Resurgent Financial Advisors LLC

Registered adviser

CIK

1912339

Location

ATLANTA, GA

Portfolio Value

Small $358,889,274

Diversification

Diversified

Filing Date

Global Rank

#4,725 / 8,826 ▲ 360

Top Industry

Semiconductors 13.0%

Period ended 4 months ago

Filed Aug 14, 2026 · 3mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 299575

Roster of Nov 1, 2026

Regulatory AUM

$354,694,925

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$354,694,925	Individuals and high net worth (99%)
Apr 2025 to Mar 2026	$326,381,640	Individuals and high net worth (99%)
Apr 2024 to Mar 2025	$300,094,038	Individuals and high net worth (99%)
May 2023 to Mar 2024	$400,140,369	Individuals and high net worth (96%)
Apr 2023	$400,140,369	Individuals and high net worth (96%)
Sep 2022 to Mar 2023	$379,224,531	Individuals and high net worth (95%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 36.8%, 46.2 effective positions, active share 47.7% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

25.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.3 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 47.7%; sector active share 17.5% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

7.8%

−1.8 pts

Top 5

26.8%

−0.5 pts

Top 10

36.8%

−0.7 pts

HHI

217

Diversified−25

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	29.1%	$104,283,183	123
Technology	23.6%	$84,657,065	36
Financial Services	11.4%	$40,935,674	38
Healthcare	8.2%	$29,307,591	20
Communication Services	7.4%	$26,610,635	8
Industrials	6.5%	$23,443,196	25
Energy	4.5%	$16,272,095	15
Consumer Cyclical	3.7%	$13,260,855	12
Consumer Defensive	2.6%	$9,461,504	8
Utilities	1.2%	$4,261,169	6
Real Estate	0.9%	$3,283,744	7
Basic Materials	0.9%	$3,112,563	9

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
IUSB	iShares Core Universal USD Bond ETF	+19,674	55,822	$2,576,185
NVDA	Nvidia Corp	+16,488	86,317	$17,271,168
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+11,786	37,161	$3,265,708
SCHX	Schwab U.S. Large-Cap ETF	+11,698	38,725	$1,139,676
AAPL	Apple Inc.	+11,163	55,146	$15,957,046
GOOGL	Alphabet Inc.	+9,585	53,756	$19,210,781
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+9,558	10,973	$964,636
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
CORO		+6,043	22,274	$815,228
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
SPMO	Invesco Ltd.	+4,792	8,467	$1,367,759
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
RYLD	Global X Russell 2000 Covered Call ETF	+3,522	55,176	$882,264
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
VUG	VANGUARD GROWTH INDEX FUND	+3,337	3,834	$330,260
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SGOV	iShares 0-3 Month Treasury Bond ETF	−11,672	5,475	$551,168
COWZ	Pacer US Cash Cows 100 ETF	−9,695	6,411	$398,764
IBIT	iShares Bitcoin Trust ETF	−9,235	9,665	$321,747
USFR	WisdomTree Floating Rate Treasury Fund	−7,961	28,306	$1,425,207
T	At&T Inc.	−7,632	12,780	$264,546
BINC		−6,160	5,127	$268,347
THRO		−5,618	10,345	$445,972
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	−5,178	8,118	$370,018
FXE	Invesco CurrencyShares Euro Trust	−3,510	20,347	$2,145,387
SCHV	Schwab U.S. Large-Cap Value ETF	−3,442	6,382	$222,157
BAI	BlackRock ETF Trust	−3,278	15,292	$806,194
AIQ	Global X Artificial Intelligence & Technology ETF	−2,901	8,263	$542,135
DHR	Danaher Corp	−2,178	2,540	$483,819
BZAI	Blaize Holdings, Inc.	−2,100	14,900	$20,562
AVEM	Avantis Emerging Markets Equity ETF	−1,906	3,273	$315,811
IEMG	iShares Trust	−1,872	6,510	$539,288
TLH	iShares 10-20 Year Treasury Bond ETF	−1,777	2,461	$246,961
SPY	Spdr S&P 500 ETF Trust	−1,709	6,137	$4,582,927
DON	WisdomTree U.S. Midcap Dividend Fund	−1,650	25,820	$1,459,346
CME	Cme Group Inc.	−1,451	1,485	$327,932
BOTZ	Global X Robotics & Artificial Intelligence ETF	−1,372	19,818	$751,894
SCHG	Schwab U.S. Large-Cap Growth ETF	−1,228	22,346	$756,188
IWD	iShares Russell 1000 Value ETF	−1,098	14,929	$3,619,237
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	−1,091	28,912	$1,226,157
IVE	iShares S&P 500 Value ETF	−1,025	6,067	$1,377,573
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AMAT	Applied Materials Inc	4,507	$3,258,561
ASML	Asml Holding NV	874	$1,738,770
IALT		35,119	$985,087
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
—		6,210	$557,968
BAND	Bandwidth Inc.	8,381	$530,517
MELI	Mercadolibre Inc	302	$512,611
C	Citigroup Inc	3,470	$485,661
AIRR	First Trust Exchange-Traded Fund VI	3,641	$485,163
ACN	Accenture plc	3,896	$484,818
BUCK	Simplify Treasury Option Income ETF	19,195	$449,546
GGOV		8,761	$440,590
PDBA		12,060	$429,577
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
DVY	iShares Select Dividend ETF	2,110	$329,793
HONA	Honeywell Aerospace Inc.	1,480	$327,198
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	5,466	$2,363,389
ADP	Automatic Data Processing Inc	6,417	$1,303,806
MKL	Markel Group Inc.	395	$756,057
EFV	iShares MSCI EAFE Value ETF	10,107	$751,455
QUAL	iShares MSCI USA Quality Factor ETF	3,814	$731,563
ITOT	iShares Core S&P Total U.S. Stock Market ETF	4,493	$639,937
VRTX	Vertex Pharmaceuticals Inc	1,260	$562,640
CLIP	Global X 1-3 Month T-Bill ETF	5,529	$554,890
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	5,120	$514,918
IAGG	iShares Core International Aggregate Bond ETF	10,151	$507,956
ISRG	Intuitive Surgical Inc	957	$441,167
KTOS	Kratos Defense & Security Solutions, Inc.	4,168	$293,885
IEUR	iShares Core MSCI Europe ETF	3,220	$226,269
FSK	FS KKR Capital Corp	21,362	$217,465
EOSE	Eos Energy Enterprises, Inc.	10,150	$50,344
PLUG	Plug Power Inc	12,500	$28,250
GWHT	ESS Tech, Inc.	15,606	$18,259
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

