Q2 2026 13F · SEC CIK 1973981

Resolute Wealth Strategies, LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $258.1M
Reported positions: 132
Top holdings a year, 3 yrs: +19.8%
Assets under management: $387.6M

Resolute Wealth Strategies, LLC is a wealth manager that reported 132 positions worth $258.1M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Apple Inc (AAPL, 14.3%), J P Morgan Exchange Traded F (JGRO, 6.4%), Caterpillar Inc Com (CAT, 5.1%). A portfolio copying its top holdings returned 19.8% a year over the last 3 years, against 20.4% for the S&P 500.

Resolute Wealth Strategies, LLC holdings largest 50 of 132 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Resolute Wealth Strategies, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	14.3%	14.1%	127,167	-1.4%	$36.8M
JGROJ P Morgan Exchange Traded F	6.4%	5.9%	166,483	+3.5%	$16.4M
CATCaterpillar Inc Com	5.1%	3.9%	12,273	-3.9%	$13.1M
FBNDFidelity Merrimack Str Tr	4.6%	5.0%	260,923	+3.7%	$11.9M
AMZNAmazon Com Inc Com	4.3%	4.1%	46,411	+2.8%	$11.1M
NVDANvidia Corporation Com	4.3%	4.1%	55,110	+1.2%	$11.0M
MINTPimco ETF Tr	4.2%	4.0%	107,317	+16.6%	$10.8M
JAVAJ P Morgan Exchange Traded F	3.6%	3.5%	116,560	+4.0%	$9.3M
GOOGAlphabet Inc	3.3%	2.9%	23,985	+2.5%	$8.5M
MSFTMicrosoft Corp	2.9%	3.3%	19,784	-3.5%	$7.4M
IVWIshares	2.4%	2.2%	45,624	+1.7%	$6.3M
GLDSpdr Gold Shares	2.4%	3.0%	16,723	+2.6%	$6.2M
BRK-BBerkshire Hathaway Inc Del	2.2%	2.3%	11,332	+2.0%	$5.7M
IVEIshares S&p 500 Value ETF	2.1%	2.1%	23,770	+4.2%	$5.4M
JPMJpmorgan Chase & Co	1.9%	1.9%	15,117	+3.5%	$4.9M
SPYSpdr S&p 500 ETF Tr	1.9%	2.0%	6,546	-8.3%	$4.9M
GOOGLAlphabet Inc	1.6%	1.5%	11,867	+0.4%	$4.2M
SHOPShopify Inc	1.5%	1.6%	33,005	+5.7%	$3.8M
AMGNAmgen Inc Com	1.3%	1.5%	9,427	-3.8%	$3.4M
BXBlackstone Inc Com	1.3%	1.4%	27,600	+1.3%	$3.2M
RNSTRenasant Corp	1.2%	1.1%	72,412	+0.4%	$3.1M
TAt&t Inc Com	1.1%	1.7%	133,416	+0.0%	$2.8M
XOMExxon Mobil Corp	1.1%	—	19,868	—	$2.7M
LLYLilly Eli & Co	0.9%	0.6%	1,988	+21.5%	$2.4M
RDVIFirst Trust	0.9%	0.8%	79,451	+11.7%	$2.3M
VOOVanguard S&p 500 ETF	0.9%	0.9%	3,356	+0.3%	$2.3M
WMTWalmart Inc	0.9%	1.1%	19,567	-2.5%	$2.2M
RDDTReddit Inc	0.8%	0.6%	11,233	+3.4%	$1.9M
SOXXIshares Semiconductor ETF	0.8%	0.4%	3,041	+0.1%	$1.9M
KNGFirst Tr Exchange-Traded Fd	0.7%	0.6%	33,697	+11.0%	$1.7M
FDNFirst Tr Exchange-Traded Fd	0.6%	0.6%	6,269	-0.6%	$1.7M
AMDAdvanced Micro Devices Inc	0.6%	—	2,491	—	$1.4M
VONGVanguard Russell 1000 Growth ETF	0.5%	0.5%	10,301	-0.2%	$1.3M
VVisa Inc Com Cl A	0.5%	0.5%	3,786	+6.1%	$1.3M
QQQInvesco Qqq Tr	0.5%	0.4%	1,611	+6.6%	$1.2M
AXPAmerican Express Co Com	0.5%	0.5%	3,488	-1.9%	$1.2M
ABBVAbbvie Inc	0.5%	0.5%	4,658	-7.3%	$1.2M
ITAIshares U.s. Aerospace & Defense ETF	0.4%	1.1%	4,700	-57.7%	$1.1M
PLTRPalantir Technologies Inclass Class A	0.4%	0.6%	9,263	-6.9%	$1.1M
XLBSelect Sector Spdr Tr	0.4%	0.3%	19,470	+25.6%	$990K
MURMurphy Oil Corp	0.4%	0.5%	30,394	+0.9%	$990K
AVGOBroadcom Inc	0.4%	—	2,437	—	$920K
MRKMerck & Co. Inc	0.4%	0.4%	7,143	+1.0%	$918K
SLVIshares Silver Tr	0.3%	0.5%	15,575	-0.1%	$833K
JEPIJpmorgan Equity Premium Income ETF	0.3%	0.3%	13,395	-5.6%	$757K
IVVIshares Core S&p 500 ETF	0.3%	0.3%	987	+0.1%	$739K
JNJJohnson & Johnson	0.3%	0.3%	2,880	+3.7%	$732K
TSLATesla Inc Com	0.3%	—	1,648	—	$693K
UNHUnitedhealth Group Inc Com	0.3%	—	1,658	—	$689K
MUSAMurphy USA Inc.	0.3%	—	1,238	—	$667K

