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Latest Resonant Capital Advisors, LLC Stock Portfolio

$2.08Billion | No. of Holdings #549

Resonant Capital Advisors, LLC Performance

2026 Q3+0.29%
YTD+7.51%
2025+10.13%

About Resonant Capital Advisors, LLC and 13F Hedge Fund Stock Holdings

Resonant Capital Advisors, LLC is a hedge fund based in Madison, WI. On 2026-10-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Resonant Capital Advisors, LLC reported an equity portfolio of $2.1 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of Resonant Capital Advisors, LLC are IJR, ACIO, DMXF. The fund has invested 8.6% of it's portfolio in ISHARES TR and 3.6% of portfolio in ETF SER SOLUTIONS. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), ELECTRONIC ARTS INC (EA) and TAYLOR MORRISON HOME CORP (TMHC) stocks. They significantly reduced their stock positions in CHECK POINT SOFTWARE TECH LT (CHKP), PAYPAL HLDGS INC (PYPL) and MEDTRONIC PLC (MDT). Resonant Capital Advisors, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, PIMCO ETF TR (BOND) and INTUIT (INTU). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), AIRBNB INC (ABNB) and SERVICENOW INC (NOW).
Resonant Capital Advisors, LLC Equity Portfolio Value
Last Reported on: 15 Oct, 2026
$2.08Billion
  as of Oct 15, 2026

Resonant Capital Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Resonant Capital Advisors, LLC made a return of 0.29% in the last quarter. In trailing 12 months, it's portfolio return was 8.88%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp9,019,480
pimco etf tr4,420,510
intuit2,051,010
public storage1,309,850
pimco etf tr924,831
spdr series trust845,688
stmicroelectronics n v410,498
atlassian corporation403,940
New stocks bought by Resonant Capital Advisors, LLC

Additions

Ticker% Inc.
schwab strategic tr4,934
schwab strategic tr838
airbnb inc673
servicenow inc287
j p morgan exchange traded f268
general dynamics corp239
devon energy corp new203
emcor group inc162
Additions to existing portfolio by Resonant Capital Advisors, LLC

Reductions

Ticker% Reduced
check point software tech lt-82.6
paypal hldgs inc-74.78
medtronic plc-67.35
accenture plc ireland-55.79
autozone inc-51.25
pepsico inc-50.94
j p morgan exchange traded f-50.71
procter & gamble co-46.77
Resonant Capital Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Resonant Capital Advisors, LLC

Sector Distribution

Resonant Capital Advisors, LLC has about 71.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Energy
  • Consumer Defensive
Sector%
Others71.5
Technology10.7
Financial Services3.6
Healthcare3.5
Communication Services2.7
Consumer Cyclical2.6
Industrials2.2
Energy1.2
Consumer Defensive1.1

Market Cap. Distribution

Resonant Capital Advisors, LLC has about 27.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED71.6
MEGA-CAP15.7
LARGE-CAP12

Stocks belong to which Index?

About 26% of the stocks held by Resonant Capital Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others73.4
S&P 50026
Top 5 Winners (%)%
PLTR
palantir technologies inc
56.0 %
MPC
marathon pete corp
54.1 %
ILMN
illumina inc
54.0 %
OKTA
okta inc
52.5 %
DINO
hf sinclair corp
51.7 %
Top 5 Winners ($)$
MSFT
microsoft corp
7.1 M
AAPL
apple inc
5.0 M
ACIO
etf ser solutions
4.7 M
NVDA
nvidia corporation
4.2 M
IJR
ishares tr
4.0 M
Top 5 Losers (%)%
MNST
monster beverage corp new
-50.1 %
APH
amphenol corp
-44.0 %
MLI
mueller inds inc
-43.3 %
APP
applovin corp
-40.9 %
MKSI
mks inc.
-39.9 %
Top 5 Losers ($)$
APH
amphenol corp
-4.1 M
IJR
ishares tr
-4.0 M
JAAA
janus detroit str tr
-3.1 M
IJR
ishares tr
-2.8 M
FNDA
schwab strategic tr
-2.3 M

Resonant Capital Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Resonant Capital Advisors, LLC

Resonant Capital Advisors, LLC has 549 stocks in it's portfolio. About 33.7% of the portfolio is in top 10 stocks. APH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Resonant Capital Advisors, LLC last quarter.

$2.08BTotal Value
500Positions
15 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Resonant Capital Advisors, LLC, last reported on 15 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resonant Capital Advisors, LLC's holding in Ishares Tr over time
0.83%171,590
$17.35M
0.83%
decreased 32.55 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resonant Capital Advisors, LLC's holding in Ishares Tr over time
0.33%132,750
$6.80M
0.33%
increased 51.17 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resonant Capital Advisors, LLC's holding in Ishares Tr over time
0.1%18,225
$2.07M
0.1%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resonant Capital Advisors, LLC's holding in Ishares Tr over time
0.09%12,021
$1.87M
0.09%
decreased 0.27 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Resonant Capital Advisors, LLC's holding in Alps Etf Tr over time
0.11%43,528
$2.26M
0.11%
unchanged 0 percentunchanged
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Resonant Capital Advisors, LLC's holding in Etf Ser Solutions over time
3.58%1,164,270
$74.49M
3.58%
increased 1.38 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Resonant Capital Advisors, LLC's holding in Ishares Tr over time
0.64%263,708
$13.29M
0.64%
decreased 2.45 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Resonant Capital Advisors, LLC's holding in Ishares Tr over time
0.05%12,579
$948.3K
0.05%
unchanged 0 percentunchanged
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Resonant Capital Advisors, LLC's holding in Agnico Eagle Mines Ltd over time
0.03%3,593
$658.5K
0.03%
increased 15.68 percentadded