RESOLUTE WEALTH ADVISOR, INC.
Clone Performance
Aug 2025–Aug 2026 · vs SPYHypothetical 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.
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 2 quarters. Past performance does not predict future results.
Portfolio Concentration
16 tracked positions · as of Mar 31, 2026 · Δ vs Jun 30, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 70.9% | $14,496,543 |
| Technology | 12.1% | $2,467,897 |
| Consumer Cyclical | 11.3% | $2,306,708 |
| Communication Services | 5.4% | $1,097,836 |
| Financial Services | 0.4% | $87,449 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BAI |
iShares A.I. Innovation and Tech Active ETF
|
Held | 148,946 | $4,907,770 | 23.99% | |
| APCB |
ActivePassive Core Bond ETF
|
Held | 152,046 | $4,477,754 | 21.89% | |
| VFMF |
Vanguard U.S. Multifactor ETF
|
Held | 14,185 | $2,199,738 | 10.75% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 5,345 | $1,757,917 | 8.59% | |
| BNDX |
Vanguard Total International Bond ETF
|
Held | 25,834 | $1,241,323 | 6.07% | |
| IAU |
Ishares Gold Trust
|
Held | 13,904 | $1,225,776 | 5.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 2,784 | $799,757 | 3.91% | |
| AAPL |
Apple Inc.
Technology
|
Held | 2,803 | $711,373 | 3.48% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 4,051 | $706,494 | 3.45% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 2,635 | $548,791 | 2.68% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,291 | $477,889 | 2.34% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 683 | $444,182 | 2.17% | |
| MU |
Micron Technology Inc
Technology
|
Held | 941 | $317,907 | 1.55% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 521 | $298,079 | 1.46% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 1,738 | $254,234 | 1.24% | |
| NRO |
Neuberger Real Estate Securities Income Fund Inc
Financial Services
|
Held | 30,792 | $87,449 | 0.43% |
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.