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13F holdings · Q2 2026

Resolute Wealth Advisor

Findlay, OH · files as Resolute Wealth Advisor, Inc.
Holdings as of Jun 30, 2026Filed Aug 19, 2026Next filing due Nov 16, 2026CIK 2005292

Resolute Wealth Advisor reported 78 stocks worth $176M in its 13F filing for Q2 2026, filed Aug 19, 2026. Its largest holdings are IVV (8.5%), IUSB (6.7%) and IVE (6.5%). Compared with Q1 2026, the fund trimmed URTH.

Reported value$176M−0.0% vs last quarter
Stocks held780 new · 0 sold out
Top 5 weight33.9%spread out
Turnover0%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 3 qtrsHeld
1
IVV
Ishares TR
$15M8.5%23KNo change3 of 3
2
IUSB
Ishares Core
$11.8M6.7%254KNo change3 of 3
3
IVE
Ishares TR
$11.4M6.5%54KNo change3 of 3
4
APUE
Activepassive U S
$10.9M6.2%271KNo change3 of 3
5
IVW
Ishares TR
$10.5M6.0%93KNo change3 of 3
6
DYNF
Blackrock ETF Trust
$10.1M5.7%173KNo change3 of 3
7
IEMG
Ishares Inc
$8.9M5.1%128KNo change3 of 3
8
EFV
Ishares TR
$7.9M4.5%107KNo change3 of 3
9
EFG
Ishares TR
$4.9M2.8%44KNo change3 of 3
10
BAI
Blackrock ETF Trust
$4.9M2.8%149KNo change3 of 3
🔒 68 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 3 quarters
$176MQ2 '25
$176MQ1 '26
$176MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 19, 202613F-HRQ2 2026SEC filing ↗

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Resolute Wealth Advisor 13F FAQ

What does Resolute Wealth Advisor own?

Resolute Wealth Advisor reported 78 stocks worth $176M in its 13F filing for Q2 2026, filed Aug 19, 2026. Its largest holdings are IVV (8.5%), IUSB (6.7%) and IVE (6.5%). The table above lists every position in the filing (the top 10 without an account).

What did Resolute Wealth Advisor buy and sell in Q2 2026?

Compared with Q1 2026: 0 new positions, 0 added to, 1 trimmed and 0 sold out.

When will Resolute Wealth Advisor file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Resolute Wealth Advisor's portfolio worth?

The Q2 2026 filing reports $176M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.