Resolute Wealth Strategies, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Resolute Wealth Strategies, LLC reported 132 stock positions worth $258.1 million. Its top holding was Apple (AAPL) at 14.3% of the portfolio, followed by JPMorgan Active Growth ETF (JGRO, 6.4%) and Caterpillar (CAT, 5.1%). Compared with Q1 2026, it opened 26 new positions, sold out of 8, added to 72 and reduced 28. The biggest buy was JPMorgan Active Growth ETF (JGRO, shares +4%) and the biggest sale an exit from SS Industrial Select Sector (XLI).

Most Recent 13F
Q2 2026
Location
JACKSON, MS
CIK
0001973981
Portfolio Value
$258.1M (Q2 2026)
SEC Filing
0001765380-26-000362 ↗ filed Aug 12, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $165.1M Q1 2024 Q2 2024: $173.5M Q2 2024 Q3 2024: $192.5M Q3 2024 Q4 2024: $194.4M Q4 2024 Q1 2025: $179.1M Q1 2025 Q2 2025: $186.6M Q2 2025 Q3 2025: $218.5M Q3 2025 Q4 2025: $228.1M Q4 2025 Q1 2026: $231.8M Q1 2026 Q2 2026: $258.1M $258.1M Q2 2026

Holdings 132 stocks · $258.1M

AAPL Apple Inc. 14.26% 127,167 $36.8M Reduce -1.4%
JGRO JPMorgan Active Growth ETF 6.36% 166,483 $16.4M Add +3.5%
CAT Caterpillar Inc. 5.06% 12,273 $13.1M Reduce -3.9%
FBND Fidelity Total Bond ETF 4.60% 260,923 $11.9M Add +3.7%
AMZN Amazon.com Inc. 4.29% 46,411 $11.1M Add +2.8%
NVDA Nvidia Corp. 4.27% 55,110 $11.0M Add +1.2%
MINT PIMCO Enhanced Short Maturit 4.19% 107,317 $10.8M Add +16.6%
JAVA JPMorgan Active Value ETF 3.59% 116,560 $9.3M Add +4.0%
GOOG Alphabet Inc. Class C 3.28% 23,985 $8.5M Add +2.5%
MSFT Microsoft Corp. 2.86% 19,784 $7.4M Reduce -3.5%
IVW iShares S&P 500 Growth ETF 2.43% 45,624 $6.3M Add +1.7%
GLD SPDR Gold Shares 2.39% 16,723 $6.2M Add +2.6%
BRK.B Berkshire Hathaway Inc. Class B 2.20% 11,332 $5.7M Add +1.9%
IVE iShares S&P 500 Value ETF 2.09% 23,770 $5.4M Add +4.2%
JPM JPMorgan Chase & Co. 1.92% 15,117 $4.9M Add +3.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.89% 6,546 $4.9M Reduce -8.3%
GOOGL Alphabet Inc. Class A 1.64% 11,867 $4.2M Add +0.4%
SHOP Shopify Inc. Class A 1.46% 33,005 $3.8M Add +5.7%
AMGN Amgen Inc. 1.32% 9,427 $3.4M Reduce -3.8%
BX Blackstone Inc. 1.26% 27,600 $3.2M Add +1.3%
RNST Renasant Corp. 1.19% 72,412 $3.1M Add +0.4%
T AT&T Inc. 1.07% 133,416 $2.8M Add +0.0%
XOM Exxonmobil Holdings Corp. 1.05% 19,868 $2.7M Add +2.6%
LLY Eli Lilly & Co. 0.92% 1,988 $2.4M Add +21.5%
RDVI FT Vest Rising Dividend Achi 0.90% 79,451 $2.3M Add +11.7%
VOO Vanguard S&P 500 ETF 0.89% 3,356 $2.3M Add +0.3%
WMT Walmart Inc. 0.86% 19,567 $2.2M Reduce -2.5%
RDDT Reddit Inc. Class A 0.76% 11,233 $1.9M Add +3.4%
SOXX iShares Semiconductor ETF 0.75% 3,041 $1.9M Add +0.1%
KNG FT Vest S&P 500 DVD Arst TRG 0.66% 33,697 $1.7M Add +11.0%
FDN First Trust DJ Internet Ind 0.64% 6,269 $1.7M Reduce -0.6%
AMD Advanced Micro Devices 0.56% 2,491 $1.4M Reduce -6.3%
VONG Vanguard Russell 1000 Growth 0.51% 10,301 $1.3M Reduce -0.2%
V Visa Inc. Class A 0.50% 3,786 $1.3M Add +6.1%
QQQ Invesco QQQ Trust Series 1 0.46% 1,611 $1.2M Add +6.6%
AXP American Express Co. 0.46% 3,488 $1.2M Reduce -1.9%
ABBV Abbvie Inc. 0.45% 4,658 $1.2M Reduce -7.3%
ITA iShares U.S. Aerospace & Def 0.44% 4,700 $1.1M Reduce -57.7%
PLTR Palantir Technologies Inc. Class A 0.42% 9,263 $1.1M Reduce -6.9%
XLB SS Materials Select Sector 0.38% 19,470 $990K Add +25.6%
MUR Murphy Oil Corp. 0.38% 30,394 $990K Add +0.9%
AVGO Broadcom Inc. 0.36% 2,437 $920K Add +25.8%
MRK Merck & Co. Inc. 0.36% 7,143 $918K Add +1.0%
SLV iShares Silver Trust 0.32% 15,575 $833K Reduce -0.1%
JEPI JPMorgan Equity Premium Inco 0.29% 13,395 $757K Reduce -5.6%
IVV iShares Core S&P 500 ETF 0.29% 987 $739K Add +0.1%
JNJ Johnson & Johnson 0.28% 2,880 $732K Add +3.7%
TSLA Tesla Inc. 0.27% 1,648 $693K Add +9.6%
UNH Unitedhealth Group Inc. 0.27% 1,658 $689K Reduce -18.4%
MUSA Murphy USA Inc. 0.26% 1,238 $667K Add +0.2%
XLK SS Technology Select Sector 0.26% 3,481 $663K Reduce -1.3%
META Meta Platforms Inc. Class A 0.26% 1,172 $660K Add +7.2%
VONV Vanguard Russell 1000 Value 0.25% 6,117 $650K Add +0.3%
UNP Union Pacific Corp. 0.25% 2,381 $648K Reduce -14.1%
KO The Coca-Cola Co. 0.24% 7,704 $626K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.23% 2,134 $600K Add +6.3%
BAC Bank of America Corp. 0.23% 10,314 $588K Add +8.0%
GEV GE Vernova Inc. 0.23% 500 $588K Add +29.5%
SNDK Sandisk Corp. 0.23% 256 $582K New
WDC Western Digital Corp. 0.22% 902 $576K Add +6.5%
HD Home Depot Inc. 0.22% 1,600 $564K Add +6.2%
LOW Lowe's Cos Inc. 0.22% 2,519 $555K No change
PG The Procter & Gamble Co. 0.21% 3,779 $554K Add +10.6%
MPC Marathon Petroleum Corp. 0.21% 2,138 $547K Add +0.7%
VUG Vanguard Mrngstar GR ETF-Sui 0.21% 6,258 $539K Add +8.8%
RTX RTX Corp. 0.20% 2,759 $524K Reduce -0.8%
VB Vanguard Most SM-Cap ETF-Usd 0.20% 1,722 $522K No change
JBND JPMorgan Active Bond ETF 0.20% 9,723 $520K No change
LDOS Leidos Holdings Inc. 0.19% 4,851 $500K Reduce -8.5%
IYW iShares Ustechnology ETF 0.19% 1,952 $492K No change
HCA HCA Healthcare Inc. 0.19% 1,256 $490K Add +10.2%
AGIX Kraneshares Public-Private A 0.18% 9,999 $469K Add +2.0%
SPCX Space Exploration Techn Class A 0.18% 2,689 $459K New
VHT Vanguard Health Care ETF 0.17% 1,508 $451K Add +0.3%
SMH Vaneck Semiconductor ETF 0.17% 679 $445K Add +17.3%
SO The Southern Co. 0.17% 4,489 $430K Reduce -6.4%
TRMK Trustmark Corp. 0.16% 9,165 $422K Add +0.4%
MU Micron Technology Inc. 0.16% 365 $421K New
SHW The Sherwin-Williams Co. 0.16% 1,213 $418K Reduce -4.2%
WM Waste Management Inc. 0.16% 1,845 $411K Add +0.4%
SDY SS SPDR S&P Dividend ETF 0.15% 2,550 $388K Add +0.3%
JTEK JPMorgan US Tech Leaders 0.15% 3,417 $381K New
C Citigroup Inc. 0.15% 2,717 $380K Add +4.3%
NEE Nextera Energy Inc. 0.15% 4,305 $378K Add +25.8%
BKR Baker Hughes Co. 0.14% 6,733 $374K Add +2.1%
CLOZ Eldridge BBB-B Clo ETF 0.14% 13,661 $361K New
WBD Warner Bros Discovery Inc. 0.14% 13,469 $359K Add +1.4%
EPD Enterprise Products Partners 0.14% 9,689 $356K Add +41.5%
CSX CSX Corp. 0.14% 7,434 $353K Add +0.1%
JPIE JPMorgan Income ETF 0.14% 7,664 $353K Reduce -2.7%
INTC Intel Corp. 0.14% 2,520 $352K New
XLY SS Consumer Disc Select Sect 0.14% 2,978 $349K Add +0.2%
UFOX Defiance Space and Connectiv 0.13% 3,638 $346K Reduce -2.6%
VTV Vanguard Mrngstr Val ETF-Aui 0.13% 1,506 $328K Add +0.3%
IAI iShares U.S. Broker-Dealers 0.13% 1,854 $325K Add +0.3%
AEM Agnico Eagle Mines Ltd. 0.12% 2,075 $322K Reduce -7.2%
HOOD Robinhood Markets Inc. Class A 0.12% 3,208 $322K Add +4.2%
XLE SS Energy Select Sector 0.12% 6,018 $320K Reduce -11.3%
MCO Moody's Corp. 0.12% 704 $319K Add +13.0%
VGT Vanguard Info Tech ETF 0.12% 2,638 $315K No change

