Resolute Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Resolute Advisors LLC reported 81 stock positions worth $417.3 million. Its top holding was Unity Software (U) at 32.6% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 13.0%) and iShares MSCI Acwi Ex US ETF (ACWX, 8.4%). Compared with Q1 2026, it opened 17 new positions, sold out of 20, added to 27 and reduced 22. The biggest buy was Unity Software (U, shares +473%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001800217
- Portfolio Value
- $417.3M (Q2 2026)
- SEC Filing
- 0001800217-26-000004 ↗ filed Aug 14, 2026
Holdings Value
Holdings 81 stocks · $417.3M
| U Unity Software Inc. | 32.64% | 4,766,219 | $136.2M | Add +473.3% |
| VOO Vanguard S&P 500 ETF | 13.04% | 79,256 | $54.4M | Reduce -0.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 8.38% | 459,272 | $35.0M | Reduce -3.0% |
| QQQ Invesco QQQ Trust Series 1 | 7.14% | 40,400 | $29.8M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.17% | 28,800 | $21.6M | Reduce -5.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.66% | 126,108 | $11.1M | No change |
| VEA Vanguard Ftse Developed ETF | 2.49% | 145,799 | $10.4M | Add +0.5% |
| MRVL Marvell Technology Inc. | 2.28% | 31,900 | $9.5M | New |
| RBLX Roblox Corp. Class A | 1.89% | 144,915 | $7.9M | Reduce -3.8% |
| WDC Western Digital Corp. | 1.88% | 12,300 | $7.9M | New |
| BE Bloom Energy Corp. Class A | 1.72% | 23,645 | $7.2M | New |
| EFA iShares MSCI Eafe ETF | 1.60% | 64,437 | $6.7M | Reduce -17.7% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.58% | 40,457 | $6.6M | Add +0.4% |
| IJR iShares Core S&P Small-Cap E | 1.51% | 42,481 | $6.3M | Reduce -3.9% |
| EA Electronic Arts Inc. | 1.37% | 27,892 | $5.7M | New |
| FRVO Fervo Energy Co. Class A | 1.27% | 180,800 | $5.3M | New |
| IWM iShares Russell 2000 ETF | 0.96% | 13,298 | $4.0M | Add +0.1% |
| ECHO Echostar Corp. Class A | 0.90% | 37,184 | $3.8M | New |
| VPL Vanguard Ftse Pacific ETF | 0.87% | 31,281 | $3.6M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.83% | 9,850 | $3.5M | Add +14.2% |
| IDEV iShares Core MSCI Dev MKTS | 0.78% | 36,603 | $3.3M | Add +1.5% |
| GOOGL Alphabet Inc. Class A | 0.63% | 7,300 | $2.6M | Add +1.4% |
| SHOP Shopify Inc. Class A | 0.58% | 21,165 | $2.4M | No change |
| VGT Vanguard Info Tech ETF | 0.51% | 17,749 | $2.1M | Reduce -0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.45% | 31,323 | $1.9M | Reduce -16.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.41% | 17,535 | $1.7M | Add +7.6% |
| TSLA Tesla Inc. | 0.40% | 4,005 | $1.7M | Reduce -24.0% |
| EPP iShares MSCI Pacific Ex Japa | 0.28% | 21,915 | $1.2M | Add +1.5% |
| SATL Satellogic Inc. Class A | 0.27% | 197,105 | $1.1M | No change |
| MO Altria Group Inc. | 0.23% | 13,308 | $972K | Reduce -7.0% |
| NVDA Nvidia Corp. | 0.22% | 4,644 | $929K | Reduce -64.6% |
| VGK Vanguard Ftse Europe ETF | 0.22% | 10,337 | $915K | Add +1.4% |
| PWRL Powerlaw Corp. | 0.21% | 59,200 | $869K | New |
| KLAC KLA Corp. | 0.20% | 2,780 | $839K | Reduce -19.6% |
| SCHG Schwab US Large-Cap Growth | 0.19% | 23,299 | $788K | Add +0.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.18% | 3,158 | $767K | Add +0.5% |
