Resolute Wealth Strategies, LLC
13F Reported Value
ⓘ$231.8M
Holdings
114
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Resolute Wealth Strategies, LLC disclosed 114 positions worth $231.8M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 14.1% of the equity portfolio. During the quarter the fund opened 14 new positions and exited 9. The portfolio is most concentrated in Other (36.2% of disclosed assets). All figures are sourced directly from Resolute Wealth Strategies, LLC’s Form 13F-HR filing with the SEC under CIK 1973981.
AI Fund Analysis
Stable
$AAPL
$NVDA
$AMZN
$MSFT
$LLY
$MUR
$ABBV
$UNPSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$32.7M128,935 sh JPMORGAN ACTIVE GROWTH ETF
—Quality
$13.6M160,789 shFIDELITY TOTAL BOND ETF
—Quality
$11.5M251,544 sh- 90.2
Quality
$9.5M54,466 sh - 74.6
Quality
$9.4M45,155 sh PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
—Quality
$9.3M92,043 sh- 67.8
Quality
$9.0M12,772 sh JPMORGAN ACTIVE VALUE ETF
—Quality
$8.0M112,106 sh- 83.7
Quality
$7.6M20,498 sh - —
Quality
$7.0M16,304 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $32.7M | 128,935 |
| JPMORGAN ACTIVE GROWTH ETF | — | $13.6M | 160,789 |
| FIDELITY TOTAL BOND ETF | — | $11.5M | 251,544 |
| NVIDIA CORP$NVDA | 90.2 | $9.5M | 54,466 |
| AMAZON COM INC$AMZN | 74.6 | $9.4M | 45,155 |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | — | $9.3M | 92,043 |
 CATERPILLAR INC$CAT | 67.8 | $9.0M | 12,772 |
| JPMORGAN ACTIVE VALUE ETF | — | $8.0M | 112,106 |
| MICROSOFT CORP$MSFT | 83.7 | $7.6M | 20,498 |
 SPDR GOLD TRUST$GLD | — | $7.0M | 16,304 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Resolute Wealth Strategies, LLC's 114 positions.
Showing top 10 of 114 holdings.
Sector Allocation
Other
$83.9M
Technology
$69.9M
Financials
$27.7M
Consumer Discretionary
$14.3M
Industrials
$12.0M
Healthcare
$9.5M
Energy
$6.2M
Communication Services
$4.2M
Full Holdings — Resolute Wealth Strategies, LLC (Q1 2026)
All 114 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $32.7M | 14.1% | +2% | 76.1 |
| 2 | — | JPMORGAN ACTIVE GROWTH ETF | $13.6M | 5.9% | +6% | — |
| 3 | — | FIDELITY TOTAL BOND ETF | $11.5M | 5.0% | +1% | — |
| 4 | $NVDA | NVIDIA CORP | $9.5M | 4.1% | +3% | 90.2 |
| 5 | $AMZN | AMAZON COM INC | $9.4M | 4.1% | -1% | 74.6 |
| 6 | — | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $9.3M | 4.0% | +11% | — |
| 7 | $CAT | CATERPILLAR INC | $9.0M | 3.9% | -0% | 67.8 |
| 8 | — | JPMORGAN ACTIVE VALUE ETF | $8.0M | 3.5% | +5% | — |
| 9 | $MSFT | MICROSOFT CORP | $7.6M | 3.3% | +87% | 83.7 |
| 10 | $GLD | SPDR GOLD TRUST | $7.0M | 3.0% | -2% | — |
