Resurgent Financial Advisors Llc Portfolio Stock Holdings
Resurgent Financial Advisors Llc disclosed 256 stock positions valued at approximately $274.4 million in its latest SEC 13F filing. The largest holdings include ALPHABET INC, NVIDIA CORPORATION, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 256
- Portfolio Value
- $274.4M
Holdings by Sector
Resurgent Financial Advisors Llc Portfolio Holdings in Q1 2026
239 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 4.63% | 44,171 | +27,114 | +158.96% | $12,701,823 |
| NVIDIA CORPORATION | NVDA | Technology | 4.44% | 69,829 | +39,213 | +128.08% | $12,178,176 |
| MICROSOFT CORP | MSFT | Technology | 4.44% | 32,877 | +12,612 | +62.24% | $12,170,133 |
| APPLE INC | AAPL | Technology | 4.07% | 43,983 | +10,690 | +32.11% | $11,162,512 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.64% | 15,127 | +3,604 | +31.28% | $7,248,858 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.86% | 7,846 | +2,575 | +48.85% | $5,102,429 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.75% | 19,700 | +7,461 | +60.96% | $4,815,532 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.75% | 22,336 | +766 | +3.55% | $4,803,483 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.73% | 16,156 | -613 | -3.66% | $4,752,391 |
| VISA INC | V | Financial Services | 1.65% | 15,002 | +11,361 | +312.03% | $4,534,318 |
| ELI LILLY & CO | LLY | Healthcare | 1.59% | 4,745 | +3,780 | +391.71% | $4,364,005 |
| BROADCOM INC | AVGO | Technology | 1.43% | 12,640 | +7,608 | +151.19% | $3,912,351 |
| EXXON MOBIL CORP | XOM | Energy | 1.42% | 22,929 | +1,979 | +9.45% | $3,890,111 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 1.39% | 8,040 | -30 | -0.37% | $3,815,462 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.31% | 17,227 | +926 | +5.68% | $3,587,867 |
| WALMART INC | WMT | Consumer Defensive | 1.27% | 28,017 | +938 | +3.46% | $3,481,954 |
| ISHARES TR | IWD | Other | 1.25% | 16,027 | -1,085 | -6.34% | $3,424,567 |
| MCKESSON CORP | MCK | Healthcare | 1.22% | 3,884 | +3,884 | +100.00% | $3,361,175 |
| EATON CORP PLC | ETN | Other | 1.19% | 9,149 | +3,751 | +69.49% | $3,272,323 |
| META PLATFORMS INC | META | Communication Services | 1.16% | 5,587 | +3,545 | +173.60% | $3,196,651 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.14% | 6,267 | +4,671 | +292.67% | $3,131,534 |
| CONOCOPHILLIPS | COP | Energy | 1.03% | 21,460 | -1,186 | -5.24% | $2,832,682 |
| STRYKER CORPORATION | SYK | Healthcare | 1.00% | 8,369 | +8,369 | +100.00% | $2,750,050 |
| CHEVRON CORPORATION | CVX | Energy | 0.97% | 12,852 | +1,137 | +9.71% | $2,658,997 |
| INVESCO CURRENCYSHARES EURO | FXE | Other | 0.93% | 23,857 | +393 | +1.67% | $2,545,321 |
| ISHARES TR | IVV | Other | 0.92% | 3,875 | +237 | +6.51% | $2,531,095 |
| WW GRAINGER INC | GWW | Industrials | 0.87% | 2,194 | +2,194 | +100.00% | $2,392,787 |
| INTUIT | INTU | Technology | 0.86% | 5,466 | +5,466 | +100.00% | $2,363,445 |
| QUANTA SVCS INC | PWR | Industrials | 0.73% | 3,663 | -170 | -4.44% | $2,011,060 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.73% | 26,729 | +74 | +0.28% | $2,009,757 |
