Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.Stock | Stock | $36.8M | 14.3% |
| JPMORGAN Active Growth ETFETF | ETF | $16.4M | 6.4% |
| Caterpillar Inc.Stock | Stock | $13.1M | 5.1% |
| Fidelity Total Bond ETFETF | ETF | $11.9M | 4.6% |
| Amazon Com Inc.Stock | Stock | $11.1M | 4.3% |
| Nvidia CorporationStock | Stock | $11M | 4.3% |
| Pimco Enhanced Short Maturity Active Exchange-traded FundETF | ETF | $10.8M | 4.2% |
| JPMORGAN Active Value ETFETF | ETF | $9.26M | 3.6% |
| Alphabet Inc. Cap Stk CL CStock | Stock | $8.47M | 3.3% |
| Microsoft Corp.Stock | Stock | $7.38M | 2.9% |
| iShares S&P 500 Growth ETFETF | ETF | $6.27M | 2.4% |
| SPDR Gold SharesETF | ETF | $6.16M | 2.4% |
| Berkshire Hathaway Inc. Del CL B NewStock | Stock | $5.67M | 2.2% |
| iShares S&P 500 Value ETFETF | ETF | $5.4M | 2.1% |
| JPMORGAN Chase & COStock | Stock | $4.95M | 1.9% |
| State Street SPDR S&P 500 ETFETF | ETF | $4.89M | 1.9% |
| Alphabet Inc. Cap Stk CL AStock | Stock | $4.24M | 1.6% |
| Shopify Inc. CL A Sub Vtg ShsStock | Stock | $3.77M | 1.5% |
| Amgen Inc.Stock | Stock | $3.41M | 1.3% |
| Blackstone Inc.Stock | Stock | $3.25M | 1.3% |
| Renasant Corp.Stock | Stock | $3.08M | 1.2% |
| AT&T Inc.Stock | Stock | $2.76M | 1.1% |
| Exxonmobil Holdings Corp. Com ShsStock | Stock | $2.72M | 1.1% |
| Eli Lilly & COStock | Stock | $2.38M | 0.9% |
| FT Vest Rising Dividend Achievers Target Income ETFETF | ETF | $2.34M | 0.9% |
| Vanguard S&P 500 ETFETF | ETF | $2.3M | 0.9% |
| Walmart Inc.Stock | Stock | $2.22M | 0.9% |
| Reddit Inc. CL AStock | Stock | $1.95M | 0.8% |
| iShares TR iShares SemicdtrETF | ETF | $1.95M | 0.8% |
| FT Vest S&P 500 Dividend Aristocrats Target Income ETFETF | ETF | $1.7M | 0.7% |
| First Trust Dow Jones Internet Index FundETF | ETF | $1.66M | 0.6% |
| Advanced Micro Devices Inc.Stock | Stock | $1.45M | 0.6% |
| Vanguard Russell 1000 Growth ETFETF | ETF | $1.32M | 0.5% |
| Visa Inc. Com CL AStock | Stock | $1.3M | 0.5% |
| Invesco Qqq Trust Series IETF | ETF | $1.19M | 0.5% |
| American Express COStock | Stock | $1.18M | 0.5% |
| Abbvie Inc.Stock | Stock | $1.17M | 0.5% |
| iShares U.S. Aerospace & Defense ETFETF | ETF | $1.14M | 0.4% |
| Palantir Technologies Inc. CL AStock | Stock | $1.08M | 0.4% |
| State Street Materials Select Sector SPDR ETFETF | ETF | $990K | 0.4% |
| Murphy Oil Corp.Stock | Stock | $990K | 0.4% |
| Broadcom Inc.Stock | Stock | $920K | 0.4% |
| Merck & CO Inc.Stock | Stock | $918K | 0.4% |
| iShares Silver TrustETF | ETF | $833K | 0.3% |
| JPMORGAN Equity Premium Income ETFETF | ETF | $757K | 0.3% |
| iShares Core S&P 500 ETFETF | ETF | $739K | 0.3% |
| Johnson & JohnsonStock | Stock | $732K | 0.3% |
| Tesla Inc.Stock | Stock | $693K | 0.3% |
| Unitedhealth Group Inc.Stock | Stock | $689K | 0.3% |
| Murphy USA Inc.Stock | Stock | $667K | 0.3% |
Apple Inc.Stock$36.8M
- Class
- Stock
- Share
- 14.3%
JPMORGAN Active Growth ETFETF$16.4M
- Class
- ETF
- Share
- 6.4%
Caterpillar Inc.Stock$13.1M
- Class
- Stock
- Share
- 5.1%
Fidelity Total Bond ETFETF$11.9M
- Class
- ETF
- Share
- 4.6%
Amazon Com Inc.Stock$11.1M
- Class
- Stock
- Share
- 4.3%
Nvidia CorporationStock$11M
- Class
- Stock
- Share
- 4.3%
Pimco Enhanced Short Maturity Active Exchange-traded FundETF$10.8M
- Class
- ETF
- Share
- 4.2%
JPMORGAN Active Value ETFETF$9.26M
- Class
- ETF
- Share
- 3.6%
Alphabet Inc. Cap Stk CL CStock$8.47M
- Class
- Stock
- Share
- 3.3%
Microsoft Corp.Stock$7.38M
- Class
- Stock
- Share
- 2.9%
iShares S&P 500 Growth ETFETF$6.27M
- Class
- ETF
- Share
- 2.4%
SPDR Gold SharesETF$6.16M
