Resonant Capital Advisors, LLC

CIK

1803236

Location

Madison, WI

Portfolio Value

Mid $2,096,030,012

Diversification

Diversified

Filing Date

Global Rank

#1,541 / 8,793 ▲ 216

Top Industry

Semiconductors 12.6%

Period ended 3 months ago

Filed Jul 27, 2026 · 2mo

26 quarters · since Mar 2020

Portfolio Concentration

460 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

28.5%

+13.2 pts

Top 5

52.4%

+13.9 pts

Top 10

60.3%

+11.2 pts

HHI

1,017

Diversified+567

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	68.8%	$1,442,755,648	44
Technology	10.2%	$214,775,979	89
Financial Services	6.3%	$131,690,740	60
Healthcare	3.4%	$71,929,580	46
Communication Services	2.7%	$56,591,580	18
Consumer Cyclical	2.7%	$55,711,617	40
Industrials	2.1%	$44,539,960	69
Energy	1.5%	$30,876,392	32
Consumer Defensive	1.3%	$27,045,768	21
Utilities	0.4%	$8,492,236	18
Basic Materials	0.3%	$6,977,314	12
Real Estate	0.2%	$4,643,198	11

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+163,464	6,322,585	$597,752,730
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+149,590	2,814,666	$141,296,098
ACOM	Harbor Active Commodity ETF	+52,676	377,427	$11,073,708
WIT	Wipro Ltd	+47,387	63,939	$143,862
UBER	Uber Technologies, Inc	+28,399	35,704	$2,576,400
BNDW	Vanguard Total World Bond ETF	+24,070	882,424	$67,393,208
ZTS	Zoetis Inc.	+22,948	24,772	$1,780,115
AAPB	GraniteShares ETF Trust GraniteShares 2x Long AAPL Daily ETF	+22,010	948,893	$22,849,343
BKNG	Booking Holdings Inc.	+19,163	19,927	$3,551,788
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	+16,699	270,325	$13,673,038
DCOR	Dimensional US Core Equity 1 ETF	+11,885	316,267	$16,238,821
CRM	Salesforce, Inc.	+10,194	23,373	$3,661,614
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+9,953	63,452	$3,192,448
VB	Vanguard Morningstar Small-Cap ETF	+9,398	59,836	$28,937,090
IVZ	Invesco Ltd.	+8,444	252,251	$36,589,851
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+8,436	157,734	$11,448,136
APH	Amphenol Corp /De/	+6,807	27,339	$9,640,824
CWI	State Street SPDR MSCI ACWI ex-US ETF	+6,649	57,111	$2,957,207
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+5,567	11,740	$5,606,671
KLAC	Kla Corp	+5,475	6,063	$1,829,267
NVDA	Nvidia Corp	+4,696	143,797	$28,772,341
NVO	Novo Nordisk A S	+4,690	14,061	$674,084
JA	Janus Henderson AA-A CLO ETF	+3,268	256,416	$25,959,299
MUFG	Mitsubishi Ufj Financial Group Inc	+3,003	33,415	$664,624
VST	Vistra Corp.	+2,696	15,965	$2,532,527
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	−301,649	6,636,366	$210,265,249
BCLO	iShares BBB-B CLO Active ETF	−118,165	391,176	$9,486,018
VCRM	Vanguard Core Tax-Exempt Bond ETF	−106,050	595,998	$30,145,578
EBAY	Ebay Inc	−28,709	19,618	$2,192,311
CMCSA	Comcast Corp	−19,023	59,575	$1,462,566
EOG	Eog Resources Inc	−16,491	10,524	$1,365,278
BDX	Becton Dickinson & Co	−9,377	3,224	$487,887
—		−9,294	1,446,300	$80,811,915