| 11 |  $GOOGL | Alphabet Inc. | $6.7M | 2.9% | +1% | 80.2 |
| 12 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.3M | 2.3% | -1% | 64.5 |
| 13 | — | ISHARES S&P 500 GROWTH ETF | $5.1M | 2.2% | -1% | — |
| 14 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $5.1M | 2.2% | NEW | — |
| 15 | — | ISHARES S&P 500 VALUE ETF | $4.8M | 2.1% | -2% | — |
| 16 |  $SPY | SPDR S&P 500 ETF TRUST | $4.6M | 2.0% | +2% | — |
| 17 |  $JPM | JPMORGAN CHASE & CO | $4.3M | 1.9% | +7% | 35.6 |
| 18 |  $T | AT&T INC. | $3.9M | 1.7% | +1% | 71.9 |
| 19 |  $SHOP | SHOPIFY INC. | $3.7M | 1.6% | +2% | — |
| 20 |  $AMGN | AMGEN INC | $3.4M | 1.5% | +0% | 79.5 |
| 21 |  $GOOG | Alphabet Inc. | $3.4M | 1.5% | +2% | 80.2 |
| 22 |  $XOM | EXXON MOBIL CORP | $3.3M | 1.4% | -0% | 61.8 |
| 23 |  $BX | Blackstone Inc. | $3.1M | 1.4% | +0% | 68 |
| 24 |  $RNST | RENASANT CORP | $2.6M | 1.1% | +1% | — |
| 25 |  $WMT | Walmart Inc. | $2.5M | 1.1% | +1% | 63.2 |
| 26 | — | ISHARES U.S. AEROSPACE & DEFENSE ETF | $2.4M | 1.1% | NEW | — |
| 27 | — | VANGUARD S&P 500 ETF | $2.0M | 0.9% | +2% | — |
| 28 | — | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $1.8M | 0.8% | +38% | — |
| 29 | $LLY | ELI LILLY & Co | $1.5M | 0.7% | +3% | 89.3 |
| 30 | — | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $1.5M | 0.6% | +64% | — |
| 31 | — | FIRST TRUST DOW JONES INTERNET INDEX FUND | $1.5M | 0.6% | -10% | — |
| 32 |  $RDDT | Reddit, Inc. | $1.5M | 0.6% | -0% | 79.3 |
| 33 |  $PLTR | Palantir Technologies Inc. | $1.5M | 0.6% | -4% | 85.8 |
| 34 | $MUR | MURPHY OIL CORP | $1.2M | 0.5% | +0% | 46.4 |
| 35 | — | VANGUARD RUSSELL 1000 GROWTH ETF | $1.1M | 0.5% | +17% | — |
| 36 | $ABBV | AbbVie Inc. | $1.1M | 0.5% | +1% | 59.3 |
| 37 |  $V | VISA INC. | $1.1M | 0.5% | +14% | 83.5 |
| 38 |  $AXP | AMERICAN EXPRESS CO | $1.1M | 0.5% | +14% | 73.2 |
| 39 |  $SLV | iShares Silver Trust | $1.1M | 0.5% | -41% | — |
| 40 | — | ISHARES SEMICONDUCTOR ETF | $998,755 | 0.4% | -0% | — |
| 41 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $872,036 | 0.4% | +11% | — |
| 42 |  $MRK | Merck & Co., Inc. | $850,921 | 0.4% | +0% | 70.9 |
| 43 |  $LDOS | Leidos Holdings, Inc. | $824,859 | 0.4% | +3% | 73.4 |
| 44 | — | JPMORGAN EQUITY PREMIUM INCOME ETF | $804,290 | 0.3% | +2% | — |
| 45 | — | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $774,822 | 0.3% | NEW | — |
| 46 |  $JNJ | JOHNSON & JOHNSON | $679,000 | 0.3% | +6% | 72.8 |
| 47 | $UNP | UNION PACIFIC CORP | $672,308 | 0.3% | +6% | 74 |
| 48 | — | ISHARES CORE S&P 500 ETF | $644,180 | 0.3% | -6% | — |
