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Resolute Wealth Strategies

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

Top 5 stock holdings are AAPL, JGRO, FBND, NVDA, AMZN, and represent 33.09% of Resolute Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: XLI (+$5.1M), MSFT, ITA, MINT, XLB, JGRO, KNG, AAPL, RDVI, JAVA.
Started 14 new stock positions in LMT, WDC, AZN, CVX, PSX, XLB, IJR, TXT, ITA, GEV. BMY, XLI, BK, PFE.
Reduced shares in these 10 stocks: JTEK, XLK, SLV, , GFI, AEM, , CMG, AIQ, DG.
Sold out of its positions in BTG, CMG, DG, AIQ, ISRG, JTEK, XLV, XLF, SBSW.
Resolute Wealth Strategies was a net buyer of stock by $13M.
Resolute Wealth Strategies has $232M in assets under management (AUM), dropping by 1.61%.
Central Index Key (CIK): 0001973981

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Portfolio Holdings for Resolute Wealth Strategies

Resolute Wealth Strategies holds 114 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
Apple Stock (AAPL)	14.1	$33M		129k	253.79	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	5.9	$14M	+5%	161k	84.52	View chart
Fidelity Total Bond Etf Etf (FBND)	5.0	$12M		252k	45.62	View chart
Nvidia Corporation Stock (NVDA)	4.1	$9.5M	+3%	55k	174.40	View chart
Amazon Stock (AMZN)	4.1	$9.4M		45k	208.27	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	4.0	$9.3M	+11%	92k	100.57	View chart
Caterpillar Stock (CAT)	3.9	$9.0M		13k	708.44	View chart
Jpmorgan Active Value Etf Etf (JAVA)	3.5	$8.0M	+5%	112k	71.75	View chart
Microsoft Corp Stock (MSFT)	3.3	$7.6M	+86%	21k	370.17	View chart
Spdr Gold Shares Etf (GLD)	3.0	$7.0M	-2%	16k	430.29	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	2.9	$6.7M		23k	286.87	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.3	$5.3M		11k	479.21	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	2.2	$5.1M		45k	113.11	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	2.2	$5.1M	NEW	31k	161.73	View chart
Ishares S&p 500 Value Etf Etf (IVE)	2.1	$4.8M		23k	211.15	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	2.0	$4.6M		7.1k	650.31	View chart
Jpmorgan Chase & Co Stock (JPM)	1.9	$4.3M	+7%	15k	294.16	View chart
At&t Stock (T)	1.7	$3.9M		133k	28.99	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	1.6	$3.7M	+2%	31k	118.62	View chart
Amgen Stock (AMGN)	1.5	$3.4M		9.8k	351.86	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.5	$3.4M		12k	287.55	View chart
Exxon Mobil Corp Stock (XOM)	1.4	$3.3M		19k	169.66	View chart
Blackstone Stock (BX)	1.4	$3.1M		27k	114.99	View chart
Renasant Corp Stock (RNST)	1.1	$2.6M		72k	36.13	View chart
Walmart Stock (WMT)	1.1	$2.5M		20k	124.28	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	1.0	$2.4M	NEW	11k	218.75	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.9	$2.0M	+2%	3.3k	597.49	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.8	$1.8M	+37%	71k	25.55	View chart
Eli Lilly & Co Stock (LLY)	0.6	$1.5M	+2%	1.6k	919.97	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.6	$1.5M	+63%	30k	48.71	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.6	$1.5M	-10%	6.3k	234.03	View chart
Reddit Inc Cl A Stock (RDDT)	0.6	$1.5M		11k	134.65	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.6	$1.5M	-4%	10k	146.28	View chart
