Resurgent Financial Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Resurgent Financial Advisors Llc disclosed 287 stock positions valued at approximately $357.67M as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC, NVIDIA CORPORATION, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 287
- Portfolio Value
- $357.67M
Holdings by Sector
Resurgent Financial Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 5.37% | 53,756 | +9,585 | +21.70% | $19,210,820 |
| NVIDIA CORPORATION | NVDA | Technology | 4.83% | 86,317 | +16,488 | +23.61% | $17,271,265 |
| APPLE INC | AAPL | Technology | 4.46% | 55,146 | +11,163 | +25.38% | $15,957,147 |
| MICROSOFT CORP | MSFT | Technology | 4.17% | 40,008 | +7,131 | +21.69% | $14,923,734 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.64% | 18,866 | +3,739 | +24.72% | $9,440,358 |
| VISA INC | V | Financial Services | 1.90% | 19,761 | +4,759 | +31.72% | $6,779,774 |
| ELI LILLY & CO | LLY | Healthcare | 1.87% | 5,580 | +835 | +17.60% | $6,692,546 |
| BROADCOM INC | AVGO | Technology | 1.81% | 17,100 | +4,460 | +35.28% | $6,459,420 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.60% | 24,228 | +1,892 | +8.47% | $5,732,913 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.59% | 22,360 | +2,660 | +13.50% | $5,678,680 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.52% | 16,655 | +499 | +3.09% | $5,451,770 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.37% | 20,557 | +3,330 | +19.33% | $4,899,555 |
| META PLATFORMS INC | META | Communication Services | 1.33% | 8,458 | +2,871 | +51.39% | $4,764,494 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.28% | 6,137 | -1,709 | -21.78% | $4,583,275 |
| EATON CORP PLC | ETN | Other | 1.25% | 10,480 | +1,331 | +14.55% | $4,465,738 |
| WW GRAINGER INC | GWW | Industrials | 1.19% | 3,132 | +938 | +42.75% | $4,260,293 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.06% | 7,377 | +1,110 | +17.71% | $3,788,597 |
| MCKESSON CORP | MCK | Healthcare | 1.04% | 4,932 | +1,048 | +26.98% | $3,726,781 |
| ISHARES TR | IWD | Other | 1.01% | 14,929 | -1,098 | -6.85% | $3,619,208 |
| STRYKER CORPORATION | SYK | Healthcare | 0.98% | 11,183 | +2,814 | +33.62% | $3,520,715 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 0.97% | 7,954 | -86 | -1.07% | $3,480,989 |
| ISHARES TR | IVV | Other | 0.96% | 4,577 | +702 | +18.12% | $3,427,666 |
| EXXON MOBIL CORP | XOM | Energy | 0.95% | 24,901 | +1,972 | +8.60% | $3,404,404 |
| WALMART INC | WMT | Consumer Defensive | 0.95% | 30,039 | +2,022 | +7.22% | $3,402,213 |
| SPDR SERIES TRUST | SPLG | Other | 0.91% | 37,161 | +11,786 | +46.45% | $3,265,709 |
| APPLIED MATLS INC | AMAT | Technology | 0.91% | 4,507 | +4,507 | +100.00% | $3,258,819 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.87% | 8,866 | +4,700 | +112.82% | $3,127,016 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.86% | 2,651 | +2,000 | +307.22% | $3,060,025 |
| ISHARES TR | IUSB | Other | 0.72% | 55,822 | +19,674 | +54.43% | $2,576,185 |
| QUANTA SVCS INC | PWR | Industrials | 0.71% | 3,534 | -129 | -3.52% | $2,544,621 |
Showing 30 of 287 holdings in the latest reporting period.
Resurgent Financial Advisors Llc Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | QQQ | Invesco QQQ Trust, Series 1 | PUT | 1,300 | $957,320 |
| Q2 2026 | IJR | iShares Core S&P Small-Cap ETF | PUT | 4,000 | $593,240 |
| Q2 2026 | AMZN | Amazon.com, Inc. | CALL | 400 | $95,336 |
| Q2 2026 | COST | Costco Wholesale Corporation | PUT | 100 | $93,547 |
| Q2 2026 | GOOGL | Alphabet Inc. | CALL | 200 | $71,474 |
| Q2 2026 | WMT | Walmart Inc. | PUT | 400 | $45,304 |
| Q2 2026 | FREY | FREYR Battery, Inc. | CALL | 600 | $5,688 |
| Q2 2026 | RXRX | Recursion Pharmaceuticals, Inc. | CALL | 1,000 | $3,670 |
Showing 8 of 8 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.