Resurgent Financial Advisors LLC

CIK

1912339

Location

ATLANTA, GA

Portfolio Value

Small $273,711,002

Diversification

Diversified

Filing Date

Global Rank

#3,931 / 8,710 ▲ 1016

Top Industry

Semiconductors 13.0%

Period ended 3 months ago

Filed Aug 14, 2026 · 37d

19 quarters · since Dec 2021

Portfolio Concentration

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

Top Position

7.2%

+2.0 pts

Top 5

28.3%

+5.8 pts

Top 10

39.7%

+6.9 pts

HHI

243

Diversified+58

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.7%	$86,657,239	36
Financial Services	14.1%	$38,679,458	35
Healthcare	10.7%	$29,307,591	20
Communication Services	9.7%	$26,610,635	7
Industrials	8.6%	$23,443,196	25
Unclassified	7.2%	$19,643,283	14
Energy	5.9%	$16,272,095	15
Consumer Cyclical	4.8%	$13,260,855	12
Consumer Defensive	3.5%	$9,461,504	8
Utilities	1.6%	$4,261,169	6
Real Estate	1.2%	$3,283,744	7
Basic Materials	1.0%	$2,830,233	8

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
NVDA	Nvidia Corp	+15,888	86,317	$17,271,168
AAPL	Apple Inc.	+11,163	55,146	$15,957,046
GOOGL	Alphabet Inc.	+9,939	55,386	$19,787,516
KO	Coca Cola Co	+7,646	10,799	$877,634
MSFT	Microsoft Corp	+7,131	40,008	$14,923,784
SO	Southern Co	+6,268	10,991	$1,051,948
PLTR	Palantir Technologies Inc.	+5,580	8,310	$969,527
WY	Weyerhaeuser Co	+5,376	16,762	$401,282
LAND	GLADSTONE LAND Corp	+5,285	29,477	$251,438
V	Visa Inc.	+4,759	19,761	$6,779,801
HD	Home Depot, Inc.	+4,700	8,866	$3,126,860
AVGO	Broadcom Inc.	+4,460	17,100	$6,459,525
IPWR	Ideal Power Inc.	+4,000	24,040	$128,854
BRK-B	Berkshire Hathaway Inc	+3,739	18,866	$9,440,357
AMZN	Amazon Com Inc	+3,730	20,957	$4,994,891
RTX	RTX Corp	+3,440	12,898	$2,447,137
UTG	Reaves Utility Income Fund	+3,416	11,809	$480,862
NEE	Nextera Energy Inc	+3,404	20,048	$1,759,612
PDI	PIMCO Dynamic Income Fund	+3,337	47,746	$797,358
BX	Blackstone Inc.	+3,286	5,427	$638,595
MMT	Aberdeen Multi-Market Income Fund	+3,257	30,700	$135,080
APH	Amphenol Corp /De/	+3,068	11,344	$4,000,348
SLV	iShares Silver Trust	+2,873	10,881	$581,807
META	Meta Platforms, Inc.	+2,871	8,458	$4,764,306
SYK	Stryker Corp	+2,814	11,183	$3,520,855
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	−111,406	15,292	$806,194
IBIT	iShares Bitcoin Trust ETF	−9,235	9,665	$321,747
T	At&T Inc.	−7,632	12,780	$264,546
FXE	Invesco CurrencyShares Euro Trust	−3,510	20,347	$2,145,387
SPY	Spdr S&P 500 ETF Trust	−2,809	6,137	$4,582,927
VIGI	Vanguard International Dividend Appreciation ETF	−2,663	13,138	$1,226,826
DHR	Danaher Corp /De/	−2,178	2,540	$483,819
BZAI	Blaize Holdings, Inc.	−2,100	14,900	$20,562
CME	Cme Group Inc.	−1,451	1,485	$327,932
COP	Conocophillips	−1,006	20,454	$2,126,397
HOOD	Robinhood Markets, Inc.	−847	6,218	$623,541
VXUS	Vanguard Total International Stock ETF	−679	3,109	$265,788
QQQ	Invesco Qqq Trust, Series 1	−507	2,145	$1,579,578
HON	Honeywell International Inc	−478	1,480	$331,372
CVS	CVS HEALTH Corp	−455	3,093	$319,970
SHEL	Shell plc	−450	4,551	$352,884
COF	Capital One Financial Corp	−357	1,284	$257,596