Murphy Oil Corp Stock (MUR)	0.5	$1.2M		30k	41.25	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.5	$1.1M	+16%	10k	109.69	View chart
Abbvie Stock (ABBV)	0.5	$1.1M		5.0k	217.47	View chart
Visa Inc Com Cl A Stock (V)	0.5	$1.1M	+13%	3.6k	302.22	View chart
American Express Stock (AXP)	0.5	$1.1M	+13%	3.6k	302.47	View chart
Ishares Silver Trust Etf (SLV)	0.5	$1.1M	-40%	16k	68.14	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.4	$999k		3.0k	328.65	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.4	$872k	+10%	1.5k	577.13	View chart
Merck & Co Stock (MRK)	0.4	$851k		7.1k	120.29	View chart
Leidos Holdings Stock (LDOS)	0.4	$825k	+2%	5.3k	155.52	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.3	$804k		14k	56.68	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.3	$775k	NEW	16k	49.97	View chart
Johnson & Johnson Stock (JNJ)	0.3	$679k	+6%	2.8k	244.42	View chart
Union Pac Corp Stock (UNP)	0.3	$672k	+5%	2.8k	242.62	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$644k	-5%	986.00	653.33	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$625k	+4%	1.1k	571.98	View chart
Gold Fields Adr (GFI)	0.3	$613k	-37%	14k	45.40	View chart
Murphy Usa Stock (MUSA)	0.3	$611k		1.2k	494.06	View chart
Broadcom Stock (AVGO)	0.3	$600k	+30%	1.9k	309.57	View chart
Lowes Cos Stock (LOW)	0.3	$595k	+4%	2.5k	236.28	View chart
Coca Cola Stock (KO)	0.3	$586k	+22%	7.7k	76.05	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.2	$572k		6.1k	93.74	View chart
Tesla Stock (TSLA)	0.2	$559k	-2%	1.5k	371.73	View chart
Unitedhealth Group Stock (UNH)	0.2	$550k	-13%	2.0k	270.60	View chart
Advanced Micro Devices Stock (AMD)	0.2	$541k	-3%	2.7k	203.43	View chart
Hca Healthcare Stock (HCA)	0.2	$540k	-4%	1.1k	473.26	View chart
Rtx Corporation Stock (RTX)	0.2	$537k	+10%	2.8k	192.90	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.2	$523k	+25%	9.7k	53.77	View chart
Marathon Pete Corp Stock (MPC)	0.2	$519k		2.1k	244.18	View chart
Home Depot Stock (HD)	0.2	$496k	+8%	1.5k	328.80	View chart
Procter & Gamble Stock (PG)	0.2	$494k		3.4k	144.46	View chart
International Business Machs Stock (IBM)	0.2	$487k	+22%	2.0k	242.39	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$469k	-64%	3.5k	132.91	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$466k		9.5k	48.75	View chart
Southern Stock (SO)	0.2	$463k		4.8k	96.52	View chart
Agnico Eagle Mines Stock (AEM)	0.2	$454k	-37%	2.2k	202.96	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$451k	+16%	1.7k	261.92	View chart
Dnp Select Income Cef (DNP)	0.2	$432k		42k	10.30	View chart
Waste Mgmt Inc Del Stock (WM)	0.2	$422k		1.8k	229.80	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$419k	+4%	959.00	436.73	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.2	$416k		6.8k	61.26	View chart
Vanguard Health Care Etf Etf (VHT)	0.2	$410k	-17%	1.5k	272.28	View chart
Sherwin Williams Stock (SHW)	0.2	$406k	+3%	1.3k	320.63	View chart
Baker Hughes Company Cl A Stock (BKR)	0.2	$403k	+2%	6.6k	61.05	View chart
Trustmark Corp Stock (TRMK)	0.2	$385k		9.1k	42.14	View chart
Eastgroup Pptys Reit (EGP)	0.2	$373k		2.0k	185.06	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.2	$371k		2.5k	145.92	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.2	$365k	+87%	13k	27.46	View chart