Show all 132 holdings

Portfolio Sells Q1 2026 → Q2 2026

XLI SS Industrial Select Sector Sold out 0.00% −2.19
ITA iShares U.S. Aerospace & Def Reduce -57.7% 0.44% −0.61
MSFT Microsoft Corp. Reduce -3.5% 2.86% −0.42
GFI Gold Fields Ltd.-Spons ADR Sold out 0.00% −0.26
WMT Walmart Inc. Reduce -2.5% 0.86% −0.22
PLTR Palantir Technologies Inc. Class A Reduce -6.9% 0.42% −0.21
DNP DNP Select Income Fund Inc. Sold out 0.00% −0.19
AMGN Amgen Inc. Reduce -3.8% 1.32% −0.16
LDOS Leidos Holdings Inc. Reduce -8.5% 0.19% −0.16
EGP Eastgroup Properties Inc. Sold out 0.00% −0.16
BXSL Blackstone Secured Lending F Sold out 0.00% −0.14
SLV iShares Silver Trust Reduce -0.1% 0.32% −0.14
SPY SS SPDR S&P 500 ETF Trust-US Reduce -8.3% 1.89% −0.11
PFE Pfizer Inc. Sold out 0.00% −0.09
LMT Lockheed Martin Corp. Sold out 0.00% −0.09
AZN Astrazeneca PLC Sold out 0.00% −0.09
AEM Agnico Eagle Mines Ltd. Reduce -7.2% 0.12% −0.07
XLE SS Energy Select Sector Reduce -11.3% 0.12% −0.06
JEPI JPMorgan Equity Premium Inco Reduce -5.6% 0.29% −0.05
UNP Union Pacific Corp. Reduce -14.1% 0.25% −0.04
SO The Southern Co. Reduce -6.4% 0.17% −0.03
RTX RTX Corp. Reduce -0.8% 0.20% −0.03
JPIE JPMorgan Income ETF Reduce -2.7% 0.14% −0.02
ABBV Abbvie Inc. Reduce -7.3% 0.45% −0.02
SHW The Sherwin-Williams Co. Reduce -4.2% 0.16% −0.01
ANET Arista Networks Inc. Reduce -29.3% 0.09% −0.01
AXP American Express Co. Reduce -1.9% 0.46% −0.01
TXT Textron Inc. Reduce -0.5% 0.09% −0.01
FDN First Trust DJ Internet Ind Reduce -0.6% 0.64% +0.01
VONG Vanguard Russell 1000 Growth Reduce -0.2% 0.51% +0.02
UFOX Defiance Space and Connectiv Reduce -2.6% 0.13% +0.02
UNH Unitedhealth Group Inc. Reduce -18.4% 0.27% +0.03
XLK SS Technology Select Sector Reduce -1.3% 0.26% +0.05
AAPL Apple Inc. Reduce -1.4% 14.26% +0.14
AMD Advanced Micro Devices Reduce -6.3% 0.56% +0.33
CAT Caterpillar Inc. Reduce -3.9% 5.06% +1.16