| AMZN Amazon.com Inc. | 0.18% | 3,132 | $746K | Reduce -50.3% |
| COIN Coinbase Global Inc. Class A | 0.18% | 5,000 | $731K | No change |
| MSFT Microsoft Corp. | 0.17% | 1,892 | $706K | Reduce -57.3% |
| SCHV Schwab US Large-Cap Value | 0.17% | 20,191 | $703K | Add +0.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.17% | 1,901 | $695K | Add +0.2% |
| VT Vanguard Tot World STK ETF | 0.16% | 4,274 | $671K | Add +2.0% |
| BMNR Bitmine Immersion Technologi | 0.16% | 50,000 | $666K | Add +66.7% |
| ABNB Airbnb Inc. Class A | 0.14% | 4,122 | $590K | No change |
| DOCN Digitalocean Holdings Inc. | 0.14% | 3,692 | $580K | No change |
| PICK iShares MSCI Global Metals & | 0.14% | 9,780 | $569K | Add +0.9% |
| FLY Firefly Aerospace Inc. | 0.13% | 18,200 | $535K | No change |
| AAPL Apple Inc. | 0.12% | 1,775 | $514K | Reduce -77.1% |
| FIG Figma Inc. Class A | 0.12% | 27,133 | $491K | Add +5.1% |
| SCHB Schwab US Broad Market ETF | 0.11% | 16,515 | $478K | Add +0.2% |
| ABCL Abcellera Biologics Inc. | 0.11% | 57,526 | $452K | No change |
| SCJ iShares MSCI Japan Small-Cap | 0.10% | 4,085 | $430K | Add +0.9% |
| IWL iShares Russell Top 200 ETF | 0.10% | 2,277 | $421K | Add +0.2% |
| EWJ iShares MSCI Japan ETF | 0.10% | 4,512 | $421K | Add +0.5% |
| TWLO Twilio Inc. Class A | 0.09% | 1,897 | $391K | New |
| VTWO Vanguard Russell 2000 ETF | 0.09% | 3,099 | $376K | Add +0.3% |
| JNJ Johnson & Johnson | 0.09% | 1,404 | $357K | Reduce -27.9% |
| MU Micron Technology Inc. | 0.08% | 300 | $346K | Reduce -63.5% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.08% | 6,242 | $341K | Add +0.0% |
| HIMS Hims & Hers Health Inc. | 0.08% | 9,289 | $322K | New |
| META Meta Platforms Inc. Class A | 0.07% | 510 | $287K | Reduce -72.2% |
| ASR Grupo Aeroportuario Sur-ADR | 0.07% | 935 | $287K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 1,276 | $278K | Add +0.5% |
| VNQ Vanguard Real Estate ETF | 0.07% | 2,815 | $271K | Reduce -6.3% |
| AMBQ Ambiq Micro Inc. | 0.06% | 3,000 | $265K | New |
| DBX Dropbox Inc. Class A | 0.06% | 9,467 | $260K | New |
| PM Philip Morris International | 0.06% | 1,394 | $254K | Reduce -29.9% |
| VHT Vanguard Health Care ETF | 0.06% | 821 | $245K | Add +0.5% |
| WM Waste Management Inc. | 0.06% | 1,073 | $239K | Reduce -7.6% |
| MELI MercadoLibre Inc. | 0.06% | 140 | $238K | No change |
| FAST Fastenal Co. | 0.05% | 4,762 | $229K | New |
| STT State Street Corp. | 0.05% | 1,331 | $226K | New |
| QCOM Qualcomm Inc. | 0.05% | 1,159 | $214K | New |
| UBER Uber Technologies Inc. | 0.05% | 2,866 | $207K | New |
| WSE Wise Group PLC Class A | 0.05% | 15,994 | $192K | New |
| GLND Greenland Energy Co. | 0.04% | 73,869 | $163K | New |
| WB Weibo Corp.-Spon ADR | 0.04% | 22,000 | $160K | No change |
| AUR Aurora Innovation Inc. | 0.03% | 19,571 | $133K | No change |
| MGX Metagenomi Therapeutics Inc. | 0.03% | 89,944 | $107K | No change |
| ATAI Ataibeckley Inc. | 0.02% | 16,777 | $88K | No change |
| KCCA Kraneshares California Carbo | 0.01% | 3,100 | $53K | No change |
Options reported separately and not counted above: KRANESHARES TRUST calls ($170K).
