Q2 2026 13F · SEC CIK 1803236

Resonant Capital Advisors, LLC

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.1B
Reported positions: 538
Top holdings a year, 3 yrs: +9.3%
Assets under management: $3.0B

Resonant Capital Advisors, LLC is a wealth manager that reported 538 positions worth $2.1B in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 8.4%), J P Morgan Exchange Traded F (JMST, 4.5%), Ishares Short Maturity Municipal Bond Ac (MEAR, 4.3%). A portfolio copying its top holdings returned 9.3% a year over the last 3 years, against 20.4% for the S&P 500.

Resonant Capital Advisors, LLC holdings largest 50 of 538 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.

Resonant Capital Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	8.4%	8.3%	235,812	-2.6%	$176.6M
JMSTJ P Morgan Exchange Traded F	4.5%	4.6%	1,841,965	+7.1%	$93.9M
MEARIshares Short Maturity Municipal Bond Ac	4.3%	4.4%	1,804,120	+8.2%	$90.9M
DSTLETF Ser Solutions	3.3%	3.5%	1,148,375	-1.0%	$68.8M
SCHRSchwab Inter Tsy	3.2%	3.9%	2,700,741	-10.0%	$66.6M
GARPIshares Tr	3.1%	2.6%	791,780	+0.9%	$65.4M
VCSHVanguard Scottsdale Fds	3.0%	3.2%	784,392	+1.9%	$62.0M
IJHIshares Tr	2.9%	2.8%	777,549	+0.2%	$60.0M
FNDXSchwab Strategic Tr	2.1%	2.1%	1,424,766	-2.8%	$44.3M
IEFAIshares Core Msci Eafe ETF	1.9%	1.9%	402,022	-1.1%	$38.8M
IJRIshares Core S&p Small Cap ETF	1.6%	1.5%	226,102	-0.5%	$33.5M
FNDFSchwab Strategic Tr	1.6%	1.6%	631,809	-1.3%	$33.3M
AAPLApple Inc	1.5%	1.5%	111,880	+2.1%	$32.4M
SPYSpdr S&p 500 ETF Tr	1.5%	1.5%	42,366	-0.1%	$31.7M
VIGVanguard Dividend Appreciation ETF	1.5%	1.5%	129,495	-3.3%	$30.6M
VTEBVanguard Tx Ex Bd	1.4%	1.8%	595,998	-15.1%	$30.1M
FNDASchwab Strategic Tr	1.4%	1.3%	763,063	-1.1%	$29.0M
NVDANvidia Corporation Com	1.4%	1.3%	143,797	+3.4%	$28.8M
SGOViShares 0-3 Month Treasury Bon	1.3%	1.5%	279,727	-0.5%	$28.2M
MUBIshares National Muni Bond ETF	1.3%	1.2%	254,378	+22.6%	$27.4M
IEMGIshares	1.3%	1.2%	315,709	+0.3%	$26.2M
JSMDJanus Detroit Str Tr	1.2%	1.1%	256,416	+1.3%	$26.0M
JPIEJpmorgan Income ETF	1.2%	1.3%	562,989	+3.8%	$25.9M
RWKInvesco Exch Traded Fd Tr II	1.2%	1.2%	172,713	+1.0%	$25.3M
VIGIVanguard Whitehall Fds	1.2%	1.3%	267,741	-1.0%	$25.0M
COMBGraniteshares ETF Tr	1.1%	1.3%	948,893	+2.4%	$22.8M
FNDESchwab Fundamental Emerging Markets Equi	1.1%	1.1%	570,078	+2.4%	$22.6M
VOOVanguard S&p 500 ETF	0.9%	0.7%	26,734	+23.8%	$18.4M
MSFTMicrosoft Corp	0.8%	0.9%	47,447	-0.4%	$17.7M
GOOGLAlphabet Inc	0.8%	0.7%	49,500	+3.0%	$17.7M
GOOGAlphabet Inc	0.8%	0.7%	47,520	-1.1%	$16.8M
AMZNAmazon Com Inc Com	0.8%	0.7%	68,392	+3.5%	$16.3M
IAUIshares Gold Trust	0.7%	0.9%	184,243	-0.1%	$13.9M
JPSTJ P Morgan Exchange Traded Fd	0.7%	0.7%	273,155	+0.1%	$13.8M
ICSHIshares Tr	0.7%	0.7%	270,325	+6.6%	$13.7M
DFNMDimensional ETF Trust	0.6%	0.7%	280,894	+3.9%	$13.6M
AVGOBroadcom Inc	0.6%	0.6%	35,926	+1.3%	$13.6M
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	25,539	+3.6%	$12.8M
DSMCETF Ser Solutions	0.6%	0.6%	297,925	+0.9%	$12.0M
JPMJpmorgan Chase & Co	0.6%	0.6%	35,882	-0.2%	$11.7M
HGERHarbor ETF Trust	0.5%	0.5%	377,427	+16.2%	$11.1M
VTIVanguard Index Fds	0.5%	0.4%	25,686	+0.3%	$9.5M
INMUBlackrock ETF Trust II	0.5%	0.6%	391,176	-23.2%	$9.5M
RWLInvesco S&p 500 Revenue ETF	0.4%	0.4%	72,877	+0.0%	$9.3M
CSCOCisco Sys Inc	0.4%	—	79,264	—	$9.3M
PRFInvesco Exchange Traded Fd T	0.4%	0.4%	170,207	+0.0%	$9.2M
PKWInvesco Exchange Traded Fd T	0.4%	0.4%	61,405	+0.0%	$8.7M
IDEVIshares Tr	0.4%	0.4%	96,323	+3.8%	$8.6M
ADIAnalog Devices Inc	0.4%	—	21,300	—	$8.5M
VVisa Inc Com Cl A	0.4%	—	24,257	—	$8.3M

