Resonant Capital Advisors, LLC
CIK 0001803236 · MADISON, WI · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.09B
2026 Q2
Positions
538
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
36.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVV
ISHARES TR
8.4%
JMST
J P MORGAN EXCHANGE TRADED F
4.5%
MEAR
ISHARES U S ETF TR
4.3%
DSTL
ETF SER SOLUTIONS
3.3%
SCHR
SCHWAB STRATEGIC TR
3.2%
GARP
ISHARES TR
3.1%
VCSH
VANGUARD SCOTTSDALE FDS
3.0%
IJH
ISHARES TR
2.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.