| 49 |  $META | Meta Platforms, Inc. | $625,169 | 0.3% | +5% | 80.9 |
| 50 |  $GFI | GOLD FIELDS LTD | $612,927 | 0.3% | -38% | — |
| 51 |  $MUSA | Murphy USA Inc. | $610,660 | 0.3% | +0% | 53.2 |
| 52 |  $AVGO | Broadcom Inc. | $599,642 | 0.3% | +31% | 86.4 |
| 53 |  $LOW | LOWES COMPANIES INC | $595,189 | 0.3% | +5% | 63.5 |
| 54 |  $KO | COCA COLA CO | $585,880 | 0.3% | +22% | 74 |
| 55 | — | VANGUARD RUSSELL 1000 VALUE ETF | $571,704 | 0.3% | +0% | — |
| 56 |  $TSLA | Tesla, Inc. | $559,076 | 0.2% | -3% | 50.1 |
| 57 |  $UNH | UNITEDHEALTH GROUP INC | $549,855 | 0.2% | -13% | 66.8 |
| 58 |  $AMD | ADVANCED MICRO DEVICES INC | $540,920 | 0.2% | -4% | 78.8 |
| 59 |  $HCA | HCA Healthcare, Inc. | $539,521 | 0.2% | -5% | 70.5 |
| 60 |  $RTX | RTX Corp | $536,646 | 0.2% | +11% | 70 |
| 61 | — | JPMORGAN ACTIVE BOND ETF | $522,806 | 0.2% | +26% | — |
| 62 |  $MPC | Marathon Petroleum Corp | $518,638 | 0.2% | +0% | 50.7 |
| 63 |  $HD | HOME DEPOT, INC. | $495,496 | 0.2% | +9% | 69.2 |
| 64 |  $PG | PROCTER & GAMBLE Co | $493,759 | 0.2% | -2% | 72.9 |
| 65 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $486,719 | 0.2% | +22% | 66.7 |
| 66 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $468,906 | 0.2% | -64% | — |
| 67 |  $BAC | BANK OF AMERICA CORP /DE/ | $465,481 | 0.2% | +1% | 68.4 |
| 68 |  $SO | SOUTHERN CO | $463,021 | 0.2% | +1% | 65.1 |
| 69 |  $AEM | AGNICO EAGLE MINES LTD | $454,017 | 0.2% | -37% | — |
| 70 | — | VANGUARD SMALL-CAP ETF | $451,026 | 0.2% | +17% | — |
| 71 |  $DNP | DNP SELECT INCOME FUND INC | $432,260 | 0.2% | +2% | — |
| 72 |  $WM | WASTE MANAGEMENT INC | $422,139 | 0.2% | +1% | 70.7 |
| 73 | — | VANGUARD GROWTH ETF | $418,820 | 0.2% | +4% | — |
| 74 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $415,731 | 0.2% | -1% | — |
| 75 | — | VANGUARD HEALTH CARE ETF | $409,508 | 0.2% | -18% | — |
| 76 |  $SHW | SHERWIN WILLIAMS CO | $405,921 | 0.2% | +4% | 65.3 |
| 77 |  $BKR | Baker Hughes Co | $402,728 | 0.2% | +3% | 63.4 |
| 78 |  $TRMK | TRUSTMARK CORP | $384,547 | 0.2% | +0% | — |
| 79 |  $EGP | EASTGROUP PROPERTIES INC | $372,703 | 0.2% | +1% | 72.4 |
| 80 | — | STATE STREET SPDR S&P DIVIDEND ETF | $371,079 | 0.2% | +0% | — |
| 81 |  $WBD | Warner Bros. Discovery, Inc. | $364,586 | 0.2% | +88% | 42.1 |
| 82 | — | JPMORGAN INCOME ETF | $362,973 | 0.2% | -5% | — |
| 83 | — | ISHARES U.S. TECHNOLOGY ETF | $354,102 | 0.1% | +0% | — |
| 84 |  $GEV | GE Vernova Inc. | $337,014 | 0.1% | NEW | 70.1 |
| 85 | — | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $323,910 | 0.1% | +0% | — |
