Resonant Capital Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.90B
Q ending 2026-03-31
Prior quarter
$1.82B
Q ending 2025-12-31
Change
+4.6% QoQ · +32.8% YoY
Positions
495
reported holdings
Largest positions
Top 100 of 495 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $158.1M | 242K |
| J P Morgan Exchange Traded F | JMST | Shares | $87.6M | 1.7M |
| Ishares U S Etf Tr | MEAR | Shares | $83.9M | 1.7M |
| Schwab Strategic Tr | SCHR | Shares | $74.8M | 3.0M |
| Etf Ser Solutions | DSTL | Shares | $67.2M | 1.2M |
| Vanguard Scottsdale Fds | VCSH | Shares | $61.0M | 770K |
| Ishares Tr | IJH | Shares | $52.4M | 776K |
| Ishares Tr | GARP | Shares | $50.2M | 785K |
| Schwab Strategic Tr | FNDX | Shares | $40.8M | 1.5M |
| Ishares Tr | IEFA | Shares | $36.8M | 406K |
| Vanguard Mun Bd Fds | VTEB | Shares | $35.0M | 702K |
| Schwab Strategic Tr | FNDF | Shares | $31.3M | 640K |
| Vanguard Specialized Funds | VIG | Shares | $28.8M | 134K |
| Ishares Tr | SGOV | Shares | $28.3M | 281K |
| Ishares Tr | IJR | Shares | $28.3M | 227K |
| Apple Inc | AAPL | Shares | $27.8M | 110K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $27.7M | 42K |
| Schwab Strategic Tr | FNDA | Shares | $25.0M | 772K |
| J P Morgan Exchange Traded F | JPIE | Shares | $25.0M | 542K |
| Graniteshares Etf Tr | COMB | Shares | $24.3M | 927K |
| Nvidia Corporation | NVDA | Shares | $24.3M | 139K |
| Vanguard Whitehall Fds | VIGI | Shares | $23.9M | 270K |
| Ishares Tr | MUB | Shares | $22.0M | 207K |
| Ishares Inc | IEMG | Shares | $22.0M | 315K |
| Invesco Exch Traded Fd Tr Ii | RWK | Shares | $21.9M | 171K |
| Schwab Strategic Tr | FNDE | Shares | $21.3M | 557K |
| Janus Detroit Str Tr | JSMD | Shares | $20.1M | 253K |
| Microsoft Corp | MSFT | Shares | $17.6M | 48K |
| Ishares Gold Tr | IAU | Shares | $16.3M | 184K |
| Alphabet Inc | GOOGL | Shares | $13.8M | 48K |
| J P Morgan Exchange Traded F | JPST | Shares | $13.8M | 273K |
| Alphabet Inc | GOOG | Shares | $13.8M | 48K |
| Amazon Com Inc | AMZN | Shares | $13.8M | 66K |
| Dimensional Etf Trust | DFNM | Shares | $13.0M | 270K |
| Vanguard Index Fds | VOO | Shares | $12.9M | 22K |
| Ishares Tr | ICSH | Shares | $12.8M | 254K |
| Blackrock Etf Trust Ii | INMU | Shares | $12.2M | 509K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $11.8M | 25K |
| Etf Ser Solutions | DSMC | Shares | $11.1M | 295K |
| Broadcom Inc | AVGO | Shares | $11.0M | 35K |
| Jpmorgan Chase & Co | JPM | Shares | $10.6M | 36K |
| Exxon Mobil Corp | XOM | Shares | $10.4M | 61K |
| Harbor Etf Trust | HGER | Shares | $10.1M | 325K |
| Chevron Corporation | CVX | Shares | $8.8M | 42K |
| Meta Platforms Inc | META | Shares | $8.7M | 15K |
| Invesco Exch Traded Fd Tr Ii | RWL | Shares | $8.4M | 73K |
| Vanguard Index Fds | VTI | Shares | $8.2M | 26K |
