Latest Resurgent Financial Advisors LLC Stock Portfolio

Resurgent Financial Advisors LLC Performance:

2025 Q4: -0.71%YTD: 10.01%2024: 12.27%

Performance for 2025 Q4 is -0.71%, and YTD is 10.01%, and 2024 is 12.27%.

About Resurgent Financial Advisors LLC and 13F Hedge Fund Stock Holdings

Resurgent Financial Advisors LLC is a hedge fund based in Atlanta, GA. On 2026-02-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Resurgent Financial Advisors LLC reported an equity portfolio of $199.4 Millions as of 31 Dec, 2025.

The top stock holdings of Resurgent Financial Advisors LLC are MSFT, AAPL, . The fund has invested 4.9% of it's portfolio in MICROSOFT CORP and 4.5% of portfolio in APPLE INC.

The fund managers got completely rid off BROOKFIELD ASSET MANAGMT LTD (BAM), SELECT SECTOR SPDR TR (XLB) and J P MORGAN EXCHANGE TRADED F (BBAX) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), NETFLIX INC (NFLX) and SPDR SERIES TRUST (BIL). Resurgent Financial Advisors LLC opened new stock positions in VERTEX PHARMACEUTICALS INC (VRTX), FIRST TR EXCHANGE TRADED FD (CARZ) and HONEYWELL INTL INC (HON). The fund showed a lot of confidence in some stocks as they added substantially to TEXAS PACIFIC LAND CORPORATI (TPL), BANK AMERICA CORP (BAC) and VANGUARD INDEX FDS (VB).

Resurgent Financial Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Resurgent Financial Advisors LLC made a return of -0.71% in the last quarter. In trailing 12 months, it's portfolio return was 10.01%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vertex pharmaceuticals inc	520,911
first tr exchange traded fd	458,472
honeywell intl inc	375,735
shell plc	364,006
american centy etf tr	330,878
albemarle corp	272,673
ishares tr	269,520
liquidia corporation	258,675

New stocks bought by Resurgent Financial Advisors LLC

Additions

Ticker	% Inc.
texas pacific land corporati	200
bank america corp	163
vanguard index fds	56.84
invesco exch traded fd tr ii	53.81
arbe robotics ltd	51.4
altria group inc	46.05
ishares tr	40.89
schwab strategic tr	39.81

Additions to existing portfolio by Resurgent Financial Advisors LLC

Reductions

Ticker	% Reduced
ishares tr	-85.03
netflix inc	-69.85
spdr series trust	-67.25
ishares tr	-44.91
select sector spdr tr	-42.8
salesforce inc	-40.78
home depot inc	-31.01
trane technologies plc	-29.2

Resurgent Financial Advisors LLC reduced stake in above stock

Sold off

Ticker	$ Sold
brookfield asset managmt ltd	-859,054
j p morgan exchange traded f	-619,076
spdr series trust	-439,152
select sector spdr tr	-692,766
schwab strategic tr	-203,499
j p morgan exchange traded f	-280,691
uber technologies inc	-316,051
ishares tr	-234,515

Resurgent Financial Advisors LLC got rid off the above stocks

Sector Distribution

Resurgent Financial Advisors LLC has about 48.4% of it's holdings in Others sector.

Sector	%
Others	48.4
Technology	16.6
Financial Services	7.2
Healthcare	5.4
Communication Services	4.7
Energy	4.3
Consumer Cyclical	4.2
Industrials	3.5
Consumer Defensive	3.3
Utilities	1.1

Market Cap. Distribution

Resurgent Financial Advisors LLC has about 50.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	48.4
MEGA-CAP	35.6
LARGE-CAP	15.3

Stocks belong to which Index?

About 48.7% of the stocks held by Resurgent Financial Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	50.7
S&P 500	48.7

Top 5 Winners (%)		%
	t1 energy inc	203.7 %
XLB	select sector spdr tr	81.2 %
LLY	eli lilly & co	40.8 %
AMD	advanced micro devices inc	31.0 %
GOOG	alphabet inc	28.4 %

Top 5 Winners ($)		$
GOOG	alphabet inc	1.2 M
AAPL	apple inc	0.6 M
LLY	eli lilly & co	0.3 M
XLB	select sector spdr tr	0.3 M
JNJ	johnson & johnson	0.3 M

Top 5 Losers (%)		%
TPL	texas pacific land corporati	-60.0 %
ORCL	oracle corp	-30.4 %
ARBE	arbe robotics ltd	-24.9 %
HOOD	robinhood mkts inc	-20.5 %
	ishares bitcoin trust etf	-20.4 %

Top 5 Losers ($)		$
TPL	texas pacific land corporati	-3.5 M
MSFT	microsoft corp	-0.7 M
	ishares bitcoin trust etf	-0.5 M
HD	home depot inc	-0.3 M
HOOD	robinhood mkts inc	-0.3 M

Resurgent Financial Advisors LLC Holdings Map

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

Current Stock Holdings of Resurgent Financial Advisors LLC

Resurgent Financial Advisors LLC has 213 stocks in it's portfolio. About 28.5% of the portfolio is in top 10 stocks. TPL proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Resurgent Financial Advisors LLC last quarter.

Last Reported on: 12 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.54	33,293	9,050,920	reduced	-10.96

AAXJ	ishares tr	0.52	14,532	1,037,730	reduced	-15.65

AAXJ	ishares tr	0.44	9,152	871,453	reduced	-11.57

AAXJ	ishares tr	0.40	25,882	801,307	added	21.16

AAXJ	ishares tr	0.29	9,323	579,437	added	40.89

AAXJ	ishares tr	0.28	10,296	554,748	added	10.16

AAXJ	ishares tr	0.22	4,325	439,723	added	5.64

AAXJ	ishares tr	0.14	2,906	279,790	added	11.9

AAXJ	ishares tr	0.13	3,391	255,116	reduced	-85.03

ABBV	abbvie inc	0.32	2,754	629,261	reduced	-0.86

ABT	abbott labs	0.12	1,995	249,954	added	0.35

ACIO	etf ser solutions	0.16	2,882	316,040	reduced	-7.83

ACWF	ishares tr	0.82	34,969	1,627,460	added	0.43

ACWF	ishares tr	0.67	31,237	1,339,120	added	9.16

ACWF	ishares tr	0.10	2,958	209,959	new

AEM	agnico eagle mines ltd	0.14	1,587	269,044	unchanged	0.00

AEMB	american centy etf tr	0.17	4,296	330,878	new

AFK	vaneck etf trust	0.31	6,030	624,509	reduced	-0.51

AFK	vaneck etf trust	0.22	1,222	439,908	reduced	-21.21

AFTY	pacer fds tr	0.13	4,209	253,256	reduced	-6.84