Resolute Wealth Advisor

Latest statistics and disclosures from Resolute Wealth Advisor's latest quarterly 13F-HR filing:

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Positions held by Resolute Wealth Advisor consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Resolute Wealth Advisor

Resolute Wealth Advisor holds 78 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 8.5 $15M 23k 653.21
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Ishares Tr Core Univrsl Usd (IUSB) 6.7 $12M 255k 46.19
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Ishares Tr S&p 500 Val Etf (IVE) 6.5 $11M 54k 211.15
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Trust For Professional Man Activepassive Us (APUE) 6.2 $11M 271k 40.08
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Ishares Tr S&p 500 Grwt Etf (IVW) 6.0 $11M 93k 113.11
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Blackrock Etf Trust Ishares Us Equit (DYNF) 5.7 $10M 173k 58.18
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Ishares Core Msci Emkt (IEMG) 5.1 $8.9M 128k 69.75
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Ishares Tr Eafe Value Etf (EFV) 4.5 $7.9M 107k 74.35
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Ishares Tr Eafe Grwth Etf (EFG) 2.8 $4.9M 44k 111.37
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Blackrock Etf Trust Ishares A I Inno (BAI) 2.8 $4.9M 149k 32.95
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Ishares Tr Msci Usa Qlt Fct (QUAL) 2.8 $4.8M 25k 191.81
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Trust For Professional Man Activepassive Eq (APIE) 2.7 $4.7M 132k 35.25
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Ishares Tr 10-20 Yr Trs Etf (TLH) 2.6 $4.6M 45k 100.72
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Ishares Tr Msci Usa Mmentm (MTUM) 2.6 $4.5M 19k 239.99
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Trust For Professional Man Activepassive Cr (APCB) 2.5 $4.5M 152k 29.45
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Blackrock Etf Trust Ishares Us Thema (THRO) 2.3 $4.1M 113k 36.22
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Spdr Index Shs Fds State Street Spd (QEFA) 2.0 $3.5M 38k 93.27
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Ishares Tr Mbs Etf (MBB) 1.8 $3.2M 34k 94.95
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Blackrock Etf Trust Ishares Defense (IDEF) 1.7 $3.0M 92k 32.72
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Blackrock Etf Trust Ishares Large Ca (BLCR) 1.7 $3.0M 73k 41.06
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Ishares Tr Us Treas Bd Etf (GOVT) 1.6 $2.8M 121k 22.91
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Ishares Tr Core Intl Aggr (IAGG) 1.4 $2.4M 48k 50.04
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Vanguard Wellington Us Multifactor (VFMF) 1.3 $2.2M 14k 155.07
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.1 $1.9M 36k 51.93
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Spdr Series Trust State Street Spd (SPAB) 1.0 $1.8M 70k 25.62
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Home Depot (HD) 1.0 $1.8M 5.3k 328.89
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Ishares Tr National Mun Etf (MUB) 0.8 $1.4M 14k 106.15
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Blackrock Etf Trust Dynamic Eqty Act (BDYN) 0.8 $1.4M 58k 24.31
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $1.2M 26k 48.05
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Ishares Gold Tr Ishares New (IAU) 0.7 $1.2M 14k 88.16
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $1.0M 27k 38.86
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.0M 2.4k 426.40
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $971k 12k 80.58
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Ishares Tr Rus 1000 Etf (IWB) 0.5 $937k 2.6k 356.56
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Select Sector Spdr Tr State Street Tec (XLK) 0.5 $902k 6.8k 132.90
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $901k 31k 29.13
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Apple (AAPL) 0.4 $711k 2.8k 253.79
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Ishares Msci World Etf (URTH) 0.4 $707k 3.9k 180.02
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NVIDIA Corporation (NVDA) 0.4 $707k 4.1k 174.41
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $693k 9.7k 71.13
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $682k 7.5k 90.53
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Select Sector Spdr Tr State Street Fin (XLF) 0.4 $630k 13k 49.37
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Amazon (AMZN) 0.3 $549k 2.6k 208.27
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $532k 6.7k 79.27
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Vanguard Index Fds Value Etf (VTV) 0.3 $513k 2.6k 196.20
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Ishares Tr S&p 100 Etf (OEF) 0.3 $491k 1.5k 318.08
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Microsoft Corporation (MSFT) 0.3 $478k 1.3k 370.14
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $468k 1.6k 287.56
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $444k 683.00 650.64
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Innovator Etfs Trust Us Eqty Buf Dec (BDEC) 0.2 $411k 8.6k 48.00
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Ishares Tr Core Msci Euro (IEUR) 0.2 $379k 5.4k 70.27
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Dbx Etf Tr Xtrackers Ftse (DEEF) 0.2 $363k 9.6k 37.80
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Select Sector Spdr Tr State Street Ind (XLI) 0.2 $362k 2.2k 161.73
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Alphabet Cap Stk Cl C (GOOG) 0.2 $332k 1.2k 286.85
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Blackrock Etf Trust Disciplined Vola (BDVL) 0.2 $330k 13k 24.65
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Micron Technology (MU) 0.2 $318k 941.00 337.99
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $317k 1.7k 181.42
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Trust For Professional Man Activepassive Mn (APMU) 0.2 $312k 13k 24.89
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Spdr Series Trust State Street Spd (QUS) 0.2 $310k 1.8k 171.64
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Ishares Tr Long Term Muni (LMUB) 0.2 $306k 6.1k 49.93
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Meta Platforms Cl A (META) 0.2 $298k 521.00 572.13
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Select Sector Spdr Tr State Street Hea (XLV) 0.2 $291k 2.0k 146.61
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Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.2 $270k 5.1k 53.37
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Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $268k 7.3k 36.76
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Spdr Series Trust State Street Spd (TFI) 0.1 $255k 5.6k 45.34
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Palantir Technologies Cl A (PLTR) 0.1 $254k 1.7k 146.28
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Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $247k 6.2k 39.80
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $242k 1.1k 218.75
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $238k 1.1k 213.67
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Ishares Emng Mkts Eqt (EMGF) 0.1 $236k 3.9k 60.43
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $231k 10k 23.14
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Select Sector Spdr Tr State Street Com (XLC) 0.1 $229k 2.1k 110.86
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $227k 2.0k 111.18
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $227k 4.8k 47.55
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Select Sector Spdr Tr State Street Con (XLY) 0.1 $221k 2.0k 108.98
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $219k 1.9k 118.51
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $202k 2.7k 73.64
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Neuberger Berman Real Estate Sec (NRO) 0.0 $87k 31k 2.84
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Past Filings by Resolute Wealth Advisor

SEC 13F filings are viewable for Resolute Wealth Advisor going back to 2026