Resurgent Financial Advisors LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Resurgent Financial Advisors LLC 13F Holdings
CIK 0001912339 · ATLANTA, GA
As of Sep 30, 2025, Resurgent Financial Advisors LLC reported
207 positions worth $202.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| MICROSOFT CORP | MSFT | Technology | 22,332 |
|
1.6M5.71% |
| APPLE INC | AAPL | Technology | 37,389 | $9.5M | 4.70% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 12,182 | $6.1M | 3.02% |
| NVIDIA CORP | NVDA | Technology | 31,696 | $5.9M | 2.92% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 17,704 | $5.6M | 2.76% |
| SPDR S&P 500 ETF TRUST | SPY | — | 7,145 | $4.8M | 2.35% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 21,484 | $4.6M | 2.29% |
| ALPHABET INC | GOOGL | Equity | 18,207 | $4.4M | 2.18% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 18,204 | $3.7M | 1.83% |
| AMAZON.COM INC | AMZN | Equity | 16,682 | $3.7M | 1.81% |
| WALMART INC | WMT | Consumer Defensive | 27,476 | $2.8M | 1.40% |
| HOME DEPOT INC | HD | Consumer Cyclical | 6,627 | $2.7M | 1.32% |
| TEXAS PACIFIC LAND CORP | TPL | Energy | 2,690 | $2.5M | 1.24% |
| ISHARES CORE S&P 500 ETF | IVV | — | 3,732 | $2.5M | 1.23% |
| INVESCO CURRENCYSHARES EURO TRUST | FXE | — | 23,000 | $2.5M | 1.23% |
| ISHARES BITCOIN TRUST ETF | IBIT | — | 34,319 | $2.2M | 1.10% |
| CONOCOPHILLIPS | COP | Energy | 23,394 | $2.2M | 1.09% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 11,729 | $2.2M | 1.07% |
| EXXON MOBIL CORP | XOM | Energy | 18,614 | $2.1M | 1.04% |
| EATON CORP PLC | ETN | Industrials | 5,526 | $2.1M | 1.02% |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | JEPQ | — | 35,475 | $2.0M | 1.01% |
| INVESCO S&P 500 QUALITY ETF | SPHQ | — | 25,800 |
.9M | 0.93% |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 36,201 |
.8M | 0.90% |
| QUANTA SERVICES INC | PWR | Industrials | 4,294 |
.8M | 0.88% |
| ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | ISHG | — | 22,653 |
.7M | 0.85% |