StockDriftsStockDriftsTop 50 Resolute Wealth Advisor INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.54% | 23.0K | $15.0M | +0.00%(+0) | $589.51(+30.26%) | 2026-06-30 | |
| IUSB | ISHARES TR | 6.69% | 254.5K | $11.8M | +0.00%(+0) | $46.10(-2.85%) | 2026-06-30 | |
| IVE | ISHARES TR | 6.48% | 53.9K | $11.4M | +0.00%(+0) | $192.10(+22.50%) | 2026-06-30 | |
| APUE | TRUST FOR PROFESSIONAL MANAG | 6.19% | 271.2K | $10.9M | +0.00%(+0) | $35.70(+31.76%) | 2026-06-30 | |
| IVW | ISHARES TR | 5.98% | 92.9K | $10.5M | +0.00%(+0) | $101.33(+37.49%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 5.74% | 173.2K | $10.1M | +0.00%(+0) | $51.48(+35.54%) | 2026-06-30 | |
| IEMG | ISHARES INC | 5.07% | 127.6K | $8.9M | +0.00%(+0) | $57.06(+44.71%) | 2026-06-30 | |
| EFV | ISHARES TR | 4.52% | 106.8K | $7.9M | +0.00%(+0) | $61.48(+33.88%) | 2026-06-30 | |
| EFG | ISHARES TR | 2.81% | 44.4K | $4.9M | +0.00%(+0) | $106.42(+14.42%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 2.79% | 148.9K | $4.9M | +0.00%(+0) | $25.51(+74.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.69% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.87% |
Resolute Wealth Advisor INC reports $175.66M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are IVV (8.5%), IUSB (6.7%) and IVE (6.5%). The top 20 holdings account for 77.52% of reported assets. Its disclosed equity book has returned +13.69% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Resolute Wealth Advisor INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2005292). View Resolute Wealth Advisor INC’s 13F filings on SEC