Resonant Capital Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 27, 2026, Resonant Capital Advisors, Llc disclosed 530 stock positions valued at approximately $2.09B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, J P MORGAN EXCHANGE TRADED F, and ISHARES U S ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 530
- Portfolio Value
- $2.09B
Holdings by Sector
Resonant Capital Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 8.44% | 235,812 | -6,270 | -2.59% | $176,597,108 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 4.49% | 1,841,965 | +122,717 | +7.14% | $93,940,198 |
| ISHARES U S ETF TR | MEAR | Other | 4.34% | 1,804,120 | +137,410 | +8.24% | $90,891,579 |
| ETF SER SOLUTIONS | DSTL | Other | 3.29% | 1,148,375 | -11,843 | -1.02% | $68,787,672 |
| SCHWAB STRATEGIC TR | SCHR | Other | 3.18% | 2,700,741 | -301,024 | -10.03% | $66,600,272 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 2.96% | 784,392 | +14,682 | +1.91% | $61,990,518 |
| ISHARES TR | IJH | Other | 2.86% | 777,549 | +1,590 | +0.20% | $59,956,824 |
| SCHWAB STRATEGIC TR | FNDX | Other | 2.12% | 1,424,766 | -40,489 | -2.76% | $44,310,220 |
| ISHARES TR | IEFA | Other | 1.86% | 402,022 | -4,314 | -1.06% | $38,827,305 |
| ISHARES TR | IJR | Other | 1.60% | 226,102 | -1,183 | -0.52% | $33,533,142 |
| SCHWAB STRATEGIC TR | FNDF | Other | 1.59% | 631,809 | -8,517 | -1.33% | $33,334,266 |
| APPLE INC | AAPL | Technology | 1.55% | 111,880 | +2,296 | +2.10% | $32,373,457 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.52% | 42,366 | -57 | -0.13% | $31,718,302 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.46% | 129,495 | -4,446 | -3.32% | $30,641,183 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.44% | 595,998 | -106,050 | -15.11% | $30,145,600 |
| SCHWAB STRATEGIC TR | FNDA | Other | 1.39% | 763,063 | -8,670 | -1.12% | $29,042,180 |
| NVIDIA CORPORATION | NVDA | Technology | 1.37% | 143,797 | +4,696 | +3.38% | $28,772,342 |
| ISHARES TR | SGOV | Other | 1.35% | 279,727 | -1,334 | -0.47% | $28,160,125 |
| ISHARES TR | MUB | Other | 1.31% | 254,378 | +46,909 | +22.61% | $27,376,110 |
| ISHARES INC | IEMG | Other | 1.25% | 315,709 | +845 | +0.27% | $26,153,341 |
| JANUS DETROIT STR TR | JSMD | Other | 1.24% | 256,416 | +3,268 | +1.29% | $25,980,234 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 1.24% | 562,989 | +20,622 | +3.80% | $25,925,659 |
| INVESCO EXCH TRADED FD TR II | RWK | Other | 1.21% | 172,713 | +1,783 | +1.04% | $25,260,736 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 1.19% | 267,741 | -2,666 | -0.99% | $25,001,669 |
| GRANITESHARES ETF TR | COMB | Other | 1.09% | 948,893 | +22,010 | +2.37% | $22,849,342 |
| SCHWAB STRATEGIC TR | FNDE | Other | 1.08% | 570,078 | +13,093 | +2.35% | $22,620,697 |
| VANGUARD INDEX FDS | VOO | Other | 0.88% | 26,734 | +5,138 | +23.79% | $18,361,342 |
| MICROSOFT CORP | MSFT | Technology | 0.85% | 47,447 | -184 | -0.39% | $17,698,680 |
| ALPHABET INC | GOOGL | Communication Services | 0.85% | 49,500 | +1,434 | +2.98% | $17,689,815 |
| ALPHABET INC | GOOG | Communication Services | 0.80% | 47,520 | -543 | -1.13% | $16,790,242 |
Showing 30 of 530 holdings in the latest reporting period.