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RESOLUTE WEALTH ADVISOR, INC. — 13F Holdings & Portfolio

CIK 2005292 · latest 13F-HR filed 2026-05-11

Backtest portfolio

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

$175.7M

Long-equity book

Holdings

94

Distinct positions

Period

2026-03-31

Filed 2026-05-11

Q/Q Activity

—

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

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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 ISHARES TR IVV 464287200 $14.3M 8.15% 21,910 SH
2 ISHARES TR IUSB 46434V613 $11.4M 6.50% 247,113 SH
3 ISHARES TR IVE 464287408 $10.9M 6.18% 51,450 SH
4 ISHARES TR IVW 464287309 $10.0M 5.72% 88,824 SH
5 TRUST FOR PROFESSIONAL MANAG APUE 89834G729 $9.8M 5.56% 243,665 SH
6 BLACKROCK ETF TRUST DYNF 09290C103 $9.6M 5.49% 165,667 SH
7 ISHARES INC IEMG 46434G103 $8.5M 4.84% 121,946 SH
8 ISHARES TR EFV 464288877 $7.6M 4.32% 101,975 SH
9 ISHARES TR EFG 464288885 $4.7M 2.69% 42,362 SH
10 BLACKROCK ETF TRUST BAI 09290C780 $4.7M 2.68% 142,609 SH
11 ISHARES TR QUAL 46432F339 $4.6M 2.64% 24,210 SH
12 ISHARES TR TLH 464288653 $4.6M 2.60% 45,370 SH
13 ISHARES TR MTUM 46432F396 $4.3M 2.45% 17,937 SH
14 TRUST FOR PROFESSIONAL MANAG APIE 89834G737 $4.2M 2.38% 118,783 SH
15 BLACKROCK ETF TRUST THRO 09290C806 $4.1M 2.34% 113,339 SH
16 TRUST FOR PROFESSIONAL MANAG APCB 89834G752 $3.9M 2.24% 133,825 SH
17 SPDR INDEX SHS FDS QEFA 78463X434 $3.2M 1.84% 34,676 SH
18 ISHARES TR MBB 464288588 $3.2M 1.83% 33,935 SH
19 BLACKROCK ETF TRUST IDEF 09290C699 $3.0M 1.71% 92,066 SH
20 BLACKROCK ETF TRUST BLCR 09290C855 $3.0M 1.70% 72,870 SH
21 ISHARES TR GOVT 46429B267 $2.8M 1.58% 121,386 SH
22 ISHARES TR IAGG 46435G672 $2.4M 1.37% 47,973 SH
23 VANGUARD WELLINGTON FD VFMF 921935607 $2.2M 1.25% 14,185 SH
24 BLACKROCK ETF TRUST II BINC 092528603 $1.9M 1.07% 36,036 SH
25 SPDR SERIES TRUST SPAB 78464A649 $1.8M 1.02% 69,823 SH
26 HOME DEPOT INC HD 437076102 $1.8M 1.00% 5,345 SH
27 BLACKROCK ETF TRUST BDYN 09290C723 $1.4M 0.80% 57,883 SH
28 VANGUARD CHARLOTTE FDS BNDX 92203J407 $1.2M 0.71% 25,834 SH
29 ISHARES GOLD TR IAU 464285204 $1.2M 0.70% 13,904 SH
30 ISHARES TR MUB 464288414 $1.2M 0.69% 11,459 SH
31 TRUST FOR PROFESSIONAL MANAG APUE 89834G729 $1.1M 0.63% 27,499 SH
32 DIMENSIONAL ETF TRUST DFAC 25434V708 $1.0M 0.59% 26,619 SH
33 ISHARES TR IWF 464287614 $1.0M 0.58% 2,403 SH
34 AMERICAN CENTY ETF TR AVEM 025072604 $970.9K 0.55% 12,049 SH
35 ISHARES TR IWB 464287622 $937.4K 0.53% 2,629 SH
36 SELECT SECTOR SPDR TR XLK 81369Y803 $901.5K 0.51% 6,783 SH
37 SCHWAB STRATEGIC TR SCHG 808524300 $900.7K 0.51% 30,919 SH
38 APPLE INC AAPL 037833100 $711.4K 0.40% 2,803 SH
39 ISHARES INC URTH 464286392 $706.9K 0.40% 3,927 SH
40 NVIDIA CORPORATION NVDA 67066G104 $706.5K 0.40% 4,051 SH
41 DIMENSIONAL ETF TRUST DFAS 25434V500 $692.9K 0.39% 9,741 SH
42 ISHARES TR IVV 464287200 $691.1K 0.39% 1,058 SH
43 ISHARES TR IEFA 46432F842 $681.5K 0.39% 7,528 SH
44 SELECT SECTOR SPDR TR XLF 81369Y605 $630.2K 0.36% 12,765 SH
45 AMAZON COM INC AMZN 023135106 $548.8K 0.31% 2,635 SH
46 TRUST FOR PROFESSIONAL MANAG APCB 89834G752 $536.6K 0.31% 18,221 SH
47 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $531.7K 0.30% 6,708 SH
48 ISHARES TR IVE 464287408 $524.3K 0.30% 2,483 SH
49 VANGUARD INDEX FDS VTV 922908744 $512.7K 0.29% 2,613 SH
50 ISHARES TR OEF 464287101 $490.5K 0.28% 1,542 SH