Resurgent Financial Advisors LLC

CIK

1912339

Location

ATLANTA, GA

Portfolio Value

Small $191,441,054

Diversification

Diversified

Filing Date

Global Rank

#4,102 / 8,636 ▲ 1062 · as of Mar 2026

Top Industry

Semiconductors 10.8%

3Y Alpha vs SPY

-2.2%

Period ended 4 months ago

Filed May 13, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+68.6%

SPY

+78.8%

Annualised alpha

-2.4%

Max drawdown

−16.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 99% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

146 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.8%

−1.2 pts

Top 5

29.2%

−0.3 pts

Top 10

41.9%

−2.6 pts

HHI

266

Diversified−17

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.9%	$53,489,079	26
Financial Services	14.6%	$27,896,776	25
Healthcare	12.6%	$24,059,061	19
Communication Services	9.7%	$18,572,050	6
Energy	9.2%	$17,564,027	13
Industrials	7.5%	$14,375,737	21
Unclassified	6.6%	$12,570,743	7
Consumer Defensive	4.3%	$8,315,284	8
Consumer Cyclical	4.2%	$7,951,997	8
Utilities	1.7%	$3,287,525	5
Real Estate	1.1%	$2,158,061	5
Basic Materials	0.6%	$1,200,714	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+39,813	70,429	$12,282,817
GOOGL	Alphabet Inc.	+27,112	45,447	$13,067,845
RXRX	Recursion Pharmaceuticals, Inc.	+23,900	44,200	$135,694
PFE	Pfizer Inc	+13,272	50,987	$1,431,714
MSFT	Microsoft Corp	+12,612	32,877	$12,170,079
V	Visa Inc.	+11,361	15,002	$4,534,204
AAPL	Apple Inc.	+10,690	43,983	$11,162,445
AVGO	Broadcom Inc.	+7,608	12,640	$3,912,206
JNJ	Johnson & Johnson	+7,461	19,700	$4,815,468
MA	Mastercard Inc	+4,671	6,267	$3,131,369
BZAI	Blaize Holdings, Inc.	+3,800	17,000	$30,940
LLY	ELI LILLY & Co	+3,780	4,745	$4,364,308
ETN	Eaton Corp plc	+3,751	9,149	$3,272,322
SPY	Spdr S&P 500 ETF Trust	+3,675	8,946	$5,817,941
LAES	SEALSQ Corp	+3,650	15,750	$41,265
BRK-B	Berkshire Hathaway Inc	+3,604	15,127	$7,248,858
META	Meta Platforms, Inc.	+3,545	5,587	$3,196,490
CSCO	Cisco Systems, Inc.	+3,483	13,444	$1,043,119
MDT	Medtronic plc	+2,870	7,536	$652,994
PEP	Pepsico Inc	+2,252	3,884	$603,146
XOM	ExxonMobil Holdings Corp	+1,979	22,929	$3,890,134
MRK	Merck & Co., Inc.	+1,749	5,453	$655,941
PDI	PIMCO Dynamic Income Fund	+1,338	44,409	$759,837
WY	Weyerhaeuser Co	+1,310	11,386	$278,159
PLTR	Palantir Technologies Inc.	+1,194	2,730	$399,344
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−7,295	5,014	$244,432
IBIT	iShares Bitcoin Trust ETF	−6,230	18,900	$726,138
HOOD	Robinhood Markets, Inc.	−3,266	7,065	$489,604
