Resurgent Financial Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Resurgent Financial Advisors LLC held in its portfolio 215 assets valued at $199,431,823 (i.e. $199.43M).
The most valuable assets in the portfolio included: MICROSOFT CORP ($9.80M), APPLE INC ($9.05M), and BERKSHIRE HATHAWAY INC DEL ($5.79M).
The chart below shows the top 10 valuable assets, and the table below shows the top 215 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Resurgent Financial Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 20265 | 9800326 | COM |
| APPLE INC | 33293 | 9050924 | COM |
| BERKSHIRE HATHAWAY INC DEL | 11523 | 5792036 | CL B NEW |
| NVIDIA CORPORATION | 30616 | 5709821 | COM |
| JPMORGAN CHASE & CO. | 16769 | 5403412 | COM |
| ALPHABET INC | 17057 | 5338947 | CAP STK CL A |
| VANGUARD SPECIALIZED FUNDS | 21570 | 4740707 | DIV APP ETF |
| AMAZON COM INC | 16301 | 3762597 | COM |
| ISHARES TR | 17112 | 3599416 | RUS 1000 VAL ETF |
| SPDR S&P 500 ETF TR | 5271 | 3594142 | TR UNIT |
| WALMART INC | 27079 | 3016854 | COM |
| INVESCO CURRENCYSHARES EURO | 23464 | 2544761 | EURO SHS |
| JOHNSON & JOHNSON | 12239 | 2532811 | COM |
| EXXON MOBIL CORP | 20950 | 2521107 | COM |
| ISHARES TR | 3638 | 2492057 | CORE S&P500 ETF |
| TEXAS PACIFIC LAND CORPORATI | 8070 | 2317865 | COM |
| CONOCOPHILLIPS | 22646 | 2119892 | COM |
| J P MORGAN EXCHANGE TRADED F | 34635 | 2012998 | NASDAQ EQT PREM |
| INVESCO EXCHANGE TRADED FD T | 26655 | 2000432 | S&P500 QUALITY |
| WISDOMTREE TR | 36571 | 1840259 | FLOATNG RAT TREA |
| BLACKROCK ETF TRUST | 29711 | 1806726 | ISHARES US EQUIT |
| CHEVRON CORP NEW | 11715 | 1785460 | COM |
| BROADCOM INC | 5032 | 1741645 | COM |
| WISDOMTREE TR | 19698 | 1734995 | US LARGECAP DIVD |
| ISHARES TR | 8137 | 1725614 | S&P 500 VAL ETF |
| EATON CORP PLC | 5398 | 1719317 | SHS |
| ISHARES TR | 13547 | 1669803 | S&P 500 GRWT ETF |
| ISHARES TR | 34969 | 1627457 | CORE UNIVRSL USD |
| QUANTA SVCS INC | 3833 | 1617756 | COM |
| HOME DEPOT INC | 4572 | 1573337 | COM |
| ISHARES TR | 12309 | 1479322 | CORE S&P SCP ETF |
| WISDOMTREE TR | 28187 | 1454446 | US MIDCAP DIVID |
| SPDR SERIES TRUST | 16711 | 1419900 | STATE STREET SPD |
| META PLATFORMS INC | 2042 | 1348042 | CL A |
| ISHARES TR | 31237 | 1339125 | 0-5YR HI YL CP |
| VISA INC | 3641 | 1276897 | COM CL A |
| TESLA INC | 2838 | 1276305 | COM |
| NEXTERA ENERGY INC | 15579 | 1250682 | COM |
| ISHARES BITCOIN TRUST ETF | 25130 | 1247705 | SHS BEN INT |
| DANAHER CORPORATION | 5331 | 1220373 | COM |
| ALTRIA GROUP INC | 20274 | 1168999 | COM |
| ROBINHOOD MKTS INC | 10331 | 1168436 | COM CL A |
| VANGUARD WHITEHALL FDS | 12483 | 1141549 | INTL DVD ETF |
| VANGUARD INDEX FDS | 5291 | 1120484 | SM CP VAL ETF |
| ISHARES INC | 16359 | 1099678 | CORE MSCI EMKT |
| MORGAN STANLEY | 6118 | 1086129 | COM NEW |
| PIMCO ETF TR | 40462 | 1079526 | MULTISECTOR BD |
