Latest Resonant Capital Advisors, LLC Stock Portfolio

Resonant Capital Advisors, LLC Performance:

2026 Q1: -0.5%YTD: -0.5%2025: 10.13%

Performance for 2026 Q1 is -0.5%, and YTD is -0.5%, and 2025 is 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 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Resonant Capital Advisors, LLC reported an equity portfolio of $1.9 Billions as of 31 Mar, 2026.

The top stock holdings of Resonant Capital Advisors, LLC are IJR, BBAX, CCRV. The fund has invested 8.3% of it's portfolio in ISHARES TR and 4.6% of portfolio in J P MORGAN EXCHANGE TRADED F.

The fund managers got completely rid off RLI CORP (RLI), BOOZ ALLEN HAMILTON HLDG COR (BAH) and GENERAL MLS INC (GIS) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), J P MORGAN EXCHANGE TRADED F (BBAX) and VANGUARD WORLD FD (VAW). Resonant Capital Advisors, LLC opened new stock positions in ISHARES TR (DMXF), J P MORGAN EXCHANGE TRADED F (BBAX) and BLACKROCK ETF TRUST II (HYMU). The fund showed a lot of confidence in some stocks as they added substantially to UNITEDHEALTH GROUP INC (UNH), AERCAP HOLDINGS NV (AER) and MERCK & CO INC (MRK).

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

Our best estimate is that Resonant Capital Advisors, LLC made a return of -0.5% in the last quarter. In trailing 12 months, it's portfolio return was 10.45%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	50,190,400
j p morgan exchange traded f	24,986,900
blackrock etf trust ii	12,178,300
harbor etf trust	10,070,500
ishares tr	1,867,950
lululemon athletica inc	1,707,520
astrazeneca plc	704,470
harris oakmark etf trust	620,704

New stocks bought by Resonant Capital Advisors, LLC

Additions

Ticker	% Inc.
unitedhealth group inc	162
aercap holdings nv	139
merck & co inc	129
icici bank limited	102
jones lang lasalle inc	99.37
honeywell intl inc	95.17
comfort sys usa inc	92.01
ishares tr	86.74

Additions to existing portfolio by Resonant Capital Advisors, LLC

Reductions

Ticker	% Reduced
select sector spdr tr	-84.19
j p morgan exchange traded f	-71.51
vanguard world fd	-66.23
wipro ltd	-65.84
schwab strategic tr	-60.53
danaher corp del	-57.29
pfizer inc	-55.91
berkley w r corp	-55.32

Resonant Capital Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
totalenergies se	-363,016
xylem inc	-211,624
verisk analytics inc	-317,416
icon plc	-235,610
snowflake inc	-205,979

Resonant Capital Advisors, LLC got rid off the above stocks

Sector Distribution

Resonant Capital Advisors, LLC has about 73.7% of it's holdings in Others sector.

Sector	%
Others	73.7
Technology	7.5
Financial Services	3.7
Healthcare	3.4
Consumer Cyclical	2.8
Communication Services	2.6
Industrials	2
Energy	2
Consumer Defensive	1.4

Market Cap. Distribution

Resonant Capital Advisors, LLC has about 25.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	73.6
MEGA-CAP	13.9
LARGE-CAP	11.8

Stocks belong to which Index?

About 24.6% of the stocks held by Resonant Capital Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	74.9
S&P 500	24.6

Top 5 Winners (%)		%
APA	apa corporation	73.3 %
CF	cf industries hold	65.3 %
RIG	transocean ltd	60.5 %
CIEN	ciena corp	57.6 %
WDC	western digital corp	55.3 %

Top 5 Winners ($)		$
COMB	graniteshares etf tr	4.3 M
XLB	select sector spdr tr	4.0 M
XOM	exxon mobil corp	3.0 M
FNDA	schwab strategic tr	2.6 M
CVX	chevron corporation	2.3 M

Top 5 Losers (%)		%
APP	applovin corp	-37.1 %
FICO	fair isaac corp	-35.9 %
BSX	boston scientific corp	-32.0 %
INTU	intuit	-31.7 %
DOCU	docusign inc	-30.6 %

Top 5 Losers ($)		$
IJR	ishares tr	-7.2 M
MSFT	microsoft corp	-5.3 M
AAPL	apple inc	-1.9 M
NVDA	nvidia corporation	-1.5 M
AMZN	amazon com inc	-1.4 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 492 stocks in it's portfolio. About 37.4% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. COMB was the most profitable stock for Resonant Capital Advisors, LLC last quarter.

Last Reported on: 29 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.01	3,195	211,924	new

AAPL	apple inc	1.46	109,584	27,811,400	added	10.01

AAXJ	ishares tr	1.16	207,469	22,022,800	added	8.46

AAXJ	ishares tr	0.24	87,861	4,617,970	reduced	-12.59

AAXJ	ishares tr	0.11	18,225	2,161,480	unchanged	0.00

AAXJ	ishares tr	0.08	12,030	1,589,160	reduced	-0.36

ABBV	abbvie inc	0.19	16,835	3,661,440	added	9.64

ABC	cencora inc	0.02	951	298,747	added	19.77

ABT	abbott laboratories	0.07	13,860	1,423,010	added	2.99

ACES	alps etf tr	0.12	43,528	2,291,320	added	5.07

ACGL	arch cap group ltd	0.04	8,827	847,304	added	4.78

ACIO	etf ser solutions	3.53	1,160,220	67,153,400	added	11.00

ACN	accenture plc ireland	0.16	14,882	2,950,950	added	5.02

ACWF	ishares tr	0.67	253,626	12,838,600	reduced	-44.35

ACWF	ishares tr	0.05	12,579	882,794	unchanged	0.00

ACWV	ishares inc	0.01	4,000	212,560	unchanged	0.00

ADBE	adobe inc	0.13	10,113	2,458,270	added	4.88

ADI	analog devices inc	0.36	21,378	6,801,200	added	1.51

ADP	automatic data processing in	0.17	16,306	3,336,990	added	10.96

ADSK	autodesk inc	0.02	1,244	297,814	added	35.66