Resolute Wealth Strategies, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Resolute Wealth Strategies, LLC reported 109 stock positions worth $228.1 million. Its top holding was Apple (AAPL) at 15.1% of the portfolio, followed by JPMorgan Active Growth ETF (JGRO, 6.2%) and Fidelity Total Bond ETF (FBND, 5.0%). Compared with Q3 2025, it opened 8 new positions, sold out of 4, added to 53 and reduced 38. The biggest buy was Alphabet Class C (GOOG, shares +1%) and the biggest sale SS Energy Select Sector (XLE, shares −79%).
- Most Recent 13F
- Q2 2026
- Location
- JACKSON, MS
- CIK
- 0001973981
- Portfolio Value
- $228.1M (Q4 2025)
- SEC Filing
- 0001765380-26-000078 ↗ filed Feb 6, 2026
Holdings Value
Holdings 109 stocks · $228.1M
| AAPL Apple Inc. | 15.11% | 126,804 | $34.5M | Reduce -1.4% |
| JGRO JPMorgan Active Growth ETF | 6.19% | 152,211 | $14.1M | Add +4.6% |
| FBND Fidelity Total Bond ETF | 5.04% | 249,896 | $11.5M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 4.64% | 45,816 | $10.6M | Add +1.0% |
| NVDA Nvidia Corp. | 4.30% | 52,634 | $9.8M | Add +4.9% |
| MINT PIMCO Enhanced Short Maturit | 3.65% | 82,885 | $8.3M | Reduce -2.5% |
| JAVA JPMorgan Active Value ETF | 3.34% | 106,360 | $7.6M | Add +6.2% |
| CAT Caterpillar Inc. | 3.22% | 12,823 | $7.3M | Reduce -3.9% |
| GOOG Alphabet Inc. Class C | 3.19% | 23,216 | $7.3M | Add +0.5% |
| GLD SPDR Gold Shares | 2.89% | 16,645 | $6.6M | Add +9.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.47% | 11,189 | $5.6M | Reduce -1.0% |
| IVW iShares S&P 500 Growth ETF | 2.44% | 45,088 | $5.6M | Add +0.0% |
| MSFT Microsoft Corp. | 2.33% | 10,970 | $5.3M | Add +5.6% |
| SHOP Shopify Inc. Class A | 2.16% | 30,580 | $4.9M | Reduce -8.7% |
| IVE iShares S&P 500 Value ETF | 2.15% | 23,169 | $4.9M | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.10% | 7,017 | $4.8M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 1.92% | 13,614 | $4.4M | Add +0.9% |
| BX Blackstone Inc. | 1.84% | 27,245 | $4.2M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 1.59% | 11,598 | $3.6M | Add +1.1% |
| T AT&T Inc. | 1.44% | 131,848 | $3.3M | Reduce -0.0% |
| AMGN Amgen Inc. | 1.40% | 9,786 | $3.2M | Reduce -5.0% |
| JTEK JPMorgan US Tech Leaders | 1.35% | 34,133 | $3.1M | Add +3.9% |
| RNST Renasant Corp. | 1.10% | 71,539 | $2.5M | Reduce -8.1% |
| RDDT Reddit Inc. Class A | 1.10% | 10,883 | $2.5M | Reduce -20.9% |
| XOM Exxon Mobil Corp. | 1.02% | 19,418 | $2.3M | Reduce -2.1% |
| WMT Walmart Inc. | 0.97% | 19,915 | $2.2M | Add +4.5% |
| VOO Vanguard S&P 500 ETF | 0.90% | 3,268 | $2.0M | Add +13.2% |
| FDN First Trust DJ Internet Ind | 0.83% | 7,039 | $1.9M | Reduce -0.3% |
| PLTR Palantir Technologies Inc. Class A | 0.81% | 10,411 | $1.9M | Add +9.1% |
| LLY Eli Lilly & Co. | 0.75% | 1,596 | $1.7M | Add +8.9% |
| SLV iShares Silver Trust | 0.74% | 26,283 | $1.7M | Reduce -0.3% |
| XLK SS Technology Select Sector | 0.62% | 9,891 | $1.4M | Add +9.4% |
| RDVI FT Vest Rising Dividend Achi | 0.59% | 51,549 | $1.4M | Reduce -7.2% |
| AXP American Express Co. | 0.51% | 3,124 | $1.2M | Add +3.8% |
| ABBV Abbvie Inc. | 0.50% | 4,953 | $1.1M | Add +0.0% |
| V Visa Inc. Class A | 0.48% | 3,136 | $1.1M | Reduce -1.4% |
| VONG Vanguard Russell 1000 Growth | 0.47% | 8,820 | $1.1M | Add +15.6% |
| GFI Gold Fields Ltd.-Spons ADR | 0.42% | 21,707 | $948K | Reduce -2.3% |
| MUR Murphy Oil Corp. | 0.41% | 30,076 | $940K | Add +0.9% |
| LDOS Leidos Holdings Inc. | 0.41% | 5,151 | $929K | Add +0.2% |
| SOXX iShares Semiconductor ETF | 0.40% | 3,047 | $918K | Add +0.1% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.40% | 18,550 | $912K | Reduce -1.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.37% | 1,363 | $837K | Add +2.9% |