| ETFS GOLD TR | 26073 | 1071079 | PHYSCL GOLD SHS |
| ISHARES TR | 14532 | 1037730 | EAFE VALUE ETF |
| ELI LILLY & CO | 965 | 1037339 | COM |
| GLOBAL X FDS | 16919 | 1024107 | GLB X MLP ENRG I |
| MARATHON PETE CORP | 6226 | 1012534 | COM |
| VANGUARD INDEX FDS | 3007 | 1008215 | TOTAL STK MKT |
| COSTCO WHSL CORP NEW | 1162 | 1002281 | COM |
| PFIZER INC | 37715 | 939114 | COM |
| SCHWAB STRATEGIC TR | 28177 | 919147 | US LCAP GR ETF |
| MASTERCARD INCORPORATED | 1596 | 911235 | CL A |
| SPDR INDEX SHS FDS | 20317 | 902278 | PORTFOLIO DEVLPD |
| AMGEN INC | 2724 | 891530 | COM |
| ISHARES TR | 9152 | 871453 | MBS ETF |
| FIRST TR EXCHANGE TRADED FD | 12099 | 864449 | NASDAQ CYB ETF |
| TJX COS INC NEW | 5619 | 863135 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 2802 | 851500 | SPONSORED ADS |
| MARKEL GROUP INC | 395 | 849112 | COM |
| NEOS ETF TRUST | 16121 | 846836 | NEOS S&P 500 HI |
| GLOBAL X FDS | 23269 | 843036 | RBTCS ARTFL INTE |
| INVESCO EXCHANGE TRADED FD T | 14144 | 838456 | S&P 500 TOP 50 |
| REALTY INCOME CORP | 14359 | 809417 | COM |
| ISHARES TR | 3276 | 806420 | RUSSELL 2000 ETF |
| GLOBAL X FDS | 8037 | 804584 | 1-3 MONTH T-BILL |
| ISHARES TR | 25882 | 801307 | PFD AND INCM SEC |
| CME GROUP INC | 2920 | 797394 | COM |
| ETFIS SER TR I | 9869 | 779158 | VIRTUS REAVES UT |
| VERIZON COMMUNICATIONS INC | 18932 | 771112 | COM |
| CISCO SYS INC | 9961 | 767296 | COM |
| GLOBAL X FDS | 31836 | 765019 | SUPERDIVIDEND |
| PIMCO DYNAMIC INCOME FD | 43071 | 762787 | SHS |
| GLOBAL X FDS | 49762 | 761359 | RUSSELL 2000 |
| ISHARES TR | 3719 | 738668 | MSCI USA QLT FCT |
| SCHWAB STRATEGIC TR | 31164 | 728303 | US AGGREGATE B |
| PROCTER AND GAMBLE CO | 4961 | 710961 | COM |
| J P MORGAN EXCHANGE TRADED F | 15000 | 694350 | INCOME ETF |
| BANK AMERICA CORP | 12309 | 676995 | COM |
| ISHARES TR | 4489 | 667469 | CORE S&P TTL STK |
| CHUBB LIMITED | 2128 | 664191 | COM |
| VANGUARD WORLD FD | 1606 | 662909 | MEGA GRWTH IND |
| BANK AMERICA CORP | 526 | 659129 | 7.25%CNV PFD L |
| MOODYS CORP | 1285 | 656442 | COM |
| KINDER MORGAN INC DEL | 23850 | 655637 | COM |
| BLACKROCK ETF TRUST II | 12298 | 648965 | ISHARES FLEXIBLE |
| SCHWAB STRATEGIC TR | 23790 | 640189 | US LRG CAP ETF |
| MOTOROLA SOLUTIONS INC | 1657 | 635161 | COM NEW |
| VANGUARD INDEX FDS | 2270 | 633648 | MCAP GR IDXVIP |
| ABBVIE INC | 2754 | 629261 | COM |
| VANECK ETF TRUST | 6030 | 624509 | MRNGSTR WDE MOAT |
| BLACKROCK ETF TRUST | 18717 | 623276 | ISHARES A I INNO |
| GLOBAL X FDS | 12191 | 620034 | ARTIFICIAL ETF |
| BONDBLOXX ETF TRUST | 13355 | 617268 | BLOOMBERG TEN YR |
| ISHARES TR | 9323 | 579437 | U.S. MED DVC ETF |
| BLACKROCK ETF TRUST | 15019 | 579133 | ISHARES US THEMA |
| FIRST TR EXCHANGE TRADED FD | 3776 | 577804 | NASDQ CLN EDGE |
| DEERE & CO | 1232 | 573582 | COM |
