# Resolute Wealth Strategies, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1973981. Source: https://holderbook.com/funds/1973981-resolute-wealth-strategies-llc/

- Reported value: $258.1M
- Positions: 132
- Weight of the ten largest: 52.8%
- Filed: 2026-08-12

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 |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $36.8M | 127,167 | 14.3% | 14 |
| J P MORGAN EXCHANGE TRADED F | [JGRO](https://holderbook.com/stocks/JGRO/) | $16.4M | 166,483 | 6.4% | 10 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $13.1M | 12,273 | 5.1% | 14 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $11.9M | 260,923 | 4.6% | 12 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $11.1M | 46,411 | 4.3% | 14 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $11.0M | 55,110 | 4.3% | 14 |
| PIMCO ETF TR | [MINT](https://holderbook.com/stocks/MINT/) | $10.8M | 107,317 | 4.2% | 8 |
| J P MORGAN EXCHANGE TRADED F | [JAVA](https://holderbook.com/stocks/JAVA/) | $9.3M | 116,560 | 3.6% | 10 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $8.5M | 23,985 | 3.3% | 14 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $7.4M | 19,784 | 2.9% | 14 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $6.3M | 45,624 | 2.4% | 14 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $6.2M | 16,723 | 2.4% | 14 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $5.7M | 11,332 | 2.2% | 14 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $5.4M | 23,770 | 2.1% | 14 |
| JPMORGAN CHASE &amp; CO | [JPM](https://holderbook.com/stocks/JPM/) | $4.9M | 15,117 | 1.9% | 14 |
| STATE STR SPDR S&amp;P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $4.9M | 6,546 | 1.9% | 14 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $4.2M | 11,867 | 1.6% | 14 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $3.8M | 33,005 | 1.5% | 14 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $3.4M | 9,427 | 1.3% | 14 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $3.2M | 27,600 | 1.3% | 14 |
| RENASANT CORP | [RNST](https://holderbook.com/stocks/RNST/) | $3.1M | 72,412 | 1.2% | 14 |
| AT&amp;T INC | [T](https://holderbook.com/stocks/T/) | $2.8M | 133,416 | 1.1% | 14 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $2.7M | 19,868 | 1.1% | 1 |
| ELI LILLY &amp; CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.4M | 1,988 | 0.9% | 13 |
| FIRST TR EXCHANGE-TRADED FD | [RDVI](https://holderbook.com/stocks/RDVI/) | $2.3M | 79,451 | 0.9% | 8 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $2.3M | 3,356 | 0.9% | 6 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $2.2M | 19,567 | 0.9% | 14 |
| REDDIT INC | [RDDT](https://holderbook.com/stocks/RDDT/) | $1.9M | 11,233 | 0.8% | 8 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $1.9M | 3,041 | 0.8% | 14 |
| FIRST TR EXCHANGE-TRADED FD | [KNG](https://holderbook.com/stocks/KNG/) | $1.7M | 33,697 | 0.7% | 8 |
| FIRST TR EXCHANGE-TRADED FD | [FDN](https://holderbook.com/stocks/FDN/) | $1.7M | 6,269 | 0.6% | 14 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.4M | 2,491 | 0.6% | 14 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $1.3M | 10,301 | 0.5% | 14 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.3M | 3,786 | 0.5% | 14 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.2M | 1,611 | 0.5% | 14 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $1.2M | 3,488 | 0.5% | 14 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.2M | 4,658 | 0.5% | 14 |
| ISHARES TR | [ITA](https://holderbook.com/stocks/ITA/) | $1.1M | 4,700 | 0.4% | 2 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $1.1M | 9,263 | 0.4% | 6 |
| SELECT SECTOR SPDR TR | [XLB](https://holderbook.com/stocks/XLB/) | $989.7K | 19,470 | 0.4% | 2 |
| MURPHY OIL CORP | [MUR](https://holderbook.com/stocks/MUR/) | $989.6K | 30,394 | 0.4% | 14 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $920.4K | 2,437 | 0.4% | 6 |
| MERCK &amp; CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $917.8K | 7,143 | 0.4% | 14 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $832.8K | 15,575 | 0.3% | 14 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $756.5K | 13,395 | 0.3% | 14 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $739.1K | 987 | 0.3% | 14 |
| JOHNSON &amp; JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $731.5K | 2,880 | 0.3% | 14 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $693.1K | 1,648 | 0.3% | 7 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $689.1K | 1,658 | 0.3% | 14 |
| MURPHY USA INC | [MUSA](https://holderbook.com/stocks/MUSA/) | $667.0K | 1,238 | 0.3% | 14 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $663.2K | 3,481 | 0.3% | 4 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $660.3K | 1,172 | 0.3% | 14 |
