Resolute Wealth Strategies, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Resolute Wealth Strategies, Llc disclosed 128 stock positions valued at approximately $258.13M as of quarter-end June 30, 2026. The largest holdings include APPLE INC COM, JPMORGAN ACTIVE GROWTH ETF, and CATERPILLAR INC COM.
- Report Period
- June 30, 2026
- No. of Stocks
- 128
- Portfolio Value
- $258.13M
Holdings by Sector
Resolute Wealth Strategies, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC COM | AAPL | Technology | 14.26% | 127,167 | -1,768 | -1.37% | $36,797,023 |
| JPMORGAN ACTIVE GROWTH ETF | JGRO | Other | 6.36% | 166,483 | +5,694 | +3.54% | $16,413,587 |
| CATERPILLAR INC COM | CAT | Industrials | 5.06% | 12,273 | -499 | -3.91% | $13,069,319 |
| FIDELITY TOTAL BOND ETF | FBND | Other | 4.60% | 260,923 | +9,379 | +3.73% | $11,869,375 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 4.29% | 46,411 | +1,256 | +2.78% | $11,061,688 |
| NVIDIA CORPORATION COM | NVDA | Technology | 4.27% | 55,110 | +644 | +1.18% | $11,026,913 |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | Other | 4.19% | 107,317 | +15,274 | +16.59% | $10,818,609 |
| JPMORGAN ACTIVE VALUE ETF | JAVA | Other | 3.59% | 116,560 | +4,454 | +3.97% | $9,256,040 |
| ALPHABET INC CAP STK CL C | GOOG | Communication Services | 3.28% | 23,985 | +576 | +2.46% | $8,474,509 |
| MICROSOFT CORP COM | MSFT | Technology | 2.86% | 19,784 | -714 | -3.48% | $7,379,682 |
| ISHARES S&P 500 GROWTH ETF | IVW | Other | 2.43% | 45,624 | +766 | +1.71% | $6,274,681 |
| SPDR GOLD SHARES | GLD | Other | 2.39% | 16,723 | +419 | +2.57% | $6,160,419 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 2.20% | 11,332 | +217 | +1.95% | $5,670,503 |
| ISHARES S&P 500 VALUE ETF | IVE | Other | 2.09% | 23,770 | +955 | +4.19% | $5,397,257 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 1.92% | 15,117 | +507 | +3.47% | $4,948,353 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 1.89% | 6,546 | -593 | -8.31% | $4,888,029 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 1.64% | 11,867 | +42 | +0.36% | $4,240,839 |
| SHOPIFY INC CL A SUB VTG SHS | SHOP | Technology | 1.46% | 33,005 | +1,785 | +5.72% | $3,768,511 |
| AMGEN INC COM | AMGN | Healthcare | 1.32% | 9,427 | -369 | -3.77% | $3,413,542 |
| BLACKSTONE INC COM | BX | Financial Services | 1.26% | 27,600 | +343 | +1.26% | $3,247,694 |
| RENASANT CORP COM | RNST | Financial Services | 1.19% | 72,412 | +264 | +0.37% | $3,080,423 |
| AT&T INC COM | T | Communication Services | 1.07% | 133,416 | +27 | +0.02% | $2,761,719 |
| ELI LILLY & CO COM | LLY | Healthcare | 0.92% | 1,988 | +352 | +21.52% | $2,384,819 |
| FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | RDVI | Other | 0.90% | 79,451 | +8,328 | +11.71% | $2,335,872 |
| VANGUARD S&P 500 ETF | VOO | Other | 0.89% | 3,356 | +9 | +0.27% | $2,304,952 |
| WALMART INC COM | WMT | Consumer Defensive | 0.86% | 19,567 | -508 | -2.53% | $2,216,144 |
| REDDIT INC CL A | RDDT | Communication Services | 0.76% | 11,233 | +373 | +3.43% | $1,949,824 |
| ISHARES TR ISHARES SEMICDTR | SOXX | Other | 0.75% | 3,041 | +2 | +0.07% | $1,948,262 |
| FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | KNG | Other | 0.66% | 33,697 | +3,343 | +11.01% | $1,701,691 |
| FIRST TRUST DOW JONES INTERNET INDEX FUND | FDN | Other | 0.64% | 6,269 | -35 | -0.56% | $1,659,530 |
Showing 30 of 128 holdings in the latest reporting period.