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Latest Resurgent Financial Advisors LLC Stock Portfolio

$276Million– No. of Holdings #253

Resurgent Financial Advisors LLC Performance:
2026 Q1: -0.54%YTD: -0.54%2025: 10.01%
Performance for 2026 Q1 is -0.54%, and YTD is -0.54%, and 2025 is 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 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Resurgent Financial Advisors LLC reported an equity portfolio of $276.9 Millions as of 31 Mar, 2026.

The top stock holdings of Resurgent Financial Advisors LLC are GOOG, NVDA, MSFT. The fund has invested 4.6% of it's portfolio in ALPHABET INC and 4.4% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off FIRST TR EXCHANGE TRADED FD (CARZ), INVESCO EXCHANGE TRADED FD T (CSD) and MOODYS CORP (MCO) stocks. They significantly reduced their stock positions in BANK AMERICA CORP (BAC), ISHARES INC (EMGF) and CAMBRIA ETF TR (BLDG). Resurgent Financial Advisors LLC opened new stock positions in MCKESSON CORP (MCK), STRYKER CORPORATION (SYK) and WW GRAINGER INC (GWW). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), ELI LILLY & CO (LLY) and VISA INC (V).
Resurgent Financial Advisors LLC Equity Portfolio Value
Last Reported on: 13 May, 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 -0.54% in the last quarter. In trailing 12 months, it's portfolio return was 11.57%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
mckesson corp3,361,180
stryker corporation2,750,050
ww grainger inc2,392,790
intuit2,363,440
rtx corporation1,824,360
s&p global inc1,631,180
automatic data processing in1,303,850
spdr index shs fds1,174,560
New stocks bought by Resurgent Financial Advisors LLC

Additions

Ticker% Inc.
ishares tr538
eli lilly & co391
visa inc312
mastercard incorporated292
pacer fds tr282
spdr series trust255
meta platforms inc173
alphabet inc158
Additions to existing portfolio by Resurgent Financial Advisors LLC

Reductions

Ticker% Reduced
bank america corp-59.27
ishares inc-48.76
cambria etf tr-39.65
robinhood mkts inc-31.61
global x fds-31.21
ishares tr-30.45
ishares bitcoin trust etf-24.79
schwab strategic tr-16.34
Resurgent Financial Advisors LLC reduced stake in above stock

Sold off

Ticker$ Sold
invesco exchange traded fd t-838,456
first tr exchange traded fd-864,449
bluerock pvt real estate fd-153,510
ishares tr-338,981
kkr & co inc-498,192
world gold tr-326,284
ishares tr-279,790
disney walt co-234,480
Resurgent Financial Advisors LLC got rid off the above stocks

Sector Distribution

Resurgent Financial Advisors LLC has about 39.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Financial Services
  • Communication Services
  • Industrials
  • Energy
  • Consumer Defensive
  • Consumer Cyclical
  • Utilities
Sector%
Others39.4
Technology18.8
Healthcare8.8
Financial Services7.2
Communication Services6.8
Industrials5.7
Energy4.6
Consumer Defensive3.1
Consumer Cyclical2.9
Utilities1.5

Market Cap. Distribution

Resurgent Financial Advisors LLC has about 59.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP39.6
UNALLOCATED39.4
LARGE-CAP19.9

Stocks belong to which Index?

About 57.5% of the stocks held by Resurgent Financial Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50057.5
Others41.6
Top 5 Winners (%)%
PBR
petroleo brasileiro s a
75.1 %
TPL
texas pacific land corporati
65.1 %
GLW
corning inc
54.1 %
MPC
marathon pete corp
50.0 %
COP
conocophillips
39.9 %
Top 5 Winners ($)$
TPL
texas pacific land corporati
1.5 M
XOM
exxon mobil corp
1.1 M
COP
conocophillips
0.8 M
CVX
chevron corporation
0.7 M
JNJ
johnson & johnson
0.6 M
Top 5 Losers (%)%
ARBE
arbe robotics ltd
-48.3 %
t1 energy inc
-34.3 %
HOOD
robinhood mkts inc
-32.6 %
sealsq corp
-28.1 %
SIDU
sidus space inc
-26.0 %
Top 5 Losers ($)$
MSFT
microsoft corp
-3.0 M
GOOG
alphabet inc
-0.8 M
AAPL
apple inc
-0.7 M
NVDA
nvidia corporation
-0.6 M
JPM
jpmorgan chase & co
-0.5 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 253 stocks in it's portfolio. About 28.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. TPL was the most profitable stock for Resurgent Financial Advisors LLC last quarter.

Last Reported on: 13 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions