Resurgent Financial Advisors LLC

Est. AUM

$276.9M

13F long equity, this entity only

Positions

260

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC	CAP STK CL A	$12.7M	44171	4.59%	SOLE
2	NVIDIA CORPORATION	COM	$12.2M	69829	4.40%	SOLE
3	MICROSOFT CORP	COM	$12.2M	32877	4.39%	SOLE
4	APPLE INC	COM	$11.2M	43983	4.03%	SOLE
5	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.2M	15127	2.62%	SOLE
6	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.1M	7846	1.84%	SOLE
7	JOHNSON & JOHNSON	COM	$4.8M	19700	1.74%	SOLE
8	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.8M	22336	1.73%	SOLE
9	JPMORGAN CHASE & CO	COM	$4.8M	16156	1.72%	SOLE
10	VISA INC	COM CL A	$4.5M	15002	1.64%	SOLE
11	ELI LILLY & CO	COM	$4.4M	4745	1.58%	SOLE
12	BROADCOM INC	COM	$3.9M	12640	1.41%	SOLE
13	EXXON MOBIL CORP	COM	$3.9M	22929	1.40%	SOLE
14	TEXAS PACIFIC LAND CORPORATI	COM	$3.8M	8040	1.38%	SOLE
15	AMAZON COM INC	COM	$3.6M	17227	1.30%	SOLE
16	WALMART INC	COM	$3.5M	28017	1.26%	SOLE
17	ISHARES TR	RUS 1000 VAL ETF	$3.4M	16027	1.24%	SOLE
18	MCKESSON CORP	COM	$3.4M	3884	1.21%	SOLE
19	EATON CORP PLC	SHS	$3.3M	9149	1.18%	SOLE
20	META PLATFORMS INC	CL A	$3.2M	5587	1.15%	SOLE
21	MASTERCARD INCORPORATED	CL A	$3.1M	6267	1.13%	SOLE
22	CONOCOPHILLIPS	COM	$2.8M	21460	1.02%	SOLE
23	STRYKER CORPORATION	COM	$2.8M	8369	0.99%	SOLE
24	CHEVRON CORPORATION	COM	$2.7M	12852	0.96%	SOLE
25	INVESCO CURRENCYSHARES EURO	EURO SHS	$2.5M	23857	0.92%	SOLE
26	ISHARES TR	CORE S&P500 ETF	$2.5M	3875	0.91%	SOLE
27	WW GRAINGER INC	COM	$2.4M	2194	0.86%	SOLE
28	INTUIT	COM	$2.4M	5466	0.85%	SOLE
29	QUANTA SVCS INC	COM	$2.0M	3663	0.73%	SOLE
30	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$2.0M	26729	0.73%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	25375	0.70%	SOLE
32	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.9M	34320	0.69%	SOLE
33	WISDOMTREE TR	FLOATNG RAT TREA	$1.8M	36267	0.66%	SOLE
34	RTX CORPORATION	COM	$1.8M	9458	0.66%	SOLE
35	WISDOMTREE TR	US LARGECAP DIVD	$1.8M	19713	0.64%	SOLE
36	ISHARES TR	0-3 MNTH TREASRY	$1.7M	17147	0.62%	SOLE
37	ISHARES TR	CORE UNIVRSL USD	$1.7M	36148	0.60%	SOLE
38	S&P GLOBAL INC	COM	$1.6M	3835	0.59%	SOLE
39	GLOBAL X FDS	GLB X MLP ENRG I	$1.6M	22027	0.59%	SOLE
40	NEXTERA ENERGY INC	COM	$1.5M	16644	0.56%	SOLE
41	ISHARES TR	S&P 500 GRWT ETF	$1.5M	13463	0.55%	SOLE
42	MARATHON PETE CORP	COM	$1.5M	6188	0.55%	SOLE
43	ISHARES TR	S&P 500 VAL ETF	$1.5M	7092	0.54%	SOLE
44	BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.5M	25670	0.54%	SOLE
45	WISDOMTREE TR	US MIDCAP DIVID	$1.4M	27470	0.52%	SOLE
46	PFIZER INC	COM	$1.4M	50987	0.52%	SOLE
47	ISHARES TR	CORE S&P SCP ETF	$1.4M	11466	0.51%	SOLE
48	ALTRIA GROUP INC	COM	$1.4M	21313	0.51%	SOLE
49	COSTCO WHOLESALE CORPORATION	COM	$1.4M	1379	0.50%	SOLE
50	HOME DEPOT INC	COM	$1.4M	4166	0.49%	SOLE

1–50 of 260

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.