RESOLUTE WEALTH ADVISOR, INC.
Filing Date
Mar 31, 2026
Global Rank
#8,247
/ 8,605
· as of Mar 2026
Top Industry
Home Improvement Retail
31.2%
Period ended 3 months ago
Filed May 11, 2026 · 59d
Clone Performance
May 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+0.9%
SPY
+1.0%
Annualised alpha
—
Max drawdown
−6.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
12 positions · as of Mar 31, 2026Top Position
24.1%
of portfolio value
Top 5
67.8%
of portfolio value
Top 10
95.3%
of portfolio value
HHI
1,278
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.8% | $2,467,897 |
| Consumer Cyclical | 31.6% | $2,306,708 |
| Unclassified | 22.9% | $1,669,958 |
| Communication Services | 10.5% | $766,226 |
| Financial Services | 1.2% | $87,449 |
12 positions ·
$7,298,238 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 5,345 | $1,757,917 | 24.09% | |
| IAU |
Ishares Gold Trust
|
First | 13,904 | $1,225,776 | 16.80% | |
| AAPL |
Apple Inc.
Technology
|
First | 2,803 | $711,373 | 9.75% | |
| NVDA |
Nvidia Corp
Technology
|
First | 4,051 | $706,494 | 9.68% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 2,635 | $548,791 | 7.52% | |
| MSFT |
Microsoft Corp
Technology
|
First | 1,291 | $477,889 | 6.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 1,628 | $468,147 | 6.41% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 683 | $444,182 | 6.09% | |
| MU |
Micron Technology Inc
Technology
|
First | 941 | $317,907 | 4.36% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 521 | $298,079 | 4.08% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 1,738 | $254,234 | 3.48% | |
| NRO |
Neuberger Real Estate Securities Income Fund Inc
Financial Services
|
First | 30,792 | $87,449 | 1.20% |