KMI	Kinder Morgan, Inc.	−1,218	22,632	$758,850
COP	Conocophillips	−1,186	21,460	$2,832,720
MS	Morgan Stanley	−796	5,322	$875,841
JPM	Jpmorgan Chase & Co	−613	16,156	$4,752,448
DHR	Danaher Corp /De/	−613	4,718	$894,532
TSLA	Tesla, Inc.	−407	2,431	$903,724
HD	Home Depot, Inc.	−406	4,166	$1,370,155
SGOL	abrdn Gold ETF Trust	−332	25,741	$1,148,563
BMY	Bristol Myers Squibb Co	−263	4,094	$248,301
HIW	Highwoods Properties, Inc.	−184	19,153	$410,065
GLW	Corning Inc /Ny	−172	3,761	$511,383
PWR	Quanta Services, Inc.	−170	3,663	$2,011,060
INTC	Intel Corp	−159	11,696	$516,144
CEF	Sprott Physical Gold & Silver Trust	−120	7,080	$337,857
SIDU	Sidus Space Inc.	−100	12,000	$27,840
TT	Trane Technologies plc	−79	806	$335,892
MU	Micron Technology Inc	−78	651	$219,933
IBM	International Business Machines Corp	−73	1,627	$394,368
KTOS	Kratos Defense & Security Solutions, Inc.	−64	4,168	$293,885
DUK	Duke Energy CORP	−40	3,162	$414,032
MPC	Marathon Petroleum Corp	−38	6,188	$1,510,985
LMT	Lockheed Martin Corp	−37	746	$450,874
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MCK	Mckesson Corp	3,884	$3,361,058
SYK	Stryker Corp	8,369	$2,749,969
GWW	W.W. Grainger, Inc.	2,194	$2,393,237
INTU	Intuit Inc.	5,466	$2,363,389
RTX	RTX Corp	9,458	$1,824,448
QQQ	Invesco Qqq Trust, Series 1	2,652	$1,530,681
ADP	Automatic Data Processing Inc	6,417	$1,303,806
NOW	ServiceNow, Inc.	11,177	$1,168,555
APH	Amphenol Corp /De/	8,276	$1,045,672
UBER	Uber Technologies, Inc	12,070	$868,195
SLV	iShares Silver Trust	8,008	$545,665
WM	Waste Management Inc	1,997	$458,890
SO	Southern Co	4,723	$455,863
GEV	GE Vernova Inc.	473	$412,881
UTHR	UNITED THERAPEUTICS Corp	677	$401,447
FIX	Comfort Systems USA Inc	279	$384,738
PHYS	Sprott Physical Gold Trust	10,000	$354,400
UTG	Reaves Utility Income Fund	8,393	$329,677
OHI	Omega Healthcare Investors Inc	7,022	$307,704
ED	Consolidated Edison Inc	2,574	$291,325
GLD	Spdr Gold Trust	596	$256,452
TRGP	Targa Resources Corp.	1,000	$250,730
LAND	GLADSTONE LAND Corp	24,192	$246,758
BX	Blackstone Inc.	2,141	$246,193
LOW	Lowes Companies Inc	988	$233,444
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
MCO	Moodys Corp /De/	1,285	$656,442
KKR	KKR & Co. Inc.	3,908	$498,191
GLDM	World Gold Trust	3,822	$326,284
AEM	Agnico Eagle Mines Ltd	1,587	$269,044
DIS	Walt Disney Co	2,061	$234,479
CRM	Salesforce, Inc.	845	$223,848
GE	General Electric Co	703	$216,545
BPRE	Bluerock Private Real Estate Fund	10,234	$153,510
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

