Resurgent Financial Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$276.9M
Q ending 2026-03-31
Prior quarter
$199.4M
Q ending 2025-12-31
Change
+38.9% QoQ · +66.3% YoY
Positions
260
reported holdings
Largest positions
Top 100 of 260 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 |
|---|---|---|---|---|
| Alphabet Inc | GOOGL | Shares | $12.7M | 44K |
| Nvidia Corporation | NVDA | Shares | $12.2M | 70K |
| Microsoft Corp | MSFT | Shares | $12.2M | 33K |
| Apple Inc | AAPL | Shares | $11.2M | 44K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $7.2M | 15K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $5.1M | 8K |
| Johnson & Johnson | JNJ | Shares | $4.8M | 20K |
| Vanguard Specialized Funds | VIG | Shares | $4.8M | 22K |
| Jpmorgan Chase & Co | JPM | Shares | $4.8M | 16K |
| Visa Inc | V | Shares | $4.5M | 15K |
| Eli Lilly & Co | LLY | Shares | $4.4M | 5K |
| Broadcom Inc | AVGO | Shares | $3.9M | 13K |
| Exxon Mobil Corp | XOM | Shares | $3.9M | 23K |
| Texas Pacific Land Corporati | TPL | Shares | $3.8M | 8K |
| Amazon Com Inc | AMZN | Shares | $3.6M | 17K |
| Walmart Inc | WMT | Shares | $3.5M | 28K |
| Ishares Tr | IWD | Shares | $3.4M | 16K |
| Mckesson Corp | MCK | Shares | $3.4M | 4K |
| Eaton Corp Plc | Shares | $3.3M | 9K | |
| Meta Platforms Inc | META | Shares | $3.2M | 6K |
| Mastercard Incorporated | MA | Shares | $3.1M | 6K |
| Conocophillips | COP | Shares | $2.8M | 21K |
| Stryker Corporation | SYK | Shares | $2.8M | 8K |
| Chevron Corporation | CVX | Shares | $2.7M | 13K |
| Invesco Currencyshares Euro | FXE | Shares | $2.5M | 24K |
| Ishares Tr | IVV | Shares | $2.5M | 4K |
| Ww Grainger Inc | GWW | Shares | $2.4M | 2K |
| Intuit | INTU | Shares | $2.4M | 5K |
| Quanta Svcs Inc | PWR | Shares | $2.0M | 4K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $2.0M | 27K |
| Spdr Series Trust | SPYM | Shares | $1.9M | 25K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $1.9M | 34K |
| Wisdomtree Tr | USFR | Shares | $1.8M | 36K |
| Rtx Corporation | RTX | Shares | $1.8M | 9K |
| Wisdomtree Tr | DLN | Shares | $1.8M | 20K |
| Ishares Tr | SGOV | Shares | $1.7M | 17K |
| Ishares Tr | IUSB | Shares | $1.7M | 36K |
| S&P Global Inc | SPGI | Shares | $1.6M | 4K |
| Global X Fds | MLPX | Shares | $1.6M | 22K |
| Nextera Energy Inc | NEE | Shares | $1.5M | 17K |
| Ishares Tr | IVW | Shares | $1.5M | 13K |
| Marathon Pete Corp | MPC | Shares | $1.5M | 6K |
| Ishares Tr | IVE | Shares | $1.5M | 7K |
| Blackrock Etf Trust | DYNF | Shares | $1.5M | 26K |
| Wisdomtree Tr | DON | Shares | $1.4M | 27K |
| Pfizer Inc | PFE | Shares | $1.4M | 51K |
| Ishares Tr | IJR | Shares | $1.4M | 11K |
| Altria Group Inc | MO | Shares | $1.4M | 21K |
| Costco Wholesale Corporation | COST | Shares | $1.4M | 1K |
| Home Depot Inc | HD | Shares | $1.4M | 4K |
| Invesco Qqq Tr | QQQ | Put | $1.3M | 2K |
| Automatic Data Processing In | ADP | Shares | $1.3M | 6K |
| Ishares Tr | SHYG | Shares | $1.3M | 30K |
| Amgen Inc | AMGN | Shares | $1.3M | 4K |
| Spdr Index Shs Fds | GNR | Shares | $1.2M | 16K |
| Servicenow Inc | NOW | Shares | $1.2M | 11K |
| Vanguard Whitehall Fds | VIGI | Shares | $1.2M | 13K |
| Etfs Gold Tr | SGOL | Shares | $1.1M | 26K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.1M | 3K |
| Vanguard Index Fds | VBR | Shares | $1.1M | 5K |
| Pimco Etf Tr | PYLD | Shares | $1.1M | 41K |
| Select Sector Spdr Tr | XLE | Shares | $1.1M | 17K |
| Amphenol Corp | APH | Shares | $1.0M | 8K |
| Cisco Sys Inc | CSCO | Shares | $1.0M | 13K |
| Pacer Fds Tr | COWZ | Shares | $1.0M | 16K |
| Verizon Communications Inc | VZ | Shares | $984K | 20K |
| Realty Income Corp | O | Shares | $915K | 15K |
| Vanguard Index Fds | VTI | Shares | $915K | 3K |
| Tesla Inc | TSLA | Shares | $904K | 2K |
| Tjx Cos Inc New | TJX | Shares | $898K | 6K |
| Spdr Index Shs Fds | SPDW | Shares | $895K | 20K |
| Danaher Corp Del | DHR | Shares | $895K | 5K |
| Chubb Ltd Switz | Shares | $891K | 3K | |
| Morgan Stanley | MS | Shares | $876K | 5K |
| Uber Technologies Inc | UBER | Shares | $868K | 12K |
| Cme Group Inc | CME | Shares | $867K | 3K |
| Spdr Series Trust | XBI | Shares | $863K | 7K |
| Abbvie Inc | ABBV | Shares | $858K | 4K |
| Ishares Tr | MBB | Shares | $850K | 9K |
| Global X Fds | SDIV | Shares | $831K | 33K |
| Ishares Tr | IWM | Shares | $817K | 3K |
| Neos Etf Trust | SPYI | Shares | $817K | 17K |
| Etfis Ser Tr I | UTES | Shares | $815K | 10K |
| Ishares Tr | PFF | Shares | $806K | 27K |
| Global X Fds | RYLD | Shares | $772K | 52K |
| Schwab Strategic Tr | SCHZ | Shares | $762K | 33K |
| Pimco Dynamic Income Fd | PDI | Shares | $760K | 44K |
| Kinder Morgan Inc Del | KMI | Shares | $759K | 23K |
| Markel Group Inc | MKL | Shares | $756K | 395 |
| Ishares Tr | EFV | Shares | $751K | 10K |
| Procter & Gamble Co | PG | Shares | $737K | 5K |
| Ishares Tr | QUAL | Shares | $732K | 4K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $726K | 19K |
| Motorola Solutions Inc | MSI | Shares | $720K | 2K |
| State Str Spdr S&P 500 Etf T | SPY | Put | $715K | 1K |
| Global X Fds | BOTZ | Shares | $704K | 21K |
| J P Morgan Exchange Traded F | JPIE | Shares | $698K | 15K |
| Ishares Tr | GOVT | Shares | $693K | 30K |
| Schwab Strategic Tr | SCHX | Shares | $693K | 27K |
| Deere & Co | DE | Shares | $692K | 1K |
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.