Resolute Wealth Strategies, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Resolute Wealth Strategies, LLC reported 105 stock positions worth $218.5 million. Its top holding was Apple (AAPL) at 15.0% of the portfolio, followed by JPMorgan Active Growth ETF (JGRO, 6.2%) and Fidelity Total Bond ETF (FBND, 5.3%). Compared with Q2 2025, it opened 7 new positions, sold out of 3, added to 56 and reduced 32. The biggest buy was JPMorgan Active Growth ETF (JGRO, shares +259%) and the biggest sale JPMorgan Active Value ETF (JAVA, shares −42%).

Most Recent 13F
Q2 2026
Location
JACKSON, MS
CIK
0001973981
Portfolio Value
$218.5M (Q3 2025)
SEC Filing
0001765380-25-000488 ↗ filed Nov 12, 2025

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 $218.5M Q3 2025 Q4 2025: $228.1M Q4 2025 Q1 2026: $231.8M Q1 2026 Q2 2026: $258.1M Q2 2026

Holdings 105 stocks · $218.5M
AAPL Apple Inc. 14.98% 128,576 $32.7M Reduce -1.0%
JGRO JPMorgan Active Growth ETF 6.24% 145,504 $13.6M Add +258.9%
FBND Fidelity Total Bond ETF 5.30% 250,696 $11.6M Add +6.8%
AMZN Amazon.com Inc. 4.56% 45,362 $10.0M Add +0.1%
NVDA Nvidia Corp. 4.28% 50,177 $9.4M Add +7.7%
MINT PIMCO Enhanced Short Maturit 3.92% 85,001 $8.6M Reduce -12.7%
JAVA JPMorgan Active Value ETF 3.16% 100,116 $6.9M Reduce -41.7%
CAT Caterpillar Inc. 2.91% 13,342 $6.4M Reduce -1.2%
BRK.B Berkshire Hathaway Inc. Class B 2.60% 11,298 $5.7M Reduce -0.2%
GOOG Alphabet Inc. Class C 2.57% 23,091 $5.6M Reduce -0.2%
IVW iShares S&P 500 Growth ETF 2.49% 45,070 $5.4M Reduce -0.6%
GLD SPDR Gold Shares 2.47% 15,167 $5.4M Add +13.8%
MSFT Microsoft Corp. 2.46% 10,392 $5.4M Add +14.3%
SHOP Shopify Inc. Class A 2.28% 33,510 $5.0M Add +0.8%
IVE iShares S&P 500 Value ETF 2.19% 23,165 $4.8M Reduce -0.9%
SPY SS SPDR S&P 500 ETF Trust-US 2.13% 7,000 $4.7M Reduce -0.7%
BX Blackstone Inc. 2.11% 27,036 $4.6M Reduce -0.6%
JPM JPMorgan Chase & Co. 1.95% 13,491 $4.3M Add +1.8%
T AT&T Inc. 1.70% 131,896 $3.7M Add +0.0%
RDDT Reddit Inc. Class A 1.45% 13,765 $3.2M Reduce -3.0%
JTEK JPMorgan US Tech Leaders 1.38% 32,841 $3.0M Add +923.7%
AMGN Amgen Inc. 1.33% 10,296 $2.9M Add +0.0%
RNST Renasant Corp. 1.31% 77,813 $2.9M Add +0.4%
GOOGL Alphabet Inc. Class A 1.28% 11,473 $2.8M Reduce -4.0%
XOM Exxon Mobil Corp. 1.02% 19,839 $2.2M Reduce -0.4%
FDN First Trust DJ Internet Ind 0.90% 7,059 $2.0M Reduce -2.7%
WMT Walmart Inc. 0.90% 19,048 $2.0M Reduce -1.5%
VOO Vanguard S&P 500 ETF 0.81% 2,886 $1.8M Add +0.0%
PLTR Palantir Technologies Inc. Class A 0.80% 9,545 $1.7M Add +103.7%
XLE SS Energy Select Sector 0.67% 16,471 $1.5M Add +187.1%
RDVI FT Vest Rising Dividend Achi 0.66% 55,562 $1.4M Add +13.3%
XLK SS Technology Select Sector 0.58% 4,520 $1.3M New
ABBV Abbvie Inc. 0.52% 4,951 $1.1M Add +0.0%
LLY Eli Lilly & Co. 0.51% 1,465 $1.1M Add +7.3%
