RESOLUTE WEALTH ADVISOR, INC.

CIK

2005292

Location

FINDLAY, OH

Portfolio Value

Small $197,430,469

Diversification

Highly concentrated

Filing Date

Global Rank

#6,538 / 8,798 ▲ 1667 · as of Jun 2026

Top Industry

Semiconductors 23.8%

3Y Alpha vs SPY

-1.6%

Period ended 3 months ago

Filed Aug 19, 2026 · 51d

3 quarters · since Jun 2025

Clone Performance

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

View clone backtest

Portfolio Concentration

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

Top Position

55.4%

+20.3 pts

Top 5

86.6%

+14.9 pts

Top 10

91.8%

+8.7 pts

HHI

3,490

Highly concentrated+1,474

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.0%	$189,463,853	22
Technology	1.7%	$3,392,166	5
Consumer Cyclical	1.3%	$2,513,099	2
Communication Services	0.7%	$1,283,721	2
Financial Services	0.4%	$777,630	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
BKF	iShares MSCI BIC ETF	−33	9,548	$1,516,131
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

33 tracked positions · $197,430,469 total · filing declares 94 positions · $175,655,298 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Held	1,053,756	0	$109,315,495	—	55.37%
BAI	iShares A.I. Innovation and Tech Active ETF	Held	671,649	0	$33,064,442	+23.2%	16.75%
APCB	ActivePassive Core Bond ETF	Held	567,855	0	$22,436,852	+10.4%	11.36%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Held	37,711	0	$3,620,821	+2.9%	1.83%
VFMF	Vanguard U.S. Multifactor ETF	Held	14,185	0	$2,510,319	+14.1%	1.27%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Held	15,100	0	$2,480,917	+23.8%	1.26%
DCOR	Dimensional US Core Equity 1 ETF	Held	43,648	0	$2,287,019	+14.6%	1.16%
BCLO	iShares BBB-B CLO Active ETF	Held	36,036	0	$1,886,124	+0.8%	0.96%
HD	Home Depot, Inc. Consumer Cyclical	Held	5,345	0	$1,885,074	+7.2%	0.95%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Held	69,823	0	$1,781,882	−0.4%	0.90%
BKF	iShares MSCI BIC ETF	Reduced	9,548	-33	$1,516,131	+20.3%	0.77%
ACSG	American Century Small Cap Growth Insights ETF	Held	14,090	0	$1,424,019	+18.9%	0.72%
BNDX	Vanguard Total International Bond ETF	Held	25,834	0	$1,251,140	+0.8%	0.63%
MU	Micron Technology Inc Technology	Held	941	0	$1,086,186	+241.7%	0.55%
IAU	Ishares Gold Trust	Held	13,904	0	$1,049,891	−14.3%	0.53%
FNDA	Schwab Fundamental U.S. Small Company ETF	Held	30,919	0	$1,046,298	+16.2%	0.53%
GOOGL	Alphabet Inc. Communication Services	Held	2,784	0	$990,247	+23.8%	0.50%
AAPL	Apple Inc. Technology	Held	2,803	0	$811,076	+14.0%	0.41%
NVDA	Nvidia Corp Technology	Held	4,051	0	$810,564	+14.7%	0.41%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Held	14,752	0	$716,664	+9.0%	0.36%
STT	State Street Corp Financial Services	Held	12,765	0	$684,331	+8.6%	0.35%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,635	0	$628,025	+14.4%	0.32%
		Held	7,427	0	$594,632	+5.3%	0.30%
VB	Vanguard Morningstar Small-Cap ETF	Held	2,613	0	$569,451	+11.1%	0.29%
BNDW	Vanguard Total World Bond ETF	Held	6,708	0	$530,133	−0.3%	0.27%
SPY	Spdr S&P 500 ETF Trust	Held	683	0	$510,043	+14.8%	0.26%
MSFT	Microsoft Corp Technology	Held	1,291	0	$481,568	+0.8%	0.24%
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	Held	9,608	0	$371,253	+2.2%	0.19%
BAPR	Innovator U.S. Equity Buffer ETF - April	Held	5,058	0	$298,523	+10.6%	0.15%
META	Meta Platforms, Inc. Communication Services	Held	521	0	$293,474	−1.5%	0.15%
PLTR	Palantir Technologies Inc. Technology	Held	1,738	0	$202,772	−20.2%	0.10%
BIV	Vanguard Intermediate-Term Bond ETF	Held	2,749	0	$201,804	−0.3%	0.10%
NRO	Neuberger Real Estate Securities Income Fund Inc Financial Services	Held	30,792	0	$93,299	+6.7%	0.05%

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.