FAST	Fastenal Co	−9,095	24,503	$1,176,879
PFE	Pfizer Inc	−8,284	52,773	$1,270,773
HLN	Haleon plc	−7,498	24,376	$227,428
XOM	ExxonMobil Holdings Corp	−6,514	54,845	$7,498,408
VIG	Vanguard Dividend Appreciation ETF	−4,446	129,495	$30,641,106
VZ	Verizon Communications Inc	−4,425	15,375	$650,977
RIG	Transocean Ltd.	−4,360	30,225	$147,800
MCHP	Microchip Technology Inc	−4,235	8,307	$757,598
CVX	Chevron Corp	−4,142	38,327	$6,353,083
ORLY	O Reilly Automotive Inc	−3,881	8,549	$787,277
AER	AerCap Holdings N.V.	−3,431	2,674	$389,815
BMY	Bristol Myers Squibb Co	−2,798	49,118	$2,830,179
COP	Conocophillips	−2,717	4,766	$495,473
VIGI	Vanguard International Dividend Appreciation ETF	−2,666	273,341	$25,886,622
BSX	Boston Scientific Corp	−2,539	4,948	$211,180
MDT	Medtronic plc	−2,388	31,422	$2,458,143
CDW	CDW Corp	−2,376	2,012	$282,967
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BILZ	PIMCO Ultra Short Government Active ETF	121,560	$6,394,056
CRWD	CrowdStrike Holdings, Inc.	563	$429,647
CACI	Caci International Inc /De/	854	$395,624
INCY	Incyte Corp	3,410	$386,557
QLYS	Qualys, Inc.	2,776	$381,672
EWBC	East West Bancorp Inc	2,948	$380,557
VRSK	Verisk Analytics, Inc.	2,084	$374,140
FTI	TechnipFMC plc	5,603	$371,478
PAYX	Paychex Inc	3,768	$370,507
TLN	Talen Energy Corp	931	$357,746
ARM	Arm Holdings PLC /Uk	988	$350,315
AJG	Arthur J. Gallagher & Co.	1,495	$343,207
TXT	Textron Inc	3,709	$340,226
BMRN	Biomarin Pharmaceutical Inc	5,619	$321,519
DDOG	Datadog, Inc.	1,213	$315,816
LSCC	Lattice Semiconductor Corp	2,019	$308,826
TER	Teradyne, Inc	628	$303,851
SON	Sonoco Products Co	5,388	$303,613
SYY	Sysco Corp	3,625	$302,977
VNO	Vornado Realty Trust	7,626	$299,701
BE	Bloom Energy Corp	969	$293,316
HUM	Humana Inc	732	$290,765
CNC	Centene Corp	4,466	$286,672
CCJ	Cameco Corp	2,783	$283,476
HPE	Hewlett Packard Enterprise Co	5,999	$270,614
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CFG	Citizens Financial Group Inc/Ri	9,199	$551,664
OAKG	Oakmark Global Large Cap ETF	20,472	$492,310
INTU	Intuit Inc.	1,108	$479,077
JXN	Jackson Financial Inc.	3,847	$406,704
DBX	Dropbox, Inc.	16,296	$370,245
FOXA	Fox Corp	5,808	$339,187
ALLY	Ally Financial Inc.	8,598	$337,299
CME	Cme Group Inc.	1,073	$316,910
TM	Toyota Motor Corp/	1,487	$306,455
RSG	Republic Services, Inc.	1,340	$293,486
OXY	Occidental Petroleum Corp /De/	4,321	$280,865
IT	Gartner Inc	1,712	$271,078
AIG	American International Group, Inc.	3,538	$266,234
FISV	Fiserv Inc	4,733	$264,101
YUM	Yum Brands Inc	1,651	$256,697
PDD	PDD Holdings Inc.	2,483	$253,712
IDXX	Idexx Laboratories Inc /De	436	$244,984
AU	AngloGold Ashanti PLC	2,499	$243,302
RGLD	Royal Gold Inc	939	$238,966
MOS	Mosaic Co	9,223	$235,186
GEHC	GE HealthCare Technologies Inc.	3,283	$233,683
USFD	US Foods Holding Corp.	2,458	$226,652
DOW	Dow Inc.	5,420	$225,743
SLAB	Silicon Laboratories Inc.	1,050	$218,557
GRMN	Garmin Ltd	935	$216,929
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