Portfolio Sells Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Reduce -0.4% | 13.04% | −6.62 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -3.0% | 8.38% | −5.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.7% | 5.17% | −3.07 |
| RBLX Roblox Corp. Class A | Reduce -3.8% | 1.89% | −1.63 |
| EFA iShares MSCI Eafe ETF | Reduce -17.7% | 1.60% | −1.54 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.9% | 1.51% | −0.76 |
| NVDA Nvidia Corp. | Reduce -64.6% | 0.22% | −0.72 |
| AAPL Apple Inc. | Reduce -77.1% | 0.12% | −0.69 |
| MSFT Microsoft Corp. | Reduce -57.3% | 0.17% | −0.51 |
| TSLA Tesla Inc. | Reduce -24.0% | 0.40% | −0.41 |
| VPL Vanguard Ftse Pacific ETF | Reduce -0.5% | 0.87% | −0.40 |
| VWO Vanguard Ftse Emerging Marke | Reduce -16.5% | 0.45% | −0.39 |
| META Meta Platforms Inc. Class A | Reduce -72.2% | 0.07% | −0.37 |
| AMZN Amazon.com Inc. | Reduce -50.3% | 0.18% | −0.36 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.34 |
| AER Aercap Holdings NV | Sold out | 0.00% | −0.20 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.17 |
| MO Altria Group Inc. | Reduce -7.0% | 0.23% | −0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.16 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.15 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.13 |
| VGT Vanguard Info Tech ETF | Reduce -0.1% | 0.51% | −0.13 |
| SPIR Spire Global Inc. | Sold out | 0.00% | −0.12 |
| JNJ Johnson & Johnson | Reduce -27.9% | 0.09% | −0.11 |
| GE General Electric | Sold out | 0.00% | −0.11 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.11 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.10 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.10 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.10 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.10 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.09 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.09 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.09 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.08 |
| PM Philip Morris International | Reduce -29.9% | 0.06% | −0.08 |
| WM Waste Management Inc. | Reduce -7.6% | 0.06% | −0.05 |
| VNQ Vanguard Real Estate ETF | Reduce -6.3% | 0.07% | −0.05 |
| MU Micron Technology Inc. | Reduce -63.5% | 0.08% | −0.03 |
| NXDR Nextdoor Holdings Inc. | Sold out | 0.00% | −0.02 |
| KLAC KLA Corp. | Reduce -19.6% | 0.20% | −0.01 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.01 |
| OPEN Opendoor Technologies Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| U Unity Software Inc. | Add +473.3% | 32.64% | +25.10 |
| MRVL Marvell Technology Inc. | New | 2.28% | +2.28 |
| WDC Western Digital Corp. | New | 1.88% | +1.88 |
| BE Bloom Energy Corp. Class A | New | 1.72% | +1.72 |
| EA Electronic Arts Inc. | New | 1.37% | +1.37 |
| FRVO Fervo Energy Co. Class A | New | 1.27% | +1.27 |
| ECHO Echostar Corp. Class A | New | 0.90% | +0.90 |
| PWRL Powerlaw Corp. | New | 0.21% | +0.21 |
| TWLO Twilio Inc. Class A | New | 0.09% | +0.09 |
| HIMS Hims & Hers Health Inc. | New | 0.08% | +0.08 |
| AMBQ Ambiq Micro Inc. | New | 0.06% | +0.06 |
