palantir Technologies Inc. | Technology | $970K | 0.3% | 8,310 | +204% | |||
| 83 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $965K | 0.3% | 11K | +675% | |||
| 84 | $QQQ PUT | INVESCO QQQ TRUST, SERIES 1 | — | $957K | — | 1,300 | -43% | |||
| 85 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $953K | 0.3% | 19K | -3% | |||
| 86 | $O | REALTY INCOME CORP | Real Estate | $949K | 0.3% | 15K | +2% | |||
| 87 | $MRK | Merck & Co., Inc. | Healthcare | $942K | 0.3% | 7,331 | +34% | |||
| 88 | $PANW | Palo Alto Networks Inc | Technology | $923K | 0.3% | 2,707 | +7% | |||
| 89 | — | NEOS ETF TRUST - NEOS S&P 500 HI | — | $917K | 0.3% | 17K | +4% | |||
| 90 | $TXN | TEXAS INSTRUMENTS INC | Technology | $902K | 0.3% | 3,026 | -7% | |||
| 91 | — | ISHARES TR - MBS ETF | — | $895K | 0.3% | 9,471 | +6% | |||
| 92 | — | GLOBAL X FDS - RUSSELL 2000 | — | $882K | 0.3% | 55K | +7% | |||
| 93 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $882K | 0.3% | 5,822 | +4% | |||
| 94 | $KO | COCA COLA CO | Consumer Staples | $878K | 0.3% | 11K | +242% | |||
| 95 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $876K | 0.2% | 21K | +6% | |||
| 96 | — | ETFIS SER TR I - VIRTUS REAVES UT | — | $875K | 0.2% | 11K | +5% | |||
| 97 | — | GLOBAL X FDS - SUPERDIVIDEND | — | $864K | 0.2% | 35K | +7% | |||
| 98 | — | ISHARES TR - PFD AND INCM SEC | — | $849K | 0.2% | 28K | +5% | |||
| 99 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $836K | 0.2% | 5,704 | +12% | |||
| 100 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $826K | 0.2% | 36K | +9% | |||
| 101 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $815K | 0.2% | 22K | +37% | |||
| 102 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $806K | 0.2% | 15K | -18% | |||
| 103 | $PDI | PIMCO Dynamic Income Fund | Other | $797K | 0.2% | 48K | +8% | |||
| 104 | $FCX | FREEPORT-MCMORAN INC | Materials | $793K | 0.2% | 13K | New | |||
| 105 | — | ISHARES INC - MSCI EMRG CHN | — | $786K | 0.2% | 7,683 | +18% | |||
| 106 | $KMI | KINDER MORGAN, INC. | Energy | $784K | 0.2% | 25K | +8% | |||
| 107 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $777K | 0.2% | 1,131 | +90% | |||
| 108 | $PEP | PEPSICO INC | Consumer Staples | $770K | 0.2% | 5,686 | +46% | |||
| 109 | — | ISHARES TR - MSCI ACWI EX US | — | $759K | 0.2% | 9,971 | +36% | |||
| 110 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $756K | 0.2% | 22K | -5% | |||
| 111 | — | GLOBAL X FDS - RBTCS ARTFL INTE | — | $752K | 0.2% | 20K | -6% | |||
| 112 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $744K | 0.2% | 1,135 | -8% | |||
| 113 | — | ISHARES TR - US TREAS BD ETF | — | $740K | 0.2% | 32K | +7% | |||
| 114 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $725K | 0.2% | 4,069 | New | |||
| 115 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | — | $725K | 0.2% | 16K | +4% | |||
| 116 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $709K | 0.2% | 2,316 | -0.8% | |||
| 117 | $MSI | Motorola Solutions, Inc. | Technology | $706K | 0.2% | 1,701 | +3% | |||
| 118 | $GE | GENERAL ELECTRIC CO | Industrials | $701K | 0.2% | 1,875 | New | |||
| 119 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $697K | 0.2% | 3,763 | +80% | |||
| 120 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $696K | 0.2% | 3,629 | -2% | |||
| 121 | $MCD | MCDONALDS CORP | Consumer Discretionary | $685K | 0.2% | 2,533 | +104% | |||
| 122 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $680K | 0.2% | 343 | +23% | |||
| 123 | — | EXCHANGE TRADED CONCEPTS TRU - RANG NUCL RE ETF | — | $678K | 0.2% | 9,943 | +3% | |||
| 124 | — | FIRST TR EXCHANGE-TRADED FD - UTILITIES ALPH | — | $673K | 0.2% | 14K | +4% | |||
| 125 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $644K | 0.2% | 514 | -3% | |||
| 126 | $BX | Blackstone Inc. | Financials | $639K | 0.2% | 5,427 | +153% | |||
| 127 | $UNP | UNION PACIFIC CORP | Industrials | $626K | 0.2% | 2,300 | +2% | |||
| 128 | $HOOD | Robinhood Markets, Inc. | Financials | $624K | 0.2% | 6,218 | -12% | |||
| 129 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $622K | 0.2% | 845 | +140% | |||
