Resolute Wealth Advisor, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Resolute Wealth Advisor, Inc. reported 78 stock positions worth $175.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.5% of the portfolio, followed by Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 6.7%) and iShares S&P 500 Value ETF (IVE, 6.5%).

Most Recent 13F
Q2 2026
Location
FINDLAY, OH
CIK
0002005292
Portfolio Value
$175.7M (Q1 2026)
SEC Filing
0001420506-26-000896 ↗ filed May 11, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q2 2025: $175.7M Q2 2025 Q1 2026: $175.7M $175.7M Q1 2026 Q2 2026: $175.7M Q2 2026

Holdings 78 stocks · $175.7M

IVV iShares Core S&P 500 ETF 8.54% 22,968 $15.0M —
IUSB Ishr CR Unvrse Usd BD ETF-Ui 6.69% 254,454 $11.8M —
IVE iShares S&P 500 Value ETF 6.48% 53,933 $11.4M —
APUE Activepassive US Equity ETF 6.19% 271,164 $10.9M —
IVW iShares S&P 500 Growth ETF 5.98% 92,942 $10.5M —
DYNF Ishrs US E F R A ETF-Usd Inc. 5.73% 173,151 $10.1M —
IEMG iShares Core MSCI Emerging 5.07% 127,621 $8.9M —
EFV iShares MSCI Eafe Value ETF 4.52% 106,795 $7.9M —
EFG iShares MSCI Eafe Growth ETF 2.81% 44,368 $4.9M —
BAI Ishrs AI in and Tech Act ETF 2.79% 148,946 $4.9M —
QUAL iShares MSCI USA Quality Fac 2.76% 25,266 $4.8M —
APIE Activepassive Intl Eqty ETF 2.65% 132,128 $4.7M —
TLH iShares 10-20 Year Treasury 2.60% 45,370 $4.6M —
MTUM iShares MSCI USA Momentum Fa 2.57% 18,790 $4.5M —
APCB Activepassive Core Bond ETF 2.55% 152,046 $4.5M —
THRO iShares U.S. Thematic Rotati 2.34% 113,339 $4.1M —
QEFA STSR SPD MSC Eaf Stgfs-US Inc. 2.00% 37,711 $3.5M —
MBB iShares MBS ETF 1.83% 33,935 $3.2M —
IDEF Ishars Def Ind TC Ac ETF-Ui 1.71% 92,066 $3.0M —
BLCR iShares LRG CP CR Act ETF-Ui 1.70% 72,870 $3.0M —
GOVT iShares US Treasury Bond ETF 1.58% 121,386 $2.8M —
IAGG iShares Intl Aggregate Bond 1.37% 47,973 $2.4M —
VFMF Vanguard US Multifactor ETF 1.25% 14,185 $2.2M —
BINC iShares Flex I A ETF-Usd Inc. 1.07% 36,036 $1.9M —
SPAB SS SPDR P Agg Bond ETF 1.02% 69,823 $1.8M —
HD Home Depot Inc. 1.00% 5,345 $1.8M —
MUB iShares National Muni Bond E 0.82% 13,510 $1.4M —
BDYN iShares DYN Act ETF 0.80% 57,883 $1.4M —
BNDX Vanguard Total Intl Bond ETF 0.71% 25,834 $1.2M —
IAU iShares Gold Trust 0.70% 13,904 $1.2M —
DFAC Dimensional US Core Equity 2 0.59% 26,619 $1.0M —
IWF iShares Russell 1000 Growth 0.58% 2,403 $1.0M —
AVEM Avantis Emerging Markets Eq 0.55% 12,049 $971K —
IWB iShares Russell 1000 ETF 0.53% 2,629 $937K —
XLK SS Technology Select Sector 0.51% 6,783 $901K —
SCHG Schwab US Large-Cap Growth 0.51% 30,919 $901K —
AAPL Apple Inc. 0.41% 2,803 $711K —
URTH iShares MSCI World ETF 0.40% 3,927 $707K —
NVDA Nvidia Corp. 0.40% 4,051 $707K —
DFAS Dimensional US Small Cap ETF 0.39% 9,741 $693K —
IEFA iShares Core MSCI Eafe ETF 0.39% 7,528 $682K —
XLF SS Financial Select Sector 0.36% 12,765 $630K —
AMZN Amazon.com Inc. 0.31% 2,635 $549K —
VCSH Vanguard S/T Corp. Bond ETF 0.30% 6,708 $532K —
VTV Vanguard Mrngstr Val ETF-Aui 0.29% 2,613 $513K —
OEF iShares S&P 100 ETF 0.28% 1,542 $490K —
MSFT Microsoft Corp. 0.27% 1,291 $478K —
GOOGL Alphabet Inc. Class A 0.27% 1,628 $468K —
SPY SS SPDR S&P 500 ETF Trust-US 0.25% 683 $444K —
BDEC Innovator U.S. Equity Buffer 0.23% 8,555 $411K —
IEUR iShares Core MSCI Europe ETF 0.22% 5,398 $379K —
DEEF Xtrack Ftse Dev Ex US Multi 0.21% 9,608 $363K —
XLI SS Industrial Select Sector 0.21% 2,237 $362K —
GOOG Alphabet Inc. Class C 0.19% 1,156 $332K —
BDVL iShares DV Equity Active ETF 0.19% 13,394 $330K —
MU Micron Technology Inc. 0.18% 941 $318K —
IYW iShares Ustechnology ETF 0.18% 1,748 $317K —
APMU Activepassive Interm Muni BD 0.18% 12,517 $312K —
QUS SS SPDR MSCI U Stratfact ETF 0.18% 1,804 $310K —
LMUB iShares LT National Muni BD 0.17% 6,130 $306K —
META Meta Platforms Inc. Class A 0.17% 521 $298K —
XLV SS Health Care Select Sector 0.17% 1,986 $291K —
NJAN Innovator Growth 100 Power B 0.15% 5,058 $270K —
DUHP Dimensional US High Profi Et 0.15% 7,288 $268K —
TFI SS SPDR N Ice Muni Bond ETF 0.15% 5,623 $255K —
PLTR Palantir Technologies Inc. Class A 0.14% 1,738 $254K —
PAPR Innovator U.S. Equity Power 0.14% 6,197 $247K —
ITA iShares U.S. Aerospace & Def 0.14% 1,105 $242K —
IWD iShares Russell 1000 Value E 0.14% 1,112 $238K —
EMGF iShares Emerging Markets Equ 0.13% 3,906 $236K —
SUSC iShares ESG Aware Usd Corpor 0.13% 9,976 $231K —
XLC SS Comm Select Sector SPDR 0.13% 2,067 $229K —
AVUS Avantis U.S. Equity ETF 0.13% 2,041 $227K —
EAGG iShares ESG Aware US Aggrega 0.13% 4,772 $227K —
XLY SS Consumer Disc Select Sect 0.13% 2,027 $221K —
IGM iShares Expanded Tech Sector 0.12% 1,850 $219K —
BND Vanguard Total Bond Market 0.12% 2,749 $202K —
XNROX Neu Re Est Sec Inc. FD Inc.-US 0.05% 30,792 $87K —

Portfolio Sells Q1 2026

No earlier filing to compare with.

Portfolio Buys Q1 2026

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 78$175.7MIVV, IUSB, IVE, APUE, IVW
Q1 2026 78$175.7MIVV, IUSB, IVE, APUE, IVW
Q2 2025 78$175.7MIVV, IUSB, IVE, APUE, IVW