Jpmorgan Income Etf Etf (JPIE)	0.2	$363k	-4%	7.9k	46.07	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.2	$354k		2.0k	181.40	View chart
Ge Vernova Stock (GEV)	0.1	$337k	NEW	386.00	873.09	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.1	$324k		3.0k	108.99	View chart
Blackstone Secd Lending Cef (BXSL)	0.1	$322k	+2%	14k	23.69	View chart
Kraneshares Artificial Intelligence & Technology Etf Etf (AGIX)	0.1	$321k	+57%	9.8k	32.77	View chart
Nextera Energy Stock (NEE)	0.1	$318k	+32%	3.4k	92.88	View chart
Csx Corp Stock (CSX)	0.1	$305k	+15%	7.4k	41.05	View chart
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI)	0.1	$304k		1.8k	164.21	View chart
Citigroup Stock (C)	0.1	$295k		2.6k	113.40	View chart
Vanguard Value Etf Etf (VTV)	0.1	$295k		1.5k	196.20	View chart
Mcdonalds Corp Stock (MCD)	0.1	$290k	+31%	933.00	310.72	View chart
Moodys Corp Stock (MCO)	0.1	$272k	+3%	623.00	436.25	View chart
United Cmnty Bks Blairsvle Ga Stock (UCB)	0.1	$270k		8.6k	31.49	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$263k		1.2k	215.09	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$259k		6.8k	37.84	View chart
Defiance Connective Technologies Etf Etf (SIXG)	0.1	$255k	-12%	3.7k	68.17	View chart
Cameco Corp Stock (CCJ)	0.1	$236k	-4%	2.2k	108.63	View chart
Phillips 66 Stock (PSX)	0.1	$235k	NEW	1.3k	182.18	View chart
Arista Networks Stock (ANET)	0.1	$232k	+12%	1.9k	122.78	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$230k	NEW	1.9k	124.33	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$230k		330.00	696.76	View chart
Western Digital Corp Stock (WDC)	0.1	$229k	NEW	847.00	270.49	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$222k		579.00	383.20	View chart
Abbott Laboratories Stock (ABT)	0.1	$220k	+21%	2.1k	102.68	View chart
Pfizer Stock (PFE)	0.1	$219k	NEW	7.8k	28.08	View chart
Textron Stock (TXT)	0.1	$214k	NEW	2.4k	87.56	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.1	$213k	+2%	3.1k	69.30	View chart
Chevron Corporation Stock (CVX)	0.1	$211k	NEW	1.0k	206.81	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$207k	NEW	3.4k	60.64	View chart
Bank New York Mellon Corp Stock (BK)	0.1	$207k	NEW	1.7k	118.64	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$203k	NEW	336.00	604.26	View chart
Astrazeneca Plc Ord Adr (AZN)	0.1	$202k	NEW	1.0k	197.30	View chart

Past Filings by Resolute Wealth Strategies

SEC 13F filings are viewable for Resolute Wealth Strategies going back to 2023

Resolute Wealth Strategies 2026 Q1 filed May 7, 2026
Resolute Wealth Strategies 2025 Q4 filed Feb. 6, 2026
Resolute Wealth Strategies 2025 Q3 filed Nov. 12, 2025
Resolute Wealth Strategies 2025 Q2 filed Aug. 12, 2025
Resolute Wealth Strategies 2025 Q1 filed May 7, 2025
Resolute Wealth Strategies 2024 Q4 filed Feb. 6, 2025
Resolute Wealth Strategies 2024 Q3 filed Nov. 12, 2024
Resolute Wealth Strategies 2024 Q2 filed Aug. 13, 2024
Resolute Wealth Strategies 2024 Q1 filed May 14, 2024
Resolute Wealth Strategies 2023 Q4 filed Feb. 6, 2024
Resolute Wealth Strategies 2023 Q3 filed Nov. 13, 2023
Resolute Wealth Strategies 2023 Q2 filed Aug. 8, 2023
Resolute Wealth Strategies 2023 Q1 filed May 4, 2023

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