Resonant Capital Advisors, Llc Portfolio Stock Holdings
Resonant Capital Advisors, Llc disclosed 538 stock positions valued at approximately $2.1 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, J P MORGAN EXCHANGE TRADED F, and ISHARES U S ETF TR. The filing reflects positions held as of June 30, 2026 and was filed on July 27, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 538
- Portfolio Value
- $2.1B
Holdings by Sector
Resonant Capital Advisors, Llc Portfolio Holdings in Q2 2026
530 holdings in the latest reporting period.
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| 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 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.78% | 68,392 | +2,330 | +3.53% | $16,300,549 |
| ISHARES GOLD TR | IAU | Other | 0.66% | 184,243 | -117 | -0.06% | $13,912,189 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.66% | 273,155 | +230 | +0.08% | $13,813,437 |
| ISHARES TR | ICSH | Other | 0.65% | 270,325 | +16,699 | +6.58% | $13,673,038 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.65% | 280,894 | +10,444 | +3.86% | $13,577,025 |
| BROADCOM INC | AVGO | Technology | 0.65% | 35,926 | +472 | +1.33% | $13,571,047 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.61% | 25,539 | +890 | +3.61% | $12,779,460 |
| ETF SER SOLUTIONS | DSMC | Other | 0.57% | 297,925 | +2,549 | +0.86% | $12,024,243 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.56% | 35,882 | -75 | -0.21% | $11,745,255 |
| HARBOR ETF TRUST | HGER | Other | 0.53% | 377,427 | +52,676 | +16.22% | $11,073,708 |
| VANGUARD INDEX FDS | VTI | Other | 0.45% | 25,686 | +71 | +0.28% | $9,504,897 |
| INVESCO EXCH TRADED FD TR II | RWL | Other | 0.44% | 72,877 | - | - | $9,310,766 |
| CISCO SYS INC | CSCO | Technology | 0.44% | 79,264 | +768 | +0.98% | $9,310,349 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.44% | 170,207 | - | - | $9,196,284 |
| INVESCO EXCHANGE TRADED FD T | PKW | Other | 0.42% | 61,405 | - | - | $8,698,632 |
| ISHARES TR | IDEV | Other | 0.41% | 96,323 | +3,517 | +3.79% | $8,573,732 |
| ANALOG DEVICES INC | ADI | Technology | 0.40% | 21,300 | -78 | -0.36% | $8,459,721 |
| VISA INC | V | Financial Services | 0.40% | 24,257 | +301 | +1.26% | $8,322,334 |
| META PLATFORMS INC | META | Communication Services | 0.39% | 14,547 | -574 | -3.80% | $8,194,180 |
| ELI LILLY & CO | LLY | Healthcare | 0.37% | 6,392 | +269 | +4.39% | $7,666,757 |
| SPDR SERIES TRUST | SPMD | Other | 0.36% | 111,770 | +5,074 | +4.76% | $7,551,192 |
| EXXON MOBIL CORP | XOM | Energy | 0.36% | 54,845 | -6,514 | -10.62% | $7,498,408 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.33% | 286,539 | +21,674 | +8.18% | $6,917,044 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.31% | 9,319 | -20 | -0.21% | $6,570,289 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.31% | 19,256 | -224 | -1.15% | $6,566,681 |
| MCKESSON CORP | MCK | Healthcare | 0.31% | 8,656 | -246 | -2.76% | $6,547,369 |
| QUALCOMM INC | QCOM | Technology | 0.31% | 35,314 | +2,121 | +6.39% | $6,525,674 |
| PIMCO ETF TR | MUNI | Other | 0.31% | 121,560 | +121,560 | +100.00% | $6,394,056 |
| CHEVRON CORPORATION | CVX | Energy | 0.30% | 38,327 | -4,142 | -9.75% | $6,353,084 |
| ISHARES TR | IBDR | Other | 0.29% | 247,125 | -9,982 | -3.88% | $5,987,831 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.28% | 26,770 | +366 | +1.39% | $5,847,907 |