460 tracked positions · $2,096,030,012 total · filing declares 538 positions · $2,092,908,936 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 460 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	6,322,585	+163,464	$597,752,730	—	28.52%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	6,636,366	-301,649	$210,265,249	+2.0%	10.03%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	2,814,666	+149,590	$141,296,098	+6.0%	6.74%
		Reduced	1,446,300	-9,294	$80,811,915	+3.3%	3.86%
BNDW	Vanguard Total World Bond ETF	Added	882,424	+24,070	$67,393,208	+2.3%	3.22%
IVZ	Invesco Ltd. Financial Services	Added	252,251	+8,444	$36,589,851	+20.8%	1.75%
GOOGL	Alphabet Inc. Communication Services	Added	97,020	+891	$34,480,056	+24.9%	1.65%
AAPL	Apple Inc. Technology	Added	111,880	+2,296	$32,373,596	+16.4%	1.54%
SPY	Spdr S&P 500 ETF Trust	Reduced	42,366	-57	$31,637,657	+14.7%	1.51%
VIG	Vanguard Dividend Appreciation ETF	Reduced	129,495	-4,446	$30,641,106	+6.4%	1.46%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Reduced	595,998	-106,050	$30,145,578	−13.9%	1.44%
VB	Vanguard Morningstar Small-Cap ETF	Added	59,836	+9,398	$28,937,090	+33.1%	1.38%
NVDA	Nvidia Corp Technology	Added	143,797	+4,696	$28,772,341	+18.6%	1.37%
JA	Janus Henderson AA-A CLO ETF	Added	256,416	+3,268	$25,959,299	+29.2%	1.24%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	273,341	-2,666	$25,886,622	+4.6%	1.24%
AAPB	GraniteShares ETF Trust GraniteShares 2x Long AAPL Daily ETF	Added	948,893	+22,010	$22,849,343	—	1.09%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Held	231,612	0	$17,894,916	+10.8%	0.85%
MSFT	Microsoft Corp Technology	Reduced	47,447	-184	$17,698,679	+0.4%	0.84%
AMZN	Amazon Com Inc Consumer Cyclical	Added	68,392	+2,330	$16,300,549	+18.5%	0.78%
DCOR	Dimensional US Core Equity 1 ETF	Added	316,267	+11,885	$16,238,821	+6.7%	0.77%
IAU	Ishares Gold Trust	Reduced	184,243	-117	$13,912,188	−14.4%	0.66%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	Added	270,325	+16,699	$13,673,038	+6.5%	0.65%
AVGO	Broadcom Inc. Technology	Added	35,926	+472	$13,571,046	+23.7%	0.65%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	25,539	+890	$12,779,460	+8.2%	0.61%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	35,882	-75	$11,745,255	+11.0%	0.56%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	157,734	+8,436	$11,448,136	+20.6%	0.55%
ACOM	Harbor Active Commodity ETF	Added	377,427	+52,676	$11,073,708	+10.0%	0.53%
APH	Amphenol Corp /De/ Technology	Added	27,339	+6,807	$9,640,824	+85.8%	0.46%
BCLO	iShares BBB-B CLO Active ETF	Reduced	391,176	-118,165	$9,486,018	−22.1%	0.45%
CSCO	Cisco Systems, Inc. Technology	Added	79,264	+768	$9,310,349	+52.9%	0.44%
ADI	Analog Devices Inc Technology	Reduced	21,300	-78	$8,459,721	+24.4%	0.40%
V	Visa Inc. Financial Services	Added	24,257	+301	$8,322,334	+14.9%	0.40%
META	Meta Platforms, Inc. Communication Services	Reduced	14,547	-574	$8,194,179	−5.3%	0.39%
LLY	ELI LILLY & Co Healthcare	Added	6,392	+269	$7,666,757	+36.1%	0.37%
XOM	ExxonMobil Holdings Corp Energy	Reduced	54,845	-6,514	$7,498,408	−28.0%	0.36%
PANW	Palo Alto Networks Inc Technology	Reduced	19,256	-224	$6,566,681	+110.3%	0.31%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	9,319	-20	$6,554,425	+13.8%	0.31%
MCK	Mckesson Corp Healthcare	Reduced	8,656	-246	$6,540,473	−15.1%	0.31%
QCOM	Qualcomm Inc/De Technology	Added	35,314	+2,121	$6,525,674	+52.7%	0.31%
BILZ	PIMCO Ultra Short Government Active ETF	NEW	121,560	NEW	$6,394,056	NEW	0.31%
CVX	Chevron Corp Energy	Reduced	38,327	-4,142	$6,353,083	−27.7%	0.30%
PGR	Progressive Corp/Oh/ Financial Services	Added	26,770	+366	$5,847,906	+11.7%	0.28%
AMGN	Amgen Inc Healthcare	Added	15,803	+542	$5,722,582	+6.6%	0.27%
AXP	American Express Co Financial Services	Added	16,878	+235	$5,708,983	+13.4%	0.27%
MPC	Marathon Petroleum Corp Energy	Added	21,940	+344	$5,609,399	+6.4%	0.27%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	11,740	+5,567	$5,606,671	+168.8%	0.27%
		Added	96,974	+1,780	$5,592,490	+21.6%	0.27%
MU	Micron Technology Inc Technology	Added	4,776	+445	$5,512,889	+276.8%	0.26%
ASML	Asml Holding NV Technology	Added	2,683	+1,369	$5,337,667	+207.5%	0.25%
AMD	Advanced Micro Devices Inc Technology	Added	9,140	+591	$5,309,517	+205.3%	0.25%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.