SLV iShares Silver Trust 0.51% 26,363 $1.1M No change
V Visa Inc. Class A 0.50% 3,181 $1.1M Reduce -0.0%
AXP American Express Co. 0.46% 3,010 $1000K Add +0.1%
LDOS Leidos Holdings Inc. 0.44% 5,141 $971K Add +4.2%
KNG FT Vest S&P 500 DVD Arst TRG 0.43% 18,899 $932K Add +41.3%
GFI Gold Fields Ltd.-Spons ADR 0.43% 22,207 $932K Add +0.0%
VONG Vanguard Russell 1000 Growth 0.42% 7,632 $920K Add +0.1%
UNH Unitedhealth Group Inc. 0.39% 2,458 $849K Add +8.7%
MUR Murphy Oil Corp. 0.39% 29,803 $847K Add +1.2%
SOXX iShares Semiconductor ETF 0.38% 3,044 $825K Reduce -0.8%
JEPI JPMorgan Equity Premium Inco 0.37% 14,187 $810K Reduce -17.1%
QQQ Invesco QQQ Trust Series 1 0.36% 1,325 $795K Reduce -5.0%
META Meta Platforms Inc. Class A 0.35% 1,029 $756K Add +0.8%
IVV iShares Core S&P 500 ETF 0.31% 1,004 $672K Reduce -1.9%
UNP Union Pacific Corp. 0.28% 2,612 $617K Add +0.6%
LOW Lowe's Cos Inc. 0.28% 2,410 $606K No change
AEM Agnico Eagle Mines Ltd. 0.27% 3,562 $600K Reduce -9.7%
TSLA Tesla Inc. 0.26% 1,278 $568K Add +4.5%
HD Home Depot Inc. 0.26% 1,382 $560K Add +0.4%
VONV Vanguard Russell 1000 Value 0.25% 6,054 $541K Add +0.3%
MRK Merck & Co. Inc. 0.24% 6,148 $516K Reduce -19.4%
HCA HCA Healthcare Inc. 0.23% 1,200 $512K Add +0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.23% 9,802 $506K Reduce -1.6%
VHT Vanguard Health Care ETF 0.23% 1,919 $498K Reduce -1.7%
DNP DNP Select Income Fund Inc. 0.23% 49,567 $496K Add +2.1%
JNJ Johnson & Johnson 0.23% 2,652 $492K Reduce -8.3%
PG The Procter & Gamble Co. 0.22% 3,093 $475K Add +0.1%
AVGO Broadcom Inc. 0.22% 1,425 $470K Add +0.7%
MUSA Murphy USA Inc. 0.21% 1,186 $461K Add +0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.21% 1,623 $458K Reduce -1.6%
WDAY Workday Inc. Class A 0.21% 1,889 $455K No change
SO The Southern Co. 0.21% 4,751 $450K Add +0.1%
MPC Marathon Petroleum Corp. 0.20% 2,302 $444K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.20% 897 $430K Add +12.7%
AMD Advanced Micro Devices 0.19% 2,614 $423K Add +8.3%
SHW The Sherwin-Williams Co. 0.19% 1,219 $422K Add +0.2%
RTX RTX Corp. 0.19% 2,501 $419K Add +0.4%
JBND JPMorgan Active Bond ETF 0.19% 7,723 $418K Add +31.9%
WM Waste Management Inc. 0.19% 1,863 $411K Add +0.4%
HOOD Robinhood Markets Inc. Class A 0.19% 2,835 $406K Add +1.3%
KO The Coca-Cola Co. 0.19% 6,110 $405K Add +0.0%
JPIE JPMorgan Income ETF 0.18% 8,461 $393K Reduce -12.0%
IYW iShares Ustechnology ETF 0.17% 1,951 $382K No change
VB Vanguard Most SM-Cap ETF-Usd 0.17% 1,475 $375K No change
SDY SS SPDR S&P Dividend ETF 0.17% 2,637 $369K Reduce -13.3%
TRMK Trustmark Corp. 0.17% 9,169 $363K Add +0.5%
XLY SS Consumer Disc Select Sect 0.16% 1,481 $355K Add +0.2%
SFBS Servisfirst Bancshares Inc. 0.16% 4,265 $343K Add +0.2%
CMG Chipotle Mexican Grill Inc. 0.16% 8,750 $343K Reduce -4.9%
