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Resurgent Financial Advisors LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $359,534,856
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $19,210,820
- NVIDIA CORPORATION · COM · 67066G104 · shares: $17,271,265
- APPLE INC · COM · 037833100 · shares: $15,957,147
- MICROSOFT CORP · COM · 594918104 · shares: $14,923,734
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $9,440,358
- VISA INC · COM CL A · 92826C839 · shares: $6,779,774
- ELI LILLY & CO · COM · 532457108 · shares: $6,692,546
- BROADCOM INC · COM · 11135F101 · shares: $6,459,420
- VANGUARD SPECIALIZED FUNDS · DIV APP ETF · 921908844 · shares: $5,732,913
- JOHNSON & JOHNSON · COM · 478160104 · shares: $5,678,680
Reported holdings
316 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 53,756 shares | $19,210,820 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 86,317 shares | $17,271,265 |
| APPLE INC | COM | 037833100 | — | 55,146 shares | $15,957,147 |
| MICROSOFT CORP | COM | 594918104 | — | 40,008 shares | $14,923,734 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 18,866 shares | $9,440,358 |
| VISA INC | COM CL A | 92826C839 | — | 19,761 shares | $6,779,774 |
| ELI LILLY & CO | COM | 532457108 | — | 5,580 shares | $6,692,546 |
| BROADCOM INC | COM | 11135F101 | — | 17,100 shares | $6,459,420 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 24,228 shares | $5,732,913 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 22,360 shares | $5,678,680 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 16,655 shares | $5,451,770 |
| AMAZON COM INC | COM | 023135106 | — | 20,557 shares | $4,899,555 |
| META PLATFORMS INC | CL A | 30303M102 | — | 8,458 shares | $4,764,494 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 6,137 shares | $4,583,275 |
| EATON CORP PLC | SHS | G29183103 | — | 10,480 shares | $4,465,738 |
| WW GRAINGER INC | COM | 384802104 | — | 3,132 shares | $4,260,293 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 7,377 shares | $3,788,597 |
| MCKESSON CORP | COM | 58155Q103 | — | 4,932 shares | $3,726,781 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 14,929 shares | $3,619,208 |
| STRYKER CORPORATION | COM | 863667101 | — | 11,183 shares | $3,520,715 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | — | 7,954 shares | $3,480,989 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 4,577 shares | $3,427,666 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 24,901 shares | $3,404,404 |
| WALMART INC | COM | 931142103 | — | 30,039 shares | $3,402,213 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 37,161 shares | $3,265,709 |
| APPLIED MATLS INC | COM | 038222105 | — | 4,507 shares | $3,258,819 |
| HOME DEPOT INC | COM | 437076102 | — | 8,866 shares | $3,127,016 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 2,651 shares | $3,060,025 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | — | 55,822 shares | $2,576,185 |
| QUANTA SVCS INC | COM | 74762E102 | — | 3,534 shares | $2,544,621 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | — | 27,964 shares | $2,519,595 |
| RTX CORPORATION | COM | 75513E101 | — | 12,898 shares | $2,447,155 |
| CHEVRON CORPORATION | COM | 166764100 | — | 14,275 shares | $2,366,147 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 35,269 shares | $2,167,642 |
| INVESCO CURRENCYSHARES EURO | EURO SHS | 46138K103 | — | 20,347 shares | $2,145,437 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 20,454 shares | $2,126,443 |
| AMPHENOL CORP | CL A | 032095101 | — | 11,344 shares | $2,000,208 |
| S&P GLOBAL INC | COM | 78409V104 | — | 4,656 shares | $1,896,203 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | — | 19,569 shares | $1,884,915 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 13,630 shares | $1,874,534 |
| CISCO SYS INC | COM | 17275R102 | — | 15,544 shares | $1,825,798 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | — | 26,198 shares | $1,781,726 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 20,048 shares | $1,759,613 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 874 shares | $1,738,865 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 | — | 23,531 shares | $1,733,293 |
