Resurgent Financial Advisors LLC — 13F Holdings & Portfolio
CIK 1912339 · latest 13F-HR filed 2026-08-14
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, exited 18, added to 157, and trimmed 47.
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.
600-207
ATLANTA, GA 30339
$359.5M
Long-equity book
316
Distinct positions
2026-06-30
Filed 2026-08-14
+70 / −18 / ↑157 / ↓47
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ALPHABET INC$6.5M +51.2%
- NVIDIA CORPORATION$5.1M +41.8%
- APPLE INC$4.8M +43.0%
- MICRON TECHNOLOGY INC$2.8M +1291.3%
- MICROSOFT CORP$2.8M +22.6%
Top Trims
- ISHARES TR-$1.2M -68.1%
- CONOCOPHILLIPS-$706.2K -24.9%
- PACER FDS TR-$608.8K -60.4%
- CME GROUP INC-$539.2K -62.2%
- STATE STR SPDR S&P 500 ETF T-$519.2K -10.2%
New Positions
- APPLIED MATLS INC$3.3M
- ASML HLDG NV$1.7M
- BLACKROCK ETF TRUST$985.1K
- FREEPORT MCMORAN INC$793.2K
- BOOKING HOLDINGS INC$725.3K
Exited Positions
- INTUIT$2.4M
- AUTOMATIC DATA PROCESSING IN$1.3M
- MARKEL GROUP INC$756.1K
- ISHARES TR$751.5K
- ISHARES TR$731.6K
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 |
| 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 |