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Latest Resolute Wealth Strategies, LLC Stock Portfolio

$258Million | No. of Holdings #132

Resolute Wealth Strategies, LLC Performance

2026 Q2+9.42%
YTD+5.09%
2025+15.40%

About Resolute Wealth Strategies, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Resolute Wealth Strategies, LLC reported an equity portfolio of $258.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Resolute Wealth Strategies, LLC are AAPL, , CAT. The fund has invested 14.3% of it's portfolio in APPLE INC COM and 6.4% of portfolio in JPMORGAN ACTIVE GROWTH ETF. <br><br> The fund managers got completely rid off STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF (XLB), EXXON MOBIL CORP COM (XOM) and GOLD FIELDS LTD SPONSORED ADR (GFI) stocks. They significantly reduced their stock positions in ISHARES U.S. AEROSPACE & DEFENSE ETF (AAXJ), ARISTA NETWORKS INC COM SHS (ANET) and UNITEDHEALTH GROUP INC COM (UNH). Resolute Wealth Strategies, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP COM SHS, MICRON TECHNOLOGY INC COM (MU) and ELDRIDGE BBB-B CLO ETF (ICAP). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INFORMATION TECHNOLOGY ETF (VAW), VANGUARD MORNINGSTAR GROWTH ETF (VB) and ENTERPRISE PRODS PARTNERS L P COM (EPD).
Resolute Wealth Strategies, LLC Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$258Million
  as of Aug 12, 2026

Resolute Wealth Strategies, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Resolute Wealth Strategies, LLC made a return of 9.42% in the last quarter. In trailing 12 months, it's portfolio return was 20.97%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp com shs2,716,380
sandisk corp com582,075
space exploration techn corp class a com stk459,443
micron technology inc com421,316
jpmorgan u.s. tech leaders etf381,172
eldridge bbb-b clo etf360,924
intel corp com351,868
vertiv holdings co com cl a307,776
New stocks bought by Resolute Wealth Strategies, LLC

Additions

Ticker% Inc.
vanguard information technology etf699
vanguard morningstar growth etf552
enterprise prods partners l p com41.47
ge vernova inc com29.53
nextera energy inc com25.84
broadcom inc com25.81
state street materials select sector spdr etf25.56
chevron corporation com23.39
Additions to existing portfolio by Resolute Wealth Strategies, LLC

Reductions

Ticker% Reduced
ishares u.s. aerospace & defense etf-57.73
arista networks inc com shs-29.27
unitedhealth group inc com-18.41
union pac corp com-14.07
state street energy select sector spdr etf-11.32
leidos holdings inc com-8.54
state street spdr s&p 500 etf-8.31
abbvie inc com-7.3
Resolute Wealth Strategies, LLC reduced stake in above stock

Sold off

Ticker$ Sold
dnp select income fd inc com-432,260
state street industrial select sector spdr etf-5,067,010
exxon mobil corp com-3,285,280
blackstone secd lending fd common stock-321,758
gold fields ltd sponsored adr-612,927
pfizer inc com-219,204
eastgroup pptys inc com-372,703
astrazeneca plc ord-202,033
Resolute Wealth Strategies, LLC got rid off the above stocks

Sector Distribution

Resolute Wealth Strategies, LLC has about 44.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Healthcare
  • Consumer Defensive
  • Energy
Sector%
Others44.5
Technology24.2
Financial Services6.5
Communication Services6.5
Industrials6
Consumer Cyclical5.3
Healthcare4
Consumer Defensive1.3
Energy1.2

Market Cap. Distribution

Resolute Wealth Strategies, LLC has about 53.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP47
UNALLOCATED44.5
LARGE-CAP6.4
MID-CAP2

Stocks belong to which Index?

