# Resurgent Financial Advisors LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1912339. Source: https://holderbook.com/funds/1912339-resurgent-financial-advisors-llc/

- Reported value: $359.5M
- Positions: 308
- Weight of the ten largest: 30.1%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $19.3M | 53,756 | 5.4% | 19 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $17.3M | 86,317 | 4.8% | 19 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $16.0M | 55,146 | 4.4% | 19 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $14.9M | 40,008 | 4.2% | 19 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $9.4M | 18,866 | 2.6% | 19 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $6.8M | 19,761 | 1.9% | 19 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $6.7M | 5,580 | 1.9% | 16 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $6.5M | 17,100 | 1.8% | 19 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $5.7M | 24,228 | 1.6% | 19 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $5.7M | 22,360 | 1.6% | 19 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $5.5M | 16,655 | 1.5% | 19 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $5.0M | 20,557 | 1.4% | 19 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $4.8M | 8,458 | 1.3% | 19 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $4.6M | 6,137 | 1.3% | 19 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $4.5M | 10,480 | 1.2% | 19 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $4.3M | 3,132 | 1.2% | 2 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $3.8M | 7,377 | 1.1% | 19 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $3.7M | 4,932 | 1.0% | 2 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $3.6M | 14,929 | 1.0% | 18 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $3.5M | 11,183 | 1.0% | 2 |
| TEXAS PACIFIC LAND CORPORATI | [TPL](https://holderbook.com/stocks/TPL/) | $3.5M | 7,954 | 1.0% | 19 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $3.4M | 30,039 | 1.0% | 19 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $3.4M | 4,577 | 1.0% | 19 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $3.4M | 24,901 | 0.9% | 19 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $3.3M | 37,161 | 0.9% | 13 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $3.3M | 4,507 | 0.9% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $3.1M | 8,866 | 0.9% | 19 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $3.1M | 2,651 | 0.9% | 3 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $2.6M | 55,822 | 0.7% | 18 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $2.5M | 3,534 | 0.7% | 17 |
| INVESCO EXCHANGE TRADED FD T | [SPHQ](https://holderbook.com/stocks/SPHQ/) | $2.5M | 27,964 | 0.7% | 15 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $2.4M | 12,898 | 0.7% | 2 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.4M | 14,275 | 0.7% | 19 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $2.2M | 10,809 | 0.6% | 19 |
| J P MORGAN EXCHANGE TRADED F | [JEPQ](https://holderbook.com/stocks/JEPQ/) | $2.2M | 35,269 | 0.6% | 11 |
| INVESCO CURRENCYSHARES EURO | [FXE](https://holderbook.com/stocks/FXE/) | $2.1M | 20,347 | 0.6% | 4 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $2.1M | 20,454 | 0.6% | 19 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $2.0M | 11,344 | 0.6% | 2 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $1.9M | 4,656 | 0.5% | 2 |
| WISDOMTREE TR | [DLN](https://holderbook.com/stocks/DLN/) | $1.9M | 19,569 | 0.5% | 19 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $1.9M | 13,630 | 0.5% | 17 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.8M | 15,544 | 0.5% | 19 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $1.8M | 26,198 | 0.5% | 10 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $1.8M | 20,048 | 0.5% | 19 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $1.7M | 874 | 0.5% | 1 |
| GLOBAL X FDS | [MLPX](https://holderbook.com/stocks/MLPX/) | $1.7M | 23,531 | 0.5% | 15 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $1.7M | 4,679 | 0.5% | 19 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.7M | 3,485 | 0.5% | 4 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.6M | 11,770 | 0.5% | 4 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $1.6M | 2,587 | 0.5% | 19 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $1.6M | 6,292 | 0.4% | 19 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.6M | 845 | 0.4% | 2 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.5M | 2,665 | 0.4% | 5 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $1.5M | 21,291 | 0.4% | 19 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.5M | 5,944 | 0.4% | 19 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $1.5M | 5,850 | 0.4% | 6 |