307 tracked positions · $358,889,274 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 307 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
GOOGL	Alphabet Inc. CALL + SHARES Communication Services	Added	53,956	+9,785	$19,282,255	+51.8%	19	before history	5.37%
NVDA	Nvidia Corp Technology	Added	86,317	+15,888	$17,271,168	+40.6%	19	before history	4.81%
AAPL	Apple Inc. Technology	Added	55,146	+11,163	$15,957,046	+43.0%	19	before history	4.45%
MSFT	Microsoft Corp Technology	Added	40,008	+7,131	$14,923,784	+22.6%	19	before history	4.16%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	18,866	+3,739	$9,440,357	+30.2%	19	before history	2.63%
V	Visa Inc. Financial Services	Added	19,761	+4,759	$6,779,801	+49.5%	19	before history	1.89%
LLY	ELI LILLY & Co Healthcare	Added	5,580	+835	$6,692,819	+53.4%	16	$931.58	1.86%
AVGO	Broadcom Inc. Technology	Added	17,100	+4,460	$6,459,525	+65.1%	19	before history	1.80%
VIG	Vanguard Specialized Funds	Added	24,228	+1,892	$5,732,829	+19.3%	19	before history	1.60%
JNJ	Johnson & Johnson Healthcare	Added	22,360	+2,660	$5,678,769	+17.9%	19	before history	1.58%
JPM	Jpmorgan Chase & Co Financial Services	Added	16,655	+499	$5,451,681	+14.7%	19	before history	1.52%
AMZN	Amazon Com Inc CALL + SHARES Consumer Cyclical	Added	20,957	+3,730	$4,994,891	+39.2%	19	before history	1.39%
META	Meta Platforms, Inc. Communication Services	Added	8,458	+2,871	$4,764,306	+49.0%	19	before history	1.33%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,137	-2,809	$4,582,927	−21.2%	19	before history	1.28%
ETN	Eaton Corp plc Industrials	Added	10,480	+1,331	$4,465,737	+36.5%	19	before history	1.24%
GWW	W.W. Grainger, Inc. Industrials	Added	3,132	+938	$4,260,772	+78.0%	2	$1,134.36	1.19%
MA	Mastercard Inc Financial Services	Added	7,377	+1,110	$3,788,827	+21.0%	19	before history	1.06%
MCK	Mckesson Corp Healthcare	Added	4,932	+1,048	$3,726,619	+10.9%	2	$871.33	1.04%
IWD	iShares Russell 1000 Value ETF	Reduced	14,929	-1,098	$3,619,237	+5.7%	18	unpriced	1.01%
SYK	Stryker Corp Healthcare	Added	11,183	+2,814	$3,520,855	+28.0%	2	$347.98	0.98%
TPL	Texas Pacific Land Corp Energy	Reduced	7,954	-86	$3,480,988	−8.8%	19	before history	0.97%
WMT	Walmart Inc. PUT + SHARES Consumer Defensive	Added	30,439	+2,422	$3,447,521	−1.0%	19	before history	0.96%
IVV	iShares Core S&P 500 ETF	Added	4,577	+702	$3,427,669	+35.4%	19	before history	0.96%
XOM	ExxonMobil Holdings Corp Energy	Added	24,901	+1,972	$3,404,464	−12.5%	19	before history	0.95%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	37,161	+11,786	$3,265,708	+68.1%	13	$73.87	0.91%
