Resonant Capital Advisors, LLC
Sector Allocation
- Other65.1%$1.4B
- Technology14.0%$291.3M
- Financials8.3%$172.0M
- Healthcare3.2%$66.2M
- Consumer Discretionary2.5%$52.4M
- Industrials1.8%$38.2M
- Energy1.8%$37.5M
- Consumer Staples1.6%$32.8M
- Communication Services0.6%$12.0M
- Materials0.5%$10.3M
AUM History
13fpro.ai/research/fund/resonant-capital-advisors-llc-1803236
Conviction and streaks
Diversifying · top 10 = 33.7%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 — Q3 2026
- ISHARES$180.0M
- ETF$74.5M
- ISHARES$70.1M
- J$67.7M
- ISHARES$64.7M
- VANGUARD$62.6M
- ISHARES$56.5M
- SCHWAB$43.8M
- SCHWAB$42.3M
AAPL
$39.3M- ISHARES$38.6M
NVDA
$34.7M- SCHWAB$33.6M
SPY
$32.5M- ISHARES$30.4M
- VANGUARD$30.3M
- GRANITESHARES$27.9M
MSFT
$27.7M- J$27.3M
- SCHWAB$26.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/resonant-capital-advisors-llc-1803236
Resonant Capital Advisors, LLC 13F holdings — Q3 2026
$2.1B portfolio (-0.4% QoQ) · 551 holdings · Q3 2026 13F · top 10 are 34% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$180.0M
8.6% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ETF SER SOLUTIONS - DISTILLATE US
$74.5M
3.6% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - MSCI US GARP ETF
$70.1M
3.4% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL
$67.7M
3.3% of stocks
-27%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES U S ETF TR - SHOR MAT MUN ETF
$64.7M
3.1% of stocks
-28%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$62.6M
3.0% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - CORE S&P MCP ETF
$56.5M
2.7% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SCHWAB STRATEGIC TR - FUNDAMENTAL US L
$43.8M
2.1% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SCHWAB STRATEGIC TR - INT-TRM U.S TRES
$42.3M
2.0% of stocks
-34%This quarter—Since filed—HeldAIQuality—Est. buy— $39.3M
1.9% of stocks
+6%This quarter+0.6%Since filed11+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $180.0M | 8.6% | -0.3% | — | — | — | — | |
| 2 | ETF SER SOLUTIONS - DISTILLATE US | $74.5M | 3.6% | +1% | — | — | — | — | |
| 3 | ISHARES TR - MSCI US GARP ETF | $70.1M | 3.4% | +4% | — | — | — | — | |
| 4 | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $67.7M | 3.3% | -27% | — | — | — | — | |
| 5 | ISHARES U S ETF TR - SHOR MAT MUN ETF | $64.7M | 3.1% | -28% | — | — | — | — | |
| 6 | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $62.6M | 3.0% | +3% | — | — | — | — | |
| 7 | ISHARES TR - CORE S&P MCP ETF | $56.5M | 2.7% | +1% | — | — | — | — | |
| 8 | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $43.8M | 2.1% | -2% | — | — | — | — | |
| 9 | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $42.3M | 2.0% | -34% | — | — | — | — | |
| 10 | $39.3M | 1.9% | +6% | +0.6% | 11+ qtrsAdded 7 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Resonant Capital Advisors, LLC (Q3 2026)
551 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 TR - CORE MSCI EAFEetf/fund | — | $38.6M | 1.9% | 399K | -0.8% | — | — | 13F |
| 12 | NVIDIA CORP | Technology | $34.7M | 1.7% | 152K | +5% | 11+ qtrsAdded 3 qtrs in a row | 86.0 | 13F | |
| 13 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $33.6M | 1.6% | 625K | -1% | — | — | 13F |
| 14 | SPDR S&P 500 ETF TRUSTetf/fund | — | $32.5M | 1.6% | 42K | +0.2% | 11+ qtrs | — | 13F | |
| 15 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $30.4M | 1.5% | 223K | -1% | — | — | 13F |
| 16 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $30.3M | 1.4% | 130K | +0.3% | — | — | 13F |
