Top 50 Resolute Wealth Strategies LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 14.26% | 127.2K | $36.8M | -1.37%(-1.77K) | $145.63(+110.58%) | 2026-06-30 | |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | 6.36% | 166.5K | $16.4M | +3.54%(+5.69K) | $85.14(+12.34%) | 2026-06-30 | |
| CAT | CATERPILLAR INC COM | 5.06% | 12.3K | $13.1M | -3.91%(-499) | $234.38(+265.12%) | 2026-06-30 | |
| FBND | FIDELITY TOTAL BOND ETF | 4.6% | 260.9K | $11.9M | +3.73%(+9.38K) | $45.17(-0.55%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 4.29% | 46.4K | $11.1M | +2.78%(+1.26K) | $101.02(+172.18%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 4.27% | 55.1K | $11.0M | +1.18%(+644) | $69.96(+215.14%) | 2026-06-30 | |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 4.19% | 107.3K | $10.8M | +16.59%(+15.27K) | $100.55(+0.03%) | 2026-06-30 | |
| JAVA | JPMORGAN ACTIVE VALUE ETF | 3.59% | 116.6K | $9.3M | +3.97%(+4.45K) | $63.03(+32.95%) | 2026-06-30 | |
| GOOG | ALPHABET INC CAP STK CL C | 3.28% | 24.0K | $8.5M | +2.46%(+576) | $106.44(+229.29%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 2.86% | 19.8K | $7.4M | -3.48%(-714) | $382.86(+31.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.54% | +66.56% | โ | โ | +76.45% |
| Top 20 Holdings Unweighted | +18.86% | +67.91% | โ | โ | +80.28% |
Resolute Wealth Strategies LLC reports $258.13M in US-listed equity holdings across 132 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (14.3%), JGRO (6.4%) and CAT (5.1%). The top 20 holdings account for 71.36% of reported assets. Its disclosed equity book has returned +66.56% on a three-year cumulative basis. 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 Strategies LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1973981). View Resolute Wealth Strategies LLCโs 13F filings on SEC