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Resurgent Financial Advisors LLC — 13F Holdings & Portfolio

CIK 1912339 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Resurgent Financial Advisors LLC manages $359.5M in 13F-reported U.S. long-equity assets across 316 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (5.34%), NVDA (4.80%), AAPL (4.44%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 70 new positions and exited 18; 157 existing positions rose in reported value and 47 fell.

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
$359.5M

Long-equity book

Holdings
316

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+70 / −18 / ↑157 / ↓47

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
GOOGL5.4% · +22%NVDA4.8% · +24%AAPL4.5% · +25%MSFT4.2% · +22%BRK.B2.6% · +25%V1.9% · +32%LLY1.9% · +18%AVGO1.8% · +35%VIG1.6% · +8%JNJ1.6% · +14%JPM1.5% · +3%AMZN1.4% · +19%META1.3% · +51%SPY1.3% · -22%ETN1.2% · +14%GWW1.2% · +43%MA1.1% · +18%MCK1.0% · +27%IWD1.0% · -7%SYK1.0% · +34%TPL1.0% · -1%IVV1.0% · +18%XOM1.0% · +9%WMT1.0% · +7%SPYM0.9% · +46%AMAT0.9% · newHD0.9% · +113%MU0.9% · +307%IUSB0.7% · +54%PWR0.7% · -4%SPHQ0.7% · +5%RTX0.7% · +36%CVX0.7% · +11%JEPQ0.6% · +3%FXE0.6% · -15%COP0.6% · -5%APH0.6% · +37%SPGI0.5% · +21%DLN0.5% · -1%IVW0.5% · +1%CSCO0.5% · +16%DYNF0.5% · +2%NEE0.5% · +20%ASML0.5% · newMLPX0.5% · +7%AMGN0.5% · +31%TSM0.5% · +3%INTC0.5% · +1%DE0.5% · +110%MPC0.5% · +2%IJR0.4% · -6%AMD0.4% · +24%MO0.4% · -0%ABBV0.4% · +51%GLW0.4% · +56%DON0.4% · -6%USFR0.4% · -22%IVE0.4% · -14%SPMO0.4% · +130%COST0.4% · +6%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 30.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 24, 2026.

Assets Under Management
$354.7M
Discretionary
$310.7M
Employees
20
Accounts
913
Address
600 EMBASSY ROW
SUITE 108
ATLANTA, GA 30328
Phone
(404) 654-0531
Website
Mailing Address
6300 POWERS FERRY ROAD SUITE 600-207, ATLANTA, GA, 30339
This firm reports 4 disclosure items on its registration.
Name Title / Status Ownership Type
CAFFEY, KIP, REED ControlCHIEF EXECUTIVE OFFICER AND PRESIDENT
since Nov 2018
10–25%Individual
DECKER, KATHERINE, KRAFT ControlCHIEF FINANCIAL OFFICER AND TREASURER
since Nov 2018
Less than 5%Individual
INVERGARRY HOLDINGS LP ControlOWNER
since Jun 2019
25–50%Domestic Entity
EAST FRANKLIN CAPITAL, LLCOWNER
since Jan 2024
5–10%Domestic Entity
SOROIBUS CAPITAL LLCOWNER
since Aug 2022
10–25%Domestic Entity
SUTTON, SARAH, JEANCHIEF COMPLIANCE OFFICER
since Oct 2021
Less than 5%Individual
DUNCAN, TOWNES Control
Indirect owner via INVERGARRY HOLDINGS LP
GENERAL PARTNER
since Aug 2019
50–75%Individual
GERBER, CHARLES, COLE Control
Indirect owner via INVERGARRY HOLDINGS LP
GENERAL PARTNER
since Aug 2019
25–50%Individual
PAGE, (JR), GENE RUFFNER Control
Indirect owner via SOROIBUS CAPITAL LLC
GENERAL PARTNER
since Feb 2021
25–50%Individual
Ownership & leadership changes · 11 filings with changes since Nov 14, 2018

