Resurgent Financial Advisors LLC

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 $GOOG (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 (30.2% of disclosed assets). All figures are sourced directly from Resurgent Financial Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1912339.

• 

  Alphabet Inc.

  $GOOG

  78.2#57

  Quality

  $19.2M53,756 sh
• 

  NVIDIA CORP

  $NVDA

  85.9#5

  Quality

  $17.3M86,317 sh
• 

  Apple Inc.

  $AAPL

  76.4#84

  Quality

  $16.0M55,146 sh
• 

  MICROSOFT CORP

  $MSFT

  79.8

  Quality

  $14.9M40,008 sh
• 

  BERKSHIRE HATHAWAY INC

  $BRK.B

  73.8

  Quality

  $9.4M18,866 sh
• 

  VISA INC.

  $V

  82.9

  Quality

  $6.8M19,761 sh
• 

  ELI LILLY & Co

  $LLY

  87.5

  Quality

  $6.7M5,580 sh
• 

  Broadcom Inc.

  $AVGO

  84.5

  Quality

  $6.5M17,100 sh

• VANGUARD SPECIALIZED FUNDS - DIV APP ETF

  —

  Quality

  $5.7M24,228 sh
• 

  JOHNSON & JOHNSON

  $JNJ

  69.0

  Quality

  $5.7M22,360 sh

Company	Quality	Value	Shares
Alphabet Inc.$GOOG	78.2#57	$19.2M	53,756
NVIDIA CORP$NVDA	85.9#5	$17.3M	86,317
Apple Inc.$AAPL	76.4#84	$16.0M	55,146
MICROSOFT CORP$MSFT	79.8	$14.9M	40,008
BERKSHIRE HATHAWAY INC$BRK.B	73.8	$9.4M	18,866
VISA INC.$V	82.9	$6.8M	19,761
ELI LILLY & Co$LLY	87.5	$6.7M	5,580
Broadcom Inc.$AVGO	84.5	$6.5M	17,100
VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$5.7M	24,228
JOHNSON & JOHNSON$JNJ	69.0	$5.7M	22,360

Showing top 10 of 316 holdings.

Top Holdings — Resurgent Financial Advisors LLC (Q2 2026)