| EXCHANGE TRADED CONCEPTS TRU | 8953 | 568514 | RANGE NUCLEAR RE |
| SELECT SECTOR SPDR TR | 12588 | 562791 | STATE STREET ENE |
| ISHARES TR | 10296 | 554748 | ISHS 5-10YR INVT |
| ESSENTIAL UTILS INC | 14413 | 552883 | COM |
| SPDR INDEX SHS FDS | 11763 | 550606 | PORTFOLIO EMG MK |
| BLACKROCK ETF TRUST | 21856 | 542142 | DISCIPLINED VOLA |
| INTUITIVE SURGICAL INC | 956 | 541440 | COM NEW |
| PIMCO ETF TR | 5209 | 522671 | ENHAN SHRT MA AC |
| VERTEX PHARMACEUTICALS INC | 1149 | 520911 | COM |
| TEXAS INSTRS INC | 2996 | 519776 | COM |
| ISHARES TR | 5082 | 507590 | CORE US AGGBD ET |
| AT&T INC | 20395 | 506612 | COM |
| BLACKROCK ETF TRUST | 19746 | 505695 | DYNAMIC EQTY ACT |
| INTERNATIONAL BUSINESS MACHS | 1700 | 503508 | COM |
| HIGHWOODS PPTYS INC | 19337 | 499293 | COM |
| KKR & CO INC | 3908 | 498192 | COM |
| REPUBLIC SVCS INC | 2316 | 490830 | COM |
| UNION PAC CORP | 2097 | 485078 | COM |
| SCHWAB STRATEGIC TR | 15952 | 475689 | INTERNL DIVID |
| ORACLE CORP | 2440 | 475580 | COM |
| ISHARES TR | 9406 | 470394 | CORE INTL AGGR |
| PRINCIPAL EXCHANGE TRADED FD | 24319 | 463763 | SPECTRUM PFD |
| ADVANCED MICRO DEVICES INC | 2146 | 459587 | COM |
| FIRST TR EXCHANGE TRADED FD | 10186 | 458472 | UTILITIES ALPH |
| SCHWAB STRATEGIC TR | 15154 | 455694 | US MID-CAP ETF |
| ISHARES TR | 4675 | 450062 | RUS MID CAP ETF |
| MEDTRONIC PLC | 4666 | 448216 | SHS |
| TEMA ETF TRUST | 12599 | 443744 | DURABLE QTY ETF |
| VANECK ETF TRUST | 1222 | 439908 | SEMICONDUCTR ETF |
| ISHARES TR | 4325 | 439723 | 10-20 YR TRS ETF |
| INTEL CORP | 11855 | 437450 | COM |
| INVESCO EXCH TRADED FD TR II | 1722 | 435528 | NASDAQ 100 ETF |
| ISHARES INC | 5991 | 435426 | MSCI EMRG CHN |
| CINTAS CORP | 2215 | 416575 | COM |
| INVESCO EXCH TRADED FD TR II | 3473 | 414398 | S&P 500 MOMNTM |
| SELECT SECTOR SPDR TR | 7334 | 401668 | STATE STREET FIN |
| T-MOBILE US INC | 1977 | 401410 | COM |
| ALPHABET INC | 1278 | 401036 | CAP STK CL C |
| ISHARES TR | 1168 | 400589 | S&P 100 ETF |
| CAPITAL ONE FINL CORP | 1651 | 400136 | COM |
| THERMO FISHER SCIENTIFIC INC | 690 | 399867 | COM |
| VANGUARD WHITEHALL FDS | 2737 | 392814 | HIGH DIV YLD |
| MERCK & CO INC | 3704 | 389877 | COM |
| STOCK YDS BANCORP INC | 5954 | 386690 | COM |
| MCDONALDS CORP | 1265 | 386642 | COM |
| LOCKHEED MARTIN CORP | 783 | 378945 | COM |
| HONEYWELL INTL INC | 1926 | 375735 | COM |
| DUKE ENERGY CORP NEW | 3202 | 375297 | COM NEW |
| VANGUARD INDEX FDS | 596 | 373769 | S&P 500 ETF SHS |
| VANGUARD MALVERN FDS | 7519 | 371905 | STRM INFPROIDX |
| LINDE PLC | 862 | 367548 | SHS |
| AIR PRODS & CHEMS INC | 1481 | 365837 | COM |
| SHELL PLC | 4954 | 364006 | SPON ADS |
| CASEYS GEN STORES INC | 658 | 363683 | COM |
| M & T BK CORP | 1729 | 348359 | COM |
| TRANE TECHNOLOGIES PLC | 885 | 344442 | SHS |
| CORNING INC | 3933 | 344394 | COM |