| 86 |  $BXSL | Blackstone Secured Lending Fund | $321,758 | 0.1% | +3% | — |
| 87 | — | KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $321,113 | 0.1% | +58% | — |
| 88 |  $NEE | NEXTERA ENERGY INC | $317,735 | 0.1% | +32% | 71.7 |
| 89 |  $CSX | CSX CORP | $304,785 | 0.1% | +15% | 66.4 |
| 90 | — | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF | $303,623 | 0.1% | +0% | — |
| 91 |  $C | CITIGROUP INC | $295,419 | 0.1% | +0% | 54.8 |
| 92 | — | VANGUARD VALUE ETF | $294,695 | 0.1% | +0% | — |
| 93 |  $MCD | MCDONALDS CORP | $289,906 | 0.1% | +32% | 73.9 |
| 94 |  $MCO | MOODYS CORP /DE/ | $271,784 | 0.1% | +4% | 81.3 |
| 95 |  $UCB | UNITED COMMUNITY BANKS INC | $269,560 | 0.1% | +1% | 64.8 |
| 96 | — | VANGUARD DIVIDEND APPRECIATION ETF | $262,838 | 0.1% | +0% | — |
| 97 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $259,165 | 0.1% | +1% | 66.4 |
| 98 | — | DEFIANCE CONNECTIVE TECHNOLOGIES ETF | $254,675 | 0.1% | -13% | — |
| 99 |  $CCJ | CAMECO CORP | $235,500 | 0.1% | -4% | — |
| 100 |  $PSX | Phillips 66 | $234,466 | 0.1% | NEW | 47.6 |
| 101 |  $ANET | Arista Networks, Inc. | $231,563 | 0.1% | +12% | 86 |
| 102 | — | ISHARES CORE S&P SMALL CAP ETF | $230,267 | 0.1% | NEW | — |
| 103 | — | VANGUARD INFORMATION TECHNOLOGY ETF | $229,932 | 0.1% | +0% | — |
| 104 |  $WDC | WESTERN DIGITAL CORP | $229,105 | 0.1% | NEW | 76.8 |
| 105 | — | VANECK SEMICONDUCTOR ETF | $221,874 | 0.1% | +0% | — |
| 106 |  $ABT | ABBOTT LABORATORIES | $220,259 | 0.1% | +22% | 67 |
| 107 |  $PFE | PFIZER INC | $219,204 | 0.1% | NEW | 69 |
| 108 |  $TXT | TEXTRON INC | $214,271 | 0.1% | NEW | 58.2 |
| 109 |  $HOOD | Robinhood Markets, Inc. | $213,444 | 0.1% | +2% | 75.8 |
| 110 |  $CVX | CHEVRON CORP | $211,361 | 0.1% | NEW | 54.7 |
| 111 |  $BMY | BRISTOL MYERS SQUIBB CO | $207,153 | 0.1% | NEW | 70.1 |
| 112 |  $__PARK_1390777 | Bank of New York Mellon Corp | $207,140 | 0.1% | NEW | 36.7 |
| 113 |  $LMT | LOCKHEED MARTIN CORP | $203,033 | 0.1% | NEW | 65 |
| 114 |  $AZN | ASTRAZENECA PLC | $202,033 | 0.1% | NEW | — |
New Positions (14)
$GEV GE Vernova Inc.$337,014$PSX Phillips 66$234,466$WDC WESTERN DIGITAL CORP$229,105$PFE PFIZER INC$219,204$TXT TEXTRON INC$214,271$CVX CHEVRON CORP$211,361$BMY BRISTOL MYERS SQUIBB CO$207,153$__PARK_1390777 Bank of New York Mellon Corp$207,140$LMT LOCKHEED MARTIN CORP$203,033$AZN ASTRAZENECA PLC$202,033Exited Positions (9)
$ISRG INTUITIVE SURGICAL INC
$CMG CHIPOTLE MEXICAN GRILL INC
$DG DOLLAR GENERAL CORP
$SBSW Sibanye Stillwater Ltd
$BTG B2GOLD CORPBrowse Top Institutional Investors
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