Resolute Wealth Strategies, LLC

CIK

1973981

Location

JACKSON, MS

Portfolio Value

Small $174,925,408

Diversification

Diversified

Filing Date

Global Rank

#4,721 / 8,517 ▲ 253

Top Industry

Consumer Electronics 23.1%

3Y Alpha vs SPY

+33.0%

Period ended 47 days ago

Filed Aug 12, 2026 · 4d

14 quarters · since Mar 2023

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

+265.2%

SPY

+76.6%

Annualised alpha

+33.1%

Max drawdown

−22.3%

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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

21.0%

+0.0 pts

Top 5

48.4%

+3.0 pts

Top 10

65.0%

+1.1 pts

HHI

720

Diversified+17

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	37.9%	$66,348,760	17
Financial Services	12.8%	$22,457,682	16
Communication Services	10.8%	$18,917,222	7
Industrials	9.6%	$16,792,811	10
Unclassified	8.8%	$15,338,726	8
Consumer Cyclical	7.9%	$13,794,848	6
Healthcare	5.9%	$10,239,568	9
Energy	3.5%	$6,040,246	10
Consumer Defensive	1.9%	$3,396,414	3
Utilities	0.5%	$807,491	2
Basic Materials	0.5%	$791,640	3

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
XLB	State Street Materials Select Sector SPDR ETF	+3,964	19,470	$989,660
EPD	Enterprise Products Partners L.P.	+2,840	9,689	$356,167
SHOP	Shopify Inc.	+1,785	33,005	$3,768,510
AMZN	Amazon Com Inc	+1,256	46,411	$11,061,597
NEE	Nextera Energy Inc	+884	4,305	$377,849
BAC	Bank Of America Corp /De/	+766	10,314	$587,691
NVDA	Nvidia Corp	+644	55,110	$11,026,959
GOOGL	Alphabet Inc.	+618	35,852	$12,715,529
BMY	Bristol Myers Squibb Co	+536	3,952	$227,714
JPM	Jpmorgan Chase & Co	+507	15,117	$4,948,247
XOM	ExxonMobil Holdings Corp	+504	19,868	$2,716,352
AVGO	Broadcom Inc.	+500	2,437	$920,576
GLD	Spdr Gold Trust	+419	16,723	$6,160,418
RDDT	Reddit, Inc.	+373	11,233	$1,949,824
PG	PROCTER & GAMBLE Co	+361	3,779	$554,152
LLY	ELI LILLY & Co	+352	1,988	$2,384,467
BX	Blackstone Inc.	+343	27,600	$3,247,692
RNST	Renasant Corp	+264	72,412	$3,080,406
MUR	Murphy Oil Corp	+263	30,394	$989,628
CVX	Chevron Corp	+239	1,261	$209,023
V	Visa Inc.	+218	3,786	$1,298,938
BRK-B	Berkshire Hathaway Inc	+217	11,332	$5,670,419
ABT	Abbott Laboratories	+207	2,352	$213,420
AGIX	KraneShares Trust KraneShares Public-Private AI & Technology ETF	+200	9,999	$468,853
WBD	Warner Bros. Discovery, Inc.	+192	13,469	$359,083
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−1,768	127,167	$36,797,043
MSFT	Microsoft Corp	−714	19,784	$7,379,827
PLTR	Palantir Technologies Inc.	−687	9,263	$1,080,714
SPY	Spdr S&P 500 ETF Trust	−593	6,546	$4,888,356
ANET	Arista Networks, Inc.	−552	1,334	$226,619
WMT	Walmart Inc.	−508	19,567	$2,216,158
CAT	Caterpillar Inc	−499	12,273	$13,069,517
LDOS	Leidos Holdings, Inc.	−453	4,851	$499,507
UNP	Union Pacific Corp	−390	2,381	$647,632
UNH	Unitedhealth Group Inc	−374	1,658	$689,114
AMGN	Amgen Inc	−369	9,427	$3,413,705
ABBV	AbbVie Inc.	−367	4,658	$1,172,139
SO	Southern Co	−308	4,489	$429,642
AMD	Advanced Micro Devices Inc	−168	2,491	$1,447,046
AEM	Agnico Eagle Mines Ltd	−162	2,075	$321,894
AXP	American Express Co	−68	3,488	$1,179,816
SHW	Sherwin Williams Co	−53	1,213	$417,660
RTX	RTX Corp	−23	2,759	$523,465
TXT	Textron Inc	−13	2,434	$223,270
SLV	iShares Silver Trust	−10	15,575	$832,795
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	256	$582,074
SPCX	Space Exploration Technologies Corp	2,689	$459,442
MU	Micron Technology Inc	365	$421,315
INTC	Intel Corp	2,520	$351,867
VRT	Vertiv Holdings Co	919	$307,699
APP	AppLovin Corp	524	$269,980
TXN	Texas Instruments Inc	832	$247,994
KKR	KKR & Co. Inc.	2,555	$234,497
LRCX	Lam Research Corp	496	$214,931
RKLB	Rocket Lab Corp	2,064	$209,805
ET	Energy Transfer LP	10,915	$208,694
CSCO	Cisco Systems, Inc.	1,767	$207,551
PNC	Pnc Financial Services Group, Inc.	838	$206,332
MSGS	Madison Square Garden Sports Corp.	500	$200,920
KRP	Kimbell Royalty Partners, LP	11,841	$172,049
BTG	B2gold Corp	13,927	$52,086
SFBS	ServisFirst Bancshares, Inc.	2,390	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
GFI	Gold Fields Ltd	13,501	$612,945
DNP	Dnp Select Income Fund Inc	41,967	$432,260
EGP	Eastgroup Properties Inc	2,014	$372,771
BXSL	Blackstone Secured Lending Fund	13,582	$321,757
PFE	Pfizer Inc	7,806	$219,192
LMT	Lockheed Martin Corp	336	$203,075
AZN	Astrazeneca PLC	1,024	$201,953
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