Top 150 of 316 disclosed positions (by reported value) 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	$GOOG	Alphabet Inc.	$19.2M	5.4%	+22%	78.2
2	$NVDA	NVIDIA CORP	$17.3M	4.8%	+24%	85.9
3	$AAPL	Apple Inc.	$16.0M	4.5%	+25%	76.4
4	$MSFT	MICROSOFT CORP	$14.9M	4.2%	+22%	79.8
5	$BRK.B	BERKSHIRE HATHAWAY INC	$9.4M	2.6%	+25%	73.8
6	$V	VISA INC.	$6.8M	1.9%	+32%	82.9
7	$LLY	ELI LILLY & Co	$6.7M	1.9%	+18%	87.5
8	$AVGO	Broadcom Inc.	$6.5M	1.8%	+35%	84.5
9	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$5.7M	1.6%	+8%	—
10	$JNJ	JOHNSON & JOHNSON	$5.7M	1.6%	+14%	69
11	$JPM	JPMORGAN CHASE & CO	$5.5M	1.5%	+3%	70.7
12	$AMZN	AMAZON COM INC	$4.9M	1.4%	+19%	68.7
13	$META	Meta Platforms, Inc.	$4.8M	1.3%	+51%	79.6
14	$SPY	SPDR S&P 500 ETF TRUST	$4.6M	1.3%	-22%	—
15	$ETN	Eaton Corp plc	$4.5M	1.3%	+15%	—
16	$GWW	W.W. GRAINGER, INC.	$4.3M	1.2%	+43%	61.8
17	$MA	Mastercard Inc	$3.8M	1.1%	+18%	85.1
18	$MCK	MCKESSON CORP	$3.7M	1.0%	+27%	63.4
19	—	ISHARES TR - RUS 1000 VAL ETF	$3.6M	1.0%	-7%	—
20	$SYK	STRYKER CORP	$3.5M	1.0%	+34%	72.1
21	$TPL	Texas Pacific Land Corp	$3.5M	1.0%	-1%	73
22	—	ISHARES TR - CORE S&P500 ETF	$3.4M	1.0%	+18%	—
23	$XOM.R34088	EXXON MOBIL CORP	$3.4M	0.9%	+9%	57.9
24	$WMT	Walmart Inc.	$3.4M	0.9%	+7%	60.2
25	—	SPDR SERIES TRUST - ST STR P500ETF	$3.3M	0.9%	+46%	—
26	$AMAT	APPLIED MATERIALS INC /DE	$3.3M	0.9%	NEW	72.3
27	$HD	HOME DEPOT, INC.	$3.1M	0.9%	+113%	60.3
28	$MU	MICRON TECHNOLOGY INC	$3.1M	0.9%	+307%	86.2
29	—	ISHARES TR - CORE UNIVRSL USD	$2.6M	0.7%	+54%	—
30	$PWR	QUANTA SERVICES, INC.	$2.5M	0.7%	-4%	72.1
31	$IVZ	Invesco Ltd.	$2.5M	0.7%	+5%	—
32	$RTX	RTX Corp	$2.4M	0.7%	+36%	73.2
33	$CVX	CHEVRON CORP	$2.4M	0.7%	+11%	62.8
34	—	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	$2.2M	0.6%	+3%	—
35	$FXE	Invesco CurrencyShares Euro Trust	$2.1M	0.6%	-15%	—
36	$COP	CONOCOPHILLIPS	$2.1M	0.6%	-5%	70.2
37	$APH	AMPHENOL CORP /DE/	$2.0M	0.6%	+37%	79.3
38	$SPGI	S&P Global Inc.	$1.9M	0.5%	+21%	76.1
39	$WT	WisdomTree, Inc.	$1.9M	0.5%	-1%	59.9
40	—	ISHARES TR - S&P 500 GRWT ETF	$1.9M	0.5%	+1%	—
41	$CSCO	CISCO SYSTEMS, INC.	$1.8M	0.5%	+16%	70.3
42	—	BLACKROCK ETF TRUST - ISHARES US EQUIT	$1.8M	0.5%	+2%	—
43	$NEE	NEXTERA ENERGY INC	$1.8M	0.5%	+20%	64.6
44	$ASML	ASML HOLDING NV	$1.7M	0.5%	NEW	—
45	—	GLOBAL X FDS - GLB X MLP ENRG I	$1.7M	0.5%	+7%	—
46	$AMGN	AMGEN INC	$1.7M	0.5%	+31%	79.2
47	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$1.7M	0.5%	+3%	—
48	$INTC	INTEL CORP	$1.6M	0.5%	+1%	45.6
49	$DE	DEERE & CO	$1.6M	0.5%	+110%	55.4
50	$MPC	Marathon Petroleum Corp	$1.6M	0.5%	+2%	61
51	—	ISHARES TR - CORE S&P SCP ETF	$1.6M	0.5%	-6%	—
52	$AMD	ADVANCED MICRO DEVICES INC	$1.5M	0.4%	+25%	79.8
53	$MO	ALTRIA GROUP, INC.	$1.5M	0.4%	-0%	67.4
54	$ABBV	AbbVie Inc.	$1.5M	0.4%	+51%	72.6