EGP Eastgroup Properties Inc. 0.15% 1,996 $338K No change
IAI iShares U.S. Broker-Dealers 0.15% 1,897 $336K Add +0.3%
UCB United Community Banks 0.15% 10,408 $326K Add +0.8%
XLV SS Health Care Select Sector 0.14% 2,129 $296K Reduce -69.1%
VGT Vanguard Info Tech ETF 0.13% 384 $287K Reduce -2.0%
MCO Moody's Corp. 0.13% 600 $286K No change
UFOX Defiance Space and Connectiv 0.13% 4,621 $285K Add +0.0%
BKR Baker Hughes Co. 0.13% 5,790 $282K New
VIG Vanguard Dividend Apprec ETF 0.12% 1,208 $261K Add +0.4%
EHC Encompass Health Corp. 0.12% 2,030 $258K No change
PFG Principal Financial Group 0.12% 3,073 $255K Add +0.5%
BXSL Blackstone Secured Lending F 0.11% 9,582 $250K No change
ANET Arista Networks Inc. 0.11% 1,680 $245K New
ABT Abbott Laboratories 0.11% 1,762 $236K Add +0.1%
C Citigroup Inc. 0.11% 2,269 $230K New
CSX CSX Corp. 0.10% 6,444 $229K Add +0.2%
EPD Enterprise Products Partners 0.10% 6,966 $218K Add +0.6%
MCD McDonald's Corp. 0.10% 704 $214K Reduce -23.0%
NEE Nextera Energy Inc. 0.09% 2,721 $205K New
AIQ Global X Art Intel & Tech 0.09% 4,052 $200K New
SBSW Sibanye-Stillwater Ltd.-ADR 0.06% 11,200 $126K New
BTG B2GOLD Corp. 0.05% 22,673 $112K Add +0.0%

Portfolio Sells Q2 2025 → Q3 2025
JAVA JPMorgan Active Value ETF Reduce -41.7% 3.16% −2.87
MINT PIMCO Enhanced Short Maturit Reduce -12.7% 3.92% −1.33
XLV SS Health Care Select Sector Reduce -69.1% 0.14% −0.36
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.2% 2.60% −0.35
XLU St Sr Utl SL SE SPDR ETF-Usd Sold out 0.00% −0.34
XLP SS Consumer Staples Sel Sect Sold out 0.00% −0.30
IVE iShares S&P 500 Value ETF Reduce -0.9% 2.19% −0.26
EMMF Wisdomtree Emerging Markets Sold out 0.00% −0.23
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.7% 2.13% −0.20
IVW iShares S&P 500 Growth ETF Reduce -0.6% 2.49% −0.18
JEPI JPMorgan Equity Premium Inco Reduce -17.1% 0.37% −0.15
FDN First Trust DJ Internet Ind Reduce -2.7% 0.90% −0.14
XOM Exxon Mobil Corp. Reduce -0.4% 1.02% −0.13
CMG Chipotle Mexican Grill Inc. Reduce -4.9% 0.16% −0.12
WMT Walmart Inc. Reduce -1.5% 0.90% −0.12
V Visa Inc. Class A Reduce -0.0% 0.50% −0.11
MRK Merck & Co. Inc. Reduce -19.4% 0.24% −0.09
BX Blackstone Inc. Reduce -0.6% 2.11% −0.07
JPIE JPMorgan Income ETF Reduce -12.0% 0.18% −0.06
SDY SS SPDR S&P Dividend ETF Reduce -13.3% 0.17% −0.05
IBM Intl Business Machines Corp. Reduce -1.6% 0.21% −0.05
QQQ Invesco QQQ Trust Series 1 Reduce -5.0% 0.36% −0.05
MCD McDonald's Corp. Reduce -23.0% 0.10% −0.05
IVV iShares Core S&P 500 ETF Reduce -1.9% 0.31% −0.03
VHT Vanguard Health Care ETF Reduce -1.7% 0.23% −0.03
BAC Bank of America Corp. Reduce -1.6% 0.23% −0.02
SOXX iShares Semiconductor ETF Reduce -0.8% 0.38% −0.01
JNJ Johnson & Johnson Reduce -8.3% 0.23% −0.01
VGT Vanguard Info Tech ETF Reduce -2.0% 0.13% −0.01
