Resolute Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Resolute Advisors LLC reported 81 stock positions worth $346.7 million. Its top holding was Unity Software (U) at 52.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 11.8%) and Invesco QQQ Trust Series 1 (QQQ, 6.9%). Compared with Q4 2024, it opened 9 new positions, sold out of 8, added to 22 and reduced 40. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +2%) and the biggest sale Unity Software (U, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001800217
- Portfolio Value
- $346.7M (Q1 2025)
- SEC Filing
- 0001800217-25-000005 ↗ filed May 14, 2025
Holdings Value
Holdings 81 stocks · $346.7M
| U Unity Software Inc. | 52.33% | 9,261,229 | $181.4M | Reduce -31.8% |
| VOO Vanguard S&P 500 ETF | 11.76% | 79,338 | $40.8M | Add +2.5% |
| QQQ Invesco QQQ Trust Series 1 | 6.94% | 51,221 | $24.1M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.27% | 32,576 | $18.3M | Add +1.4% |
| RBLX Roblox Corp. Class A | 3.59% | 213,415 | $12.4M | Reduce -15.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.24% | 25,104 | $7.8M | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 2.20% | 93,386 | $7.6M | Add +0.3% |
| VEA Vanguard Ftse Developed ETF | 1.85% | 126,131 | $6.4M | Add +6.6% |
| IJR iShares Core S&P Small-Cap E | 1.69% | 55,872 | $5.8M | Reduce -13.6% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.47% | 39,452 | $5.1M | Add +0.5% |
| SHOP Shopify Inc. Class A | 1.17% | 42,428 | $4.1M | Reduce -1.7% |
| IWM iShares Russell 2000 ETF | 0.81% | 13,999 | $2.8M | Add +0.6% |
| NPSNY Naspers Ltd.-N SHS Spon ADR | 0.71% | 49,650 | $2.5M | No change |
| VGT Vanguard Info Tech ETF | 0.70% | 4,477 | $2.4M | Add +1.1% |
| IDEV iShares Core MSCI Dev MKTS | 0.69% | 34,799 | $2.4M | No change |
| VPL Vanguard Ftse Pacific ETF | 0.65% | 30,883 | $2.2M | Add +1.9% |
| VWO Vanguard Ftse Emerging Marke | 0.48% | 37,082 | $1.7M | Reduce -26.4% |
| COIN Coinbase Global Inc. Class A | 0.41% | 8,230 | $1.4M | Reduce -15.4% |
| PROSY Prosus NV -Spon ADR | 0.33% | 122,732 | $1.1M | Reduce -1.6% |
| EPP iShares MSCI Pacific Ex Japa | 0.26% | 20,774 | $916K | No change |
| TSLA Tesla Inc. | 0.23% | 3,110 | $806K | Reduce -18.6% |
| MSFT Microsoft Corp. | 0.23% | 2,089 | $784K | Reduce -68.2% |
| MO Altria Group Inc. | 0.22% | 12,288 | $750K | Reduce -3.7% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.21% | 2,506 | $722K | Add +57.9% |
| NVDA Nvidia Corp. | 0.17% | 5,449 | $591K | Reduce -83.4% |
| SCHG Schwab US Large-Cap Growth | 0.17% | 23,179 | $580K | Add +0.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 3,082 | $574K | Add +0.7% |
| AAPL Apple Inc. | 0.16% | 2,471 | $549K | Reduce -78.6% |
| SCHV Schwab US Large-Cap Value | 0.15% | 19,690 | $523K | Add +0.5% |
| ABNB Airbnb Inc. Class A | 0.14% | 4,146 | $495K | Reduce -8.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.14% | 1,888 | $475K | Add +0.2% |
| VT Vanguard Tot World STK ETF | 0.12% | 3,486 | $404K | Add +0.3% |
| NTES Netease Inc.-ADR | 0.12% | 3,889 | $400K | Reduce -33.3% |
| BABA Alibaba Group Holding-SP ADR | 0.11% | 3,001 | $397K | New |
| SCHB Schwab US Broad Market ETF | 0.11% | 17,511 | $377K | Add +10.0% |
| PDD PDD Holdings Inc. | 0.10% | 3,020 | $357K | New |
| META Meta Platforms Inc. Class A | 0.10% | 579 | $334K | Reduce -70.0% |
| MELI MercadoLibre Inc. | 0.09% | 166 | $324K | Reduce -10.3% |
| IWL iShares Russell Top 200 ETF | 0.09% | 2,250 | $309K | Add +0.3% |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 3,400 | $287K | Reduce -21.1% |
| VNQ Vanguard Real Estate ETF | 0.08% | 3,064 | $277K | Reduce -13.1% |
| PINS Pinterest Inc. Class A | 0.08% | 8,857 | $275K | No change |
| HIMS Hims & Hers Health Inc. | 0.08% | 9,289 | $274K | No change |
