RESOLUTE CAPITAL, LLC — 13F Holdings & Portfolio

CIK 2069920 · latest 13F-HR filed 2026-05-12

RESOLUTE CAPITAL, LLC manages $246.9M in 13F-reported U.S. long-equity assets across 64 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VOO (18.00%), DGRW (14.58%), VCRB (10.63%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 5, added to 20, and trimmed 16.

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

$246.9M

Long-equity book

Holdings

64

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+4 / −5 / ↑20 / ↓16

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • WISDOMTREE TR$1.7M +7.8%
  • VANGUARD STAR FDS$886.7K +8.2%
  • INTERNATIONAL SEAWAYS INC$819.8K +64.4%
  • SHELL PLC$554.6K +43.6%
  • DORCHESTER MINERALS L P$450.3K +42.5%
Show all 20

Top Trims

  • MICROSOFT CORP-$225.7K -24.6%
  • NVIDIA CORPORATION-$196.1K -13.0%
  • EA SERIES TRUST-$181.2K -10.0%
  • TESLA INC-$137.8K -17.3%
  • APPLE INC-$82.2K -8.4%
Show all 16

New Positions

  • EXXON MOBIL CORP$250.7K
  • ISHARES SILVER TR$219.7K
  • WALMART INC$218.9K
  • CATERPILLAR INC$215.1K
Show all 4

Exited Positions

  • FIRST TR EXCHNG TRADED FD VI$322.4K
  • ILLINOIS TOOL WKS INC$236.9K
  • ALPHABET INC$219.0K
  • JPMORGAN CHASE & CO.$202.0K
  • NORTHERN DYNASTY MINERALS LT$32.7K
Show all 5
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 VANGUARD INDEX FDS VOO 922908363 $44.4M 18.00% 74,376 SH
2 WISDOMTREE TR DGRW 97717X669 $36.0M 14.58% 409,789 SH
3 VANGUARD MALVERN FDS VCRB 922020748 $26.2M 10.63% 339,178 SH
4 WISDOMTREE TR WTV 97717W547 $24.1M 9.76% 254,257 SH
5 GOLDMAN SACHS ETF TR GBIL 381430529 $18.4M 7.45% 183,500 SH
6 INVESCO QQQ TR QQQ 46090E103 $13.0M 5.25% 22,468 SH
7 WISDOMTREE TR QGRW 97717Y477 $12.9M 5.23% 241,770 SH
8 VANGUARD STAR FDS VXUS 921909768 $11.7M 4.75% 151,981 SH
9 VANGUARD BD INDEX FDS BSV 921937827 $11.2M 4.55% 143,160 SH
10 VANGUARD CHARLOTTE FDS BNDX 92203J407 $8.9M 3.61% 185,508 SH
11 VANGUARD INDEX FDS VTI 922908769 $2.7M 1.10% 8,487 SH
12 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $2.2M 0.87% 38,101 SH
13 INTERNATIONAL SEAWAYS INC INSW Y41053102 $2.1M 0.85% 28,718 SH
14 SHELL PLC SHEL 780259305 $1.8M 0.74% 19,647 SH
15 ENERGY TRANSFER L P ET 29273V100 $1.7M 0.68% 87,586 SH
16 AT&T INC T 00206R102 $1.6M 0.67% 56,907 SH
17 EA SERIES TRUST BOXX 02072L565 $1.6M 0.66% 14,036 SH
18 MPLX LP MPLX 55336V100 $1.6M 0.64% 27,788 SH
19 WISDOMTREE TR WTPI 97717X560 $1.6M 0.63% 48,804 SH
20 DORCHESTER MINERALS L P DMLP 25820R105 $1.5M 0.61% 55,671 SH
21 VANGUARD WHITEHALL FDS VYM 921946406 $1.5M 0.60% 10,000 SH
22 SPDR SERIES TRUST SJNK 78468R408 $1.4M 0.56% 55,370 SH
23 HOME DEPOT INC HD 437076102 $1.4M 0.55% 4,118 SH
24 NVIDIA CORPORATION NVDA 67066G104 $1.3M 0.53% 7,542 SH
25 VIRTUS ETF TR II SEIX 92790A405 $1.3M 0.51% 54,947 SH
26 FIDELITY GREENWOOD STREET TR FYEE 31624J729 $1.2M 0.49% 44,378 SH
27 HERCULES CAPITAL INC HTGC 427096508 $1.1M 0.46% 76,767 SH
28 APPLE INC AAPL 037833100 $897.8K 0.36% 3,538 SH
29 SPDR SERIES TRUST BIL 78468R663 $845.5K 0.34% 9,227 SH
30 MICROSOFT CORP MSFT 594918104 $692.8K 0.28% 1,872 SH
31 ISHARES TR IVV 464287200 $684.1K 0.28% 1,047 SH
32 TESLA INC TSLA 88160R101 $659.1K 0.27% 1,773 SH
33 JANUS DETROIT STR TR JAAA 47103U845 $636.7K 0.26% 12,641 SH
34 FIDELITY MERRIMACK STR TR FLTB 316188200 $633.2K 0.26% 12,597 SH
35 AMAZON COM INC AMZN 023135106 $602.3K 0.24% 2,892 SH
36 SCHWAB STRATEGIC TR SCHP 808524870 $552.5K 0.22% 20,765 SH
37 FIRST TR EXCHANGE-TRADED FD FDL 336917109 $463.8K 0.19% 9,130 SH
38 SOUTHERN CO SO 842587107 $462.2K 0.19% 4,788 SH
39 DUKE ENERGY CORP NEW DUK 26441C204 $403.7K 0.16% 3,083 SH
40 GLOBAL X FDS QYLD 37954Y483 $379.5K 0.15% 22,128 SH
41 GLOBAL X FDS XYLD 37954Y475 $368.5K 0.15% 9,418 SH
42 ALPHABET INC GOOGL 02079K305 $360.8K 0.15% 1,255 SH
43 GLOBAL X FDS SDIV 37960A669 $357.7K 0.14% 14,163 SH
44 ISHARES TR IYW 464287721 $343.2K 0.14% 1,892 SH
45 BROADCOM INC AVGO 11135F101 $336.1K 0.14% 1,086 SH
46 VANGUARD WORLD FD VGT 92204A702 $307.9K 0.12% 441 SH
47 CVS HEALTH CORP CVS 126650100 $273.3K 0.11% 3,805 SH
48 VANGUARD TAX-MANAGED FDS VEA 921943858 $256.1K 0.10% 3,996 SH
49 EXXON MOBIL CORP XOM 30231G102 $250.7K 0.10% 1,478 SH
50 GALLAGHER ARTHUR J & CO AJG 363576109 $248.1K 0.10% 1,145 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $246.9M 64 0001765380-26-000206
2025-12-31 2026-02-10 $239.3M 58 0001765380-26-000090