| AMGEN INC | COM | 031162100 | — | 4,679 shares | $1,694,455 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 3,485 shares | $1,664,464 |
| INTEL CORP | COM | 458140100 | — | 11,770 shares | $1,643,445 |
| DEERE & CO | COM | 244199105 | — | 2,587 shares | $1,641,012 |
| MARATHON PETE CORP | COM | 56585A102 | — | 6,292 shares | $1,608,676 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 10,809 shares | $1,603,043 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 2,665 shares | $1,548,125 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 21,291 shares | $1,531,900 |
| ABBVIE INC | COM | 00287Y109 | — | 5,944 shares | $1,495,748 |
| CORNING INC | COM | 219350105 | — | 5,850 shares | $1,494,266 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | — | 25,820 shares | $1,459,337 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | — | 28,306 shares | $1,425,217 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 6,067 shares | $1,377,573 |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | — | 8,467 shares | $1,367,796 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 1,457 shares | $1,363,368 |
| SPDR SERIES TRUST | ST STR SP BIOT | 78464A870 | — | 8,573 shares | $1,356,684 |
| SERVICENOW INC | COM | 81762P102 | — | 12,981 shares | $1,288,754 |
| PFIZER INC | COM | 717081103 | — | 52,559 shares | $1,265,622 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | — | 13,138 shares | $1,226,835 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 | — | 28,912 shares | $1,226,139 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | — | 4,901 shares | $1,190,997 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 5,465 shares | $1,142,404 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 38,725 shares | $1,139,683 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 | — | 42,818 shares | $1,135,533 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 1,463 shares | $1,116,474 |
| CHUBB LIMITED | COM | H1467J104 | — | 3,220 shares | $1,097,198 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 3,543 shares | $1,064,494 |
| SPDR INDEX SHS FDS | ST STR NAT ETF | 78463X541 | — | 15,765 shares | $1,061,142 |
| SOUTHERN CO | COM | 842587107 | — | 10,991 shares | $1,051,950 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 2,827 shares | $1,045,941 |
| TESLA INC | COM | 88160R101 | — | 2,462 shares | $1,035,517 |
| GE VERNOVA INC | COM | 36828A101 | — | 868 shares | $1,019,314 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 14,008 shares | $1,010,817 |
| BLACKROCK ETF TRUST | ISHA SYST AL ETF | 09290C665 | — | 35,119 shares | $985,088 |
| ETFS GOLD TR | PHYSCL GOLD SHS | 00326A104 | — | 25,638 shares | $980,141 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 18,398 shares | $977,137 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 8,310 shares | $969,528 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | — | 10,973 shares | $964,636 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | PUT | 1,300 shares | $957,320 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 18,920 shares | $953,379 |
| REALTY INCOME CORP | COM | 756109104 | — | 15,309 shares | $948,546 |
| MERCK & CO INC | COM | 58933Y105 | — | 7,331 shares | $942,035 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 2,707 shares | $923,141 |
| NEOS ETF TRUST | NEOS S&P 500 HI | 78433H303 | — | 17,278 shares | $917,289 |
| TEXAS INSTRS INC | COM | 882508104 | — | 3,026 shares | $901,960 |
| ISHARES TR | MBS ETF | 464288588 | — | 9,471 shares | $895,199 |
| GLOBAL X FDS | RUSSELL 2000 | 37954Y459 | — | 55,176 shares | $882,264 |
| TJX COS INC NEW | COM | 872540109 | — | 5,822 shares | $882,033 |
| COCA COLA CO | COM | 191216100 | — | 10,799 shares | $877,642 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 20,683 shares | $875,737 |
| ETFIS SER TR I | VIRTUS REAVES UT | 26923G806 | — | 10,707 shares | $875,190 |
| GLOBAL X FDS | SUPERDIVIDEND | 37960A669 | — | 35,336 shares | $863,612 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 27,839 shares | $848,811 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 5,704 shares | $836,396 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | — | 35,714 shares | $826,065 |