55	$GLW	CORNING INC /NY	$1.5M	0.4%	+56%	73.7
56	$WT	WisdomTree, Inc.	$1.5M	0.4%	-6%	59.9
57	$WT	WisdomTree, Inc.	$1.4M	0.4%	-22%	59.9
58	—	ISHARES TR - S&P 500 VAL ETF	$1.4M	0.4%	-14%	—
59	$IVZ	Invesco Ltd.	$1.4M	0.4%	+130%	—
60	$COST	COSTCO WHOLESALE CORP /NEW	$1.4M	0.4%	+6%	66.2
61	—	SPDR SERIES TRUST - ST STR SP BIOT	$1.4M	0.4%	+27%	—
62	$NOW	ServiceNow, Inc.	$1.3M	0.4%	+16%	72.9
63	$PFE	PFIZER INC	$1.3M	0.3%	+3%	62
64	—	VANGUARD WHITEHALL FDS - INTL DVD ETF	$1.2M	0.3%	+1%	—
65	—	ISHARES TR - 0-5YR HI YL CP	$1.2M	0.3%	-4%	—
66	—	VANGUARD INDEX FDS - SM CP VAL ETF	$1.2M	0.3%	-6%	—
67	$MS	MORGAN STANLEY	$1.1M	0.3%	+3%	75.8
68	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	$1.1M	0.3%	+43%	—
69	—	PIMCO ETF TR - MULTISECTOR BD	$1.1M	0.3%	+4%	—
70	$CRWD	CrowdStrike Holdings, Inc.	$1.1M	0.3%	+99%	67.7
71	$CB	Chubb Ltd	$1.1M	0.3%	+18%	—
72	—	ISHARES TR - RUSSELL 2000 ETF	$1.1M	0.3%	+7%	—
73	—	SPDR INDEX SHS FDS - ST STR NAT ETF	$1.1M	0.3%	+0%	—
74	$SO	SOUTHERN CO	$1.1M	0.3%	+133%	62
75	—	VANGUARD INDEX FDS - TOTAL STK MKT	$1.0M	0.3%	-1%	—
76	$TSLA	Tesla, Inc.	$1.0M	0.3%	+1%	53.9
77	$GEV	GE Vernova Inc.	$1.0M	0.3%	+84%	81.1
78	$UBER	Uber Technologies, Inc	$1.0M	0.3%	+16%	73.5
79	—	BLACKROCK ETF TRUST - ISHA SYST AL ETF	$985,088	0.3%	NEW	—
80	$SGOL	abrdn Gold ETF Trust	$980,141	0.3%	-0%	—
81	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	$977,137	0.3%	+7%	—
82	$PLTR	Palantir Technologies Inc.	$969,528	0.3%	+204%	84.6
83	—	VANGUARD WORLD FD - MEGA GRWTH IND	$964,636	0.3%	+675%	—
84	$QQQPUT	INVESCO QQQ TRUST, SERIES 1	$957,320	—	-43%	—
85	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	$953,379	0.3%	-3%	—
86	$O	REALTY INCOME CORP	$948,546	0.3%	+2%	73.7
87	$MRK	Merck & Co., Inc.	$942,035	0.3%	+34%	59.9
88	$PANW	Palo Alto Networks Inc	$923,141	0.3%	+7%	65.5
89	—	NEOS ETF TRUST - NEOS S&P 500 HI	$917,289	0.3%	+4%	—
90	$TXN	TEXAS INSTRUMENTS INC	$901,960	0.3%	-7%	73.4
91	—	ISHARES TR - MBS ETF	$895,199	0.3%	+6%	—
92	—	GLOBAL X FDS - RUSSELL 2000	$882,264	0.3%	+7%	—
93	$TJX	TJX COMPANIES INC /DE/	$882,033	0.3%	+4%	68.7
94	$KO	COCA COLA CO	$877,642	0.3%	+242%	69.5
95	$VZ	VERIZON COMMUNICATIONS INC	$875,737	0.2%	+6%	65.8
96	—	ETFIS SER TR I - VIRTUS REAVES UT	$875,190	0.2%	+5%	—
97	—	GLOBAL X FDS - SUPERDIVIDEND	$863,612	0.2%	+7%	—
98	—	ISHARES TR - PFD AND INCM SEC	$848,811	0.2%	+5%	—
99	$PG	PROCTER & GAMBLE Co	$836,396	0.2%	+12%	64.6
100	—	SCHWAB STRATEGIC TR - US AGGREGATE B	$826,065	0.2%	+9%	—
101	—	BLACKROCK ETF TRUST - ISHA IN CTRY ETF	$815,228	0.2%	+37%	—
102	—	BLACKROCK ETF TRUST - ISHA I IN TE ETF	$806,194	0.2%	-18%	—
103	$PDI	PIMCO Dynamic Income Fund	$797,358	0.2%	+8%	—
104	$FCX	FREEPORT-MCMORAN INC	$793,169	0.2%	NEW	62
