Resolute Wealth Strategies, LLC
Sector Allocation
- Other35.4%$91.3M
- Technology32.0%$82.7M
- Financials11.5%$29.7M
- Industrials6.0%$15.6M
- Consumer Discretionary5.3%$13.8M
- Healthcare4.0%$10.2M
- Energy2.3%$5.8M
- Consumer Staples1.3%$3.4M
- Communication Services1.3%$3.3M
- Utilities0.5%$1.2M
AUM History
13fpro.ai/research/fund/resolute-wealth-strategies-llc-1973981
Conviction and streaks
Concentrating · top 10 = 52.8%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
AAPL
$36.8M- JPMORGAN$16.4M
CAT
$13.1M- FIDELITY$11.9M
AMZN
$11.1MNVDA
$11.0M- PIMCO$10.8M
- JPMORGAN$9.3M
GOOG
$8.5MMSFT
$7.4M- ISHARES$6.3M
GLD
$6.2MBRK.B
$5.7M- ISHARES$5.4M
JPM
$4.9MSPY
$4.9MGOOGL
$4.2MSHOP
$3.8MAMGN
$3.4MBX
$3.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/resolute-wealth-strategies-llc-1973981
Resolute Wealth Strategies, LLC 13F holdings — Q2 2026
$258.1M portfolio (+11.4% QoQ) · 132 holdings · Q2 2026 13F · top 10 are 53% of the stock portfolio
$36.8M
14.3% of stocks
-1%This quarter+13.8%Since filed7+ qtrsHeld- 2
JPMORGAN ACTIVE GROWTH ETF - ETF
$16.4M
6.4% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $13.1M
5.1% of stocks
-4%This quarter-19.1%Since filed7+ qtrsHeld- 4
FIDELITY TOTAL BOND ETF - ETF
$11.9M
4.6% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $11.1M
4.3% of stocks
+3%This quarter-6.8%Since filed7+ qtrsHeld$11.0M
4.3% of stocks
+1%This quarter-3.6%Since filed7+ qtrsHeld- 7
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND - ETF
$10.8M
4.2% of stocks
+17%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
JPMORGAN ACTIVE VALUE ETF - ETF
$9.3M
3.6% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $8.5M
3.3% of stocks
+2%This quarter-8.2%Since filed7+ qtrsHeld$7.4M
2.9% of stocks
-3%This quarter+8.2%Since filed7+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $36.8M | 14.3% | -1% | +13.8% | 7+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | JPMORGAN ACTIVE GROWTH ETF - ETF | $16.4M | 6.4% | +4% | — | — | — | — | |
| 3 | $13.1M | 5.1% | -4% | -19.1% | 7+ qtrs | 66.6#398 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | FIDELITY TOTAL BOND ETF - ETF | $11.9M | 4.6% | +4% | — | — | — | — | |
| 5 | $11.1M | 4.3% | +3% | -6.8% | 7+ qtrs | 67.5#363 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $11.0M | 4.3% | +1% | -3.6% | 7+ qtrsAdded 5 qtrs in a row | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND - ETF | $10.8M | 4.2% | +17% | — | — | — | — | |
| 8 | JPMORGAN ACTIVE VALUE ETF - ETF | $9.3M | 3.6% | +4% | — | — | — | — | |
| 9 | $8.5M | 3.3% | +2% | -8.2% | 7+ qtrs | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $7.4M | 2.9% | -3% | +8.2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial |
All holdings — Resolute Wealth Strategies, LLC (Q2 2026)
132 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 | — | ISHARES S&P 500 GROWTH ETF - ETFetf/fund | — | $6.3M | 2.4% | 46K | +2% | — | — | 13F |
| 12 | SPDR GOLD TRUSTetf/fund | Financials | $6.2M | 2.4% | 17K | +3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | BERKSHIRE HATHAWAY INC | Financials | $5.7M | 2.2% | 11K | +2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | ISHARES S&P 500 VALUE ETF - ETFetf/fund | — | $5.4M | 2.1% | 24K | +4% | — | — | 13F |
