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Latest Resurgent Financial Advisors LLC Stock Portfolio

$359Million | No. of Holdings #305

Resurgent Financial Advisors LLC Performance

2026 Q2+7.20%
YTD+6.62%
2025+10.01%

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

Resurgent Financial Advisors LLC is a hedge fund based in Atlanta, GA. On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Resurgent Financial Advisors LLC reported an equity portfolio of $359.5 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Resurgent Financial Advisors LLC are GOOG, NVDA, AAPL. The fund has invested 5.3% of it's portfolio in ALPHABET INC and 4.8% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off INTUIT (INTU), AUTOMATIC DATA PROCESSING IN (ADP) and MARKEL GROUP INC (MKL) stocks. They significantly reduced their stock positions in ISHARES TR (DMXF), PACER FDS TR (AFTY) and BLACKROCK ETF TRUST II (HYMU). Resurgent Financial Advisors LLC opened new stock positions in APPLIED MATLS INC (AMAT), ASML HLDG NV (ASML) and BLACKROCK ETF TRUST (BECO). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (EDV), VANGUARD INDEX FDS (VB) and MICRON TECHNOLOGY INC (MU).
Resurgent Financial Advisors LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$359Million
  as of Aug 14, 2026

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

Our best estimate is that Resurgent Financial Advisors LLC made a return of 7.2% in the last quarter. In trailing 12 months, it's portfolio return was 12.09%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
applied matls inc3,258,820
asml hldg nv1,738,860
blackrock etf trust985,088
freeport mcmoran inc793,169
booking holdings inc725,259
ge aerospace700,720
celestica inc608,486
raymond james finl inc606,904
New stocks bought by Resurgent Financial Advisors LLC

Additions

Ticker% Inc.
vanguard world fd675
vanguard index fds671
micron technology inc307
coca cola co242
palantir technologies inc204
blackstone inc153
invesco qqq tr140
southern co132
Additions to existing portfolio by Resurgent Financial Advisors LLC

Reductions

Ticker% Reduced
ishares tr-68.07
pacer fds tr-60.19
blackrock etf trust ii-54.58
cme group inc-49.42
ishares bitcoin trust etf-48.86
danaher corp del-46.16
ishares tr-41.93
bondbloxx etf trust-38.94
Resurgent Financial Advisors LLC reduced stake in above stock

Sold off

Ticker$ Sold
fs kkr cap corp-217,470
ess tech inc-18,259
plug pwr inc-28,250
ishares tr-507,956
eos energy enterprises inc-50,344
ishares tr-751,455
automatic data processing in-1,303,850
global x fds-554,890
Resurgent Financial Advisors LLC got rid off the above stocks

Sector Distribution

Resurgent Financial Advisors LLC has about 35.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Communication Services
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Energy
  • Consumer Defensive
  • Utilities
Sector%
Others35.5
Technology22.6
Healthcare8.2
Communication Services7.5
Financial Services7.3
Industrials6
Consumer Cyclical3.6
Energy3.3
Consumer Defensive2.6
Utilities1.5

Market Cap. Distribution

Resurgent Financial Advisors LLC has about 63.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP44.2
UNALLOCATED35.6
LARGE-CAP19.2

Stocks belong to which Index?

About 61.8% of the stocks held by Resurgent Financial Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50060.6
Others38.2
RUSSELL 20001.2
Top 5 Winners (%)%
INTC
intel corp
214.3 %
AMD
advanced micro devices inc
141.4 %
LQDA
liquidia corporation
111.3 %
PANW
palo alto networks inc
105.5 %
t1 energy inc
101.2 %
Top 5 Winners ($)$
GOOG
alphabet inc
3.4 M
NVDA
nvidia corporation
2.0 M
AAPL
apple inc
1.8 M
LLY
eli lilly & co
1.4 M
MU
micron technology inc
1.3 M
Top 5 Losers (%)%
VB
vanguard index fds
-69.7 %
EDV
vanguard world fd
-64.2 %
ALB
albemarle corp
-24.3 %
NFLX
netflix inc.
-23.8 %
T
at&t inc
-23.3 %
Top 5 Losers ($)$
EDV
vanguard world fd
-1.7 M
XOM
exxon mobil corp
-0.8 M
VB
vanguard index fds
-0.8 M
COP
conocophillips
-0.6 M
CVX
chevron corporation
-0.6 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 305 stocks in it's portfolio. About 30.1% of the portfolio is in top 10 stocks. EDV proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Resurgent Financial Advisors LLC last quarter.

$357.67MTotal Value
326Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Resurgent Financial Advisors LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resurgent Financial Advisors LLC's holding in Ishares Tr over time
0.25%9,471
$895.2K
0.25%
increased 5.76 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resurgent Financial Advisors LLC's holding in Ishares Tr over time
0.24%27,839
$848.8K
0.24%
increased 4.71 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resurgent Financial Advisors LLC's holding in Ishares Tr over time
0.21%9,971
$758.9K
0.21%
increased 36.42 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resurgent Financial Advisors LLC's holding in Ishares Tr over time
0.16%11,533
$569.8K
0.16%
increased 5.51 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resurgent Financial Advisors LLC's holding in Ishares Tr over time
0.15%10,355
$550.6K
0.15%
decreased 1.31 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resurgent Financial Advisors LLC's holding in Ishares Tr over time
0.09%4,191
$311.1K
0.09%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resurgent Financial Advisors LLC's holding in Ishares Tr over time
0.08%2,422
$301.3K
0.08%
decreased 1.58 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resurgent Financial Advisors LLC's holding in Ishares Tr over time
0.07%2,461
$247.0K
0.07%
decreased 41.93 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Resurgent Financial Advisors LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Resurgent Financial Advisors LLC's holding in Etf Ser Solutions over time
0.13%2,903
$480.1K
0.13%
decreased 1.86 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Resurgent Financial Advisors LLC's holding in Ishares Tr over time
0.72%55,822
$2.58M
0.72%
increased 54.43 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Resurgent Financial Advisors LLC's holding in Ishares Tr over time
0.34%28,912
$1.23M
0.34%
decreased 3.64 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Resurgent Financial Advisors LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Resurgent Financial Advisors LLC's holding in American Centy Etf Tr over time
0.09%3,273
$315.8K
0.09%
decreased 36.8 percentreduced