| PERMIAN BASIN RTY TR | 20000 | 339600 | UNIT BEN INT |
| ISHARES TR | 8853 | 338981 | CHINA LG-CAP ETF |
| AMERICAN CENTY ETF TR | 4296 | 330878 | AVANTIS EMGMKT |
| SPROTT ASSET MANAGEMENT LP | 7200 | 329760 | PHYSICAL GOLD AN |
| WORLD GOLD TR | 3822 | 326284 | SPDR GLD MINIS |
| KRATOS DEFENSE & SEC SOLUTIO | 4232 | 321251 | COM NEW |
| ETF SER SOLUTIONS | 2882 | 316040 | DEFIANCE QUANTUM |
| J P MORGAN EXCHANGE TRADED F | 4737 | 314679 | HEDGED EQUITY LA |
| ISHARES TR | 2821 | 310846 | IBOXX INV CP ETF |
| ISHARES TR | 4684 | 309154 | CORE S&P MCP ETF |
| NETFLIX INC | 3274 | 306970 | COM |
| SCHWAB STRATEGIC TR | 9847 | 291560 | US LCAP VA ETF |
| SIMPLIFY EXCHANGE TRADED FUN | 10669 | 290837 | MANAGED FUTURES |
| ISHARES TR | 2906 | 279790 | JPMORGAN USD EMG |
| CVS HEALTH CORP | 3442 | 273149 | COM |
| PALANTIR TECHNOLOGIES INC | 1536 | 273024 | CL A |
| ALBEMARLE CORP | 1928 | 272673 | COM |
| ISHARES TR | 2685 | 269520 | 0-3 MNTH TREASRY |
| AGNICO EAGLE MINES LTD | 1587 | 269044 | COM |
| PALO ALTO NETWORKS INC | 1416 | 260827 | COM |
| LIQUIDIA CORPORATION | 7500 | 258675 | COM NEW |
| TEMA ETF TRUST | 5757 | 255276 | AMERICAN RESH |
| ISHARES TR | 3391 | 255116 | 3YRTB ETF |
| PACER FDS TR | 4209 | 253256 | US CASH COWS 100 |
| ABBOTT LABS | 1995 | 249954 | COM |
| VANGUARD WORLD FD | 994 | 249788 | MEGA CAP INDEX |
| PHILIP MORRIS INTL INC | 1523 | 244289 | COM |
| COPA HOLDINGS SA | 2000 | 241220 | CL A |
| WEYERHAEUSER CO MTN BE | 10076 | 238700 | COM NEW |
| ISHARES TR | 943 | 236042 | MSCI USA MMENTM |
| BRISTOL-MYERS SQUIBB CO | 4357 | 235043 | COM |
| WILLIAMS COS INC | 3910 | 235030 | COM |
| DISNEY WALT CO | 2061 | 234480 | COM |
| PEPSICO INC | 1632 | 234225 | COM |
| ALLIANCE RESOURCE PARTNERS L | 10000 | 232300 | UT LTD PART |
| ISHARES TR | 612 | 228545 | RUS 1000 ETF |
| NATIXIS ETF TRUST II | 5025 | 224919 | NATIXIS LOOMIS |
| SALESFORCE INC | 845 | 223849 | COM |
| NEOS ETF TRUST | 4046 | 222935 | S&P 500 HEDGED E |
| CROWDSTRIKE HLDGS INC | 474 | 222192 | CL A |
| RBB FD INC | 3094 | 222056 | MOTLEY FOL ETF |
| GE AEROSPACE | 703 | 216414 | COM NEW |
| PRINCIPAL FINANCIAL GROUP IN | 2402 | 211880 | COM |
| ISHARES TR | 2958 | 209959 | CORE MSCI EURO |
| MICRON TECHNOLOGY INC | 729 | 207964 | COM |
| COCA COLA CO | 2918 | 204015 | COM |
| CAMBRIA ETF TR | 17389 | 199804 | TAIL RISK |
| PETROLEO BRASILEIRO SA PETRO | 15526 | 183983 | SPONSORED ADR |
| BLUEROCK PVT REAL ESTATE FD | 10234 | 153510 | COM |
| T1 ENERGY INC | 14500 | 96860 | COM NEW |
| RECURSION PHARMACEUTICALS IN | 20300 | 83027 | CL A |
| SEALSQ CORP | 12100 | 45738 | ORD SHS |
| SIDUS SPACE INC | 12100 | 37994 | CL A COM NEW |
| DENISON MINES CORP | 12500 | 33250 | COM |
| ARBE ROBOTICS LTD | 27100 | 31978 | ORDINARY SHARES |
| BLAIZE HLDGS INC | 13200 | 25740 | COM |
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