| 17 | — | GRANITESHARES ETF TR - BBG COMMD K 1etf/fund | — | $27.9M | 1.3% | 1.00M | +6% | — | — | 13F |
| 18 | MICROSOFT CORP | Technology | $27.7M | 1.3% | 54K | +14% | 11+ qtrs | 79.8 | 13F | |
| 19 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETFetf/fund | — | $27.3M | 1.3% | 608K | +8% | — | — | 13F |
| 20 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | — | $26.5M | 1.3% | 757K | -0.8% | — | — | 13F |
| 21 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $26.3M | 1.3% | 324K | +3% | — | — | 13F |
| 22 | — | VANGUARD WHITEHALL FDS - INTL DVD ETFetf/fund | — | $25.3M | 1.2% | 268K | -0.0% | — | — | 13F |
| 23 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETFetf/fund | — | $24.6M | 1.2% | 587K | +3% | — | — | 13F |
| 24 | — | ISHARES TR - 0-3 MTH TREASURYetf/fund | — | $24.2M | 1.2% | 240K | -14% | — | — | 13F |
| 25 | — | SCHWAB STRATEGIC TR - US TIPS ETFetf/fund | — | $23.9M | 1.1% | 953K | +838% | — | — | 13F |
| 26 | $IVZ | Invesco Ltd. | Financials | $23.8M | 1.1% | 172K | -0.5% | |||
| 27 | — | JANUS DETROIT STR TR - HENDERSN SML ETF | — | $22.9M | 1.1% | 257K | +0.1% | |||
| 28 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $18.9M | 0.9% | 398K | -33% | |||
| 29 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $18.7M | 0.9% | 27K | -0.3% | |||
| 30 | $AMZN | AMAZON COM INC | Consumer Discretionary | $18.0M | 0.9% | 72K | +6% | |||
| 31 | $GOOGL | Alphabet Inc. | Technology | $17.4M | 0.8% | 51K | +2% | |||
| 32 | — | ISHARES TR - NATIONAL MUN ETF | — | $17.3M | 0.8% | 172K | -33% | |||
| 33 | $IAU | ISHARES GOLD TRUST | Financials | $16.5M | 0.8% | 211K | +15% | |||
| 34 | $GOOG | Alphabet Inc. | Technology | $16.3M | 0.8% | 48K | +0.8% | |||
| 35 | — | HARBOR ETF TRUST - COMM ALL WEA ETF | — | $15.2M | 0.7% | 431K | +14% | |||
| 36 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $13.8M | 0.7% | 273K | +0.0% | |||
| 37 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $13.7M | 0.7% | 288K | +268% | |||
| 38 | — | ISHARES TR - ULTRA SHORT DUR | — | $13.3M | 0.6% | 264K | -2% | |||
| 39 | $AVGO | Broadcom Inc. | Technology | $12.7M | 0.6% | 36K | +0.6% | |||
| 40 | — | ETF SER SOLUTIONS - DISTILLATE SMLMD | — | $12.6M | 0.6% | 301K | +1% | |||
| 41 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $12.2M | 0.6% | 24K | -4% | |||
| 42 | $JPM | JPMORGAN CHASE & CO | Financials | $12.1M | 0.6% | 37K | +2% | |||
| 43 | $META | Meta Platforms, Inc. | Technology | $11.8M | 0.6% | 16K | +12% | |||
| 44 | — | SCHWAB STRATEGIC TR - MUN BD ETF | — | $10.2M | 0.5% | 420K | +4935% | |||
| 45 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | — | $10.0M | 0.5% | 218K | -22% | |||
| 46 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $9.6M | 0.5% | 26K | +0.0% | |||
| 47 | $IVZ | Invesco Ltd. | Financials | $9.4M | 0.5% | 73K | -0.3% | |||
| 48 | $IVZ | Invesco Ltd. | Financials | $9.3M | 0.4% | 170K | — | |||
| 49 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $9.0M | 0.4% | 55K | +1% | |||
| 50 | $V | VISA INC. | Financials | $9.0M | 0.4% | 25K | +3% | |||
| 51 | $IVZ | Invesco Ltd. | Financials | $8.8M | 0.4% | 61K | — | |||
| 52 | — | ISHARES TR - CORE MSCI INTL | — | $8.7M | 0.4% | 97K | +0.7% | |||
| 53 | $MPC | Marathon Petroleum Corp | Energy | $8.5M | 0.4% | 21K | -2% | |||
| 54 | $CSCO | CISCO SYSTEMS, INC. | Technology | $8.4M | 0.4% | 78K | -2% | |||
| 55 | $ADI | ANALOG DEVICES INC | Technology | $8.3M | 0.4% | 21K | -1% | |||
| 56 | $LLY | ELI LILLY & Co | Healthcare | $7.7M | 0.4% | 6,657 | +4% | |||