- Class
- ETF
- Share
- 2.4%
Berkshire Hathaway Inc. Del CL B NewStock$5.67M
- Class
- Stock
- Share
- 2.2%
iShares S&P 500 Value ETFETF$5.4M
- Class
- ETF
- Share
- 2.1%
JPMORGAN Chase & COStock$4.95M
- Class
- Stock
- Share
- 1.9%
State Street SPDR S&P 500 ETFETF$4.89M
- Class
- ETF
- Share
- 1.9%
Alphabet Inc. Cap Stk CL AStock$4.24M
- Class
- Stock
- Share
- 1.6%
Shopify Inc. CL A Sub Vtg ShsStock$3.77M
- Class
- Stock
- Share
- 1.5%
Amgen Inc.Stock$3.41M
- Class
- Stock
- Share
- 1.3%
Blackstone Inc.Stock$3.25M
- Class
- Stock
- Share
- 1.3%
Renasant Corp.Stock$3.08M
- Class
- Stock
- Share
- 1.2%
AT&T Inc.Stock$2.76M
- Class
- Stock
- Share
- 1.1%
Exxonmobil Holdings Corp. Com ShsStock$2.72M
- Class
- Stock
- Share
- 1.1%
Eli Lilly & COStock$2.38M
- Class
- Stock
- Share
- 0.9%
FT Vest Rising Dividend Achievers Target Income ETFETF$2.34M
- Class
- ETF
- Share
- 0.9%
Vanguard S&P 500 ETFETF$2.3M
- Class
- ETF
- Share
- 0.9%
Walmart Inc.Stock$2.22M
- Class
- Stock
- Share
- 0.9%
Reddit Inc. CL AStock$1.95M
- Class
- Stock
- Share
- 0.8%
iShares TR iShares SemicdtrETF$1.95M
- Class
- ETF
- Share
- 0.8%
FT Vest S&P 500 Dividend Aristocrats Target Income ETFETF$1.7M
- Class
- ETF
- Share
- 0.7%
First Trust Dow Jones Internet Index FundETF$1.66M
- Class
- ETF
- Share
- 0.6%
Advanced Micro Devices Inc.Stock$1.45M
- Class
- Stock
- Share
- 0.6%
Vanguard Russell 1000 Growth ETFETF$1.32M
- Class
- ETF
- Share
- 0.5%
Visa Inc. Com CL AStock$1.3M
- Class
- Stock
- Share
- 0.5%
Invesco Qqq Trust Series IETF$1.19M
- Class
- ETF
- Share
- 0.5%
American Express COStock$1.18M
- Class
- Stock
- Share
- 0.5%
Abbvie Inc.Stock$1.17M
- Class
- Stock
- Share
- 0.5%
iShares U.S. Aerospace & Defense ETFETF$1.14M
- Class
- ETF
- Share
- 0.4%
Palantir Technologies Inc. CL AStock$1.08M
- Class
- Stock
- Share
- 0.4%
State Street Materials Select Sector SPDR ETFETF$990K
- Class
- ETF
- Share
- 0.4%
Murphy Oil Corp.Stock$990K
- Class
- Stock
- Share
- 0.4%
Broadcom Inc.Stock$920K
- Class
- Stock
- Share
- 0.4%
Merck & CO Inc.Stock$918K
- Class
- Stock
- Share
- 0.4%
iShares Silver TrustETF$833K
- Class
- ETF
- Share
- 0.3%
JPMORGAN Equity Premium Income ETFETF$757K
- Class
- ETF
- Share
- 0.3%
iShares Core S&P 500 ETFETF$739K
- Class
- ETF
- Share
- 0.3%
Johnson & JohnsonStock$732K
- Class
- Stock
- Share
- 0.3%
Tesla Inc.Stock$693K
- Class
- Stock
- Share
- 0.3%
Unitedhealth Group Inc.Stock$689K
- Class
- Stock
- Share
- 0.3%
Murphy USA Inc.Stock$667K
- Class
- Stock
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 132 positions by value, with holdings of the same security combined. The 132 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1973981
- File number
- 028-23204
- Options
- 0 call, 0 put
- In the 25 largest
- 76.5%
- Prior quarter
- $232M at 31 March 2026
- Positions opened
- 27
- Positions closed
- 9
Common questions
What are Resolute Wealth Strategies’ 13F holdings worth?
$258 million across 132 positions for the quarter ended 30 June 2026.
What is Resolute Wealth Strategies’ largest 13F holding?
APPLE INC COM (Stock) was the largest position at $36.8 million, or 14.3% of reported 13F value, as of 30 June 2026.
How concentrated is Resolute Wealth Strategies’ 13F portfolio?
The ten largest positions accounted for 52.8% of reported value and the twenty-five largest for 76.5%, across 132 positions as of 30 June 2026.
Does Form 13F show everything Resolute Wealth Strategies manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Resolute Wealth Strategies file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.