About 54% of the stocks held by Resolute Wealth Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50052.1
Others46
RUSSELL 20001.9
Top 5 Winners (%)%
AMD
advanced micro devices inc com
179.7 %
WDC
western digital corp com
126.7 %
IJR
ishares tr ishares semicdtr
94.9 %
AFK
vaneck semiconductor etf
62.6 %
CAT
caterpillar inc com
49.3 %
Top 5 Winners ($)$
AAPL
apple inc com
4.6 M
CAT
caterpillar inc com
4.5 M
jpmorgan active growth etf
2.3 M
GOOG
alphabet inc cap stk cl c
1.6 M
NVDA
nvidia corporation com
1.4 M
Top 5 Losers (%)%
VAW
vanguard information technology etf
-73.1 %
VB
vanguard morningstar growth etf
-70.1 %
LDOS
leidos holdings inc com
-32.3 %
T
at&t inc com
-28.6 %
AEM
agnico eagle mines ltd com
-22.7 %
Top 5 Losers ($)$
VB
vanguard morningstar growth etf
-1.3 M
T
at&t inc com
-1.1 M
GLD
spdr gold shares
-1.0 M
VAW
vanguard information technology etf
-0.9 M
PLTR
palantir technologies inc cl a
-0.3 M

Resolute Wealth Strategies, LLC Holdings Map

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

Current Stock Holdings of Resolute Wealth Strategies, LLC

Resolute Wealth Strategies, LLC has 132 stocks in it's portfolio. About 52.8% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Resolute Wealth Strategies, LLC last quarter.

$258.13MTotal Value
141Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Resolute Wealth Strategies, LLC, last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares U.S. Aerospace & Defense Etf

Ishares U.S. Aerospace & Defense Etf

AAXJ
Resolute Wealth Strategies, LLC's holding in Ishares U.S. Aerospace & Defense Etf over time
0.44%4,700
$1.14M
0.44%
decreased 57.73 percentreduced
AAXJ
Ishares U.S. Broker-Dealers & Securities Exchanges Etf

Ishares U.S. Broker-Dealers & Securities Exchanges Etf

AAXJ
Resolute Wealth Strategies, LLC's holding in Ishares U.S. Broker-Dealers & Securities Exchanges Etf over time
0.13%1,854
$325.1K
0.13%
increased 0.27 percentadded
ACIO
Defiance Space And Connective Tech Etf

Defiance Space And Connective Tech Etf

ACIO
Resolute Wealth Strategies, LLC's holding in Defiance Space And Connective Tech Etf over time
0.13%3,638
$345.7K
0.13%
decreased 2.62 percentreduced
AEM
Agnico Eagle Mines Ltd Com

Agnico Eagle Mines Ltd Com

AEM
Resolute Wealth Strategies, LLC's holding in Agnico Eagle Mines Ltd Com over time
0.12%2,075
$321.9K
0.12%
decreased 7.24 percentreduced
AFK
Vaneck Semiconductor Etf

Vaneck Semiconductor Etf

AFK
Resolute Wealth Strategies, LLC's holding in Vaneck Semiconductor Etf over time
0.17%679
$445.2K
0.17%
increased 17.27 percentadded
AGNG
Global X Artificial Intelligence & Technology Etf

Global X Artificial Intelligence & Technology Etf

AGNG
Resolute Wealth Strategies, LLC's holding in Global X Artificial Intelligence & Technology Etf over time
0.1%4,052
$265.9K
0.1%
new position
BBAX
Jpmorgan Active Value Etf

Jpmorgan Active Value Etf

BBAX
Resolute Wealth Strategies, LLC's holding in Jpmorgan Active Value Etf over time
3.59%116,560
$9.26M
3.59%
increased 3.97 percentadded
BBAX
Jpmorgan Equity Premium Income Etf

Jpmorgan Equity Premium Income Etf

BBAX
Resolute Wealth Strategies, LLC's holding in Jpmorgan Equity Premium Income Etf over time
0.29%13,395
$756.5K
0.29%
decreased 5.6 percentreduced
BBAX
Jpmorgan Income Etf

Jpmorgan Income Etf

BBAX
Resolute Wealth Strategies, LLC's holding in Jpmorgan Income Etf over time
0.14%7,664
$352.9K
0.14%
decreased 2.73 percentreduced