| 57 | $PANW | Palo Alto Networks Inc | Technology | $7.5M | 0.4% | 19K | -2% | |||
| 58 | $MCK | MCKESSON CORP | Consumer Staples | $7.5M | 0.4% | 8,742 | +1.0% | |||
| 59 | — | SPDR SERIES TRUST - ST STR P400MID | — | $7.2M | 0.3% | 115K | +2% | |||
| 60 | — | BLACKROCK ETF TRUST II - ISHAR INTER ETF | — | $7.0M | 0.3% | 304K | -22% | |||
| 61 | — | ISHARES TR - ISHS 1-5YR INVS | — | $6.8M | 0.3% | 133K | +51% | |||
| 62 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $6.7M | 0.3% | 135K | +11% | |||
| 63 | $AMGN | AMGEN INC | Healthcare | $6.6M | 0.3% | 16K | -1% | |||
| 64 | $QCOM | QUALCOMM INC/DE | Technology | $6.6M | 0.3% | 36K | +0.9% | |||
| 65 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $6.0M | 0.3% | 13K | +11% | |||
| 66 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $5.9M | 0.3% | 8,994 | -3% | |||
| 67 | $CRM | Salesforce, Inc. | Technology | $5.9M | 0.3% | 26K | +9% | |||
| 68 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $5.8M | 0.3% | 9,530 | +4% | |||
| 69 | — | ISHARES TR - IBONDS DEC2026 | — | $5.8M | 0.3% | 239K | -3% | |||
| 70 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $5.7M | 0.3% | 27K | +2% | |||
| 71 | $ASML | ASML HOLDING NV | Technology | $5.6M | 0.3% | 3,109 | +16% | |||
| 72 | — | ISHARES TR - IBONDS 27 ETF | — | $5.6M | 0.3% | 233K | -0.2% | |||
| 73 | — | ABRDN ETFS - BBRG ALL COMD K1 | — | $5.4M | 0.3% | 209K | +0.0% | |||
| 74 | $MU | MICRON TECHNOLOGY INC | Technology | $5.3M | 0.3% | 4,969 | +4% | |||
| 75 | $APH | AMPHENOL CORP /DE/ | Technology | $5.2M | 0.3% | 62K | +127% | |||
| 76 | $AXP | AMERICAN EXPRESS CO | Financials | $5.1M | 0.3% | 17K | +0.3% | |||
| 77 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $5.1M | 0.3% | 97K | +0.1% | |||
| 78 | $MA | Mastercard Inc | Financials | $5.1M | 0.3% | 9,297 | +7% | |||
| 79 | $CVX | CHEVRON CORP | Energy | $5.1M | 0.2% | 25K | -35% | |||
| 80 | $JNJ | JOHNSON & JOHNSON | Healthcare | $5.1M | 0.2% | 19K | -0.1% | |||
| 81 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $5.0M | 0.2% | 5,541 | +2% | |||
| 82 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $5.0M | 0.2% | 88K | +32% | |||
| 83 | $MRK | Merck & Co., Inc. | Healthcare | $4.9M | 0.2% | 33K | +5% | |||
| 84 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $4.7M | 0.2% | 18K | +1% | |||
| 85 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $4.6M | 0.2% | 193K | -33% | |||
| 86 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $4.6M | 0.2% | 31K | +3% | |||
| 87 | — | PIMCO ETF TR - MUNI INCOME OPP | — | $4.4M | 0.2% | 104K | New | |||
| 88 | $ABBV | AbbVie Inc. | Healthcare | $4.4M | 0.2% | 17K | +3% | |||
| 89 | $TSLA | Tesla, Inc. | Consumer Discretionary | $4.4M | 0.2% | 12K | +7% | |||
| 90 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $4.1M | 0.2% | 11K | -1% | |||
| 91 | $NTRS | NORTHERN TRUST CORP | Financials | $3.9M | 0.2% | 23K | -3% | |||
| 92 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $3.9M | 0.2% | 18K | -1% | |||
| 93 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $3.9M | 0.2% | 63K | -1% | |||
| 94 | $KR | KROGER CO | Consumer Staples | $3.7M | 0.2% | 64K | +14% | |||
| 95 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US B | — | $3.6M | 0.2% | 117K | +0.0% | |||
| 96 | $CSX | CSX CORP | Industrials | $3.5M | 0.2% | 76K | -3% | |||
| 97 | $GEV | GE Vernova Inc. | Industrials | $3.5M | 0.2% | 3,672 | +148% | |||
| 98 | $SCHW | SCHWAB CHARLES CORP | Financials | $3.4M | 0.2% | 35K | +0.7% | |||
| 99 | $NFLX | NETFLIX INC | Communication Services | $3.4M | 0.2% | 48K | +68% | |||