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 30, 2026 filing
  • No longer listedPCG PARTNERS, LLC · OWNER · Less than 5% · listed since Jan 2024
  • No longer listedPOHLMAN, MATTHEW, WEBER · GENERA PARTNER · 75% or more · indirect via EAST FRANKLIN CAPITAL, LLC · control person · listed since Jul 2012
Mar 31, 2025 filing
  • ChangedPCG PARTNERS, LLC · ownership 5–10% → Less than 5%
Mar 30, 2024 filing
  • AddedEAST FRANKLIN CAPITAL, LLC · OWNER · 5–10%
  • AddedPCG PARTNERS, LLC · OWNER · 5–10%
  • AddedPOHLMAN, MATTHEW, WEBER · GENERA PARTNER · 75% or more · indirect via EAST FRANKLIN CAPITAL, LLC · control person
  • ChangedCAFFEY, KIP, REED · ownership 25–50% → 10–25%
  • ChangedSUTTON, SARAH, JEAN · no longer a control person
Oct 30, 2023 filing
  • AddedPAGE, (JR), GENE RUFFNER · GENERAL PARTNER · 25–50% · indirect via SOROIBUS CAPITAL LLC · control person
  • AddedSOROIBUS CAPITAL LLC · OWNER · 10–25%
Mar 31, 2023 filing
  • ChangedCAFFEY, KIP, REED · ownership 50–75% → 25–50%
Aug 2, 2022 filing
  • No longer listedSHOAF, N.B., FORREST · SECRETARY · 10–25% · control person · listed since Nov 2018
Nov 29, 2021 filing
  • No longer listedCORDLE, POLLY, WHITE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2021
  • AddedSUTTON, SARAH, JEAN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 25, 2021 filing
  • No longer listedPELOS, CONSTANTINE, ANDREW · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Apr 2020
  • Listed againCORDLE, POLLY, WHITE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Aug 21, 2020 filing
  • AddedDECKER, KATHERINE, KRAFT · CHIEF FINANCIAL OFFICER AND TREASURER · Less than 5% · control person
  • ChangedCAFFEY, KIP, REED · title CHIEF EXECUTIVE OFFICER → CHIEF EXECUTIVE OFFICER AND PRESIDENT
  • ChangedSHOAF, N.B., FORREST · title COMPLIANCE OFFICER → SECRETARY
Apr 29, 2020 filing
  • No longer listedCORDLE, POLLY, WHITE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Aug 2019
  • AddedPELOS, CONSTANTINE, ANDREW · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Older changes (2 more filings)
Nov 3, 2019 filing
  • AddedCORDLE, POLLY, WHITE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • AddedDUNCAN, TOWNES · GENERAL PARTNER · 50–75% · indirect via INVERGARRY HOLDINGS LP · control person
  • AddedGERBER, CHARLES, COLE · GENERAL PARTNER · 25–50% · indirect via INVERGARRY HOLDINGS LP · control person
  • AddedINVERGARRY HOLDINGS LP · OWNER · 25–50% · control person
  • ChangedSHOAF, N.B., FORREST · title CHIEF COMPLIANCE OFFICER → COMPLIANCE OFFICER; ownership 25–50% → 10–25%
Nov 14, 2018 filing (earliest on record)
  • ListedCAFFEY, KIP, REED · CHIEF EXECUTIVE OFFICER · 50–75% · control person
  • ListedSHOAF, N.B., FORREST · CHIEF COMPLIANCE OFFICER · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 157 →

Top Trims

Show all 47 →

New Positions

Show all 70 →

Exited Positions

Show all 18 →

Resurgent Financial Advisors LLC Holdings (2026-06-30)

