Resurgent Financial Advisors LLC — 13F Holdings & Portfolio
CIK 1912339 · latest 13F-HR filed 2026-05-13
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$276.9M
Long-equity book
Holdings
260
Distinct positions
Period
2026-03-31
Filed 2026-05-13
Q/Q Activity
+53 / −13 / ↑90 / ↓50
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ALPHABET INC$7.4M +137.9%
- NVIDIA CORPORATION$6.5M +113.3%
- ELI LILLY & CO$3.3M +320.7%
- VISA INC$3.3M +255.1%
- MICROSOFT CORP$2.4M +24.2%
Top Trims
- ROBINHOOD MKTS INC-$678.8K -58.1%
- JPMORGAN CHASE & CO-$651.0K -12.0%
- ISHARES BITCOIN TRUST ETF-$521.6K -41.8%
- ISHARES INC-$515.0K -46.8%
- BANK AMERICA CORP-$432.6K -63.9%
New Positions
- MCKESSON CORP$3.4M
- STRYKER CORPORATION$2.8M
- WW GRAINGER INC$2.4M
- INTUIT$2.4M
- RTX CORPORATION$1.8M
Exited Positions
- FIRST TR EXCHANGE TRADED FD$864.4K
- INVESCO EXCHANGE TRADED FD T$838.5K
- MOODYS CORP$656.4K
- KKR & CO INC$498.2K
- ISHARES TR$400.6K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOGL | 02079K305 | $12.7M | 4.59% | 44,171 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $12.2M | 4.40% | 69,829 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $12.2M | 4.39% | 32,877 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $11.2M | 4.03% | 43,983 | SH |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $7.2M | 2.62% | 15,127 | SH |
| 6 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $5.1M | 1.84% | 7,846 | SH |
| 7 | JOHNSON & JOHNSON | JNJ | 478160104 | $4.8M | 1.74% | 19,700 | SH |
| 8 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $4.8M | 1.73% | 22,336 | SH |
| 9 | JPMORGAN CHASE & CO | JPM | 46625H100 | $4.8M | 1.72% | 16,156 | SH |
| 10 | VISA INC | V | 92826C839 | $4.5M | 1.64% | 15,002 | SH |
| 11 | ELI LILLY & CO | LLY | 532457108 | $4.4M | 1.58% | 4,745 | SH |
| 12 | BROADCOM INC | AVGO | 11135F101 | $3.9M | 1.41% | 12,640 | SH |
| 13 | EXXON MOBIL CORP | XOM | 30231G102 | $3.9M | 1.40% | 22,929 | SH |
| 14 | TEXAS PACIFIC LAND CORPORATI | TPL | 88262P102 | $3.8M | 1.38% | 8,040 | SH |
| 15 | AMAZON COM INC | AMZN | 023135106 | $3.6M | 1.30% | 17,227 | SH |
| 16 | WALMART INC | WMT | 931142103 | $3.5M | 1.26% | 28,017 | SH |
| 17 | ISHARES TR | IWD | 464287598 | $3.4M | 1.24% | 16,027 | SH |
| 18 | MCKESSON CORP | MCK | 58155Q103 | $3.4M | 1.21% | 3,884 | SH |
| 19 | EATON CORP PLC | ETN | G29183103 | $3.3M | 1.18% | 9,149 | SH |
| 20 | META PLATFORMS INC | META | 30303M102 | $3.2M | 1.15% | 5,587 | SH |
| 21 | MASTERCARD INCORPORATED | MA | 57636Q104 | $3.1M | 1.13% | 6,267 | SH |
| 22 | CONOCOPHILLIPS | COP | 20825C104 | $2.8M | 1.02% | 21,460 | SH |
| 23 | STRYKER CORPORATION | SYK | 863667101 | $2.8M | 0.99% | 8,369 | SH |
| 24 | CHEVRON CORPORATION | CVX | 166764100 | $2.7M | 0.96% | 12,852 | SH |
| 25 | INVESCO CURRENCYSHARES EURO | FXE | 46138K103 | $2.5M | 0.92% | 23,857 | SH |
| 26 | ISHARES TR | IVV | 464287200 | $2.5M | 0.91% | 3,875 | SH |
| 27 | WW GRAINGER INC | GWW | 384802104 | $2.4M | 0.86% | 2,194 | SH |
| 28 | INTUIT | INTU | 461202103 | $2.4M | 0.85% | 5,466 | SH |
| 29 | QUANTA SVCS INC | PWR | 74762E102 | $2.0M | 0.73% | 3,663 | SH |
| 30 | INVESCO EXCHANGE TRADED FD T | SPHQ | 46137V241 | $2.0M | 0.73% | 26,729 | SH |
| 31 | SPDR SERIES TRUST | SPYM | 78464A854 | $1.9M | 0.70% | 25,375 | SH |
| 32 | J P MORGAN EXCHANGE TRADED F | JEPQ | 46654Q203 | $1.9M | 0.69% | 34,320 | SH |
| 33 | WISDOMTREE TR | USFR | 97717Y527 | $1.8M | 0.66% | 36,267 | SH |
| 34 | RTX CORPORATION | RTX | 75513E101 | $1.8M | 0.66% | 9,458 | SH |
| 35 | WISDOMTREE TR | DLN | 97717W307 | $1.8M | 0.64% | 19,713 | SH |
| 36 | ISHARES TR | SGOV | 46436E718 | $1.7M | 0.62% | 17,147 | SH |
| 37 | ISHARES TR | IUSB | 46434V613 | $1.7M | 0.60% | 36,148 | SH |
| 38 | S&P GLOBAL INC | SPGI | 78409V104 | $1.6M | 0.59% | 3,835 | SH |
| 39 | GLOBAL X FDS | MLPX | 37954Y293 | $1.6M | 0.59% | 22,027 | SH |
| 40 | NEXTERA ENERGY INC | NEE | 65339F101 | $1.5M | 0.56% | 16,644 | SH |
| 41 | ISHARES TR | IVW | 464287309 | $1.5M | 0.55% | 13,463 | SH |
| 42 | MARATHON PETE CORP | MPC | 56585A102 | $1.5M | 0.55% | 6,188 | SH |
| 43 | ISHARES TR | IVE | 464287408 | $1.5M | 0.54% | 7,092 | SH |
| 44 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $1.5M | 0.54% | 25,670 | SH |
| 45 | WISDOMTREE TR | DON | 97717W505 | $1.4M | 0.52% | 27,470 | SH |
| 46 | PFIZER INC | PFE | 717081103 | $1.4M | 0.52% | 50,987 | SH |
| 47 | ISHARES TR | IJR | 464287804 | $1.4M | 0.51% | 11,466 | SH |
| 48 | ALTRIA GROUP INC | MO | 02209S103 | $1.4M | 0.51% | 21,313 | SH |
| 49 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.4M | 0.50% | 1,379 | SH |
| 50 | HOME DEPOT INC | HD | 437076102 | $1.4M | 0.49% | 4,166 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $276.9M | 260 | 0001912339-26-000002 |
| 2025-12-31 | 2026-02-12 | $199.4M | 216 | 0001912339-26-000001 |
| 2025-09-30 | 2025-11-13 | $203.7M | 207 | 0001912339-25-000002 |