| 15 | JPMORGAN CHASE & CO | Financials | $4.9M | 1.9% | 15K | +3% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | SPDR S&P 500 ETF TRUSTetf/fund | — | $4.9M | 1.9% | 6,546 | -8% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Alphabet Inc. | Technology | $4.2M | 1.6% | 12K | +0.4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | SHOPIFY INC. | Technology | $3.8M | 1.5% | 33K | +6% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | AMGEN INC | Healthcare | $3.4M | 1.3% | 9,427 | -4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Blackstone Inc. | Financials | $3.2M | 1.3% | 28K | +1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | RENASANT CORP | Financials | $3.1M | 1.2% | 72K | +0.4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | AT&T INC. | Communication Services | $2.8M | 1.1% | 133K | +0.0% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | EXXON MOBIL CORP | Energy | $2.7M | 1.1% | 20K | +3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ELI LILLY & Co | Healthcare | $2.4M | 0.9% | 1,988 | +22% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF - ETFetf/fund | — | $2.3M | 0.9% | 79K | +12% | — | — | 13F |
| 26 | — | VANGUARD S&P 500 ETF - ETF | — | $2.3M | 0.9% | 3,356 | +0.3% | |||
| 27 | $WMT | Walmart Inc. | Consumer Staples | $2.2M | 0.9% | 20K | -3% | |||
| 28 | $RDDT | Reddit, Inc. | Technology | $1.9M | 0.8% | 11K | +3% | |||
| 29 | — | ISHARES TR ISHARES SEMICDTR - ETF | — | $1.9M | 0.8% | 3,041 | +0.1% | |||
| 30 | — | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF - ETF | — | $1.7M | 0.7% | 34K | +11% | |||
| 31 | — | FIRST TRUST DOW JONES INTERNET INDEX FUND - ETF | — | $1.7M | 0.6% | 6,269 | -0.6% | |||
| 32 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.4M | 0.6% | 2,491 | -6% | |||
| 33 | — | VANGUARD RUSSELL 1000 GROWTH ETF - ETF | — | $1.3M | 0.5% | 10K | -0.2% | |||
| 34 | $V | VISA INC. | Financials | $1.3M | 0.5% | 3,786 | +6% | |||
| 35 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.2M | 0.5% | 1,611 | +7% | |||
| 36 | $AXP | AMERICAN EXPRESS CO | Financials | $1.2M | 0.5% | 3,488 | -2% | |||
| 37 | $ABBV | AbbVie Inc. | Healthcare | $1.2M | 0.5% | 4,658 | -7% | |||
| 38 | — | ISHARES U.S. AEROSPACE & DEFENSE ETF - ETF | — | $1.1M | 0.4% | 4,700 | -58% | |||
| 39 | $PLTR | Palantir Technologies Inc. | Technology | $1.1M | 0.4% | 9,263 | -7% | |||
| 40 | — | STATE STREET MATERIALS SELECT SECTOR SPDR ETF - ETF | — | $990K | 0.4% | 19K | +26% | |||
| 41 | $MUR | MURPHY OIL CORP | Energy | $990K | 0.4% | 30K | +0.9% | |||
| 42 | $AVGO | Broadcom Inc. | Technology | $920K | 0.4% | 2,437 | +26% | |||
| 43 | $MRK | Merck & Co., Inc. | Healthcare | $918K | 0.4% | 7,143 | +1.0% | |||
| 44 | $SLV | iShares Silver Trust | Financials | $833K | 0.3% | 16K | -0.1% | |||
| 45 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | — | $757K | 0.3% | 13K | -6% | |||
| 46 | — | ISHARES CORE S&P 500 ETF - ETF | — | $739K | 0.3% | 987 | +0.1% | |||
| 47 | $JNJ | JOHNSON & JOHNSON | Healthcare | $732K | 0.3% | 2,880 | +4% | |||
| 48 | $TSLA | Tesla, Inc. | Consumer Discretionary | $693K | 0.3% | 1,648 | +10% | |||
| 49 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $689K | 0.3% | 1,658 | -18% | |||