| SPDR SERIES TRUST | SPLG | Other | 0.71% | 25,375 | +10,566 | +71.35% | $1,942,203 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.69% | 34,320 | -315 | -0.91% | $1,905,465 |
| WISDOMTREE TR | USFR | Other | 0.67% | 36,267 | -304 | -0.83% | $1,825,683 |
| RTX CORPORATION | RTX | Industrials | 0.66% | 9,458 | +9,458 | +100.00% | $1,824,364 |
| WISDOMTREE TR | DLN | Other | 0.64% | 19,713 | +15 | +0.08% | $1,760,982 |
| ISHARES TR | SGOV | Other | 0.63% | 17,147 | +14,462 | +538.62% | $1,726,017 |
| ISHARES TR | IUSB | Other | 0.61% | 36,148 | +1,179 | +3.37% | $1,669,676 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.59% | 3,835 | +3,835 | +100.00% | $1,631,179 |
| GLOBAL X FDS | MLPX | Other | 0.59% | 22,027 | +5,108 | +30.19% | $1,628,676 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.56% | 16,644 | +1,065 | +6.84% | $1,545,895 |
| ISHARES TR | IVW | Other | 0.55% | 13,463 | -84 | -0.62% | $1,522,800 |
| MARATHON PETE CORP | MPC | Energy | 0.55% | 6,188 | -38 | -0.61% | $1,510,986 |
| ISHARES TR | IVE | Other | 0.55% | 7,092 | -1,045 | -12.84% | $1,497,476 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.54% | 25,670 | -4,041 | -13.60% | $1,493,481 |
| WISDOMTREE TR | DON | Other | 0.53% | 27,470 | -717 | -2.54% | $1,443,275 |
| PFIZER INC | PFE | Healthcare | 0.52% | 50,987 | +13,272 | +35.19% | $1,431,720 |
| ISHARES TR | IJR | Other | 0.52% | 11,466 | -843 | -6.85% | $1,425,371 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.51% | 21,313 | +1,039 | +5.12% | $1,406,441 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.50% | 1,379 | +217 | +18.67% | $1,374,483 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.50% | 4,166 | -406 | -8.88% | $1,370,132 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.48% | 6,417 | +6,417 | +100.00% | $1,303,848 |
| ISHARES TR | SHYG | Other | 0.46% | 30,003 | -1,234 | -3.95% | $1,269,438 |
| AMGEN INC | AMGN | Healthcare | 0.46% | 3,583 | +859 | +31.53% | $1,260,510 |
| SPDR INDEX SHS FDS | GNR | Other | 0.43% | 15,730 | +15,730 | +100.00% | $1,174,559 |
| SERVICENOW INC | NOW | Technology | 0.43% | 11,177 | +11,177 | +100.00% | $1,168,555 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.42% | 13,063 | +580 | +4.65% | $1,155,558 |
| ETFS GOLD TR | SGOL | Other | 0.42% | 25,741 | -332 | -1.27% | $1,148,563 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.42% | 3,375 | +573 | +20.45% | $1,140,581 |
| VANGUARD INDEX FDS | VBR | Other | 0.41% | 5,239 | -52 | -0.98% | $1,138,268 |
| PIMCO ETF TR | PYLD | Other | 0.39% | 41,046 | +584 | +1.44% | $1,075,405 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.38% | 17,209 | +4,621 | +36.71% | $1,054,248 |
| AMPHENOL CORP | APH | Technology | 0.38% | 8,276 | +8,276 | +100.00% | $1,045,673 |
| CISCO SYS INC | CSCO | Technology | 0.38% | 13,444 | +3,483 | +34.97% | $1,043,120 |
| PACER FDS TR | COWZ | Other | 0.37% | 16,106 | +11,897 | +282.66% | $1,007,618 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.36% | 19,595 | +663 | +3.50% | $983,661 |
| REALTY INCOME CORP | O | Real Estate | 0.33% | 14,962 | +603 | +4.20% | $915,375 |
| VANGUARD INDEX FDS | VTI | Other | 0.33% | 2,852 | -155 | -5.15% | $915,071 |