AMAT	Applied Materials Inc Technology	NEW	4,507	NEW	$3,258,561	NEW	1	$461.39	0.91%
HD	Home Depot, Inc. Consumer Cyclical	Added	8,866	+4,700	$3,126,860	+128.2%	19	before history	0.87%
MU	Micron Technology Inc Technology	Added	2,651	+2,000	$3,060,022	+1291.3%	3	$622.09	0.85%
IUSB	iShares Core Universal USD Bond ETF	Added	55,822	+19,674	$2,576,185	+54.3%	18	unpriced	0.72%
PWR	Quanta Services, Inc. Industrials	Reduced	3,534	-129	$2,544,621	+26.5%	17	$140.04	0.71%
SPHQ	Invesco S&P 500 Quality ETF	Added	27,964	+1,235	$2,519,556	+25.4%	15	unpriced	0.70%
RTX	RTX Corp Industrials	Added	12,898	+3,440	$2,447,137	+34.1%	2	$194.71	0.68%
CVX	Chevron Corp Energy	Added	14,275	+1,423	$2,366,224	−11.0%	19	before history	0.66%
IJR	iShares Core S&P Small-Cap ETF PUT + SHARES	Added	14,809	+343	$2,196,322	+22.1%	19	before history	0.61%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Added	35,269	+949	$2,167,632	+13.8%	11	$52.10	0.60%
FXE	Invesco CurrencyShares Euro Trust	Reduced	20,347	-3,510	$2,145,387	−15.7%	4	$107.81	0.60%
COP	Conocophillips Energy	Reduced	20,454	-1,006	$2,126,397	−24.9%	19	before history	0.59%
APH	Amphenol Corp Technology	Added	11,344	+3,068	$2,000,174	+91.3%	2	$141.68	0.56%
SPGI	S&P Global Inc. Financial Services	Added	4,656	+821	$1,896,202	+16.2%	2	unpriced	0.53%
DLN	WisdomTree U.S. LargeCap Dividend Fund	Reduced	19,569	-144	$1,884,886	+7.0%	19	before history	0.53%
IVW	iShares S&P 500 Growth ETF	Added	13,630	+167	$1,874,533	+23.1%	17	unpriced	0.52%
CSCO	Cisco Systems, Inc. Technology	Added	15,544	+2,100	$1,825,798	+75.0%	19	before history	0.51%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	26,198	+528	$1,781,725	+19.3%	10	$48.27	0.50%
NEE	Nextera Energy Inc Utilities	Added	20,048	+3,404	$1,759,612	+13.8%	19	before history	0.49%
ASML	Asml Holding NV Technology	NEW	874	NEW	$1,738,770	NEW	1	$1,591.72	0.48%
MLPX	Global X MLP and Energy Infrastructure ETF	Added	23,531	+1,504	$1,733,293	+6.4%	15	unpriced	0.48%
AMGN	Amgen Inc Healthcare	Added	4,679	+1,096	$1,694,359	+34.4%	19	before history	0.47%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	3,485	+110	$1,664,331	+45.9%	4	$266.00	0.46%
INTC	Intel Corp Technology	Added	11,770	+74	$1,643,445	+218.4%	4	$28.06	0.46%
DE	Deere & Co Industrials	Added	2,587	+1,358	$1,641,011	+137.0%	19	before history	0.46%

Showing the top 50 of 307 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.