| 50 | $MUSA | Murphy USA Inc. | Consumer Discretionary | $667K | 0.3% | 1,238 | +0.2% | |||
| 51 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | — | $663K | 0.3% | 3,481 | -1% | |||
| 52 | $META | Meta Platforms, Inc. | Technology | $660K | 0.3% | 1,172 | +7% | |||
| 53 | — | VANGUARD RUSSELL 1000 VALUE ETF - ETF | — | $650K | 0.3% | 6,117 | +0.3% | |||
| 54 | $UNP | UNION PACIFIC CORP | Industrials | $648K | 0.3% | 2,381 | -14% | |||
| 55 | $KO | COCA COLA CO | Consumer Staples | $626K | 0.2% | 7,704 | — | |||
| 56 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $600K | 0.2% | 2,134 | +6% | |||
| 57 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $588K | 0.2% | 10K | +8% | |||
| 58 | $GEV | GE Vernova Inc. | Industrials | $588K | 0.2% | 500 | +30% | |||
| 59 | $SNDK | Sandisk Corp | Technology | $582K | 0.2% | 256 | New | |||
| 60 | $WDC | WESTERN DIGITAL CORP | Technology | $576K | 0.2% | 902 | +6% | |||
| 61 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $564K | 0.2% | 1,600 | +6% | |||
| 62 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $555K | 0.2% | 2,519 | — | |||
| 63 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $554K | 0.2% | 3,779 | +11% | |||
| 64 | $MPC | Marathon Petroleum Corp | Energy | $547K | 0.2% | 2,138 | +0.7% | |||
| 65 | — | VANGUARD MORNINGSTAR GROWTH ETF - ETF | — | $539K | 0.2% | 6,258 | +553% | |||
| 66 | $RTX | RTX Corp | Industrials | $524K | 0.2% | 2,759 | -0.8% | |||
| 67 | — | VANGUARD MORNINGSTAR SMALL-CAP ETF - ETF | — | $522K | 0.2% | 1,722 | — | |||
| 68 | — | JPMORGAN ACTIVE BOND ETF - ETF | — | $520K | 0.2% | 9,723 | — | |||
| 69 | $LDOS | Leidos Holdings, Inc. | Technology | $500K | 0.2% | 4,851 | -9% | |||
| 70 | — | ISHARES U.S. TECHNOLOGY ETF - ETF | — | $492K | 0.2% | 1,952 | — | |||
| 71 | $HCA | HCA Healthcare, Inc. | Healthcare | $490K | 0.2% | 1,256 | +10% | |||
| 72 | — | KRANESHARES PUBLIC-PRIVATE AI & TECHNOLOGY ETF - ETF | — | $469K | 0.2% | 9,999 | +2% | |||
| 73 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $459K | 0.2% | 2,689 | New | |||
| 74 | — | VANGUARD HEALTH CARE ETF - ETF | — | $451K | 0.2% | 1,508 | +0.3% | |||
| 75 | — | VANECK SEMICONDUCTOR ETF - ETF | — | $445K | 0.2% | 679 | +17% | |||
| 76 | $SO | SOUTHERN CO | Utilities | $430K | 0.2% | 4,489 | -6% | |||
| 77 | $TRMK | TRUSTMARK CORP | Financials | $422K | 0.2% | 9,165 | +0.4% | |||
| 78 | $MU | MICRON TECHNOLOGY INC | Technology | $421K | 0.2% | 365 | New | |||
| 79 | $SHW | SHERWIN WILLIAMS CO | Materials | $418K | 0.2% | 1,213 | -4% | |||
| 80 | $WM | WASTE MANAGEMENT INC | Utilities | $411K | 0.2% | 1,845 | +0.4% | |||
| 81 | — | STATE STREET SPDR S&P DIVIDEND ETF - ETF | — | $388K | 0.1% | 2,550 | +0.3% | |||
| 82 | — | JPMORGAN U.S. TECH LEADERS ETF - ETF | — | $381K | 0.1% | 3,417 | New | |||
| 83 | $C | CITIGROUP INC | Financials | $380K | 0.1% | 2,717 | +4% | |||
| 84 | $NEE | NEXTERA ENERGY INC | Utilities | $378K | 0.1% | 4,305 | +26% | |||
| 85 | $BKR | Baker Hughes Co | Energy | $374K | 0.1% | 6,733 | +2% | |||
| 86 | — | ELDRIDGE BBB-B CLO ETF - ETF | — | $361K | 0.1% | 14K | New | |||
| 87 | $WBD | Warner Bros. Discovery, Inc. | Communication Services | $359K | 0.1% | 13K | +1% | |||
| 88 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $356K | 0.1% | 9,689 | +41% | |||