146 tracked positions · $191,441,054 total · filing declares 260 positions · $276,922,507 · as of Mar 31, 2026

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

Showing 1–50 of 146 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Added	45,447	+27,112	$13,067,845	+127.7%	6.83%
NVDA	Nvidia Corp CALL + SHARES Technology	Added	70,429	+39,813	$12,282,817	+115.1%	6.42%
MSFT	Microsoft Corp Technology	Added	32,877	+12,612	$12,170,079	+24.2%	6.36%
AAPL	Apple Inc. Technology	Added	43,983	+10,690	$11,162,445	+23.3%	5.83%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	15,127	+3,604	$7,248,858	+25.2%	3.79%
SPY	Spdr S&P 500 ETF Trust PUT + SHARES	Added	8,946	+3,675	$5,817,941	+61.9%	3.04%
JNJ	Johnson & Johnson Healthcare	Added	19,700	+7,461	$4,815,468	+90.1%	2.52%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	16,156	-613	$4,752,448	−12.0%	2.48%
V	Visa Inc. Financial Services	Added	15,002	+11,361	$4,534,204	+255.1%	2.37%
LLY	ELI LILLY & Co Healthcare	Added	4,745	+3,780	$4,364,308	+320.8%	2.28%
AVGO	Broadcom Inc. Technology	Added	12,640	+7,608	$3,912,206	+124.6%	2.04%
XOM	ExxonMobil Holdings Corp Energy	Added	22,929	+1,979	$3,890,134	+54.3%	2.03%
TPL	Texas Pacific Land Corp Energy	Reduced	8,040	-30	$3,815,462	+64.6%	1.99%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,227	+926	$3,587,867	−4.6%	1.87%
WMT	Walmart Inc. Consumer Defensive	Added	28,017	+938	$3,481,952	+15.4%	1.82%
MCK	Mckesson Corp Healthcare	NEW	3,884	NEW	$3,361,058	NEW	1.76%
ETN	Eaton Corp plc Industrials	Added	9,149	+3,751	$3,272,322	+90.3%	1.71%
META	Meta Platforms, Inc. Communication Services	Added	5,587	+3,545	$3,196,490	+137.1%	1.67%
MA	Mastercard Inc Financial Services	Added	6,267	+4,671	$3,131,369	+243.7%	1.64%
COP	Conocophillips Energy	Reduced	21,460	-1,186	$2,832,720	+33.6%	1.48%
SYK	Stryker Corp Healthcare	NEW	8,369	NEW	$2,749,969	NEW	1.44%
CVX	Chevron Corp Energy	Added	12,852	+1,137	$2,659,078	+48.9%	1.39%
FXE	Invesco CurrencyShares Euro Trust	Added	23,857	+393	$2,545,303	+0.0%	1.33%
GWW	W.W. Grainger, Inc. Industrials	NEW	2,194	NEW	$2,393,237	NEW	1.25%
INTU	Intuit Inc. Technology	NEW	5,466	NEW	$2,363,389	NEW	1.23%
PWR	Quanta Services, Inc. Industrials	Reduced	3,663	-170	$2,011,060	+24.3%	1.05%
RTX	RTX Corp Industrials	NEW	9,458	NEW	$1,824,448	NEW	0.95%
NEE	Nextera Energy Inc Utilities	Added	16,644	+1,065	$1,545,894	+23.6%	0.81%
QQQ	Invesco Qqq Trust, Series 1 PUT + SHARES	NEW	2,652	NEW	$1,530,681	NEW	0.80%
MPC	Marathon Petroleum Corp Energy	Reduced	6,188	-38	$1,510,985	+49.2%	0.79%
PFE	Pfizer Inc Healthcare	Added	50,987	+13,272	$1,431,714	+52.5%	0.75%
MO	Altria Group, Inc. Consumer Defensive	Added	21,313	+1,039	$1,406,444	+20.3%	0.73%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,379	+217	$1,374,076	+37.1%	0.72%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,166	-406	$1,370,155	−12.9%	0.72%
ADP	Automatic Data Processing Inc Technology	NEW	6,417	NEW	$1,303,806	NEW	0.68%
AMGN	Amgen Inc Healthcare	Added	3,583	+859	$1,260,678	+41.4%	0.66%
NOW	ServiceNow, Inc. Technology	NEW	11,177	NEW	$1,168,555	NEW	0.61%
SGOL	abrdn Gold ETF Trust	Reduced	25,741	-332	$1,148,563	+7.2%	0.60%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	3,375	+573	$1,140,581	+33.9%	0.60%
APH	Amphenol Corp /De/ Technology	NEW	8,276	NEW	$1,045,672	NEW	0.55%
CSCO	Cisco Systems, Inc. Technology	Added	13,444	+3,483	$1,043,119	+35.9%	0.54%
VZ	Verizon Communications Inc Communication Services	Added	19,595	+663	$983,669	+27.6%	0.51%
O	Realty Income Corp Real Estate	Added	14,962	+603	$915,375	+13.1%	0.48%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,431	-407	$903,724	−29.2%	0.47%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	5,625	+6	$898,312	+4.1%	0.47%
DHR	Danaher Corp /De/ Healthcare	Reduced	4,718	-613	$894,532	−26.7%	0.47%
CB	Chubb Ltd Financial Services	Added	2,733	+605	$890,766	+34.1%	0.47%
MS	Morgan Stanley Financial Services	Reduced	5,322	-796	$875,841	−19.4%	0.46%
UBER	Uber Technologies, Inc Technology	NEW	12,070	NEW	$868,195	NEW	0.45%
CME	Cme Group Inc. Financial Services	Added	2,936	+16	$867,147	+8.7%	0.45%

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.