Resonant Capital Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 15, 2026, Resonant Capital Advisors, Llc disclosed 550 stock positions valued at approximately $2.08B as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, ETF SER SOLUTIONS, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 550
- Portfolio Value
- $2.08B
Holdings by Sector
Resonant Capital Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 8.64% | 234,989 | -823 | -0.35% | $179,966,564 |
| ETF SER SOLUTIONS | DSTL | Other | 3.57% | 1,164,268 | +15,893 | +1.38% | $74,489,896 |
| ISHARES TR | GARP | Other | 3.36% | 821,730 | +29,950 | +3.78% | $70,060,729 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 3.25% | 1,338,109 | -503,856 | -27.35% | $67,654,771 |
| ISHARES U S ETF TR | MEAR | Other | 3.10% | 1,303,337 | -500,783 | -27.76% | $64,684,627 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 3.01% | 810,657 | +26,265 | +3.35% | $62,623,230 |
| ISHARES TR | IJH | Other | 2.71% | 785,672 | +8,123 | +1.04% | $56,529,083 |
| SCHWAB STRATEGIC TR | FNDX | Other | 2.10% | 1,392,485 | -32,281 | -2.27% | $43,821,517 |
| SCHWAB STRATEGIC TR | SCHR | Other | 2.03% | 1,783,860 | -916,881 | -33.95% | $42,277,491 |
| APPLE INC | AAPL | Technology | 1.89% | 118,043 | +6,163 | +5.51% | $39,310,614 |
| ISHARES TR | IEFA | Other | 1.85% | 398,925 | -3,097 | -0.77% | $38,647,874 |
| NVIDIA CORPORATION | NVDA | Technology | 1.66% | 151,685 | +7,888 | +5.49% | $34,679,430 |
| SCHWAB STRATEGIC TR | FNDF | Other | 1.61% | 624,771 | -7,038 | -1.11% | $33,581,465 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.56% | 42,469 | +103 | +0.24% | $32,468,955 |
| ISHARES TR | IJR | Other | 1.46% | 223,110 | -2,992 | -1.32% | $30,351,945 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.45% | 129,893 | +398 | +0.31% | $30,305,229 |
| GRANITESHARES ETF TR | COMB | Other | 1.34% | 1,002,726 | +53,833 | +5.67% | $27,935,945 |
| MICROSOFT CORP | MSFT | Technology | 1.33% | 53,990 | +6,543 | +13.79% | $27,691,654 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 1.31% | 607,907 | +44,918 | +7.98% | $27,288,926 |
| SCHWAB STRATEGIC TR | FNDA | Other | 1.27% | 757,337 | -5,726 | -0.75% | $26,506,792 |
| ISHARES INC | IEMG | Other | 1.26% | 324,433 | +8,724 | +2.76% | $26,330,990 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 1.21% | 267,713 | -28 | -0.01% | $25,277,494 |
| SCHWAB STRATEGIC TR | FNDE | Other | 1.18% | 587,121 | +17,043 | +2.99% | $24,582,758 |
| ISHARES TR | SGOV | Other | 1.16% | 240,245 | -39,482 | -14.11% | $24,187,877 |
| SCHWAB STRATEGIC TR | SCHP | Other | 1.15% | 952,750 | +851,202 | +838.23% | $23,942,612 |
| INVESCO EXCH TRADED FD TR II | RWK | Other | 1.14% | 171,809 | -904 | -0.52% | $23,778,334 |
| JANUS DETROIT STR TR | JSMD | Other | 1.10% | 256,732 | +316 | +0.12% | $22,937,552 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.91% | 398,221 | -197,777 | -33.18% | $18,859,744 |
| VANGUARD INDEX FDS | VOO | Other | 0.90% | 26,643 | -91 | -0.34% | $18,673,209 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.87% | 72,377 | +3,985 | +5.83% | $18,032,730 |
Showing 30 of 550 holdings in the latest reporting period.