| JEPI JPMorgan Equity Premium Inco | 0.35% | 13,928 | $797K | Reduce -1.8% |
| UNH Unitedhealth Group Inc. | 0.34% | 2,346 | $774K | Reduce -4.6% |
| MRK Merck & Co. Inc. | 0.33% | 7,045 | $742K | Add +14.6% |
| IVV iShares Core S&P 500 ETF | 0.31% | 1,045 | $716K | Add +4.1% |
| TSLA Tesla Inc. | 0.30% | 1,544 | $694K | Add +20.8% |
| META Meta Platforms Inc. Class A | 0.30% | 1,042 | $688K | Add +1.3% |
| XLF SS Financial Select Sector | 0.30% | 12,316 | $675K | New |
| UNP Union Pacific Corp. | 0.27% | 2,618 | $606K | Add +0.2% |
| AEM Agnico Eagle Mines Ltd. | 0.26% | 3,562 | $604K | No change |
| AMD Advanced Micro Devices | 0.26% | 2,759 | $591K | Add +5.5% |
| LOW Lowe's Cos Inc. | 0.25% | 2,410 | $581K | No change |
| VONV Vanguard Russell 1000 Value | 0.25% | 6,079 | $561K | Add +0.4% |
| HCA HCA Healthcare Inc. | 0.24% | 1,196 | $558K | Reduce -0.3% |
| JNJ Johnson & Johnson | 0.24% | 2,619 | $542K | Reduce -1.2% |
| VHT Vanguard Health Care ETF | 0.23% | 1,827 | $526K | Reduce -4.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 9,462 | $520K | Reduce -3.5% |
| AVGO Broadcom Inc. | 0.23% | 1,483 | $513K | Add +4.1% |
| MUSA Murphy USA Inc. | 0.22% | 1,234 | $498K | Add +4.0% |
| PG The Procter & Gamble Co. | 0.22% | 3,473 | $498K | Add +12.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 1,644 | $487K | Add +1.3% |
| HD Home Depot Inc. | 0.21% | 1,387 | $477K | Add +0.4% |
| RTX RTX Corp. | 0.20% | 2,510 | $460K | Add +0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 921 | $449K | Add +2.7% |
| KO The Coca-Cola Co. | 0.19% | 6,311 | $441K | Add +3.3% |
| JBND JPMorgan Active Bond ETF | 0.18% | 7,723 | $418K | No change |
| SO The Southern Co. | 0.18% | 4,756 | $415K | Add +0.1% |
| DNP DNP Select Income Fund Inc. | 0.18% | 41,190 | $411K | Reduce -16.9% |
| WM Waste Management Inc. | 0.17% | 1,816 | $399K | Reduce -2.5% |
| SHW The Sherwin-Williams Co. | 0.17% | 1,222 | $396K | Add +0.3% |
| IYW iShares Ustechnology ETF | 0.17% | 1,951 | $390K | No change |
| JPIE JPMorgan Income ETF | 0.17% | 8,286 | $384K | Reduce -2.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.17% | 1,475 | $380K | No change |
| EGP Eastgroup Properties Inc. | 0.16% | 1,996 | $356K | No change |
| XLY SS Consumer Disc Select Sect | 0.16% | 2,967 | $354K | Add +0.2% |
| TRMK Trustmark Corp. | 0.16% | 9,082 | $354K | Reduce -0.9% |
| SDY SS SPDR S&P Dividend ETF | 0.15% | 2,536 | $353K | Reduce -3.8% |
| BXSL Blackstone Secured Lending F | 0.15% | 13,232 | $348K | Add +38.1% |
| MPC Marathon Petroleum Corp. | 0.15% | 2,124 | $345K | Reduce -7.7% |
| HOOD Robinhood Markets Inc. Class A | 0.15% | 3,010 | $340K | Add +6.2% |
| IAI iShares U.S. Broker-Dealers | 0.14% | 1,841 | $330K | Reduce -3.0% |
| MCO Moody's Corp. | 0.13% | 600 | $307K | No change |
| XLE SS Energy Select Sector | 0.13% | 6,826 | $305K | Reduce -79.3% |
| C Citigroup Inc. | 0.13% | 2,602 | $304K | Add +14.7% |
| BKR Baker Hughes Co. | 0.13% | 6,425 | $293K | Add +11.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.13% | 1,497 | $286K | New |
| UFOX Defiance Space and Connectiv | 0.12% | 4,273 | $273K | Reduce -7.5% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 1,217 | $268K | Add +0.8% |
| UCB United Community Banks | 0.12% | 8,492 | $265K | Reduce -18.4% |
| ISRG Intuitive Surgical Inc. | 0.11% | 461 | $261K | New |
| VGT Vanguard Info Tech ETF | 0.11% | 329 | $248K | Reduce -14.3% |
| CSX CSX Corp. | 0.10% | 6,455 | $234K | Add +0.2% |
| AGIX Kraneshares Public-Private A | 0.10% | 6,209 | $225K | New |
| CMG Chipotle Mexican Grill Inc. | 0.10% | 6,044 | $224K | Reduce -30.9% |