| WISDOMTREE TR | [DON](https://holderbook.com/stocks/DON/) | $1.5M | 25,820 | 0.4% | 19 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.5M | 1,457 | 0.4% | 19 |
| WISDOMTREE TR | [USFR](https://holderbook.com/stocks/USFR/) | $1.4M | 28,306 | 0.4% | 8 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $1.4M | 6,067 | 0.4% | 11 |
| INVESCO EXCH TRADED FD TR II | [SPMO](https://holderbook.com/stocks/SPMO/) | $1.4M | 8,467 | 0.4% | 7 |
| SPDR SERIES TRUST | [XBI](https://holderbook.com/stocks/XBI/) | $1.4M | 8,573 | 0.4% | 17 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $1.3M | 12,981 | 0.4% | 2 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $1.3M | 52,559 | 0.4% | 19 |
| VANGUARD WHITEHALL FDS | [VIGI](https://holderbook.com/stocks/VIGI/) | $1.2M | 13,138 | 0.3% | 13 |
| ISHARES TR | [SHYG](https://holderbook.com/stocks/SHYG/) | $1.2M | 28,912 | 0.3% | 11 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $1.2M | 4,901 | 0.3% | 19 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $1.1M | 5,465 | 0.3% | 16 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $1.1M | 38,725 | 0.3% | 19 |
| PIMCO ETF TR | [PYLD](https://holderbook.com/stocks/PYLD/) | $1.1M | 42,818 | 0.3% | 7 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $1.1M | 1,463 | 0.3% | 5 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $1.1M | 3,220 | 0.3% | 19 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $1.1M | 3,543 | 0.3% | 6 |
| SPDR INDEX SHS FDS | [GNR](https://holderbook.com/stocks/GNR/) | $1.1M | 15,765 | 0.3% | 2 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $1.1M | 10,991 | 0.3% | 2 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.0M | 2,827 | 0.3% | 19 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.0M | 2,462 | 0.3% | 19 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $1.0M | 868 | 0.3% | 2 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $1.0M | 14,008 | 0.3% | 2 |
| BLACKROCK ETF TRUST | [IALT](https://holderbook.com/stocks/IALT/) | $985.1K | 35,119 | 0.3% | 1 |
| ETFS GOLD TR | [SGOL](https://holderbook.com/stocks/SGOL/) | $980.1K | 25,638 | 0.3% | 17 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $977.1K | 18,398 | 0.3% | 16 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $969.5K | 8,310 | 0.3% | 4 |
| VANGUARD WORLD FD | [MGK](https://holderbook.com/stocks/MGK/) | $964.6K | 10,973 | 0.3% | 9 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $953.4K | 18,920 | 0.3% | 19 |
| REALTY INCOME CORP | [O](https://holderbook.com/stocks/O/) | $948.5K | 15,309 | 0.3% | 4 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $942.0K | 7,331 | 0.3% | 19 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $923.1K | 2,707 | 0.3% | 5 |
| NEOS ETF TRUST | [SPYI](https://holderbook.com/stocks/SPYI/) | $917.3K | 17,278 | 0.3% | 4 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $902.0K | 3,026 | 0.3% | 19 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $895.2K | 9,471 | 0.2% | 15 |
| GLOBAL X FDS | [RYLD](https://holderbook.com/stocks/RYLD/) | $882.3K | 55,176 | 0.2% | 4 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $882.0K | 5,822 | 0.2% | 19 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $877.6K | 10,799 | 0.2% | 3 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $875.7K | 20,683 | 0.2% | 19 |
| ETFIS SER TR I | [UTES](https://holderbook.com/stocks/UTES/) | $875.2K | 10,707 | 0.2% | 4 |
| GLOBAL X FDS | [SDIV](https://holderbook.com/stocks/SDIV/) | $863.6K | 35,336 | 0.2% | 4 |
| ISHARES TR | [PFF](https://holderbook.com/stocks/PFF/) | $848.8K | 27,839 | 0.2% | 4 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $836.4K | 5,704 | 0.2% | 19 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $826.1K | 35,714 | 0.2% | 9 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.6% | +14.8% | -6.2% | 99% |
| Q1 2026 | -0.0% | -4.6% | +4.6% | 100% |
| Q4 2025 | +0.6% | +2.4% | -1.7% | 100% |
| Q3 2025 | +6.6% | +7.8% | -1.2% | 100% |
| Q2 2025 | +7.3% | +10.5% | -3.1% | 100% |
| Q1 2025 | -1.8% | -4.6% | +2.7% | 100% |
| Q4 2024 | +0.5% | +2.1% | -1.6% | 100% |
| Q3 2024 | +5.6% | +5.4% | +0.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $359.5M | 308 |
| Q1 2026 | $276.9M | 256 |
| Q4 2025 | $199.4M | 216 |
| Q3 2025 | $203.7M | 207 |
| Q2 2025 | $182.1M | 186 |
| Q1 2025 | $166.5M | 181 |
| Q4 2024 | $169.9M | 175 |
| Q3 2024 | $171.1M | 177 |
| Q2 2024 | $160.9M | 172 |
| Q1 2024 | $187.6M | 190 |
| Q4 2023 | $162.9M | 495 |
| Q3 2023 | $146.8M | 479 |