Q2 2026 13F · SEC CIK 1912339

Resurgent Financial Advisors LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $357.7M
Reported positions: 308
Top holdings a year, 3 yrs: +18.2%
Assets under management: $354.7M

Resurgent Financial Advisors LLC is a wealth manager that reported 308 positions worth $357.7M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Alphabet Inc (GOOGL, 5.4%), Nvidia Corporation Com (NVDA, 4.8%), Apple Inc (AAPL, 4.5%). A portfolio copying its top holdings returned 18.2% a year over the last 3 years, against 20.4% for the S&P 500.

Resurgent Financial Advisors LLC holdings largest 50 of 308 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.

Resurgent Financial Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	5.4%	4.6%	53,756	+21.7%	$19.2M
NVDANvidia Corporation Com	4.8%	4.4%	86,317	+23.6%	$17.3M
AAPLApple Inc	4.5%	4.1%	55,146	+25.4%	$16.0M
MSFTMicrosoft Corp	4.2%	4.4%	40,008	+21.7%	$14.9M
BRK-BBerkshire Hathaway Inc Del	2.6%	2.6%	18,866	+24.7%	$9.4M
VVisa Inc Com Cl A	1.9%	1.7%	19,761	+31.7%	$6.8M
LLYLilly Eli & Co	1.9%	1.6%	5,580	+17.6%	$6.7M
AVGOBroadcom Inc	1.8%	1.4%	17,100	+35.3%	$6.5M
VIGVanguard Dividend Appreciation ETF	1.6%	1.8%	24,228	+8.5%	$5.7M
JNJJohnson & Johnson	1.6%	1.8%	22,360	+13.5%	$5.7M
JPMJpmorgan Chase & Co	1.5%	1.7%	16,655	+3.1%	$5.5M
AMZNAmazon Com Inc Com	1.4%	1.3%	20,557	+19.3%	$4.9M
METAMeta Platforms Inc Class A	1.3%	1.2%	8,458	+51.4%	$4.8M
SPYSpdr S&p 500 ETF Tr	1.3%	1.9%	6,137	-21.8%	$4.6M
ETNEaton Corp PLC	1.2%	1.2%	10,480	+14.5%	$4.5M
GWWWw Grainger Inc	1.2%	0.9%	3,132	+42.8%	$4.3M
MAMastercard Inc.	1.1%	1.1%	7,377	+17.7%	$3.8M
MCKMckesson Corp Com	1.0%	1.2%	4,932	+27.0%	$3.7M
IWDIshares Russell 1000 Value ETF	1.0%	1.2%	14,929	-6.9%	$3.6M
SYKStryker Corporation	1.0%	1.0%	11,183	+33.6%	$3.5M
TPLTexas Pacific Land Corporati	1.0%	1.4%	7,954	-1.1%	$3.5M
IVVIshares Core S&p 500 ETF	1.0%	0.9%	4,577	+18.1%	$3.4M
XOMExxon Mobil Corp	1.0%	1.4%	24,901	+8.6%	$3.4M
WMTWalmart Inc	1.0%	1.3%	30,039	+7.2%	$3.4M
SPLGSpdr Series Trust	0.9%	0.7%	37,161	+46.4%	$3.3M
AMATApplied Matls Inc	0.9%	—	4,507	—	$3.3M
HDHome Depot Inc Com	0.9%	0.5%	8,866	+112.8%	$3.1M
MUMicron Technology Inc	0.9%	—	2,651	—	$3.1M
IUSBIshares Core Universal Usd Bond ETF	0.7%	0.6%	55,822	+54.4%	$2.6M
PWRQuanta Svcs Inc Com	0.7%	0.7%	3,534	-3.5%	$2.5M
SPHQInvesco Exchange Traded Fd T	0.7%	0.7%	27,964	+4.6%	$2.5M
RTXRtx Corporation Com	0.7%	0.7%	12,898	+36.4%	$2.4M
CVXChevron Corp New	0.7%	1.0%	14,275	+11.1%	$2.4M
JEPQJpmorgan Nasdaq Equity Premium Income Et	0.6%	0.7%	35,269	+2.8%	$2.2M
FXEInvesco Currencyshares Euro	0.6%	0.9%	20,347	-14.7%	$2.1M
COPConocophillips	0.6%	1.0%	20,454	-4.7%	$2.1M
APHAmphenol Corp	0.6%	—	11,344	—	$2.0M
SPGIS&P Global Inc.	0.5%	0.6%	4,656	+21.4%	$1.9M
DLNWisdomTree US LargeCap Dividend ETF Tota	0.5%	0.6%	19,569	-0.7%	$1.9M
IVWIshares	0.5%	0.6%	13,630	+1.2%	$1.9M
CSCOCisco Sys Inc	0.5%	—	15,544	—	$1.8M
DYNFIshares U.s. Equity Factor Rotation Acti	0.5%	0.5%	26,198	+2.1%	$1.8M
NEENextera Energy Inc Com	0.5%	0.6%	20,048	+20.5%	$1.8M
ASMLAsml Hldg NV	0.5%	—	874	—	$1.7M
MLPXGlobal X Fds	0.5%	0.6%	23,531	+6.8%	$1.7M
AMGNAmgen Inc Com	0.5%	—	4,679	—	$1.7M
TSMTaiwan Semiconductor Manufac	0.5%	—	3,485	—	$1.7M
INTCIntel Corp	0.5%	—	11,770	—	$1.6M
DEDeere & Co Com	0.5%	—	2,587	—	$1.6M
MPCMarathon Petroleum Corporation	0.5%	0.6%	6,292	+1.7%	$1.6M