AEM Agnico Eagle Mines Ltd. Reduce -9.7% 0.27% +0.02
CAT Caterpillar Inc. Reduce -1.2% 2.91% +0.11
GOOGL Alphabet Inc. Class A Reduce -4.0% 1.28% +0.15
RDDT Reddit Inc. Class A Reduce -3.0% 1.45% +0.30
GOOG Alphabet Inc. Class C Reduce -0.2% 2.57% +0.37
AAPL Apple Inc. Reduce -1.0% 14.98% +0.71

Portfolio Buys Q2 2025 → Q3 2025
JGRO JPMorgan Active Growth ETF Add +258.9% 6.24% +4.37
JTEK JPMorgan US Tech Leaders Add +923.7% 1.38% +1.24
XLK SS Technology Select Sector New 0.58% +0.58
PLTR Palantir Technologies Inc. Class A Add +103.7% 0.80% +0.45
XLE SS Energy Select Sector Add +187.1% 0.67% +0.41
NVDA Nvidia Corp. Add +7.7% 4.28% +0.34
GLD SPDR Gold Shares Add +13.8% 2.47% +0.29
SHOP Shopify Inc. Class A Add +0.8% 2.28% +0.22
GFI Gold Fields Ltd.-Spons ADR Add +0.0% 0.43% +0.14
BKR Baker Hughes Co. New 0.13% +0.13
ANET Arista Networks Inc. New 0.11% +0.11
C Citigroup Inc. New 0.11% +0.11
NEE Nextera Energy Inc. New 0.09% +0.09
AIQ Global X Art Intel & Tech New 0.09% +0.09
KNG FT Vest S&P 500 DVD Arst TRG Add +41.3% 0.43% +0.07
SBSW Sibanye-Stillwater Ltd.-ADR New 0.06% +0.06
TSLA Tesla Inc. Add +4.5% 0.26% +0.05
HOOD Robinhood Markets Inc. Class A Add +1.3% 0.19% +0.05
MSFT Microsoft Corp. Add +14.3% 2.46% +0.04
ABBV Abbvie Inc. Add +0.0% 0.52% +0.03
MUR Murphy Oil Corp. Add +1.2% 0.39% +0.03
LDOS Leidos Holdings Inc. Add +4.2% 0.44% +0.03
JBND JPMorgan Active Bond ETF Add +31.9% 0.19% +0.02
UNH Unitedhealth Group Inc. Add +8.7% 0.39% +0.01
AMD Advanced Micro Devices Add +8.3% 0.19% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +12.7% 0.20% +0.01
RDVI FT Vest Rising Dividend Achi Add +13.3% 0.66% +0.01
BTG B2GOLD Corp. Add +0.0% 0.05% +0.01
AVGO Broadcom Inc. Add +0.7% 0.22% +0.01
UFOX Defiance Space and Connectiv Add +0.0% 0.13% −0.00
RTX RTX Corp. Add +0.4% 0.19% −0.00
CSX CSX Corp. Add +0.2% 0.10% −0.01
XLY SS Consumer Disc Select Sect Add +0.2% 0.16% −0.01
HCA HCA Healthcare Inc. Add +0.1% 0.23% −0.01
TRMK Trustmark Corp. Add +0.5% 0.17% −0.01
VIG Vanguard Dividend Apprec ETF Add +0.4% 0.12% −0.01
PFG Principal Financial Group Add +0.5% 0.12% −0.01
HD Home Depot Inc. Add +0.4% 0.26% −0.01
EPD Enterprise Products Partners Add +0.6% 0.10% −0.02
UCB United Community Banks Add +0.8% 0.15% −0.02
IAI iShares U.S. Broker-Dealers Add +0.3% 0.15% −0.02
SFBS Servisfirst Bancshares Inc. Add +0.2% 0.16% −0.02
ABT Abbott Laboratories Add +0.1% 0.11% −0.02
VONG Vanguard Russell 1000 Growth Add +0.1% 0.42% −0.03
SO The Southern Co. Add +0.1% 0.21% −0.03
DNP DNP Select Income Fund Inc. Add +2.1% 0.23% −0.03
VONV Vanguard Russell 1000 Value Add +0.3% 0.25% −0.03
SHW The Sherwin-Williams Co. Add +0.2% 0.19% −0.03
UNP Union Pacific Corp. Add +0.6% 0.28% −0.04
WM Waste Management Inc. Add +0.4% 0.19% −0.04

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