Resurgent Financial Advisors
Resurgent Financial Advisors reported 308 stocks worth $358M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are GOOGL (5.4%), NVDA (4.8%) and AAPL (4.5%). Compared with Q1 2026, the fund opened new positions in AMAT, ASML and IALT, added to GOOGL, NVDA and AAPL, trimmed SPY, IWD and TPL and sold out of INTU, ADP and MKL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOGL Alphabet Inc | $19.2M | 5.4% | 54K | +9,585 (+22%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $17.3M | 4.8% | 86K | +16K (+24%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $16M | 4.5% | 55K | +11K (+25%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $14.9M | 4.2% | 40K | +7,131 (+22%) | 8 of 8 | |
| 5 |  BRK.B Berkshire Hathaway Inc Del | $9.4M | 2.6% | 19K | +3,739 (+25%) | 8 of 8 | |
| 6 |  V Visa Inc | $6.8M | 1.9% | 20K | +4,759 (+32%) | 8 of 8 | |
| 7 |  LLY Eli Lilly & Co | $6.7M | 1.9% | 5,580 | +835 (+18%) | 8 of 8 | |
| 8 |  AVGO Broadcom Inc | $6.5M | 1.8% | 17K | +4,460 (+35%) | 8 of 8 | |
| 9 |  VIG Vanguard Dividend Appreciation ETF | $5.7M | 1.6% | 24K | +1,892 (+8%) | 8 of 8 | |
| 10 |  JNJ Johnson & Johnson | $5.7M | 1.6% | 22K | +2,660 (+14%) | 8 of 8 |
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.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 INTU Intuit | $2.4M | 5,466 |
 ADP Automatic Data Processing in | $1.3M | 6,417 |
 MKL Markel Group Inc | $756K | 395 |
 EFV Ishares TR | $751K | 10K |
 QUAL Ishares TR | $732K | 3,814 |
🔒 Free account: see all 18.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 QQQ Invesco Qqq TR | Put | $957K | 1,300 | −1,000 |
 IJR Ishares TR | Put | $593K | 4,000 | +1,000 |
 AMZN Amazon Com Inc | Call | $95K | 400 | +400 |
 COST Costco Whsl Corp New | Put | $94K | 100 | +100 |
GOOGL Alphabet Inc | Call | $71K | 200 | +200 |
🔒 Free account: see all 8.
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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Resurgent Financial Advisors 13F FAQ
What does Resurgent Financial Advisors own?
Resurgent Financial Advisors reported 308 stocks worth $358M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are GOOGL (5.4%), NVDA (4.8%) and AAPL (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Resurgent Financial Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 70 new positions, 155 added to, 65 trimmed and 18 sold out. New positions include AMAT, ASML and IALT. It sold all of INTU, ADP and MKL.
When will Resurgent Financial Advisors 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 Resurgent Financial Advisors's portfolio worth?
The Q2 2026 filing reports $358M 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.