Resonant Capital Advisors, LLC
Resonant Capital Advisors, LLC reported 538 positions worth $2.09B as of June 30, 2026 (13F filed July 27, 2026). Largest holding: IVV (8.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $176.6M | 8.44% | 235,812 | — | — | |
| ▸ 2 | JMST | SH | $93.9M | 4.49% | 1,841,965 | — | — | |
| ▸ 3 | MEAR | SH | $90.9M | 4.34% | 1,804,120 | — | — | |
| ▸ 4 | DSTL | SH | $68.8M | 3.29% | 1,148,375 | — | — | |
| ▸ 5 | SCHR | SH | $66.6M | 3.18% | 2,700,741 | — | — | |
| ▸ 6 | GARP | SH | $65.4M | 3.12% | 791,780 | — | — | |
| ▸ 7 | VCSH | SH | $62.0M | 2.96% | 784,392 | — | — | |
| ▸ 8 | IJH | SH | $60.0M | 2.86% | 777,549 | — | — | |
| ▸ 9 | FNDX | SH | $44.3M | 2.12% | 1,424,766 | — | — | |
| ▸ 10 | IEFA | SH | $38.8M | 1.86% | 402,022 | — | — |
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Frequently Asked Questions
What stocks does Resonant Capital Advisors, LLC hold as of Q2 2026?
Resonant Capital Advisors, LLC reported 538 positions worth $2.09B in its Q2 2026 13F filing. Largest positions: IVV (8.4%), JMST (4.5%), MEAR (4.3%), DSTL (3.3%) and SCHR (3.2%).
What did Resonant Capital Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Resonant Capital Advisors, 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.