What Resolute Wealth Strategies, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

XLB Select Sector Spdr Tr+25.6% shares
LLY Lilly Eli & Co+21.5% shares
MINT Pimco ETF Tr+16.6% shares
RDVI First Trust+11.7% shares
KNG First Tr Exchange-Traded Fd+11.0% shares
QQQ Invesco Qqq Tr+6.6% shares
V Visa Inc Com Cl A+6.1% shares
SHOP Shopify Inc+5.7% shares

Reduced

ITA Ishares U.s. Aerospace & Defense ETF-57.7% shares
SPY Spdr S&p 500 ETF Tr-8.3% shares
ABBV Abbvie Inc-7.3% shares
PLTR Palantir Technologies Inclass Class A-6.9% shares
JEPI Jpmorgan Equity Premium Income ETF-5.6% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.0% /yr; S&P 500 +20.1%
3 years: +19.8% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$258.1M	132
Q1 2026	$231.8M	114
Q4 2025	$228.1M	109
Q3 2025	$218.5M	105
Q2 2025	$186.6M	101
Q1 2025	$179.1M	100
Q4 2024	$194.4M	94
Q3 2024	$192.5M	99
Q2 2024	$173.5M	95
Q1 2024	$165.1M	94
Q4 2023	$147.4M	88
Q3 2023	$133.8M	88

Questions about Resolute Wealth Strategies, LLC's portfolio

What stocks does Resolute Wealth Strategies, LLC own?

Resolute Wealth Strategies, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 132 positions worth $258.1M. The largest are Apple Inc (AAPL) at 14.3%, J P Morgan Exchange Traded F (JGRO) at 6.4%, Caterpillar Inc Com (CAT) at 5.1%, Fidelity Merrimack Str Tr (FBND) at 4.6% and Amazon Com Inc Com (AMZN) at 4.3%.

What did Resolute Wealth Strategies, LLC buy last quarter?

In Q2 2026, Resolute Wealth Strategies, LLC added Select Sector Spdr Tr (XLB) (+25.6% shares), Lilly Eli & Co (LLY) (+21.5% shares) and Pimco ETF Tr (MINT) (+16.6% shares), compared with its Q1 2026 filing.

What did Resolute Wealth Strategies, LLC sell last quarter?

In Q2 2026, Resolute Wealth Strategies, LLC cut from its top 50 Select Sector Spdr Tr (XLI), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Leidos Holdings Inc (LDOS), cut from its top 50 Union Pac Corp (UNP), cut from its top 50 Meta Platforms Inc Class A (META), Ishares U.s. Aerospace & Defense ETF (ITA) (-57.7% shares), Spdr S&p 500 ETF Tr (SPY) (-8.3% shares) and Abbvie Inc (ABBV) (-7.3% shares), compared with its Q1 2026 filing.

How has Resolute Wealth Strategies, LLC's portfolio performed?

A portfolio copying Resolute Wealth Strategies, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.0% against +20.1%.

When is Resolute Wealth Strategies, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Resolute Wealth Strategies, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Resolute Wealth Strategies, LLC manage?

Resolute Wealth Strategies, LLC reported $387.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $258.1M.