Latest Resolute Wealth Strategies, LLC Stock Portfolio

Resolute Wealth Strategies, LLC Performance:

2025 Q4: 3.14%YTD: 14.38%2024: 22.42%

Performance for 2025 Q4 is 3.14%, and YTD is 14.38%, and 2024 is 22.42%.

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

On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Resolute Wealth Strategies, LLC reported an equity portfolio of $228.1 Millions as of 31 Dec, 2025.

The top stock holdings of Resolute Wealth Strategies, LLC are AAPL, , FBND. The fund has invested 15.1% of it's portfolio in APPLE INC COM and 6.2% of portfolio in JPMORGAN ACTIVE GROWTH ETF.

The fund managers got completely rid off WORKDAY INC CL A (WDAY), SERVISFIRST BANCSHARES INC COM (SFBS) and ENCOMPASS HEALTH CORP COM (EHC) stocks. They significantly reduced their stock positions in STATE STREET ENERGY SELECT SECTOR SPDR ETF (XLB), CHIPOTLE MEXICAN GRILL INC COM (CMG) and REDDIT INC CL A. Resolute Wealth Strategies, LLC opened new stock positions in STATE STREET FINANCIAL SELECT SECTOR SPDR ETF (XLB), VANGUARD VALUE ETF (VB) and INTUITIVE SURGICAL INC COM NEW (ISRG). The fund showed a lot of confidence in some stocks as they added substantially to STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF (XLB), BLACKSTONE SECD LENDING FD COMMON STOCK and TESLA INC COM (TSLA).

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

Our best estimate is that Resolute Wealth Strategies, LLC made a return of 3.14% in the last quarter. In trailing 12 months, it's portfolio return was 14.38%.

Performance
S&P 500

New Buys

Ticker	$ Bought
state street financial select sector spdr etf	674,570
vanguard value etf	285,944
intuitive surgical inc com new	261,092
kraneshares artificial intelligence & technology etf	225,410
vaneck semiconductor etf	208,408
cameco corp com	207,528
warner bros discovery inc com ser a	203,959
dollar gen corp new com	200,679

New stocks bought by Resolute Wealth Strategies, LLC

Additions

Ticker	% Inc.
state street technology select sector spdr etf	118
state street consumer discretionary select sector spdr etf	100
blackstone secd lending fd common stock	38.09
tesla inc com	20.81
vanguard russell 1000 growth etf	15.57
citigroup inc com new	14.68
merck & co inc com	14.59
vanguard s&p 500 etf	13.24

Additions to existing portfolio by Resolute Wealth Strategies, LLC

Reductions

Ticker	% Reduced
state street energy select sector spdr etf	-58.56
state street health care select sector spdr etf	-39.13
chipotle mexican grill inc com	-30.93
reddit inc cl a	-20.94
united cmnty bks blairsvle ga com	-18.41
dnp select income fd inc com	-16.9
vanguard information technology etf	-14.32
shopify inc cl a sub vtg shs	-8.74

Resolute Wealth Strategies, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
servisfirst bancshares inc com	-343,467
principal financial group inc com	-254,783
encompass health corp com	-257,851
workday inc cl a	-454,739

Resolute Wealth Strategies, LLC got rid off the above stocks

Sector Distribution

Resolute Wealth Strategies, LLC has about 45.2% of it's holdings in Others sector.

Sector	%
Others	45.2
Technology	23.9
Financial Services	6.6
Communication Services	6.6
Consumer Cyclical	5.8
Industrials	4
Healthcare	4
Energy	1.8
Consumer Defensive	1.5

Market Cap. Distribution

Resolute Wealth Strategies, LLC has about 52.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	45.2
MEGA-CAP	39.7
LARGE-CAP	13.2
SMALL-CAP	1.3

Stocks belong to which Index?

About 53.4% of the stocks held by Resolute Wealth Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	51.6
Others	46.6
RUSSELL 2000	1.8

Top 5 Winners (%)		%
SLV	ishares silver trust	52.0 %
LLY	eli lilly & co com	38.5 %
AMD	advanced micro devices inc com	31.3 %
GOOG	alphabet inc cap stk cl c	28.8 %
GOOG	alphabet inc cap stk cl a	28.6 %

Top 5 Winners ($)		$
AAPL	apple inc com	2.2 M
GOOG	alphabet inc cap stk cl c	1.6 M
CAT	caterpillar inc com	1.3 M
GOOG	alphabet inc cap stk cl a	0.8 M
GLD	spdr gold shares	0.6 M

Top 5 Losers (%)		%
XLB	state street consumer discretionary select sector spdr etf	-43.0 %
XLB	state street technology select sector spdr etf	-41.1 %
XLB	state street energy select sector spdr etf	-35.3 %
HOOD	robinhood mkts inc com cl a	-20.5 %
HD	home depot inc com	-15.0 %

Top 5 Losers ($)		$
XLB	state street technology select sector spdr etf	-1.0 M
XLB	state street energy select sector spdr etf	-0.5 M
BX	blackstone inc com	-0.5 M
T	at&t inc com	-0.4 M
MSFT	microsoft corp com	-0.4 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 109 stocks in it's portfolio. About 51.6% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Resolute Wealth Strategies, LLC last quarter.

Last Reported on: 06 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc com	15.11	126,804	34,473,100	reduced	-1.38

AAXJ	ishares u.s. broker-dealers & securities exchanges etf	0.14	1,841	330,307	reduced	-2.95

ABBV	abbvie inc com	0.50	4,953	1,131,690	added	0.04

ABT	abbott labs com	0.10	1,763	220,868	added	0.06

ACIO	defiance connective technologies etf	0.12	4,273	272,795	reduced	-7.53

AFK	vaneck semiconductor etf	0.09	579	208,408	new

AGNG	global x artificial intelligence & technology etf	0.09	4,052	206,104	unchanged	0.00

AMD	advanced micro devices inc com	0.26	2,759	590,867	added	5.55

AMGN	amgen inc com	1.40	9,786	3,203,070	reduced	-4.95

AMZN	amazon com inc com	4.64	45,816	10,575,300	added	1.00

ANET	arista networks inc com shs	0.10	1,680	220,130	unchanged	0.00

AVGO	broadcom inc com	0.22	1,483	513,347	added	4.07

AXP	american express co com	0.51	3,124	1,155,780	added	3.79

BAC	bank america corp com	0.23	9,462	520,415	reduced	-3.47

BBAX	jpmorgan active value etf	3.34	106,360	7,628,130	added	6.24

BBAX	jpmorgan equity premium income etf	0.35	13,928	797,237	reduced	-1.83

BBAX	jpmorgan income etf	0.17	8,286	383,577	reduced	-2.07

BGLD	first trust dow jones internet index fund	0.83	7,039	1,894,760	reduced	-0.28

BIL	state street spdr s&p dividend etf	0.16	2,536	352,875	reduced	-3.83

BKR	baker hughes company cl a	0.13	6,425	292,594	added	10.97