RESOLUTE WEALTH ADVISOR, INC. — 13F Holdings & Portfolio
CIK 2005292 · latest 13F-HR filed 2026-08-19
RESOLUTE WEALTH ADVISOR, INC. manages $175.7M in 13F-reported U.S. long-equity assets across 94 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (8.15%), IUSB (6.50%), IVE (6.18%).
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.
Long-equity book
Distinct positions
Filed 2026-08-19
vs 2025-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box 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 valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated 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
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 54.8%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Jun 23, 2026.
SUITE 157
FINDLAY, OH 45840
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| HOHMAN, SCOTT, JEFFREY Control | CCO, PRESIDENT since Oct 2017 | 75% or more | Individual |
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
RESOLUTE WEALTH ADVISOR, INC. 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 | 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 | NVIDIA CORPORATION | NVDA | 67066G104 | $706.5K | 0.40% | 4,051 | SH |
| 40 | ISHARES INC | URTH | 464286392 | $701.0K | 0.40% | 3,894 | 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 |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-19 | $175.7M | 94 | 0001420506-26-001876 |
| 2026-03-31 | 2026-05-11 | $175.7M | 94 | 0001420506-26-000896 |
| 2025-06-30 | 2026-08-13 | $175.7M | 94 | 0001420506-26-001635 |
SUITE 157
FINDLAY, OH 44802