| ESTC Elastic NV | 0.08% | 3,038 | $271K | Reduce -6.7% |
| ASR Grupo Aeroportuario Sur-ADR | 0.07% | 935 | $256K | Reduce -33.3% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.07% | 5,892 | $255K | No change |
| PICK iShares MSCI Global Metals & | 0.07% | 6,987 | $251K | Add +12.4% |
| VTWO Vanguard Russell 2000 ETF | 0.07% | 3,051 | $246K | Add +0.3% |
| WM Waste Management Inc. | 0.07% | 1,061 | $246K | Reduce -13.7% |
| JNJ Johnson & Johnson | 0.07% | 1,411 | $234K | Reduce -40.3% |
| PM Philip Morris International | 0.06% | 1,374 | $220K | Reduce -30.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 1,243 | $215K | Add +0.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.06% | 2,333 | $214K | New |
| VHT Vanguard Health Care ETF | 0.06% | 803 | $213K | Add +0.4% |
| WB Weibo Corp.-Spon ADR | 0.06% | 22,000 | $208K | New |
| MDLZ Mondelez International Inc. Class A | 0.06% | 3,016 | $206K | Reduce -24.7% |
| CFLT Confluent Inc. Class A | 0.06% | 8,693 | $204K | Reduce -11.0% |
| SPIR Spire Global Inc. | 0.05% | 23,000 | $186K | New |
| AMZN Amazon.com Inc. | 0.05% | 959 | $182K | Reduce -85.9% |
| ABCL Abcellera Biologics Inc. | 0.04% | 61,576 | $137K | No change |
| AUR Aurora Innovation Inc. | 0.04% | 19,571 | $132K | Reduce -79.3% |
| MGX Metagenomi Therapeutics Inc. | 0.04% | 89,944 | $122K | No change |
| GOOGL Alphabet Inc. Class A | 0.03% | 566 | $88K | Reduce -86.1% |
| GOOG Alphabet Inc. Class C | 0.02% | 528 | $82K | Reduce -85.4% |
| MCHOY Multichoice Group Ltd. - ADR | 0.02% | 11,210 | $62K | No change |
| NXDR Nextdoor Holdings Inc. | 0.02% | 40,000 | $61K | No change |
| INTU Intuit Inc. | 0.02% | 91 | $56K | Reduce -72.8% |
| AVGO Broadcom Inc. | 0.01% | 199 | $33K | Reduce -94.6% |
| NFLX Netflix Inc. | 0.01% | 32 | $30K | Reduce -92.2% |
| COST Costco Wholesale Corp. | 0.01% | 23 | $22K | Reduce -94.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.01% | 39 | $21K | Reduce -95.3% |
| PG The Procter & Gamble Co. | 0.01% | 118 | $20K | New |
| CSCO Cisco Systems Inc. | 0.01% | 300 | $19K | Reduce -92.1% |
| JPM JPMorgan Chase & Co. | 0.00% | 66 | $16K | Reduce -94.9% |
| LLY Eli Lilly & Co. | 0.00% | 18 | $15K | Reduce -95.0% |
| V Visa Inc. Class A | 0.00% | 40 | $14K | Reduce -94.7% |
| LIN Linde PLC | 0.00% | 28 | $13K | New |
| TMUS T-Mobile US Inc. | 0.00% | 48 | $13K | New |
| UNH Unitedhealth Group Inc. | 0.00% | 20 | $10K | Reduce -95.2% |
| MA Mastercard Inc. Class A | 0.00% | 18 | $10K | Reduce -95.4% |
| XOM Exxon Mobil Corp. | 0.00% | 82 | $10K | New |
Portfolio Sells Q4 2024 → Q1 2025
| U Unity Software Inc. | Reduce -31.8% | 52.33% | −9.12 |
| NVDA Nvidia Corp. | Reduce -83.4% | 0.17% | −0.72 |
| AAPL Apple Inc. | Reduce -78.6% | 0.16% | −0.43 |
| MSFT Microsoft Corp. | Reduce -68.2% | 0.23% | −0.33 |
| AMZN Amazon.com Inc. | Reduce -85.9% | 0.05% | −0.25 |
| AVGO Broadcom Inc. | Reduce -94.6% | 0.01% | −0.16 |
| SATL Satellogic Inc. Class A | Sold out | 0.00% | −0.14 |
| META Meta Platforms Inc. Class A | Reduce -70.0% | 0.10% | −0.13 |
| GOOGL Alphabet Inc. Class A | Reduce -86.1% | 0.03% | −0.13 |
| GOOG Alphabet Inc. Class C | Reduce -85.4% | 0.02% | −0.11 |
| AUR Aurora Innovation Inc. | Reduce -79.3% | 0.04% | −0.08 |
| TSLA Tesla Inc. | Reduce -18.6% | 0.23% | −0.08 |
| COIN Coinbase Global Inc. Class A | Reduce -15.4% | 0.41% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -94.5% | 0.01% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -95.3% | 0.01% | −0.07 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.07 |
| RUM Rum Group Inc. | Sold out | 0.00% | −0.07 |
| NFLX Netflix Inc. | Reduce -92.2% | 0.01% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -94.9% | 0.00% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -95.0% | 0.00% | −0.05 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.04 |
