Resolute Wealth Advisor Portfolio Update: June 2026 Holdings
Insights into Resolute Wealth Advisor Inc.'s portfolio holdings as of June 30, 2026. Analysis shows stable top positions with a minor adjustment in the holding period.
By Insiderset.Aug 23, 2026, 2:02 AM
As of June 30, 2026, Resolute Wealth Advisor Inc. maintains its investment strategy focused on broad market exposure and diversification across various sectors.
The portfolio's top holdings by weight remain unchanged from the previous reporting period:
- ISHARES TR (IVV) - Total Stock Value: $15,002,929
- ISHARES TR (IUSB) - Total Stock Value: $11,753,209
- ISHARES TR (IVE) - Total Stock Value: $11,387,957
- TRUST FOR PROFESSIONAL MANAG (APUE) - Total Stock Value: $10,868,254
- BLACKROCK ETF TRUST (DYNF) - Total Stock Value: $10,073,915
- ISHARES TR (EFG) - Total Stock Value: $4,941,265
- ISHARES TR (QUAL) - Total Stock Value: $4,846,273
The remaining holdings include:
- ISHARES INC (URTH) - Total Stock Value: $700,998
- ISHARES TR (EFG) - Portfolio Allocation: 2.81%
- ISHARES TR (QUAL) - Portfolio Allocation: 2.76%
The portfolio's sector allocation remains dominated by "Unknown" holdings at approximately 96.3%. Other sectors present include:
- Technology: $2,468,029 (1.56%)
- Consumer Cyclical: $2,306,710 (1.46%)
- Communication Services: $1,097,823 (0.69%)
The portfolio shows a high degree of stability with most holdings unchanged from the prior period.