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Latest Resonant Capital Advisors, LLC Stock Portfolio

$2.09Billion | No. of Holdings #536

Resonant Capital Advisors, LLC Performance

2026 Q2+7.74%
YTD+7.20%
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 2026-07-27, 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 Jun, 2026. <br><br> The top stock holdings of Resonant Capital Advisors, LLC are IJR, BBAX, CCRV. The fund has invested 8.4% of it's portfolio in ISHARES TR and 4.5% of portfolio in J P MORGAN EXCHANGE TRADED F. <br><br> The fund managers got completely rid off ISHARES TR (IJR), HARRIS OAKMARK ETF TRUST and HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in BECTON DICKINSON & CO (BDX), EOG RES INC (EOG) and EBAY INC. (EBAY). Resonant Capital Advisors, LLC opened new stock positions in PIMCO ETF TR (BOND), INVESCO EXCH TRADED FD TR II (BAB) and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to ZOETIS INC (ZTS), VANGUARD INDEX FDS (VB) and UBER TECHNOLOGIES INC (UBER).
Resonant Capital Advisors, LLC Equity Portfolio Value
Last Reported on: 27 Jul, 2026
$2.09Billion
  as of Jul 27, 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 7.74% in the last quarter. In trailing 12 months, it's portfolio return was 13.63%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
pimco etf tr6,394,060
invesco exch traded fd tr ii2,018,080
j p morgan exchange traded f1,645,530
select sector spdr tr570,798
crowdstrike hldgs inc429,648
ishares tr396,828
caci intl inc395,624
incyte corp386,558
New stocks bought by Resonant Capital Advisors, LLC

Additions

Ticker% Inc.
zoetis inc1,258
vanguard index fds524
uber technologies inc388
ishares tr296
asml hldg nv104
wisdomtree tr100
taiwan semiconductor manufac90.18
crh plc89.27
Additions to existing portfolio by Resonant Capital Advisors, LLC

Reductions

Ticker% Reduced
becton dickinson & co-74.41
eog res inc-61.04
ebay inc.-59.41
aercap holdings nv-56.2
astrazeneca plc-56.16
cdw corp-54.15
fair isaac corp-47.92
conocophillips-36.31
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 72.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Energy
  • Consumer Defensive
Sector%
Others72.9
Technology9.2
Financial Services3.7
Healthcare3.3
Consumer Cyclical2.7
Communication Services2.6
Industrials2.2
Energy1.4
Consumer Defensive1.2

Market Cap. Distribution

Resonant Capital Advisors, LLC has about 26.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED72.9
MEGA-CAP14.6
LARGE-CAP11.8

Stocks belong to which Index?

About 24.8% of the stocks held by Resonant Capital Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others74.6
S&P 50024.8
Top 5 Winners (%)%
MU
micron technology inc
207.0 %
sandisk corp
203.0 %
UMC
united microelectronics corp
202.8 %
MRVL
marvell technology inc
177.3 %
INTC
intel corp
173.1 %
Top 5 Winners ($)$
IJR
ishares tr
22.9 M
DMXF
ishares tr
14.6 M
IJR
ishares tr
7.4 M
JAAA
janus detroit str tr
5.6 M
IJR
ishares tr
5.4 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.3 %
IJR
ishares tr
-60.4 %
ACN
accenture plc ireland
-36.2 %
T
at&t inc
-27.8 %
BSX
boston scientific corp
-26.6 %
Top 5 Losers ($)$
IJR
ishares tr
-3.1 M
IAU
ishares gold tr
-2.3 M
COMB
graniteshares etf tr
-2.0 M
XOM
exxon mobil corp
-1.9 M
CVX
chevron corporation
-1.7 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 536 stocks in it's portfolio. About 36.7% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Resonant Capital Advisors, LLC last quarter.

$2.09BTotal Value
500Positions
27 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Resonant Capital Advisors, LLC, last reported on 27 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resonant Capital Advisors, LLC's holding in Ishares Tr over time
1.31%254,378
$27.38M
1.31%
increased 22.61 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resonant Capital Advisors, LLC's holding in Ishares Tr over time
0.22%87,816
$4.60M
0.22%
decreased 0.05 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resonant Capital Advisors, LLC's holding in Ishares Tr over time
0.1%18,225
$2.14M
0.1%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resonant Capital Advisors, LLC's holding in Ishares Tr over time
0.09%12,054
$1.86M
0.09%
increased 0.2 percentadded
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
3.29%1,148,380
$68.79M
3.29%
decreased 1.02 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Resonant Capital Advisors, LLC's holding in Ishares Tr over time
0.65%270,325
$13.67M
0.65%
increased 6.58 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Resonant Capital Advisors, LLC's holding in Ishares Tr over time
0.05%12,579
$953.4K
0.05%
unchanged 0 percentunchanged