Resonant Capital Advisors
Resonant Capital Advisors reported 551 stocks worth $2.1B in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are IVV (8.6%), DSTL (3.6%) and GARP (3.4%). Compared with Q2 2026, the fund opened new positions in XOM and MINO, added to DSTL, GARP and VCSH, trimmed IVV, JMST and MEAR and sold out of XOM, AZN and AEIS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $180M | 8.6% | 235K | −823 (−0%) | 8 of 8 | |
| 2 |  DSTL Distillate US Fundamental Stability & Value ETF | $74.5M | 3.6% | 1.2M | +16K (+1%) | 8 of 8 | |
| 3 |  GARP Ishares TR | $70.1M | 3.4% | 822K | +30K (+4%) | 3 of 8 | |
| 4 |  JMST J P Morgan Exchange Traded F | $67.7M | 3.3% | 1.3M | −504K (−27%) | 8 of 8 | |
| 5 |  MEAR Ishs Shrt Matry Muni Bndactv ETF | $64.7M | 3.1% | 1.3M | −501K (−28%) | 8 of 8 | |
| 6 |  VCSH Vanguard Scottsdale Fds | $62.6M | 3.0% | 811K | +26K (+3%) | 8 of 8 | |
| 7 |  IJH Ishares TR | $56.5M | 2.7% | 786K | +8,123 (+1%) | 8 of 8 | |
| 8 |  FNDX Schwab Fundamental U.s. Large Company ETF | $43.8M | 2.1% | 1.4M | −32K (−2%) | 8 of 8 | |
| 9 |  SCHR Schwab Strategic TR | $42.3M | 2.0% | 1.8M | −917K (−34%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $39.3M | 1.9% | 118K | +6,163 (+6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $7.5M | 55K |
ELECTRONIC ARTS INC | $3.9M | 19K |
TAYLOR MORRISON HOME CORP | $683K | 9,520 |
 AZN Astrazeneca PLC Ord | $297K | 1,566 |
 AEIS Advanced Energy Inds | $290K | 777 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe 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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Resonant Capital Advisors 13F FAQ
What does Resonant Capital Advisors own?
Resonant Capital Advisors reported 551 stocks worth $2.1B in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are IVV (8.6%), DSTL (3.6%) and GARP (3.4%). The table above lists every position in the filing (the top 10 without an account).
What did Resonant Capital Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 47 new positions, 290 added to, 159 trimmed and 34 sold out. New positions include XOM and MINO. It sold all of XOM, AZN and AEIS.
When will Resonant Capital Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Resonant Capital Advisors's portfolio worth?
The Q3 2026 filing reports $2.1B 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.