Resonant Capital Advisors, LLC
CIK 1803236
13F filing for Q2 2026・No. 1,590
- Holdings
- US$2.09B
- Quarter change
- +US$188.94M
- Entries
- 538
- Net bought (estimate)
- +US$33.81M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 85
- Sold out 42
- Cut 181
- Added 227
- Corporate actions 2
- Unchanged 45
Largest holdings
538 stocks worth US$2.09B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 235,812 | US$176.6M | 8.44% |
| J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL | Added | 1,841,965 | US$93.94M | 4.49% |
| ISHARES U S ETF TRSHOR MAT MUN ETF | Added | 1,804,120 | US$90.89M | 4.34% |
| ETF SER SOLUTIONSDISTILLATE US | Cut | 1,148,375 | US$68.79M | 3.29% |
| SCHWAB STRATEGIC TRINT-TRM U.S TRES | Cut | 2,700,741 | US$66.6M | 3.18% |
| ISHARES TRMSCI US GARP ETF | Added | 791,780 | US$65.36M | 3.12% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Added | 784,392 | US$61.99M | 2.96% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 777,549 | US$59.96M | 2.86% |
| SCHWAB STRATEGIC TRFUNDAMENTAL US L | Cut | 1,424,766 | US$44.31M | 2.12% |
| ISHARES TRCORE MSCI EAFE | Cut | 402,022 | US$38.83M | 1.86% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.