| 100 | $MCD | MCDONALDS CORP | Consumer Discretionary | $3.3M | 0.2% | 14K | +2% | |||
| 101 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $3.2M | 0.2% | 20K | -0.4% | |||
| 102 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $3.0M | 0.1% | 59K | +3% | |||
| 103 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $3.0M | 0.1% | 49K | -1% | |||
| 104 | $DIS | Walt Disney Co | Communication Services | $3.0M | 0.1% | 29K | +2% | |||
| 105 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $3.0M | 0.1% | 4,019 | +0.5% | |||
| 106 | $SYK | STRYKER CORP | Healthcare | $3.0M | 0.1% | 11K | -3% | |||
| 107 | $UBER | Uber Technologies, Inc | Technology | $2.9M | 0.1% | 43K | +19% | |||
| 108 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $2.8M | 0.1% | 15K | +5% | |||
| 109 | — | ISHARES TR - RUS MID CAP ETF | — | $2.8M | 0.1% | 26K | — | |||
| 110 | $ADBE | ADOBE INC. | Technology | $2.7M | 0.1% | 11K | +15% | |||
| 111 | $LRCX | LAM RESEARCH CORP | Technology | $2.6M | 0.1% | 8,047 | +0.4% | |||
| 112 | — | ISHARES TR - IBDS DEC28 ETF | — | $2.6M | 0.1% | 106K | -0.4% | |||
| 113 | $USB | US BANCORP \DE\ | Financials | $2.6M | 0.1% | 44K | +1% | |||
| 114 | $NOW | ServiceNow, Inc. | Technology | $2.5M | 0.1% | 18K | +288% | |||
| 115 | $VST | Vistra Corp. | Utilities | $2.5M | 0.1% | 18K | +11% | |||
| 116 | $SPGI | S&P Global Inc. | Financials | $2.4M | 0.1% | 6,189 | +3% | |||
| 117 | $CAT | CATERPILLAR INC | Industrials | $2.4M | 0.1% | 3,008 | +2% | |||
| 118 | $EME | EMCOR Group, Inc. | Industrials | $2.4M | 0.1% | 3,227 | +163% | |||
| 119 | $WMT | Walmart Inc. | Consumer Staples | $2.4M | 0.1% | 23K | -3% | |||
| 120 | $WT | WisdomTree, Inc. | Financials | $2.3M | 0.1% | 54K | -2% | |||
| 121 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.3M | 0.1% | 16K | -47% | |||
| 122 | $RTX | RTX Corp | Industrials | $2.3M | 0.1% | 12K | +0.8% | |||
| 123 | — | ALPS ETF TR - ALERIAN MLP | — | $2.3M | 0.1% | 44K | — | |||
| 124 | — | ISHARES TR - MSCI EAFE ETF | — | $2.3M | 0.1% | 22K | — | |||
| 125 | $GD | GENERAL DYNAMICS CORP | Industrials | $2.2M | 0.1% | 6,703 | +239% | |||
| 126 | $DVN | DEVON ENERGY CORP/DE | Energy | $2.2M | 0.1% | 48K | +204% | |||
| 127 | — | ISHARES TR - IBONDS DEC 29 | — | $2.2M | 0.1% | 96K | +1% | |||
| 128 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $2.1M | 0.1% | 28K | +4% | |||
| 129 | $ZTS | Zoetis Inc. | Healthcare | $2.1M | 0.1% | 30K | +22% | |||
| 130 | $INTC | INTEL CORP | Technology | $2.1M | 0.1% | 17K | -1% | |||
| 131 | — | ISHARES TR - 3 7 YR TREAS BD | — | $2.1M | 0.1% | 18K | — | |||
| 132 | $INTU | INTUIT INC. | Technology | $2.1M | 0.1% | 7,439 | New | |||
| 133 | $IVZ | Invesco Ltd. | Financials | $2.0M | 0.1% | 6,661 | — | |||
| 134 | $ABNB | Airbnb, Inc. | Technology | $2.0M | 0.1% | 13K | +674% | |||
| 135 | $EBAY | EBAY INC | Consumer Discretionary | $2.0M | 0.1% | 19K | -3% | |||
| 136 | — | ISHARES TR - RUS 1000 GRW ETF | — | $2.0M | 0.1% | 16K | -2% | |||
| 137 | $SGOL | abrdn Gold ETF Trust | Financials | $2.0M | 0.1% | 50K | +2% | |||
| 138 | $AZO | AUTOZONE INC | Consumer Discretionary | $1.9M | 0.1% | 685 | -51% | |||
| 139 | — | ISHARES TR - IBONDS DEC 2030 | — | $1.9M | 0.1% | 89K | +2% | |||
| 140 | — | ISHARES TR - ESG OPTIMIZED | — | $1.9M | 0.1% | 12K | -0.3% | |||
| 141 | $GE | GENERAL ELECTRIC CO | Industrials | $1.8M | 0.1% | 5,679 | +0.0% | |||
| 142 | $CCZ | COMCAST CORP | Communication Services | $1.7M | 0.1% | 80K | +35% | |||