| Invesco Exchange Traded Fd T | PRF | Shares | $8.1M | 170K |
| Invesco Exchange Traded Fd T | PKW | Shares | $8.1M | 61K |
| Ishares Tr | IDEV | Shares | $7.8M | 93K |
| Mckesson Corp | MCK | Shares | $7.7M | 9K |
| Visa Inc | V | Shares | $7.2M | 24K |
| Analog Devices Inc | ADI | Shares | $6.8M | 21K |
| Schwab Strategic Tr | SCHO | Shares | $6.4M | 265K |
| Spdr Series Trust | SPMD | Shares | $6.3M | 107K |
| Ishares Tr | IBDR | Shares | $6.2M | 257K |
| Cisco Sys Inc | CSCO | Shares | $6.1M | 78K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $5.8M | 9K |
| Ishares Tr | IBDS | Shares | $5.7M | 233K |
| Eli Lilly & Co | LLY | Shares | $5.6M | 6K |
| Costco Wholesale Corporation | COST | Shares | $5.6M | 6K |
| Amgen Inc | AMGN | Shares | $5.4M | 15K |
| Marathon Pete Corp | MPC | Shares | $5.3M | 22K |
| Progressive Corp | PGR | Shares | $5.2M | 26K |
| Abrdn Etfs | BCI | Shares | $5.1M | 209K |
| American Express Co | AXP | Shares | $5.0M | 17K |
| Johnson & Johnson | JNJ | Shares | $4.7M | 19K |
| Autozone Inc | AZO | Shares | $4.6M | 1K |
| Ishares Tr | IGSB | Shares | $4.6M | 88K |
| Spdr Series Trust | SPSM | Shares | $4.6M | 95K |
| Mastercard Incorporated | MA | Shares | $4.6M | 9K |
| Ebay Inc. | EBAY | Shares | $4.4M | 48K |
| Mcdonalds Corp | MCD | Shares | $4.4M | 14K |
| Qualcomm Inc | QCOM | Shares | $4.3M | 33K |
| Gilead Sciences Inc | GILD | Shares | $4.2M | 30K |
| Kroger Co | KR | Shares | $4.0M | 56K |
| Tesla Inc | TSLA | Shares | $4.0M | 11K |
| Select Sector Spdr Tr | XLE | Shares | $4.0M | 65K |
| Procter & Gamble Co | PG | Shares | $3.9M | 27K |
| J P Morgan Exchange Traded F | JMUB | Shares | $3.9M | 78K |
| Eog Res Inc | EOG | Shares | $3.9M | 27K |
| Merck & Co Inc | MRK | Shares | $3.8M | 31K |
| Electronic Arts Inc | EA | Shares | $3.8M | 19K |
| Pepsico Inc | PEP | Shares | $3.8M | 24K |
| Abbvie Inc | ABBV | Shares | $3.7M | 17K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $3.7M | 18K |
| Lowes Cos Inc | LOW | Shares | $3.5M | 15K |
| Vanguard Scottsdale Fds | VGIT | Shares | $3.4M | 57K |
| Stryker Corporation | SYK | Shares | $3.4M | 10K |
| Schwab Charles Corp | SCHW | Shares | $3.4M | 36K |
| Automatic Data Processing In | ADP | Shares | $3.3M | 16K |
| Northern Tr Corp | NTRS | Shares | $3.3M | 23K |
| Booking Holdings Inc | BKNG | Shares | $3.2M | 764 |
| Bristol-Myers Squibb Co | BMY | Shares | $3.1M | 52K |
| Csx Corp | CSX | Shares | $3.1M | 77K |
| Palo Alto Networks Inc | PANW | Shares | $3.1M | 19K |
| J P Morgan Exchange Traded F | JEPI | Shares | $3.0M | 52K |
| Medtronic Plc | Shares | $3.0M | 34K | |
| Accenture Plc Ireland | Shares | $3.0M | 15K | |
| Netflix Inc. | NFLX | Shares | $2.9M | 30K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.