| AMGEN INC | AMGN | Healthcare | 0.27% | 15,803 | +542 | +3.55% | $5,722,582 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.27% | 16,878 | +235 | +1.41% | $5,708,984 |
| ISHARES TR | IBDS | Other | 0.27% | 233,352 | - | - | $5,651,785 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.27% | 11,740 | +5,567 | +90.18% | $5,616,966 |
| MARATHON PETE CORP | MPC | Energy | 0.27% | 21,940 | +344 | +1.59% | $5,609,400 |
| SPDR SERIES TRUST | SPSM | Other | 0.27% | 96,974 | +1,780 | +1.87% | $5,592,519 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.26% | 4,776 | +445 | +10.27% | $5,512,889 |
| ASML HLDG NV | ASML | Other | 0.26% | 2,683 | +1,369 | +104.19% | $5,337,668 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.25% | 9,140 | +591 | +6.91% | $5,309,517 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.24% | 5,410 | -221 | -3.92% | $5,060,893 |
| TESLA INC | TSLA | Consumer Cyclical | 0.23% | 11,580 | +804 | +7.46% | $4,870,548 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.23% | 19,135 | -294 | -1.51% | $4,859,716 |
| AMPHENOL CORP | APH | Technology | 0.23% | 27,339 | +6,807 | +33.15% | $4,826,547 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.23% | 11,340 | +1,948 | +20.74% | $4,713,244 |
| ABRDN ETFS | BCI | Other | 0.22% | 208,595 | -215 | -0.10% | $4,660,012 |
| ISHARES TR | IGSB | Other | 0.22% | 87,816 | -45 | -0.05% | $4,602,437 |
| AUTOZONE INC | AZO | Consumer Cyclical | 0.21% | 1,405 | +35 | +2.55% | $4,490,296 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.21% | 8,657 | -488 | -5.34% | $4,446,235 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.21% | 17,747 | +172 | +0.98% | $4,369,666 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.21% | 29,316 | +2,049 | +7.51% | $4,298,898 |
| ABBVIE INC | ABBV | Healthcare | 0.20% | 16,399 | -436 | -2.59% | $4,126,644 |
| NORTHERN TR CORP | NTRS | Financial Services | 0.20% | 23,517 | +156 | +0.67% | $4,106,555 |
| MERCK & CO INC | MRK | Healthcare | 0.20% | 31,697 | +521 | +1.67% | $4,099,537 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.19% | 17,955 | +1,649 | +10.11% | $4,050,403 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.19% | 78,223 | - | - | $3,962,386 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.19% | 66,872 | +9,388 | +16.33% | $3,944,111 |
| ELECTRONIC ARTS INC | EA | Communication Services | 0.19% | 19,055 | +550 | +2.97% | $3,907,037 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.18% | 30,095 | +49 | +0.16% | $3,802,202 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.18% | 14,015 | +1 | +0.01% | $3,788,395 |
| CSX CORP | CSX | Industrials | 0.18% | 78,569 | +1,868 | +2.44% | $3,734,385 |
| SALESFORCE INC | CRM | Technology | 0.18% | 23,373 | +10,194 | +77.35% | $3,668,736 |
| SCHWAB STRATEGIC TR | FNDB | Other | 0.17% | 116,763 | +23,044 | +24.59% | $3,556,613 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.17% | 19,927 | +19,163 | +2508.25% | $3,551,788 |
| STRYKER CORPORATION | SYK | Healthcare | 0.17% | 11,059 | +687 | +6.62% | $3,491,544 |
| LAM RESEARCH CORP | LRCX | Other | 0.17% | 8,014 | +203 | +2.60% | $3,474,786 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.16% | 64,145 | -1,099 | -1.68% | $3,406,741 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.15% | 14,621 | -147 | -1.00% | $3,223,784 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.15% | 34,666 | -1,025 | -2.87% | $3,198,632 |
| PEPSICO INC | PEP | Consumer Defensive | 0.15% | 23,443 | -759 | -3.14% | $3,174,182 |