105	—	ISHARES INC - MSCI EMRG CHN	$785,950	0.2%	+18%	—
106	$KMI	KINDER MORGAN, INC.	$783,745	0.2%	+8%	71.3
107	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$776,795	0.2%	+90%	—
108	$PEP	PEPSICO INC	$769,952	0.2%	+46%	63.4
109	—	ISHARES TR - MSCI ACWI EX US	$758,893	0.2%	+36%	—
110	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	$756,196	0.2%	-5%	—
111	—	GLOBAL X FDS - RBTCS ARTFL INTE	$751,895	0.2%	-6%	—
112	—	VANECK ETF TRUST - SEMICONDUCTR ETF	$744,125	0.2%	-8%	—
113	—	ISHARES TR - US TREAS BD ETF	$739,849	0.2%	+7%	—
114	$BKNG	Booking Holdings Inc.	$725,259	0.2%	NEW	58.5
115	—	J P MORGAN EXCHANGE TRADED F - INCOME ETF	$724,781	0.2%	+4%	—
116	—	VANGUARD INDEX FDS - MCAP GR IDXVIP	$709,391	0.2%	-1%	—
117	$MSI	Motorola Solutions, Inc.	$706,408	0.2%	+3%	71.8
118	$GE	GENERAL ELECTRIC CO	$700,720	0.2%	NEW	73.8
119	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	$696,976	0.2%	+80%	—
120	—	FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE	$695,861	0.2%	-2%	—
121	$MCD	MCDONALDS CORP	$684,713	0.2%	+104%	69
122	$FIX	COMFORT SYSTEMS USA INC	$679,818	0.2%	+23%	77.7
123	—	EXCHANGE TRADED CONCEPTS TRU - RANG NUCL RE ETF	$677,725	0.2%	+3%	—
124	—	FIRST TR EXCHANGE-TRADED FD - UTILITIES ALPH	$673,047	0.2%	+4%	—
125	$BAC	BANK OF AMERICA CORP /DE/	$644,347	0.2%	-3%	67.6
126	$BX	Blackstone Inc.	$638,595	0.2%	+153%	74.4
127	$UNP	UNION PACIFIC CORP	$625,600	0.2%	+2%	69.7
128	$HOOD	Robinhood Markets, Inc.	$623,541	0.2%	-12%	82.1
129	$QQQ	INVESCO QQQ TRUST, SERIES 1	$622,298	0.2%	+140%	—
130	$CASY	CASEYS GENERAL STORES INC	$619,936	0.2%	+5%	65.1
131	$HIW	HIGHWOODS PROPERTIES, INC.	$611,443	0.2%	+6%	52.1
132	$CLS	CELESTICA INC	$608,486	0.2%	NEW	69.8
133	$RJF	RAYMOND JAMES FINANCIAL INC	$606,904	0.2%	NEW	66.3
134	$LQDA	Liquidia Corp	$597,975	0.2%	+0%	78.3
135	—	VANECK ETF TRUST - MRNGSTR WDE MOAT	$595,601	0.2%	-5%	—
136	—	ISHARES TR - CORE S&P SCP ETF	$593,240	—	+33%	—
137	$MDT	Medtronic plc	$588,991	0.2%	-0%	68.7
138	—	BLACKROCK ETF TRUST - ISHA LA CORE ETF	$583,990	0.2%	+12%	—
139	$SLV	iShares Silver Trust	$581,807	0.2%	+36%	—
140	$RBC	RBC Bearings INC	$577,722	0.2%	NEW	66.8
141	—	ISHARES TR - U.S. MED DVC ETF	$569,826	0.2%	+6%	—
142	$ORCL	ORACLE CORP	$562,312	0.2%	+56%	66.2
143	—	BLACKROCK ETF TRUST - DISC VOLA EQ ETF	$560,700	0.2%	+8%	—
144	—	FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF	$557,965	0.2%	NEW	—
145	—	ISHARES TR - RUS MID CAP ETF	$552,372	0.1%	+6%	—
146	$WTRG	Essential Utilities, Inc.	$552,162	0.1%	+0%	68.1
147	—	ISHARES TR - 0-3 MTH TREASURY	$551,168	0.1%	-68%	—
148	—	ISHARES TR - ISHS 5-10YR INVT	$550,575	0.1%	-1%	—
149	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$548,922	0.1%	+20%	70
150	—	BLACKROCK ETF TRUST - DYNAMIC EQTY ACT	$544,203	0.1%	-2%	—