| TESLA INC | TSLA | Consumer Cyclical | 0.33% | 2,431 | -407 | -14.34% | $903,724 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.33% | 5,625 | +6 | +0.11% | $898,313 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.33% | 19,606 | -711 | -3.50% | $895,014 |
| DANAHER CORP DEL | DHR | Healthcare | 0.33% | 4,718 | -613 | -11.50% | $894,533 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.32% | 2,733 | +605 | +28.43% | $890,767 |
| MORGAN STANLEY | MS | Financial Services | 0.32% | 5,322 | -796 | -13.01% | $875,842 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.32% | 12,070 | +12,070 | +100.00% | $868,195 |
| CME GROUP INC | CME | Financial Services | 0.32% | 2,936 | +16 | +0.55% | $867,148 |
| SPDR SERIES TRUST | XBI | Other | 0.31% | 6,755 | +4,853 | +255.15% | $862,821 |
| ABBVIE INC | ABBV | Healthcare | 0.31% | 3,946 | +1,192 | +43.28% | $858,216 |
| ISHARES TR | MBB | Other | 0.31% | 8,955 | -197 | -2.15% | $850,277 |
| GLOBAL X FDS | SDIV | Other | 0.30% | 32,879 | +1,043 | +3.28% | $830,524 |
| ISHARES TR | IWM | Other | 0.30% | 3,296 | +20 | +0.61% | $817,408 |
| NEOS ETF TRUST | SPYI | Other | 0.30% | 16,540 | +419 | +2.60% | $816,580 |
| ETFIS SER TR I | UTES | Other | 0.30% | 10,198 | +329 | +3.33% | $814,820 |
| ISHARES TR | PFF | Other | 0.29% | 26,587 | +705 | +2.72% | $806,118 |
| GLOBAL X FDS | RYLD | Other | 0.28% | 51,654 | +1,892 | +3.80% | $772,227 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.28% | 32,799 | +1,635 | +5.25% | $761,593 |
| PIMCO DYNAMIC INCOME FD | PDI | Financial Services | 0.28% | 44,409 | +1,338 | +3.11% | $759,838 |
| KINDER MORGAN INC DEL | KMI | Energy | 0.28% | 22,632 | -1,218 | -5.11% | $758,851 |
| MARKEL GROUP INC | MKL | Financial Services | 0.28% | 395 | - | - | $756,058 |
| ISHARES TR | EFV | Other | 0.27% | 10,107 | -4,425 | -30.45% | $751,455 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.27% | 5,103 | +142 | +2.86% | $737,077 |
| ISHARES TR | QUAL | Other | 0.27% | 3,814 | +95 | +2.55% | $731,563 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.26% | 18,900 | -6,230 | -24.79% | $726,138 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.26% | 1,658 | +1 | +0.06% | $719,522 |
| GLOBAL X FDS | BOTZ | Other | 0.26% | 21,190 | -2,079 | -8.93% | $703,932 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.25% | 15,148 | +148 | +0.99% | $697,868 |
| ISHARES TR | GOVT | Other | 0.25% | 30,253 | +30,253 | +100.00% | $693,096 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.25% | 27,027 | +3,237 | +13.61% | $692,966 |
| DEERE & CO | DE | Industrials | 0.25% | 1,229 | -3 | -0.24% | $692,296 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.25% | 23,574 | -4,603 | -16.34% | $686,723 |
| MERCK & CO INC | MRK | Healthcare | 0.24% | 5,453 | +1,749 | +47.22% | $655,943 |
Resurgent Financial Advisors Llc Options Holdings in Q1 2026
4 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | QQQ | Invesco QQQ Trust, Series 1 | PUT | 2,300 | $1,327,514 |
| Q1 2026 | SPY | SPDR S&P 500 | PUT | 1,100 | $715,374 |
| Q1 2026 | IJR | iShares Core S&P Small-Cap ETF | PUT | 3,000 | $372,930 |
| Q1 2026 | NVDA | NVIDIA Corporation | CALL | 600 | $104,640 |
Notional value represents the total exposure of the options position.