| 89 | $CSX | CSX CORP | Industrials | $353K | 0.1% | 7,434 | +0.1% | |||
| 90 | — | JPMORGAN INCOME ETF - ETF | — | $353K | 0.1% | 7,664 | -3% | |||
| 91 | $INTC | INTEL CORP | Technology | $352K | 0.1% | 2,520 | New | |||
| 92 | — | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF - ETF | — | $349K | 0.1% | 2,978 | +0.2% | |||
| 93 | — | DEFIANCE SPACE AND CONNECTIVE TECH ETF - ETF | — | $346K | 0.1% | 3,638 | -3% | |||
| 94 | — | VANGUARD MORNINGSTAR VALUE ETF - ETF | — | $328K | 0.1% | 1,506 | +0.3% | |||
| 95 | — | ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF - ETF | — | $325K | 0.1% | 1,854 | +0.3% | |||
| 96 | $AEM | AGNICO EAGLE MINES LTD | Materials | $322K | 0.1% | 2,075 | -7% | |||
| 97 | $HOOD | Robinhood Markets, Inc. | Financials | $322K | 0.1% | 3,208 | +4% | |||
| 98 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | — | $320K | 0.1% | 6,018 | -11% | |||
| 99 | $MCO | MOODYS CORP /DE/ | Financials | $319K | 0.1% | 704 | +13% | |||
| 100 | — | VANGUARD INFORMATION TECHNOLOGY ETF - ETF | — | $315K | 0.1% | 2,638 | +699% | |||
| 101 | $VRT | Vertiv Holdings Co | Technology | $308K | 0.1% | 919 | New | |||
| 102 | $UCB | UNITED COMMUNITY BANKS INC | Financials | $303K | 0.1% | 8,627 | +0.8% | |||
| 103 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | — | $290K | 0.1% | 1,227 | +0.4% | |||
| 104 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | — | $275K | 0.1% | 1,854 | +0.1% | |||
| 105 | $APP | AppLovin Corp | Technology | $270K | 0.1% | 524 | New | |||
| 106 | — | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF - ETF | — | $266K | 0.1% | 4,052 | New | |||
| 107 | $BNY | Bank of New York Mellon Corp | Financials | $258K | 0.1% | 1,787 | +2% | |||
| 108 | $MCD | MCDONALDS CORP | Consumer Discretionary | $253K | 0.1% | 937 | +0.4% | |||
| 109 | $TXN | TEXAS INSTRUMENTS INC | Technology | $248K | 0.1% | 832 | New | |||
| 110 | $PSX | Phillips 66 | Energy | $236K | 0.1% | 1,396 | +8% | |||
| 111 | $KKR | KKR & Co. Inc. | Financials | $235K | 0.1% | 2,555 | New | |||
| 112 | $CCJ | CAMECO CORP | Materials | $232K | 0.1% | 2,278 | +5% | |||
| 113 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $228K | 0.1% | 3,952 | +16% | |||
| 114 | — | ISHARES CORE S&P MID-CAP ETF - ETF | — | $227K | 0.1% | 2,949 | New | |||
| 115 | $ANET | Arista Networks, Inc. | Technology | $227K | 0.1% | 1,334 | -29% | |||
| 116 | $TXT | TEXTRON INC | Industrials | $223K | 0.1% | 2,434 | -0.5% | |||
| 117 | — | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND - ETF | — | $220K | 0.1% | 889 | New | |||
| 118 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF | — | $218K | 0.1% | 1,834 | New | |||
| 119 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ETF | — | $218K | 0.1% | 4,808 | New | |||
| 120 | $LRCX | LAM RESEARCH CORP | Technology | $215K | 0.1% | 496 | New | |||
| 121 | $ABT | ABBOTT LABORATORIES | Healthcare | $213K | 0.1% | 2,352 | +10% | |||
| 122 | $RKLB | Rocket Lab Corp | Industrials | $210K | 0.1% | 2,064 | New | |||
| 123 | $CVX | CHEVRON CORP | Energy | $209K | 0.1% | 1,261 | +23% | |||
| 124 | $ET | Energy Transfer LP | Energy | $209K | 0.1% | 11K | New | |||