What Resurgent Financial 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.

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: +18.3% /yr; S&P 500 +20.1%
3 years: +18.2% /yr; S&P 500 +20.4%
5 years: +14.2% /yr; S&P 500 +15.9%

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	$357.7M	308
Q1 2026	$274.4M	256
Q4 2025	$199.4M	216
Q3 2025	$203.7M	207
Q2 2025	$182.1M	186
Q1 2025	$166.5M	181
Q4 2024	$169.8M	175
Q3 2024	$170.9M	177
Q2 2024	$160.8M	172
Q1 2024	$187.4M	189
Q4 2023	$162.5M	495
Q3 2023	$146.3M	479

Questions about Resurgent Financial Advisors LLC's portfolio

What stocks does Resurgent Financial Advisors LLC own?

Resurgent Financial Advisors LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 308 positions worth $357.7M. The largest are Alphabet Inc (GOOGL) at 5.4%, Nvidia Corporation Com (NVDA) at 4.8%, Apple Inc (AAPL) at 4.5%, Microsoft Corp (MSFT) at 4.2% and Berkshire Hathaway Inc Del (BRK-B) at 2.6%.

What did Resurgent Financial Advisors LLC buy last quarter?

In Q2 2026, Resurgent Financial Advisors LLC added Home Depot Inc Com (HD) (+112.8% shares), Ishares Core Universal Usd Bond ETF (IUSB) (+54.4% shares) and Meta Platforms Inc Class A (META) (+51.4% shares), compared with its Q1 2026 filing.

What did Resurgent Financial Advisors LLC sell last quarter?

In Q2 2026, Resurgent Financial Advisors LLC cut from its top 50 Intuit (INTU), cut from its top 50 Wisdomtree Tr (USFR), cut from its top 50 iShares 0-3 Month Treasury Bon (SGOV), cut from its top 50 Ishares S&p 500 Value ETF (IVE), cut from its top 50 Wisdomtree Tr (DON), Spdr S&p 500 ETF Tr (SPY) (-21.8% shares), Invesco Currencyshares Euro (FXE) (-14.7% shares) and Ishares Russell 1000 Value ETF (IWD) (-6.9% shares), compared with its Q1 2026 filing.

How has Resurgent Financial Advisors LLC's portfolio performed?

A portfolio copying Resurgent Financial Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.3% against +20.1%. Over 5 years: +14.2% a year against +15.9%.

When is Resurgent Financial Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Resurgent Financial 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 Resurgent Financial Advisors LLC manage?

Resurgent Financial Advisors LLC reported $354.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $357.7M.