| DBX Dropbox Inc. Class A | New | 0.06% | +0.06 |
| FAST Fastenal Co. | New | 0.05% | +0.05 |
| STT State Street Corp. | New | 0.05% | +0.05 |
| QCOM Qualcomm Inc. | New | 0.05% | +0.05 |
| UBER Uber Technologies Inc. | New | 0.05% | +0.05 |
| WSE Wise Group PLC Class A | New | 0.05% | +0.05 |
| GLND Greenland Energy Co. | New | 0.04% | +0.04 |
| VHT Vanguard Health Care ETF | Add +0.5% | 0.06% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.5% | 0.07% | −0.04 |
| VTWO Vanguard Russell 2000 ETF | Add +0.3% | 0.09% | −0.04 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +0.0% | 0.08% | −0.05 |
| IWL iShares Russell Top 200 ETF | Add +0.2% | 0.10% | −0.05 |
| EWJ iShares MSCI Japan ETF | Add +0.5% | 0.10% | −0.06 |
| SCHB Schwab US Broad Market ETF | Add +0.2% | 0.11% | −0.06 |
| SCJ iShares MSCI Japan Small-Cap | Add +0.9% | 0.10% | −0.06 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.2% | 0.17% | −0.07 |
| VT Vanguard Tot World STK ETF | Add +2.0% | 0.16% | −0.08 |
| SCHV Schwab US Large-Cap Value | Add +0.5% | 0.17% | −0.09 |
| BMNR Bitmine Immersion Technologi | Add +66.7% | 0.16% | −0.09 |
| PICK iShares MSCI Global Metals & | Add +0.9% | 0.14% | −0.09 |
| SCHG Schwab US Large-Cap Growth | Add +0.1% | 0.19% | −0.09 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.5% | 0.18% | −0.10 |
| FIG Figma Inc. Class A | Add +5.1% | 0.12% | −0.11 |
| VGK Vanguard Ftse Europe ETF | Add +1.4% | 0.22% | −0.13 |
| GOOG Alphabet Inc. Class C | Add +14.2% | 0.83% | −0.19 |
| EPP iShares MSCI Pacific Ex Japa | Add +1.5% | 0.28% | −0.19 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +7.6% | 0.41% | −0.22 |
| GOOGL Alphabet Inc. Class A | Add +1.4% | 0.63% | −0.23 |
| IWM iShares Russell 2000 ETF | Add +0.1% | 0.96% | −0.41 |
| IDEV iShares Core MSCI Dev MKTS | Add +1.5% | 0.78% | −0.47 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +0.4% | 1.58% | −0.83 |
| VEA Vanguard Ftse Developed ETF | Add +0.5% | 2.49% | −1.36 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.2% | 7.14% | −2.49 |
Options Activity Q1 2026 → Q2 2026
| ISHARES SILVER TR | call | Sold out | 3,000 | $32Kbefore exit |
| DEVON ENERGY CORP NEW | call | Sold out | 1,000 | $19Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026
| OPENW Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | Sold out | 100 | $60before exit |
| OPENL Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | Sold out | 100 | $25before exit |
| OPENZ Opendoor Technologies Inc.-26 | *W EXP 11/20/202 | Sold out | 100 | $24before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 81 | $417.3M | U, VOO, ACWX, QQQ, SPY |
| Q1 2026 | 84 | $241.8M | VOO, ACWX, QQQ, SPY, U |
| Q4 2025 | 73 | $306.7M | U, VOO, ACWX, QQQ, SPY |
| Q3 2025 | 75 | $389.5M | U, VOO, ACWX, QQQ, SPY |
| Q2 2025 | 72 | $402.6M | U, VOO, QQQ, ACWX, RBLX |
| Q1 2025 | 81 | $346.7M | U, VOO, QQQ, SPY, RBLX |
| Q4 2024 | 80 | $496.3M | U, VOO, QQQ, SPY, RBLX |
| Q3 2024 | 65 | $487.4M | U, VOO, QQQ, SPY, RBLX |
| Q2 2024 | 56 | $387.8M | U, VOO, QQQ, SPY, RBLX |
| Q1 2024 | 59 | $541.0M | U, VOO, QQQ, SPY, RBLX |