| 125 | $CSCO | CISCO SYSTEMS, INC. | Technology | $208K | 0.1% | 1,767 | New | |||
| 126 | $SFBS | ServisFirst Bancshares, Inc. | Financials | $207K | 0.1% | 2,390 | New | |||
| 127 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $206K | 0.1% | 838 | New | |||
| 128 | — | ISHARES MSCI USA QUALITY FACTOR ETF - ETF | — | $206K | 0.1% | 939 | New | |||
| 129 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF - ETF | — | $203K | 0.1% | 1,282 | New | |||
| 130 | $MSGS | Madison Square Garden Sports Corp. | Communication Services | $201K | 0.1% | 500 | New | |||
| 131 | $KRP | Kimbell Royalty Partners, LP | Energy | $172K | 0.1% | 12K | New | |||
| 132 | $BTG | B2GOLD CORP | Materials | $52K | 0.0% | 14K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 26 new, 73 added to, 28 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (26)
$SNDKSandisk Corp$582K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$459Kfirst bought this quarter
$MUMICRON TECHNOLOGY INC$421K
first bought this quarter
- JPMORGAN U.S. TECH LEADERS ETF - ETF$381K
first bought this quarter
- ELDRIDGE BBB-B CLO ETF - ETF$361K
first bought this quarter
$INTCINTEL CORP$352K
first bought this quarter
+20 more in the Excel export
Added to (73)
- PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND - ETF+17%
now $10.8M
- JPMORGAN ACTIVE GROWTH ETF - ETF+4%
now $16.4M
- VANGUARD MORNINGSTAR GROWTH ETF - ETF+553%
now $539K
- FIDELITY TOTAL BOND ETF - ETF+4%
now $11.9M
$LLYELI LILLY & Co+22%
now $2.4M · held 7+ qtrs, 6 adds in a row
- JPMORGAN ACTIVE VALUE ETF - ETF+4%
now $9.3M
+67 more in the Excel export
Trimmed (28)
- ISHARES U.S. AEROSPACE & DEFENSE ETF - ETF-58%
now $1.1M
now $13.1M · held 7+ qtrs
now $36.8M · held 7+ qtrs
now $4.9M · held 7+ qtrs
now $7.4M · held 7+ qtrs
$UNHUNITEDHEALTH GROUP INC-18%
now $689K · held 7+ qtrs, 3 trims in a row
+22 more in the Excel export
Sold out (8)
- STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETFwas $5.1M
$GFIGOLD FIELDS LTDwas $613K
held 5 qtrs
$DNPDNP SELECT INCOME FUND INCwas $432K
held 6+ qtrs
$EGPEASTGROUP PROPERTIES INCwas $373K
held 6+ qtrs
$BXSLBlackstone Secured Lending Fundwas $322K
$PFEPFIZER INCwas $219K
+2 more in the Excel export
Holdings by quarter
Every 13F Resolute Wealth Strategies, LLC has filed, 13 earlier quarters. Pick one to see what it held then.
Is it too late to follow Resolute Wealth Strategies?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Resolute Wealth Strategies's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+0.3%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 16% over the last 4
Top 10 weight
53%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
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 Q4 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
Resolute Wealth Strategies, LLC disclosed 132 positions worth $258.1M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 14.3% of the equity portfolio. During the quarter the fund opened 26 new positions and exited 8 — including a new stake in $SNDK. The portfolio is most concentrated in Other (35.4% of disclosed assets). All figures are sourced directly from Resolute Wealth Strategies, LLC’s Form 13F-HR filing with the SEC under CIK 1973981.
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