SLDP	Solid Power, Inc.	−350	10,700	$27,713
CTAS	Cintas Corp	−300	1,927	$327,744
MTB	M&T Bank Corp	−291	1,437	$342,020
LSGR	Natixis Loomis Sayles Focused Growth ETF	−288	8,466	$356,672
TXN	Texas Instruments Inc	−227	3,026	$901,959
DUK	Duke Energy CORP	−159	3,003	$380,119
PWR	Quanta Services, Inc.	−129	3,534	$2,544,621
SGOL	abrdn Gold ETF Trust	−103	25,638	$980,140
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AMAT	Applied Materials Inc /De	4,507	$3,258,561
ASML	Asml Holding NV	874	$1,738,770
FCX	Freeport-Mcmoran Inc	12,612	$793,168
BKNG	Booking Holdings Inc.	4,069	$725,258
GE	General Electric Co	1,875	$700,743
CLS	Celestica Inc	1,668	$608,486
RJF	Raymond James Financial Inc	3,992	$606,903
RBC	RBC Bearings INC	897	$577,721
BAND	Bandwidth Inc.	8,381	$530,517
MELI	Mercadolibre Inc	302	$512,611
C	Citigroup Inc	3,470	$485,661
AIRR	First Trust RBA American Industrial Renaissance ETF	3,641	$485,163
ACN	Accenture plc	3,896	$484,818
URI	United Rentals, Inc.	377	$427,099
DLR	Digital Realty Trust, Inc.	2,320	$416,625
SCCO	Southern Copper Corp/	2,178	$379,538
KLAC	Kla Corp	1,200	$362,052
ANET	Arista Networks, Inc.	2,104	$357,427
HONA	Honeywell Aerospace Inc.	1,480	$327,198
CAT	Caterpillar Inc	301	$320,534
NFG	National Fuel Gas Co	3,867	$298,571
ADBE	Adobe Inc.	1,432	$293,588
NUV	Nuveen Municipal Value Fund Inc	30,000	$276,600
HST	Host Hotels & Resorts, Inc.	11,630	$275,747
CBRS	Cerebras Systems Inc.	1,240	$274,040
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AGNG	Global X Funds Global X Aging Population ETF	148,625	$5,307,522
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	83,450	$5,029,915
FNDA	Schwab Fundamental U.S. Small Company ETF	122,076	$3,345,427
VB	Vanguard Morningstar Small-Cap ETF	11,516	$3,044,900
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	32,130	$2,805,018
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	49,468	$2,603,314
CWI	State Street SPDR MSCI ACWI ex-US ETF	46,086	$2,573,854
INTU	Intuit Inc.	5,466	$2,363,389
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	30,478	$2,116,638
CVY	Invesco Zacks Multi-Asset Income ETF	26,729	$2,009,753
AFK	VanEck Africa Index ETF	14,161	$1,712,319
BILZ	PIMCO Ultra Short Government Active ETF	46,166	$1,590,323
ADP	Automatic Data Processing Inc	6,417	$1,303,806
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	20,586	$1,029,426
AAAP	Pacer Barings CLO Market Flex ETF	16,106	$1,007,591
AMZA	InfraCap MLP ETF	10,198	$814,820
MKL	Markel Group Inc.	395	$756,057
ARMY	Tema ETF Trust Tema International Defense ETF	18,656	$721,679
FAB	First Trust Multi Cap Value AlphaDEX Fund	13,062	$647,744
BDBT	Bluemonte Core Bond ETF	9,684	$636,916
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	13,296	$609,754
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	3,689	$603,446
BCLO	iShares BBB-B CLO Active ETF	11,287	$586,133
VRTX	Vertex Pharmaceuticals Inc / Ma	1,260	$562,640
EDV	Vanguard World Funds Extended Duration ETF	3,772	$533,832
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

