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Resolute Wealth Strategies, LLC — 13F Holdings & Portfolio

CIK 1973981 · latest 13F-HR filed 2026-05-07

Backtest portfolio

Resolute Wealth Strategies, LLC manages $231.8M in 13F-reported U.S. long-equity assets across 114 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (14.12%), JGRO (5.86%), FBND (4.95%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 14 new positions, exited 9, added to 40, and trimmed 35.

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.

Loading holdings…
AUM

$231.8M

Long-equity book

Holdings

114

Distinct positions

Period

2026-03-31

Filed 2026-05-07

Q/Q Activity

+14 / −9 / ↑40 / ↓35

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICROSOFT CORP COM$2.3M +43.0%
  • CATERPILLAR INC COM$1.7M +23.2%
  • EXXON MOBIL CORP COM$948.5K +40.6%
  • PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND$940.1K +11.3%
  • AT&T INC COM$591.8K +18.1%
Show all 40 →

Top Trims

  • APPLE INC COM-$1.8M -5.1%
  • SHOPIFY INC CL A SUB VTG SHS-$1.2M -24.8%
  • AMAZON COM INC COM-$1.2M -11.1%
  • BLACKSTONE INC COM-$1.1M -25.4%
  • REDDIT INC CL A-$1.0M -41.5%
Show all 35 →

New Positions

  • STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF$5.1M
  • ISHARES U.S. AEROSPACE & DEFENSE ETF$2.4M
  • STATE STREET MATERIALS SELECT SECTOR SPDR ETF$774.8K
  • GE VERNOVA INC COM$337.0K
  • PHILLIPS 66 COM$234.5K
Show all 14 →

Exited Positions

  • JPMORGAN U.S. TECH LEADERS ETF$3.1M
  • STATE STREET FINANCIAL SELECT SECTOR SPDR ETF$674.6K
  • INTUITIVE SURGICAL INC COM NEW$261.1K
  • CHIPOTLE MEXICAN GRILL INC COM$223.6K
  • GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF$206.1K
Show all 9 →
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 APPLE INC COM AAPL 037833100 $32.7M 14.12% 128,935 SH
2 JPMORGAN ACTIVE GROWTH ETF JGRO 46654Q609 $13.6M 5.86% 160,789 SH
3 FIDELITY TOTAL BOND ETF FBND 316188309 $11.5M 4.95% 251,544 SH
4 NVIDIA CORPORATION COM NVDA 67066G104 $9.5M 4.10% 54,466 SH
5 AMAZON COM INC COM AMZN 023135106 $9.4M 4.06% 45,155 SH
6 PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND MINT 72201R833 $9.3M 3.99% 92,043 SH
7 CATERPILLAR INC COM CAT 149123101 $9.0M 3.90% 12,772 SH
8 JPMORGAN ACTIVE VALUE ETF JAVA 46641Q167 $8.0M 3.47% 112,106 SH
9 MICROSOFT CORP COM MSFT 594918104 $7.6M 3.27% 20,498 SH
10 SPDR GOLD SHARES GLD 78463V107 $7.0M 3.03% 16,304 SH
11 ALPHABET INC CAP STK CL C GOOG 02079K107 $6.7M 2.90% 23,409 SH
12 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $5.3M 2.30% 11,115 SH
13 ISHARES S&P 500 GROWTH ETF IVW 464287309 $5.1M 2.19% 44,858 SH
14 STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF XLI 81369Y704 $5.1M 2.19% 31,330 SH
15 ISHARES S&P 500 VALUE ETF IVE 464287408 $4.8M 2.08% 22,815 SH
16 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $4.6M 2.00% 7,139 SH
17 JPMORGAN CHASE & CO COM JPM 46625H100 $4.3M 1.85% 14,610 SH
18 AT&T INC COM T 00206R102 $3.9M 1.67% 133,389 SH
19 SHOPIFY INC CL A SUB VTG SHS SHOP 82509L107 $3.7M 1.60% 31,220 SH
20 AMGEN INC COM AMGN 031162100 $3.4M 1.49% 9,796 SH
21 ALPHABET INC CAP STK CL A GOOGL 02079K305 $3.4M 1.47% 11,825 SH
22 EXXON MOBIL CORP COM XOM 30231G102 $3.3M 1.42% 19,364 SH
23 BLACKSTONE INC COM BX 09260D107 $3.1M 1.35% 27,257 SH
24 RENASANT CORP COM RNST 75970E107 $2.6M 1.12% 72,148 SH
25 WALMART INC COM WMT 931142103 $2.5M 1.08% 20,075 SH
26 ISHARES U.S. AEROSPACE & DEFENSE ETF ITA 464288760 $2.4M 1.05% 11,120 SH
27 VANGUARD S&P 500 ETF VOO 922908363 $2.0M 0.86% 3,347 SH
28 FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF RDVI 33738D879 $1.8M 0.78% 71,123 SH
29 ELI LILLY & CO COM LLY 532457108 $1.5M 0.65% 1,636 SH
30 FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF KNG 33739Q705 $1.5M 0.64% 30,354 SH
31 FIRST TRUST DOW JONES INTERNET INDEX FUND FDN 33733E302 $1.5M 0.64% 6,304 SH
32 REDDIT INC CL A RDDT 75734B100 $1.5M 0.63% 10,860 SH
33 PALANTIR TECHNOLOGIES INC CL A PLTR 69608A108 $1.5M 0.63% 9,950 SH
34 MURPHY OIL CORP COM MUR 626717102 $1.2M 0.54% 30,131 SH
35 VANGUARD RUSSELL 1000 GROWTH ETF VONG 92206C680 $1.1M 0.49% 10,319 SH
36 ABBVIE INC COM ABBV 00287Y109 $1.1M 0.47% 5,025 SH
37 VISA INC COM CL A V 92826C839 $1.1M 0.47% 3,568 SH
38 AMERICAN EXPRESS CO COM AXP 025816109 $1.1M 0.46% 3,556 SH
39 ISHARES SILVER TRUST SLV 46428Q109 $1.1M 0.46% 15,585 SH
40 ISHARES SEMICONDUCTOR ETF SOXX 464287523 $998.8K 0.43% 3,039 SH
41 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $872.0K 0.38% 1,511 SH
42 MERCK & CO INC COM MRK 58933Y105 $850.9K 0.37% 7,074 SH
43 LEIDOS HOLDINGS INC COM LDOS 525327102 $824.9K 0.36% 5,304 SH
44 JPMORGAN EQUITY PREMIUM INCOME ETF JEPI 46641Q332 $804.3K 0.35% 14,190 SH
45 STATE STREET MATERIALS SELECT SECTOR SPDR ETF XLB 81369Y100 $774.8K 0.33% 15,506 SH
46 JOHNSON & JOHNSON COM JNJ 478160104 $679.0K 0.29% 2,778 SH
47 UNION PAC CORP COM UNP 907818108 $672.3K 0.29% 2,771 SH
48 ISHARES CORE S&P 500 ETF IVV 464287200 $644.2K 0.28% 986 SH
49 META PLATFORMS INC CL A META 30303M102 $625.2K 0.27% 1,093 SH
50 GOLD FIELDS LTD SPONSORED ADR GFI 38059T106 $612.9K 0.26% 13,501 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-07 $231.8M 114 0001765380-26-000188
2025-12-31 2026-02-06 $228.1M 109 0001765380-26-000078