StockDriftsStockDriftsTop 50 Resonant Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.44% | 235.8K | $176.6M | -2.59%(-6.27K) | $482.81(+61.01%) | 2026-06-30 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 4.49% | 1.84M | $93.9M | +7.14%(+122.72K) | $50.74(+0.30%) | 2026-06-30 | |
| MEAR | ISHARES U S ETF TR | 4.34% | 1.80M | $90.9M | +8.24%(+137.41K) | $50.12(+0.21%) | 2026-06-30 | |
| DSTL | ETF SER SOLUTIONS | 3.29% | 1.15M | $68.8M | -1.02%(-11.84K) | $40.41(+68.38%) | 2026-06-30 | |
| SCHR | SCHWAB STRATEGIC TR | 3.18% | 2.70M | $66.6M | -10.03%(-301.02K) | $25.24(-3.33%) | 2026-06-30 | |
| GARP | ISHARES TR | 3.12% | 791.8K | $65.4M | +0.92%(+7.19K) | $66.09(+27.01%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.96% | 784.4K | $62.0M | +1.91%(+14.68K) | $78.87(-0.42%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.86% | 777.5K | $60.0M | +0.20%(+1.59K) | $46.56(+67.35%) | 2026-06-30 | |
| FNDX | SCHWAB STRATEGIC TR | 2.12% | 1.42M | $44.3M | -2.76%(-40.49K) | $16.91(+92.04%) | 2026-06-30 | |
| IEFA | ISHARES TR | 1.86% | 402.0K | $38.8M | -1.06%(-4.31K) | $72.30(+39.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.10% | +29.85% | +4.38% | +23.88% |
| Top 20 Holdings Unweighted | +9.74% | +32.17% | +4.72% | +25.96% |
Resonant Capital Advisors, LLC reports $2.09B in US-listed equity holdings across 538 positions in its most recent 13F filing. Its largest disclosed positions are IVV (8.4%), JMST (4.5%) and MEAR (4.3%). The top 20 holdings account for 51.24% of reported assets. Its disclosed equity book has returned +29.85% 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 Resonant Capital Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803236). View Resonant Capital Advisors, LLC’s 13F filings on SEC