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 $19.2M 5.34% 53,756 SH
2 NVIDIA CORPORATION NVDA 67066G104 $17.3M 4.80% 86,317 SH
3 APPLE INC AAPL 037833100 $16.0M 4.44% 55,146 SH
4 MICROSOFT CORP MSFT 594918104 $14.9M 4.15% 40,008 SH
5 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $9.4M 2.63% 18,866 SH
6 VISA INC V 92826C839 $6.8M 1.89% 19,761 SH
7 ELI LILLY & CO LLY 532457108 $6.7M 1.86% 5,580 SH
8 BROADCOM INC AVGO 11135F101 $6.5M 1.80% 17,100 SH
9 VANGUARD SPECIALIZED FUNDS VIG 921908844 $5.7M 1.59% 24,228 SH
10 JOHNSON & JOHNSON JNJ 478160104 $5.7M 1.58% 22,360 SH
11 JPMORGAN CHASE & CO JPM 46625H100 $5.5M 1.52% 16,655 SH
12 AMAZON COM INC AMZN 023135106 $4.9M 1.36% 20,557 SH
13 META PLATFORMS INC META 30303M102 $4.8M 1.33% 8,458 SH
14 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.6M 1.27% 6,137 SH
15 EATON CORP PLC ETN G29183103 $4.5M 1.24% 10,480 SH
16 WW GRAINGER INC GWW 384802104 $4.3M 1.18% 3,132 SH
17 MASTERCARD INCORPORATED MA 57636Q104 $3.8M 1.05% 7,377 SH
18 MCKESSON CORP MCK 58155Q103 $3.7M 1.04% 4,932 SH
19 ISHARES TR IWD 464287598 $3.6M 1.01% 14,929 SH
20 STRYKER CORPORATION SYK 863667101 $3.5M 0.98% 11,183 SH
21 TEXAS PACIFIC LAND CORPORATI TPL 88262P102 $3.5M 0.97% 7,954 SH
22 ISHARES TR IVV 464287200 $3.4M 0.95% 4,577 SH
23 EXXON MOBIL CORP XOM 30231G102 $3.4M 0.95% 24,901 SH
24 WALMART INC WMT 931142103 $3.4M 0.95% 30,039 SH
25 SPDR SERIES TRUST SPYM 78464A854 $3.3M 0.91% 37,161 SH
26 APPLIED MATLS INC AMAT 038222105 $3.3M 0.91% 4,507 SH
27 HOME DEPOT INC HD 437076102 $3.1M 0.87% 8,866 SH
28 MICRON TECHNOLOGY INC MU 595112103 $3.1M 0.85% 2,651 SH
29 ISHARES TR IUSB 46434V613 $2.6M 0.72% 55,822 SH
30 QUANTA SVCS INC PWR 74762E102 $2.5M 0.71% 3,534 SH
31 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $2.5M 0.70% 27,964 SH
32 RTX CORPORATION RTX 75513E101 $2.4M 0.68% 12,898 SH
33 CHEVRON CORPORATION CVX 166764100 $2.4M 0.66% 14,275 SH
34 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $2.2M 0.60% 35,269 SH
35 INVESCO CURRENCYSHARES EURO FXE 46138K103 $2.1M 0.60% 20,347 SH
36 CONOCOPHILLIPS COP 20825C104 $2.1M 0.59% 20,454 SH
37 AMPHENOL CORP APH 032095101 $2.0M 0.56% 11,344 SH
38 S&P GLOBAL INC SPGI 78409V104 $1.9M 0.53% 4,656 SH
39 WISDOMTREE TR DLN 97717W307 $1.9M 0.52% 19,569 SH
40 ISHARES TR IVW 464287309 $1.9M 0.52% 13,630 SH
41 CISCO SYS INC CSCO 17275R102 $1.8M 0.51% 15,544 SH
42 BLACKROCK ETF TRUST DYNF 09290C103 $1.8M 0.50% 26,198 SH
43 NEXTERA ENERGY INC NEE 65339F101 $1.8M 0.49% 20,048 SH
44 ASML HLDG NV ASML N07059210 $1.7M 0.48% 874 SH
45 GLOBAL X FDS MLPX 37954Y293 $1.7M 0.48% 23,531 SH
46 AMGEN INC AMGN 031162100 $1.7M 0.47% 4,679 SH
47 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $1.7M 0.46% 3,485 SH
48 INTEL CORP INTC 458140100 $1.6M 0.46% 11,770 SH
49 DEERE & CO DE 244199105 $1.6M 0.46% 2,587 SH
50 MARATHON PETE CORP MPC 56585A102 $1.6M 0.45% 6,292 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $359.5M 316 0001912339-26-000004
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
Filer Information
Address
6300 POWERS FERRY ROAD
600-207
ATLANTA, GA 30339
Phone
(404) 445-2929
Filing Manager
Resurgent Financial Advisors LLC
ATLANTA, GA
Signatory
SARAH J SUTTON
CCO