193 tracked positions · $273,711,002 total · filing declares 316 positions · $359,534,856 · 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 193 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. CALL + SHARES Communication Services	Added	55,386	+9,939	$19,787,516	+51.4%	7.23%
NVDA	Nvidia Corp Technology	Added	86,317	+15,888	$17,271,168	+40.6%	6.31%
AAPL	Apple Inc. Technology	Added	55,146	+11,163	$15,957,046	+43.0%	5.83%
MSFT	Microsoft Corp Technology	Added	40,008	+7,131	$14,923,784	+22.6%	5.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	18,866	+3,739	$9,440,357	+30.2%	3.45%
V	Visa Inc. Financial Services	Added	19,761	+4,759	$6,779,801	+49.5%	2.48%
LLY	ELI LILLY & Co Healthcare	Added	5,580	+835	$6,692,819	+53.4%	2.45%
AVGO	Broadcom Inc. Technology	Added	17,100	+4,460	$6,459,525	+65.1%	2.36%
VIG	Vanguard Dividend Appreciation ETF	Added	24,228	+1,892	$5,732,829	+19.3%	2.09%
JNJ	Johnson & Johnson Healthcare	Added	22,360	+2,660	$5,678,769	+17.9%	2.07%
JPM	Jpmorgan Chase & Co Financial Services	Added	16,655	+499	$5,451,681	+14.7%	1.99%
AMZN	Amazon Com Inc CALL + SHARES Consumer Cyclical	Added	20,957	+3,730	$4,994,891	+39.2%	1.82%
META	Meta Platforms, Inc. Communication Services	Added	8,458	+2,871	$4,764,306	+49.0%	1.74%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,137	-2,809	$4,582,927	−21.2%	1.67%
ETN	Eaton Corp plc Industrials	Added	10,480	+1,331	$4,465,737	+36.5%	1.63%
GWW	W.W. Grainger, Inc. Industrials	Added	3,132	+938	$4,260,772	+78.0%	1.56%
APH	Amphenol Corp /De/ Technology	Added	11,344	+3,068	$4,000,348	+91.3%	1.46%
MA	Mastercard Inc Financial Services	Added	7,377	+1,110	$3,788,827	+21.0%	1.38%
MCK	Mckesson Corp Healthcare	Added	4,932	+1,048	$3,726,619	+10.9%	1.36%
SYK	Stryker Corp Healthcare	Added	11,183	+2,814	$3,520,855	+28.0%	1.29%
TPL	Texas Pacific Land Corp Energy	Reduced	7,954	-86	$3,480,988	−8.8%	1.27%
WMT	Walmart Inc. PUT + SHARES Consumer Defensive	Added	30,439	+2,422	$3,447,521	−1.0%	1.26%
XOM	ExxonMobil Holdings Corp Energy	Added	24,901	+1,972	$3,404,464	−12.5%	1.24%
AMAT	Applied Materials Inc /De Technology	NEW	4,507	NEW	$3,258,561	NEW	1.19%
HD	Home Depot, Inc. Consumer Cyclical	Added	8,866	+4,700	$3,126,860	+128.2%	1.14%
MU	Micron Technology Inc Technology	Added	2,651	+2,000	$3,060,022	+1291.3%	1.12%
PWR	Quanta Services, Inc. Industrials	Reduced	3,534	-129	$2,544,621	+26.5%	0.93%
RTX	RTX Corp Industrials	Added	12,898	+3,440	$2,447,137	+34.1%	0.89%
CVX	Chevron Corp Energy	Added	14,275	+1,423	$2,366,224	−11.0%	0.86%
FXE	Invesco CurrencyShares Euro Trust	Reduced	20,347	-3,510	$2,145,387	−15.7%	0.78%
COP	Conocophillips Energy	Reduced	20,454	-1,006	$2,126,397	−24.9%	0.78%
SPGI	S&P Global Inc. Financial Services	Added	4,656	+821	$1,896,202	+16.2%	0.69%
CSCO	Cisco Systems, Inc. Technology	Added	15,544	+2,100	$1,825,798	+75.0%	0.67%
NEE	Nextera Energy Inc Utilities	Added	20,048	+3,404	$1,759,612	+13.8%	0.64%
ASML	Asml Holding NV Technology	NEW	874	NEW	$1,738,770	NEW	0.64%
AMGN	Amgen Inc Healthcare	Added	4,679	+1,096	$1,694,359	+34.4%	0.62%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	3,485	+110	$1,664,331	+45.9%	0.61%
INTC	Intel Corp Technology	Added	11,770	+74	$1,643,445	+218.4%	0.60%
DE	Deere & Co Industrials	Added	2,587	+1,358	$1,641,011	+137.0%	0.60%
MPC	Marathon Petroleum Corp Energy	Added	6,292	+104	$1,608,675	+6.5%	0.59%
QQQ	Invesco Qqq Trust, Series 1 PUT + SHARES	Reduced	2,145	-507	$1,579,578	+3.2%	0.58%
AMD	Advanced Micro Devices Inc Technology	Added	2,665	+525	$1,548,125	+255.6%	0.57%
MO	Altria Group, Inc. Consumer Defensive	Reduced	21,291	-22	$1,531,887	+8.9%	0.56%
ABBV	AbbVie Inc. Healthcare	Added	5,944	+1,998	$1,495,748	+74.3%	0.55%
GLW	Corning Inc /Ny Technology	Added	5,850	+2,089	$1,494,265	+192.2%	0.55%
COST	Costco Wholesale Corp /New PUT + SHARES Consumer Defensive	Added	1,557	+178	$1,456,526	+6.0%	0.53%
NOW	ServiceNow, Inc. Technology	Added	12,981	+1,804	$1,288,753	+10.3%	0.47%
PFE	Pfizer Inc Healthcare	Added	52,559	+1,572	$1,265,620	−11.6%	0.46%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	13,138	-2,663	$1,226,826	−21.4%	0.45%
MS	Morgan Stanley Financial Services	Added	5,465	+143	$1,142,403	+30.4%	0.42%

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.