| V Visa Inc. Class A | Reduce -94.7% | 0.00% | −0.04 |
| WPLCF Wise PLC - A | Sold out | 0.00% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -92.1% | 0.01% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -95.2% | 0.00% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -95.4% | 0.00% | −0.04 |
| INTU Intuit Inc. | Reduce -72.8% | 0.02% | −0.03 |
| MTTR Matterport Inc. | Sold out | 0.00% | −0.02 |
| RXRX Recursion Pharmaceuticals-A | Sold out | 0.00% | −0.02 |
| ATAIBECKLEY INC | Sold out | 0.00% | −0.00 |
| JNJ Johnson & Johnson | Reduce -40.3% | 0.07% | −0.00 |
| ASR Grupo Aeroportuario Sur-ADR | Reduce -33.3% | 0.07% | +0.00 |
| CFLT Confluent Inc. Class A | Reduce -11.0% | 0.06% | +0.00 |
| NTES Netease Inc.-ADR | Reduce -33.3% | 0.12% | +0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -24.7% | 0.06% | +0.01 |
| ESTC Elastic NV | Reduce -6.7% | 0.08% | +0.01 |
| PM Philip Morris International | Reduce -30.8% | 0.06% | +0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -13.1% | 0.08% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -21.1% | 0.08% | +0.02 |
| WM Waste Management Inc. | Reduce -13.7% | 0.07% | +0.02 |
| ABNB Airbnb Inc. Class A | Reduce -8.4% | 0.14% | +0.02 |
| MELI MercadoLibre Inc. | Reduce -10.3% | 0.09% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -26.4% | 0.48% | +0.04 |
| MO Altria Group Inc. | Reduce -3.7% | 0.22% | +0.08 |
| PROSY Prosus NV -Spon ADR | Reduce -1.6% | 0.33% | +0.13 |
| IJR iShares Core S&P Small-Cap E | Reduce -13.6% | 1.69% | +0.18 |
| SHOP Shopify Inc. Class A | Reduce -1.7% | 1.17% | +0.24 |
| RBLX Roblox Corp. Class A | Reduce -15.6% | 3.59% | +0.64 |
Portfolio Buys Q4 2024 → Q1 2025
| VOO Vanguard S&P 500 ETF | Add +2.5% | 11.76% | +3.36 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.8% | 6.94% | +1.71 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.4% | 5.27% | +1.46 |
| EFA iShares MSCI Eafe ETF | Add +0.3% | 2.20% | +0.78 |
| VEA Vanguard Ftse Developed ETF | Add +6.6% | 1.85% | +0.71 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +0.1% | 2.24% | +0.50 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +0.5% | 1.47% | +0.48 |
| VPL Vanguard Ftse Pacific ETF | Add +1.9% | 0.65% | +0.21 |
| IWM iShares Russell 2000 ETF | Add +0.6% | 0.81% | +0.19 |
| VGT Vanguard Info Tech ETF | Add +1.1% | 0.70% | +0.15 |
| MSTR Strategy Inc. | Add +57.9% | 0.21% | +0.12 |
| BABA Alibaba Group Holding-SP ADR | New | 0.11% | +0.11 |
| PDD PDD Holdings Inc. | New | 0.10% | +0.10 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.06% | +0.06 |
| WB Weibo Corp.-Spon ADR | New | 0.06% | +0.06 |
| SPIR Spire Global Inc. | New | 0.05% | +0.05 |
| SCHV Schwab US Large-Cap Value | Add +0.5% | 0.15% | +0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.7% | 0.17% | +0.04 |
| SCHG Schwab US Large-Cap Growth | Add +0.1% | 0.17% | +0.04 |
| SCHB Schwab US Broad Market ETF | Add +10.0% | 0.11% | +0.04 |
| VT Vanguard Tot World STK ETF | Add +0.3% | 0.12% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +0.2% | 0.14% | +0.03 |
| PICK iShares MSCI Global Metals & | Add +12.4% | 0.07% | +0.03 |
| IWL iShares Russell Top 200 ETF | Add +0.3% | 0.09% | +0.02 |
| VHT Vanguard Health Care ETF | Add +0.4% | 0.06% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.6% | 0.06% | +0.02 |
| VTWO Vanguard Russell 2000 ETF | Add +0.3% | 0.07% | +0.02 |
| PG The Procter & Gamble Co. | New | 0.01% | +0.01 |
| LIN Linde PLC | New | 0.00% | +0.00 |
| TMUS T-Mobile US Inc. | New | 0.00% | +0.00 |
| XOM Exxon Mobil Corp. | New | 0.00% | +0.00 |
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 |