← Back to Discover
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) |
|---|---|---|---|---|---|
| BLACKROCK ETF TRUST | ISHA IN CTRY ETF | 09290C764 | — | 22,274 shares | $815,228 |
| BLACKROCK ETF TRUST | ISHA I IN TE ETF | 09290C780 | — | 15,292 shares | $806,194 |
| PIMCO DYNAMIC INCOME FD | SHS | 72201Y101 | — | 47,746 shares | $797,358 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 12,612 shares | $793,169 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 7,683 shares | $785,950 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 24,515 shares | $783,745 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,131 shares | $776,795 |
| PEPSICO INC | COM | 713448108 | — | 5,686 shares | $769,952 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | — | 9,971 shares | $758,893 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 22,346 shares | $756,196 |
| GLOBAL X FDS | RBTCS ARTFL INTE | 37954Y715 | — | 19,818 shares | $751,895 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 1,135 shares | $744,125 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 32,478 shares | $739,849 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 4,069 shares | $725,259 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | — | 15,739 shares | $724,781 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | — | 2,316 shares | $709,391 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 1,701 shares | $706,408 |
| GE AEROSPACE | COM NEW | 369604301 | — | 1,875 shares | $700,720 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 3,763 shares | $696,976 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | 33737A108 | — | 3,629 shares | $695,861 |
| MCDONALDS CORP | COM | 580135101 | — | 2,533 shares | $684,713 |
| COMFORT SYS USA INC | COM | 199908104 | — | 343 shares | $679,818 |
| EXCHANGE TRADED CONCEPTS TRU | RANG NUCL RE ETF | 301505475 | — | 9,943 shares | $677,725 |
| FIRST TR EXCHANGE-TRADED FD | UTILITIES ALPH | 33734X184 | — | 13,641 shares | $673,047 |
| BANK OF AMER CORP | 7.25%CNV PFD L | 060505682 | — | 514 shares | $644,347 |
| BLACKSTONE INC | COM | 09260D107 | — | 5,427 shares | $638,595 |
| UNION PAC CORP | COM | 907818108 | — | 2,300 shares | $625,600 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 6,218 shares | $623,541 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 845 shares | $622,298 |
| CASEYS GEN STORES INC | COM | 147528103 | — | 780 shares | $619,936 |
| HIGHWOODS PPTYS INC | COM | 431284108 | — | 20,273 shares | $611,443 |
| CELESTICA INC | COM | 15101Q207 | — | 1,668 shares | $608,486 |
| RAYMOND JAMES FINL INC | COM | 754730109 | — | 3,992 shares | $606,904 |
| LIQUIDIA CORPORATION | COM NEW | 53635D202 | — | 7,500 shares | $597,975 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | — | 5,729 shares | $595,601 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | PUT | 4,000 shares | $593,240 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 7,529 shares | $588,991 |
| BLACKROCK ETF TRUST | ISHA LA CORE ETF | 09290C855 | — | 11,594 shares | $583,990 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 10,881 shares | $581,807 |
| RBC BEARINGS INC | COM | 75524B104 | — | 897 shares | $577,722 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 | — | 11,533 shares | $569,826 |
| ORACLE CORP | COM | 68389X105 | — | 3,837 shares | $562,312 |
| BLACKROCK ETF TRUST | DISC VOLA EQ ETF | 09290C715 | — | 21,582 shares | $560,700 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 6,210 shares | $557,965 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 5,007 shares | $552,372 |
| ESSENTIAL UTILS INC | COM | 29670G102 | — | 14,413 shares | $552,162 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 5,475 shares | $551,168 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | — | 10,355 shares | $550,575 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 1,952 shares | $548,922 |
| BLACKROCK ETF TRUST | DYNAMIC EQTY ACT | 09290C723 | — | 19,618 shares | $544,203 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 | — | 8,263 shares | $542,135 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 6,510 shares | $539,251 |
| TEMA ETF TRUST | DURABLE QTY ETF | 87975E107 | — | 12,899 shares | $538,517 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 6,899 shares | $531,954 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | — | 10,268 shares | $531,662 |
| BANDWIDTH INC | COM CL A | 05988J103 | — | 8,381 shares | $530,517 |
| SCHWAB STRATEGIC TR | INTERNL DIVID | 808524672 | — | 16,585 shares | $526,242 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 2,336 shares | $520,648 |
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | — | 958 shares | $519,073 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | — | 1,702 shares | $515,655 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 302 shares | $512,612 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,430 shares | $505,277 |
| PERMIAN BASIN RTY TR | UNIT BEN INT | 714236106 | — | 20,000 shares | $500,800 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 2,307 shares | $491,576 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 4,937 shares | $488,664 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 9,704 shares | $487,446 |
| CITIGROUP INC | COM NEW | 172967424 | — | 3,470 shares | $485,661 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 | — | 3,641 shares | $485,163 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 3,896 shares | $484,818 |
| DANAHER CORP DEL | COM | 235851102 | — | 2,540 shares | $483,819 |
| PRINCIPAL EXCHANGE TRADED FD | SPECTRUM PFD | 74255Y888 | — | 25,378 shares | $483,705 |
| REAVES UTIL INCOME FD | COM SH BEN INT | 756158101 | — | 11,809 shares | $480,862 |
| ETF SER SOLUTIONS | DEFIA QUANT ETF | 26922A420 | — | 2,903 shares | $480,098 |
| VANECK ETF TRUST | AGRIBUSINESS ETF | 92189F700 | — | 5,913 shares | $468,310 |
| STOCK YDS BANCORP INC | COM | 861025104 | — | 5,954 shares | $455,276 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 12,330 shares | $454,619 |
| SIMPLIFY EXCHANGE TRADED FUN | TREASURY OPT INC | 82889N640 | — | 19,195 shares | $449,547 |
| LINDE PLC | SHS | G54950103 | — | 862 shares | $447,326 |
| BLACKROCK ETF TRUST | ISHA US THEM ETF | 09290C806 | — | 10,345 shares | $445,973 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 883 shares | $442,701 |
| BLACKROCK ETF TRUST II | ISHA GLO USD ETF | 092528835 | — | 8,761 shares | $440,591 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 1,487 shares | $435,959 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 9,591 shares | $434,845 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 2,737 shares | $434,241 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 2,738 shares | $432,686 |
| INVESCO ACTVELY MNGD ETC FD | AGRI CMDTY STRA | 46090F308 | — | 12,060 shares | $429,577 |
| UNITED RENTALS INC | COM | 911363109 | — | 377 shares | $427,100 |
| DIGITAL RLTY TR INC | COM | 253868103 | — | 2,320 shares | $416,626 |
| WEYERHAEUSER CO | COM NEW | 962166104 | — | 16,762 shares | $401,283 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 1,170 shares | $401,111 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 | — | 6,411 shares | $398,779 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | — | 4,562 shares | $397,091 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 6,796 shares | $391,579 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 756 shares | $385,377 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 3,003 shares | $380,108 |
| T-MOBILE US INC | COM | 872590104 | — | 2,263 shares | $379,573 |
| SOUTHERN COPPER CORP | COM | 84265V105 | — | 2,178 shares | $379,538 |
| OMEGA HEALTHCARE INVS INC | COM | 681936100 | — | 7,942 shares | $378,675 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 6,954 shares | $372,793 |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | 09789C812 | — | 8,118 shares | $370,018 |