Portfolio Buys Q1 2026 → Q2 2026

JGRO JPMorgan Active Growth ETF Add +3.5% 6.36% +0.49
GOOG Alphabet Inc. Class C Add +2.5% 3.28% +0.39
SOXX iShares Semiconductor ETF Add +0.1% 0.75% +0.32
LLY Eli Lilly & Co. Add +21.5% 0.92% +0.27
IVW iShares S&P 500 Growth ETF Add +1.7% 2.43% +0.24
AMZN Amazon.com Inc. Add +2.8% 4.29% +0.23
SNDK Sandisk Corp. New 0.23% +0.23
MINT PIMCO Enhanced Short Maturit Add +16.6% 4.19% +0.20
SPCX Space Exploration Techn Class A New 0.18% +0.18
GOOGL Alphabet Inc. Class A Add +0.4% 1.64% +0.18
NVDA Nvidia Corp. Add +1.2% 4.27% +0.17
MU Micron Technology Inc. New 0.16% +0.16
JTEK JPMorgan US Tech Leaders New 0.15% +0.15
CLOZ Eldridge BBB-B Clo ETF New 0.14% +0.14
INTC Intel Corp. New 0.14% +0.14
RDDT Reddit Inc. Class A Add +3.4% 0.76% +0.12
WDC Western Digital Corp. Add +6.5% 0.22% +0.12
RDVI FT Vest Rising Dividend Achi Add +11.7% 0.90% +0.12
VRT Vertiv Holdings Co. Class A New 0.12% +0.12
JAVA JPMorgan Active Value ETF Add +4.0% 3.59% +0.12
APP AppLovin Corp. Class A New 0.10% +0.10
AIQ Global X Art Intel & Tech New 0.10% +0.10
AVGO Broadcom Inc. Add +25.8% 0.36% +0.10
TXN Texas Instruments Inc. New 0.10% +0.10
KKR KKR & Co. Inc. New 0.09% +0.09
IJH iShares Core S&P Midcap ETF New 0.09% +0.09
FBT First Trust Nyse Arca Biotec New 0.09% +0.09
SPYG SS SPDR P S&P 500 Growth ETF New 0.08% +0.08
XLU St Sr Utl SL SE SPDR ETF-Usd New 0.08% +0.08
QQQ Invesco QQQ Trust Series 1 Add +6.6% 0.46% +0.08
LRCX Lam Research Corp. New 0.08% +0.08
GEV GE Vernova Inc. Add +29.5% 0.23% +0.08
RKLB Rocket Lab Corp. New 0.08% +0.08
ET Energy Transfer LP New 0.08% +0.08
CSCO Cisco Systems Inc. New 0.08% +0.08
SFBS Servisfirst Bancshares Inc. New 0.08% +0.08
QUAL iShares MSCI USA Quality Fac New 0.08% +0.08
PNC PNC Financial Services Group New 0.08% +0.08
XLV SS Health Care Select Sector New 0.08% +0.08
MSGS Madison Square Garden Sports New 0.08% +0.08
SMH Vaneck Semiconductor ETF Add +17.3% 0.17% +0.08
RNST Renasant Corp. Add +0.4% 1.19% +0.07
KRP Kimbell Royalty Partners LP New 0.07% +0.07
JPM JPMorgan Chase & Co. Add +3.5% 1.92% +0.06
XLB SS Materials Select Sector Add +25.6% 0.38% +0.05
AGIX Kraneshares Public-Private A Add +2.0% 0.18% +0.04
V Visa Inc. Class A Add +6.1% 0.50% +0.04
HOOD Robinhood Markets Inc. Class A Add +4.2% 0.12% +0.03
VOO Vanguard S&P 500 ETF Add +0.3% 0.89% +0.03
VUG Vanguard Mrngstar GR ETF-Sui Add +8.8% 0.21% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 132$258.1MAAPL, JGRO, CAT, FBND, AMZN
Q1 2026 114$231.8MAAPL, JGRO, FBND, NVDA, AMZN
Q4 2025 109$228.1MAAPL, JGRO, FBND, AMZN, NVDA
Q3 2025 105$218.5MAAPL, JGRO, FBND, AMZN, NVDA
Q2 2025 101$186.6MAAPL, JAVA, FBND, AMZN, MINT
Q1 2025 100$179.1MAAPL, JAVA, FBND, AMZN, MINT
Q4 2024 94$194.4MAAPL, FBND, AMZN, NVDA, IVW
Q3 2024 99$192.5MAAPL, FBND, NVDA, AMZN, IVW
Q2 2024 95$173.5MAAPL, FBND, NVDA, AMZN, IVW
Q1 2024 94$165.1MAAPL, FBND, AMZN, IVW, BXSL