Institutions / Resonant Capital Advisors, LLC
Resonant Capital Advisors, LLC
CIK 1803236 · Institution · as of Dec 31, 2025
Portfolio value
$1.82B
Positions
440
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 440 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $143.01M | 7.9% |
| J P Morgan Exchange Traded F | $73.07M | 4.0% |
| Schwab Strategic Tr | $71.92M | 4.0% |
| iShares U S ETF Tr | $69.10M | 3.8% |
| Vanguard Scottsdale Fds | $68.83M | 3.8% |
| ETF Ser Solutions | $61.57M | 3.4% |
| iShares Tr | $50.94M | 2.8% |
| iShares Tr | $50.80M | 2.8% |
| iShares Tr | $40.50M | 2.2% |
| Schwab Strategic Tr | $37.22M | 2.0% |
| Vanguard Mun Bd Fds | $35.20M | 1.9% |
| Schwab Strategic Tr | $33.76M | 1.9% |
| iShares Tr | $33.02M | 1.8% |
| Schwab Strategic Tr | $29.02M | 1.6% |
| SPDR S&P 500 ETF Tr | $28.88M | 1.6% |
| Vanguard Specialized Funds | $27.61M | 1.5% |
| Vanguard Whitehall Fds | $27.40M | 1.5% |
| Apple Inc. | $27.08M | 1.5% |
| iShares Inc | $24.20M | 1.3% |
| J P Morgan Exchange Traded F | $23.39M | 1.3% |
| Schwab Strategic Tr | $23.06M | 1.3% |
| iShares Tr | $23.05M | 1.3% |
| Microsoft Corp | $22.37M | 1.2% |
| Invesco Exch Traded Fd Tr II | $20.78M | 1.1% |
| iShares Gold Tr | $20.53M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.