What Resonant Capital Advisors, 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

VOO Vanguard S&p 500 ETF+23.8% shares
MUB Ishares National Muni Bond ETF+22.6% shares
HGER Harbor ETF Trust+16.2% shares
MEAR Ishares Short Maturity Municipal Bond Ac+8.2% shares
JMST J P Morgan Exchange Traded F+7.1% shares
ICSH Ishares Tr+6.6% shares

Reduced

INMU Blackrock ETF Trust II-23.2% shares
VTEB Vanguard Tx Ex Bd-15.1% shares
SCHR Schwab Inter Tsy-10.0% 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: +12.0% /yr; S&P 500 +20.1%
3 years: +9.3% /yr; S&P 500 +20.4%
5 years: +4.6% /yr; S&P 500 +11.6%

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	$2.1B	538
Q1 2026	$1.9B	495
Q4 2025	$1.8B	440
Q3 2025	$1.7B	437
Q2 2025	$1.6B	413
Q1 2025	$1.4B	370
Q4 2024	$1.4B	345
Q3 2024	$1.4B	352
Q2 2024	$1.2B	336
Q1 2024	$1.2B	342
Q4 2023	$1.0B	287
Q3 2023	$937.9M	270

Questions about Resonant Capital Advisors, LLC's portfolio

What stocks does Resonant Capital Advisors, LLC own?

Resonant Capital Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 538 positions worth $2.1B. The largest are Ishares Core S&p 500 ETF (IVV) at 8.4%, J P Morgan Exchange Traded F (JMST) at 4.5%, Ishares Short Maturity Municipal Bond Ac (MEAR) at 4.3%, ETF Ser Solutions (DSTL) at 3.3% and Schwab Inter Tsy (SCHR) at 3.2%.

What did Resonant Capital Advisors, LLC buy last quarter?

In Q2 2026, Resonant Capital Advisors, LLC added Vanguard S&p 500 ETF (VOO) (+23.8% shares), Ishares National Muni Bond ETF (MUB) (+22.6% shares) and Harbor ETF Trust (HGER) (+16.2% shares), compared with its Q1 2026 filing.

What did Resonant Capital Advisors, LLC sell last quarter?

In Q2 2026, Resonant Capital Advisors, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Meta Platforms Inc Class A (META), Blackrock ETF Trust II (INMU) (-23.2% shares), Vanguard Tx Ex Bd (VTEB) (-15.1% shares) and Schwab Inter Tsy (SCHR) (-10.0% shares), compared with its Q1 2026 filing.

How has Resonant Capital Advisors, LLC's portfolio performed?

A portfolio copying Resonant Capital Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.0% against +20.1%. Over 5 years: +4.6% a year against +11.6%.

When is Resonant Capital Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Resonant Capital Advisors, 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 Resonant Capital Advisors, LLC manage?

Resonant Capital Advisors, LLC reported $3.0B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.1B.