| VANGUARD SCOTTSDALE FDS | [VONV](https://holderbook.com/stocks/VONV/) | $650.3K | 6,117 | 0.3% | 14 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $647.7K | 2,381 | 0.3% | 14 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $626.1K | 7,704 | 0.2% | 14 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $600.2K | 2,134 | 0.2% | 14 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $587.7K | 10,314 | 0.2% | 14 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $587.7K | 500 | 0.2% | 2 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $582.1K | 256 | 0.2% | 1 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $576.1K | 902 | 0.2% | 2 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $564.4K | 1,600 | 0.2% | 14 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $555.4K | 2,519 | 0.2% | 14 |
| PROCTER &amp; GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $554.2K | 3,779 | 0.2% | 14 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $546.6K | 2,138 | 0.2% | 14 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $539.1K | 6,258 | 0.2% | 13 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $523.5K | 2,759 | 0.2% | 9 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $522.0K | 1,722 | 0.2% | 5 |
| J P MORGAN EXCHANGE TRADED F | [JBND](https://holderbook.com/stocks/JBND/) | $520.2K | 9,723 | 0.2% | 9 |
| LEIDOS HOLDINGS INC | [LDOS](https://holderbook.com/stocks/LDOS/) | $499.5K | 4,851 | 0.2% | 14 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $492.3K | 1,952 | 0.2% | 10 |
| HCA HEALTHCARE INC | [HCA](https://holderbook.com/stocks/HCA/) | $489.7K | 1,256 | 0.2% | 14 |
| KRANESHARES TRUST | [AGIX](https://holderbook.com/stocks/AGIX/) | $468.9K | 9,999 | 0.2% | 3 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $459.4K | 2,689 | 0.2% | 1 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $450.8K | 1,508 | 0.2% | 14 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $445.2K | 679 | 0.2% | 3 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $429.6K | 4,489 | 0.2% | 8 |
| TRUSTMARK CORP | [TRMK](https://holderbook.com/stocks/TRMK/) | $421.7K | 9,165 | 0.2% | 11 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $421.3K | 365 | 0.2% | 1 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $417.8K | 1,213 | 0.2% | 14 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $411.2K | 1,845 | 0.2% | 14 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $388.1K | 2,550 | 0.2% | 14 |
| J P MORGAN EXCHANGE TRADED F | [JTEK](https://holderbook.com/stocks/JTEK/) | $381.2K | 3,417 | 0.1% | 1 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $380.2K | 2,717 | 0.1% | 4 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $377.9K | 4,305 | 0.1% | 4 |
| BAKER HUGHES COMPANY | [BKR](https://holderbook.com/stocks/BKR/) | $373.7K | 6,733 | 0.1% | 4 |
| SERIES PORTFOLIOS TR | [CLOZ](https://holderbook.com/stocks/CLOZ/) | $360.9K | 13,661 | 0.1% | 1 |
| WARNER BROS DISCOVERY INC | [WBD](https://holderbook.com/stocks/WBD/) | $359.1K | 13,469 | 0.1% | 3 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $356.2K | 9,689 | 0.1% | 7 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $353.3K | 7,434 | 0.1% | 5 |
| J P MORGAN EXCHANGE TRADED F | [JPIE](https://holderbook.com/stocks/JPIE/) | $352.9K | 7,664 | 0.1% | 10 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $351.9K | 2,520 | 0.1% | 1 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $349.2K | 2,978 | 0.1% | 14 |
| ETF SER SOLUTIONS | [UFOX](https://holderbook.com/stocks/UFOX/) | $345.7K | 3,638 | 0.1% | 14 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $328.3K | 1,506 | 0.1% | 3 |
| ISHARES TR | [IAI](https://holderbook.com/stocks/IAI/) | $325.1K | 1,854 | 0.1% | 14 |
| AGNICO EAGLE MINES LTD | [AEM](https://holderbook.com/stocks/AEM/) | $321.9K | 2,075 | 0.1% | 6 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $321.7K | 3,208 | 0.1% | 5 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $319.6K | 6,018 | 0.1% | 14 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $318.9K | 704 | 0.1% | 11 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $315.3K | 2,638 | 0.1% | 14 |

## 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 | +10.7% | +14.8% | -4.1% | 100% |
| Q1 2026 | -4.2% | -4.6% | +0.4% | 100% |
| Q4 2025 | +4.0% | +2.4% | +1.6% | 100% |
| Q3 2025 | +11.4% | +7.8% | +3.6% | 100% |
| Q2 2025 | +4.9% | +10.5% | -5.5% | 100% |
| Q1 2025 | -5.4% | -4.6% | -0.8% | 100% |
| Q4 2024 | +4.0% | +2.1% | +1.8% | 100% |
| Q3 2024 | +5.6% | +5.4% | +0.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $258.1M | 132 |
| Q1 2026 | $231.8M | 114 |
| Q4 2025 | $228.1M | 109 |
| Q3 2025 | $218.5M | 105 |
| Q2 2025 | $186.6M | 101 |
| Q1 2025 | $179.1M | 100 |
| Q4 2024 | $194.4M | 94 |
| Q3 2024 | $192.5M | 99 |
| Q2 2024 | $173.5M | 95 |
| Q1 2024 | $165.1M | 94 |
| Q4 2023 | $147.4M | 88 |
| Q3 2023 | $133.8M | 88 |