| 130 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $620K | 0.2% | 780 | +5% | |||
| 131 | $HIW | HIGHWOODS PROPERTIES, INC. | Real Estate | $611K | 0.2% | 20K | +6% | |||
| 132 | $CLS | CELESTICA INC | Technology | $608K | 0.2% | 1,668 | New | |||
| 133 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $607K | 0.2% | 3,992 | New | |||
| 134 | $LQDA | Liquidia Corp | Healthcare | $598K | 0.2% | 7,500 | — | |||
| 135 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $596K | 0.2% | 5,729 | -5% | |||
| 136 | — PUT | ISHARES TR - CORE S&P SCP ETF | — | $593K | — | 4,000 | +33% | |||
| 137 | $MDT | Medtronic plc | Healthcare | $589K | 0.2% | 7,529 | -0.1% | |||
| 138 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | — | $584K | 0.2% | 12K | +12% | |||
| 139 | $SLV | iShares Silver Trust | Financials | $582K | 0.2% | 11K | +36% | |||
| 140 | $RBC | RBC Bearings INC | Industrials | $578K | 0.2% | 897 | New | |||
| 141 | — | ISHARES TR - U.S. MED DVC ETF | — | $570K | 0.2% | 12K | +6% | |||
| 142 | $ORCL | ORACLE CORP | Technology | $562K | 0.2% | 3,837 | +56% | |||
| 143 | — | BLACKROCK ETF TRUST - DISC VOLA EQ ETF | — | $561K | 0.2% | 22K | +8% | |||
| 144 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $558K | 0.2% | 6,210 | New | |||
| 145 | — | ISHARES TR - RUS MID CAP ETF | — | $552K | 0.1% | 5,007 | +6% | |||
| 146 | $WTRG | Essential Utilities, Inc. | Utilities | $552K | 0.1% | 14K | — | |||
| 147 | — | ISHARES TR - 0-3 MTH TREASURY | — | $551K | 0.1% | 5,475 | -68% | |||
| 148 | — | ISHARES TR - ISHS 5-10YR INVT | — | $551K | 0.1% | 10K | -1% | |||
| 149 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $549K | 0.1% | 1,952 | +20% | |||
| 150 | — | BLACKROCK ETF TRUST - DYNAMIC EQTY ACT | — | $544K | 0.1% | 20K | -2% |
What changed in Q2 2026
Against the previous quarter's 13F: 75 new, 158 added to, 68 trimmed, 19 sold out. Share-count changes; largest moves by dollar size first.
New positions (75)
$AMATAPPLIED MATERIALS INC /DE$3.3M
first bought this quarter
$ASMLASML HOLDING NV$1.7M
first bought this quarter
- BLACKROCK ETF TRUST - ISHA SYST AL ETF$985K
first bought this quarter
$FCXFREEPORT-MCMORAN INC$793K
first bought this quarter
$BKNGBooking Holdings Inc.$725K
first bought this quarter
$GEGENERAL ELECTRIC CO$701K
first bought this quarter
+69 more in the Excel export
Added to (158)
now $19.2M · held 10+ qtrs, 2 adds in a row
now $17.3M · held 10+ qtrs, 2 adds in a row
now $16.0M · held 10+ qtrs, 2 adds in a row
now $14.9M · held 10+ qtrs, 2 adds in a row
$MUMICRON TECHNOLOGY INC+307%
now $3.1M · held 3 qtrs
now $9.4M · held 10+ qtrs, 2 adds in a row
+152 more in the Excel export
Trimmed (68)
now $4.6M · held 10+ qtrs
- ISHARES TR - 0-3 MTH TREASURY-68%
now $551K
$QQQPUTINVESCO QQQ TRUST, SERIES 1-43%
now $957K
- PACER FDS TR - US CASH COWS 100-60%
now $399K
$FXEInvesco CurrencyShares Euro Trust-15%
now $2.1M · held 4 qtrs
- BLACKROCK ETF TRUST II - ISHA FLEX IN ETF-55%
now $268K
+62 more in the Excel export
Holdings by quarter
Every 13F Resurgent Financial Advisors LLC has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow Resurgent Financial Advisors?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Resurgent Financial Advisors's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.7%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 27% over the last 4
Top 10 weight
30%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
79%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Resurgent Financial Advisors LLC disclosed 316 positions worth $359.5M in its Form 13F-HR for Q2 2026 — $357.7M in common stock plus $1.9M of put/call option positions (reported at underlying notional value, not premium at risk), led by $GOOGL (Alphabet Inc.) at 5.4% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 75 new positions and exited 19 — including a new stake in $AMAT and a full exit from $INTU. The portfolio is most concentrated in Technology (30.3% of disclosed assets). All figures are sourced directly from Resurgent Financial Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1912339.
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