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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) |
|---|---|---|---|---|---|
| AMAZON COM INC | COM | 023135106 | CALL | 400 shares | $95,336 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | PUT | 100 shares | $93,547 |
| LIBERTY ALL STAR EQUITY FD | SH BEN INT | 530158104 | — | 13,943 shares | $81,009 |
| ALPHABET INC | CAP STK CL A | 02079K305 | CALL | 200 shares | $71,474 |
| SEALSQ CORP | ORD SHS | G79483106 | — | 16,150 shares | $50,873 |
| WALMART INC | COM | 931142103 | PUT | 400 shares | $45,304 |
| DENISON MINES CORP | COM | 248356107 | — | 12,500 shares | $38,250 |
| INVESCO SR INCOME TR | COM | 46131H107 | — | 12,224 shares | $36,672 |
| SIDUS SPACE INC | CL A COM NEW | 826165201 | — | 12,000 shares | $33,720 |
| EVE HLDG INC | COM | 29970N104 | — | 11,700 shares | $29,367 |
| SOLID POWER INC | CLASS A COM | 83422N105 | — | 10,700 shares | $27,713 |
| LARGO INC | COM | 517097101 | — | 40,000 shares | $25,368 |
| ARBE ROBOTICS LTD | ORDINARY SHARES | M1R95N100 | — | 27,100 shares | $22,493 |
| BLAIZE HLDGS INC | COM | 092915107 | — | 14,900 shares | $20,562 |
| T1 ENERGY INC | COM NEW | 35834F104 | CALL | 600 shares | $5,688 |
| RECURSION PHARMACEUTICALS IN | CL A | 75629V104 | CALL | 1,000 shares | $3,670 |