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Resurgent Financial Advisors 13F Portfolio

Portfolio Manager
Resurgent Financial Advisors LLC
Performance
+9.84% (2026 Q2)
AUM (13F)
$359.53M
# of Holdings
308
Performance Rank
Allocation (Top 20)
42.27%
Latest filing
Q2 2026

Resurgent Financial Advisors LLC Holdings Map

Top 50 Resurgent Financial Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOGL
ALPHABET INC
5.37%53.8K$19.2M
+21.70%(+9.59K)
2025-Q2: 18.5K shares2025-Q3: 18.2K shares2025-Q4: 17.1K shares2026-Q1: 44.2K shares2026-Q2: 53.8K shares
$249.83(+37.98%)
2026-06-30
NVDA
NVIDIA CORPORATION
4.83%86.3K$17.3M
+23.61%(+16.49K)
2025-Q2: 32.4K shares2025-Q3: 31.7K shares2025-Q4: 30.6K shares2026-Q1: 69.8K shares2026-Q2: 86.3K shares
$128.07(+76.51%)
2026-06-30
AAPL
APPLE INC
4.46%55.1K$16.0M
+25.38%(+11.16K)
2025-Q2: 38.7K shares2025-Q3: 37.4K shares2025-Q4: 33.3K shares2026-Q1: 44.0K shares2026-Q2: 55.1K shares
$202.81(+50.58%)
2026-06-30
MSFT
MICROSOFT CORP
4.17%40.0K$14.9M
+21.69%(+7.13K)
2025-Q2: 22.5K shares2025-Q3: 22.3K shares2025-Q4: 20.3K shares2026-Q1: 32.9K shares2026-Q2: 40.0K shares
$358.57(+35.56%)
2026-06-30
BRK.B
BERKSHIRE HATHAWAY INC DEL
2.64%18.9K$9.4M
+24.72%(+3.74K)
2025-Q2: 11.8K shares2025-Q3: 12.2K shares2025-Q4: 11.5K shares2026-Q1: 15.1K shares2026-Q2: 18.9K shares
$398.98(+25.66%)
2026-06-30
V
VISA INC
1.9%19.8K$6.8M
+31.72%(+4.76K)
2025-Q2: 4.2K shares2025-Q3: 3.7K shares2025-Q4: 3.6K shares2026-Q1: 15.0K shares2026-Q2: 19.8K shares
$308.07(+17.49%)
2026-06-30
LLY
ELI LILLY & CO
1.87%5.6K$6.7M
+17.60%(+835)
2025-Q2: 822 shares2025-Q3: 962 shares2025-Q4: 965 shares2026-Q1: 4.7K shares2026-Q2: 5.6K shares
$924.56(+27.56%)
2026-06-30
AVGO
BROADCOM INC
1.81%17.1K$6.5M
+35.28%(+4.46K)
2025-Q2: 5.3K shares2025-Q3: 5.0K shares2025-Q4: 5.0K shares2026-Q1: 12.6K shares2026-Q2: 17.1K shares
$258.12(+52.55%)
2026-06-30
VIG
VANGUARD SPECIALIZED FUNDS
1.6%24.2K$5.7M
+8.47%(+1.89K)
2025-Q2: 21.7K shares2025-Q3: 21.5K shares2025-Q4: 21.6K shares2026-Q1: 22.3K shares2026-Q2: 24.2K shares
$176.41(+38.92%)
2026-06-30
JNJ
JOHNSON & JOHNSON
1.59%22.4K$5.7M
+13.50%(+2.66K)
2025-Q2: 13.1K shares2025-Q3: 11.7K shares2025-Q4: 12.2K shares2026-Q1: 19.7K shares2026-Q2: 22.4K shares
$197.43(+31.93%)
2026-06-30

About Resurgent Financial Advisors LLCโ€™s portfolio

Resurgent Financial Advisors LLC reports $359.53M in US-listed equity holdings across 308 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (5.4%), NVDA (4.8%) and AAPL (4.5%). The top 20 holdings account for 42.27% of reported assets. Its disclosed equity book has returned +65.38% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
GOOGL โ€” 8.7% ($19.21M)NVDA โ€” 7.8% ($17.27M)AAPL โ€” 7.2% ($15.96M)MSFT โ€” 6.7% ($14.92M)BRK.B โ€” 4.3% ($9.44M)V โ€” 3.1% ($6.78M)LLY โ€” 3.0% ($6.69M)AVGO โ€” 2.9% ($6.46M)VIG โ€” 2.6% ($5.73M)JNJ โ€” 2.6% ($5.68M)Other โ€” 51.1% ($113.15M)
49%in top 10
  • GOOGL8.7%
  • NVDA7.8%
  • AAPL7.2%
  • MSFT6.7%
  • BRK.B4.3%
  • V3.1%
  • LLY3.0%
  • AVGO2.9%
  • VIG2.6%
  • JNJ2.6%
  • Other51.1%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
2
AMATAPPLIED MATLS INC0.9%
ASMLASML HLDG NV0.5%
Added to
41
GOOGLALPHABET INC+21.7%
NVDANVIDIA CORPORATION+23.6%
AAPLAPPLE INC+25.4%
MSFTMICROSOFT CORP+21.7%
+37 more
Trimmed
7
SPYSTATE STR SPDR S&P 500 ETF T-21.8%
FXEINVESCO CURRENCYSHARES EURO-14.7%
IWDISHARES TR-6.9%
COPCONOCOPHILLIPS-4.7%
+3 more

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Source filings

Holdings on this page are parsed from Resurgent Financial Advisors LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1912339). View Resurgent Financial Advisors LLCโ€™s 13F filings on SEC

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