| 143 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.7M | 0.1% | 32K | +2% | |||
| 144 | $PM | Philip Morris International Inc. | Consumer Staples | $1.7M | 0.1% | 9,007 | +6% | |||
| 145 | $LULU | lululemon athletica inc. | Consumer Discretionary | $1.7M | 0.1% | 18K | +43% | |||
| 146 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $1.7M | 0.1% | 3,300 | — | |||
| 147 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $1.7M | 0.1% | 23K | — | |||
| 148 | $MS | MORGAN STANLEY | Financials | $1.7M | 0.1% | 8,868 | +0.2% | |||
| 149 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.6M | 0.1% | 2,417 | +6% | |||
| 150 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $1.6M | 0.1% | 8,752 | -0.6% |
What changed in Q3 2026
Against the previous quarter's 13F: 46 new, 297 added to, 161 trimmed, 33 sold out. Share-count changes; largest moves by dollar size first.
New positions (46)
- PIMCO ETF TR - MUNI INCOME OPP$4.4M
first bought this quarter
$INTUINTUIT INC.$2.1M
first bought this quarter
$PSAPublic Storage$1.3M
first bought this quarter
- PIMCO ETF TR - MULTISECTOR BD$925K
first bought this quarter
- SPDR SERIES TRUST - ST STR TIPS ETF$846K
first bought this quarter
$STMSTMicroelectronics N.V.$410K
first bought this quarter
+40 more in the Excel export
Added to (297)
- SCHWAB STRATEGIC TR - US TIPS ETF+838%
now $23.9M
- J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF+268%
now $13.7M
- SCHWAB STRATEGIC TR - MUN BD ETF+4935%
now $10.2M
now $27.7M · held 11+ qtrs
$APHAMPHENOL CORP /DE/+127%
now $5.2M · held 11+ qtrs, 2 adds in a row
- ISHARES TR - MSCI US GARP ETF+4%
now $70.1M
+291 more in the Excel export
Trimmed (161)
- J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL-27%
now $67.7M
- ISHARES U S ETF TR - SHOR MAT MUN ETF-28%
now $64.7M
- SCHWAB STRATEGIC TR - INT-TRM U.S TRES-34%
now $42.3M
- VANGUARD MUN BD FDS - TAX EXEMPT BD-33%
now $18.9M
- ISHARES TR - NATIONAL MUN ETF-33%
now $17.3M
- ISHARES TR - 0-3 MTH TREASURY-14%
now $24.2M
+155 more in the Excel export
Sold out (33)
$EAELECTRONIC ARTS INC.was $3.9M
held 10+ qtrs
$TMHCTaylor Morrison Home Corpwas $683K
held 10+ qtrs
$AZNASTRAZENECA PLCwas $297K
held 2 qtrs
$AEISADVANCED ENERGY INDUSTRIES INCwas $290K
held 2 qtrs
$HONAHoneywell Aerospace Inc.was $268K
- SPDR SERIES TRUST - ST INTER ETFwas $267K
+27 more in the Excel export
Holdings by quarter
Every 13F Resonant Capital Advisors, LLC has filed, 27 earlier quarters. Pick one to see what it held then.
Is it too late to follow Resonant Capital Advisors?
Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Resonant Capital 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
-2.1%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 18% over the last 4
Top 10 weight
34%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
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
Resonant Capital Advisors, LLC disclosed 551 positions worth $2.1B in its Form 13F-HR for Q3 2026. During the quarter the fund opened 46 new positions and exited 33 and a full exit from $EA. The portfolio is most concentrated in Other (65.1% of disclosed assets). All figures are sourced directly from Resonant Capital Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1803236.
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AI-Powered Hedge Fund Analysis: Resonant Capital Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Resonant Capital Advisors, LLC (SEC CIK: 1803236), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Resonant Capital Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.