StockDriftsStockDriftsTop 50 Resonant Capital Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.64% | 235.0K | $180.0M | -0.35%(-823) | $482.81(+59.49%) | 2026-09-30 | |
| DSTL | ETF SER SOLUTIONS | 3.57% | 1.16M | $74.5M | +1.38%(+15.89K) | $40.70(+66.39%) | 2026-09-30 | |
| GARP | ISHARES TR | 3.36% | 821.7K | $70.1M | +3.78%(+29.95K) | $66.74(+22.79%) | 2026-09-30 | |
| JMST | J P MORGAN EXCHANGE TRADED F | 3.25% | 1.34M | $67.7M | -27.35%(-503.86K) | $50.74(+0.06%) | 2026-09-30 | |
| MEAR | ISHARES U S ETF TR | 3.1% | 1.30M | $64.7M | -27.76%(-500.78K) | $50.12(-0.61%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.01% | 810.7K | $62.6M | +3.35%(+26.27K) | $78.84(-1.82%) | 2026-09-30 | |
| IJH | ISHARES TR | 2.71% | 785.7K | $56.5M | +1.04%(+8.12K) | $46.85(+54.50%) | 2026-09-30 | |
| FNDX | SCHWAB STRATEGIC TR | 2.1% | 1.39M | $43.8M | -2.27%(-32.28K) | $16.91(+91.83%) | 2026-09-30 | |
| SCHR | SCHWAB STRATEGIC TR | 2.03% | 1.78M | $42.3M | -33.95%(-916.88K) | $25.24(-5.55%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.89% | 118.0K | $39.3M | +5.51%(+6.16K) | $164.07(+109.02%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.87% | +32.63% | +4.69% | +25.75% |
| Top 20 Holdings Unweighted | +10.29% | +34.15% | +5.00% | +27.60% |
Resonant Capital Advisors LLC reports $2.08B in US-listed equity holdings across 551 positions in its most recent 13F filing. Its largest disclosed positions are IVV (8.6%), DSTL (3.6%) and GARP (3.4%). The top 20 holdings account for 48.5% of reported assets. Its disclosed equity book has returned +32.63% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Resonant Capital Advisors LLC, compare funds side by side, and get alerts the moment positions change.
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