91 tracked positions · $174,925,408 total · filing declares 132 positions · $258,259,966 · as of Jun 30, 2026

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

Showing 1–50 of 91 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	127,167	-1,768	$36,797,043	+12.5%	21.04%
CAT	Caterpillar Inc Industrials	Reduced	12,273	-499	$13,069,517	+44.4%	7.47%
GOOGL	Alphabet Inc. Communication Services	Added	35,852	+618	$12,715,529	+25.7%	7.27%
AMZN	Amazon Com Inc Consumer Cyclical	Added	46,411	+1,256	$11,061,597	+17.6%	6.32%
NVDA	Nvidia Corp Technology	Added	55,110	+644	$11,026,959	+16.1%	6.30%
MSFT	Microsoft Corp Technology	Reduced	19,784	-714	$7,379,827	−2.7%	4.22%
GLD	Spdr Gold Trust	Added	16,723	+419	$6,160,418	−12.2%	3.52%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	11,332	+217	$5,670,419	+6.5%	3.24%
JPM	Jpmorgan Chase & Co Financial Services	Added	15,117	+507	$4,948,247	+15.1%	2.83%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,546	-593	$4,888,356	+5.3%	2.79%
SHOP	Shopify Inc. Technology	Added	33,005	+1,785	$3,768,510	+1.8%	2.15%
AMGN	Amgen Inc Healthcare	Reduced	9,427	-369	$3,413,705	−1.0%	1.95%
BX	Blackstone Inc. Financial Services	Added	27,600	+343	$3,247,692	+3.6%	1.86%
RNST	Renasant Corp Financial Services	Added	72,412	+264	$3,080,406	+18.2%	1.76%
T	At&T Inc. Communication Services	Added	133,416	+27	$2,761,711	−28.6%	1.58%
XOM	ExxonMobil Holdings Corp Energy	Added	19,868	+504	$2,716,352	−17.3%	1.55%
LLY	ELI LILLY & Co Healthcare	Added	1,988	+352	$2,384,467	+58.5%	1.36%
WMT	Walmart Inc. Consumer Defensive	Reduced	19,567	-508	$2,216,158	−11.2%	1.27%
RDDT	Reddit, Inc. Communication Services	Added	11,233	+373	$1,949,824	+33.3%	1.11%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,491	-168	$1,447,046	+167.5%	0.83%
V	Visa Inc. Financial Services	Added	3,786	+218	$1,298,938	+20.5%	0.74%
QQQ	Invesco Qqq Trust, Series 1	Added	1,611	+100	$1,186,340	+36.0%	0.68%
AXP	American Express Co Financial Services	Reduced	3,488	-68	$1,179,816	+9.7%	0.67%
ABBV	AbbVie Inc. Healthcare	Reduced	4,658	-367	$1,172,139	+7.3%	0.67%
PLTR	Palantir Technologies Inc. Technology	Reduced	9,263	-687	$1,080,714	−25.7%	0.62%
XLB	State Street Materials Select Sector SPDR ETF	Added	19,470	+3,964	$989,660	+27.7%	0.57%
MUR	Murphy Oil Corp Energy	Added	30,394	+263	$989,628	−20.4%	0.57%
AVGO	Broadcom Inc. Technology	Added	2,437	+500	$920,576	+53.6%	0.53%
MRK	Merck & Co., Inc. Healthcare	Added	7,143	+69	$917,875	+7.9%	0.52%
SLV	iShares Silver Trust	Reduced	15,575	-10	$832,795	−21.6%	0.48%
JNJ	Johnson & Johnson Healthcare	Added	2,880	+102	$731,433	+7.7%	0.42%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,648	+144	$693,148	+24.0%	0.40%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,658	-374	$689,114	+25.3%	0.39%
MUSA	Murphy USA Inc. Consumer Cyclical	Added	1,238	+2	$667,121	+9.3%	0.38%
META	Meta Platforms, Inc. Communication Services	Added	1,172	+79	$660,175	+5.6%	0.38%
UNP	Union Pacific Corp Industrials	Reduced	2,381	-390	$647,632	−3.7%	0.37%
KO	Coca Cola Co Consumer Defensive	Held	7,704	0	$626,104	+6.9%	0.36%
IBM	International Business Machines Corp Technology	Added	2,134	+126	$600,102	+23.3%	0.34%
BAC	Bank Of America Corp /De/ Financial Services	Added	10,314	+766	$587,691	+26.3%	0.34%
GEV	GE Vernova Inc. Industrials	Added	500	+114	$587,430	+74.3%	0.34%
SNDK	Sandisk Corp Technology	NEW	256	NEW	$582,074	NEW	0.33%
WDC	Western Digital Corp Technology	Added	902	+55	$576,125	+151.5%	0.33%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,600	+93	$564,288	+13.9%	0.32%
LOW	Lowes Companies Inc Consumer Cyclical	Held	2,519	0	$555,414	−6.7%	0.32%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,779	+361	$554,152	+12.2%	0.32%
MPC	Marathon Petroleum Corp Energy	Added	2,138	+14	$546,622	+5.4%	0.31%
RTX	RTX Corp Industrials	Reduced	2,759	-23	$523,465	−2.5%	0.30%
VB	Vanguard Morningstar Small-Cap ETF	Held	1,722	0	$521,972	+15.7%	0.30%
LDOS	Leidos Holdings, Inc. Technology	Reduced	4,851	-453	$499,507	−39.4%	0.29%
HCA	HCA Healthcare, Inc. Healthcare	Added	1,256	+116	$489,701	−9.2%	0.28%

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.