Resolute Wealth Strategies, LLC

CIK 0001973981 · JACKSON, MS · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

Resolute Wealth Strategies, LLC reported 132 positions worth $258.1M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: AAPL (14.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$258.1M
2026 Q2
Positions
132
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
52.8%
Est. Net Flow (Q)
2026 Q2
10 / 132 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INC COMSH$36.8M14.26%127,167
2JGROJPMORGAN ACTIVE GROWTH ETFSH$16.4M6.36%166,483
3CATCATERPILLAR INC COMSH$13.1M5.06%12,273
4FBNDFIDELITY TOTAL BOND ETFSH$11.9M4.60%260,923
5AMZNAMAZON COM INC COMSH$11.1M4.29%46,411
6NVDANVIDIA CORPORATION COMSH$11.0M4.27%55,110
7MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDSH$10.8M4.19%107,317
8JAVAJPMORGAN ACTIVE VALUE ETFSH$9.3M3.59%116,560
9GOOGALPHABET INC CAP STK CL CSH$8.5M3.28%23,985
10MSFTMICROSOFT CORP COMSH$7.4M2.86%19,784

The free plan shows the top 10 positions. The remaining 122 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Resolute Wealth Strategies, LLC hold as of Q2 2026?

Resolute Wealth Strategies, LLC reported 132 positions worth $258.1M in its Q2 2026 13F filing. Largest positions: AAPL (14.3%), JGRO (6.4%), CAT (5.1%), FBND (4.6%) and AMZN (4.3%).

What did Resolute Wealth Strategies, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Resolute Wealth Strategies, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.