| ABT Abbott Laboratories | 0.10% | 1,763 | $221K | Add +0.1% |
| ANET Arista Networks Inc. | 0.10% | 1,680 | $220K | No change |
| EPD Enterprise Products Partners | 0.10% | 6,806 | $218K | Reduce -2.3% |
| MCD McDonald's Corp. | 0.09% | 707 | $216K | Add +0.4% |
Portfolio Sells Q3 2025 → Q4 2025
| XLE SS Energy Select Sector | Reduce -79.3% | 0.13% | −0.54 |
| RDDT Reddit Inc. Class A | Reduce -20.9% | 1.10% | −0.35 |
| MINT PIMCO Enhanced Short Maturit | Reduce -2.5% | 3.65% | −0.27 |
| T AT&T Inc. | Reduce -0.0% | 1.44% | −0.27 |
| FBND Fidelity Total Bond ETF | Reduce -0.3% | 5.04% | −0.26 |
| RNST Renasant Corp. | Reduce -8.1% | 1.10% | −0.21 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.21 |
| SFBS Servisfirst Bancshares Inc. | Sold out | 0.00% | −0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.0% | 2.47% | −0.13 |
| SHOP Shopify Inc. Class A | Reduce -8.7% | 2.16% | −0.12 |
| EHC Encompass Health Corp. | Sold out | 0.00% | −0.12 |
| PFG Principal Financial Group | Sold out | 0.00% | −0.12 |
| FDN First Trust DJ Internet Ind | Reduce -0.3% | 0.83% | −0.07 |
| RDVI FT Vest Rising Dividend Achi | Reduce -7.2% | 0.59% | −0.06 |
| CMG Chipotle Mexican Grill Inc. | Reduce -30.9% | 0.10% | −0.06 |
| MPC Marathon Petroleum Corp. | Reduce -7.7% | 0.15% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -4.6% | 0.34% | −0.05 |
| XLV SS Health Care Select Sector | Reduce -39.1% | 0.09% | −0.05 |
| DNP DNP Select Income Fund Inc. | Reduce -16.9% | 0.18% | −0.05 |
| UCB United Community Banks | Reduce -18.4% | 0.12% | −0.03 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -1.9% | 0.40% | −0.03 |
| VGT Vanguard Info Tech ETF | Reduce -14.3% | 0.11% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Reduce -1.8% | 0.35% | −0.02 |
| V Visa Inc. Class A | Reduce -1.4% | 0.48% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -3.8% | 0.15% | −0.01 |
| WM Waste Management Inc. | Reduce -2.5% | 0.17% | −0.01 |
| JPIE JPMorgan Income ETF | Reduce -2.1% | 0.17% | −0.01 |
| TRMK Trustmark Corp. | Reduce -0.9% | 0.16% | −0.01 |
| GFI Gold Fields Ltd.-Spons ADR | Reduce -2.3% | 0.42% | −0.01 |
| UFOX Defiance Space and Connectiv | Reduce -7.5% | 0.12% | −0.01 |
| IAI iShares U.S. Broker-Dealers | Reduce -3.0% | 0.14% | −0.01 |
| EPD Enterprise Products Partners | Reduce -2.3% | 0.10% | −0.00 |
| BAC Bank of America Corp. | Reduce -3.5% | 0.23% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -5.0% | 0.09% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -2.1% | 1.02% | +0.00 |
| VHT Vanguard Health Care ETF | Reduce -4.8% | 0.23% | +0.00 |
| HCA HCA Healthcare Inc. | Reduce -0.3% | 0.24% | +0.01 |
| JNJ Johnson & Johnson | Reduce -1.2% | 0.24% | +0.01 |
| AMGN Amgen Inc. | Reduce -5.0% | 1.40% | +0.07 |
| AAPL Apple Inc. | Reduce -1.4% | 15.11% | +0.13 |
| SLV iShares Silver Trust | Reduce -0.3% | 0.74% | +0.23 |
| CAT Caterpillar Inc. | Reduce -3.9% | 3.22% | +0.31 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOG Alphabet Inc. Class C | Add +0.5% | 3.19% | +0.62 |
| GLD SPDR Gold Shares | Add +9.7% | 2.89% | +0.42 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 1.59% | +0.32 |
| XLF SS Financial Select Sector | New | 0.30% | +0.30 |
| LLY Eli Lilly & Co. | Add +8.9% | 0.75% | +0.24 |
| JAVA JPMorgan Active Value ETF | Add +6.2% | 3.34% | +0.18 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.13% | +0.13 |
| ISRG Intuitive Surgical Inc. | New | 0.11% | +0.11 |
| AGIX Kraneshares Public-Private A | New | 0.10% | +0.10 |
| SMH Vaneck Semiconductor ETF | New | 0.09% | +0.09 |
| CCJ Cameco Corp. | New | 0.09% | +0.09 |
| VOO Vanguard S&P 500 ETF | Add +13.2% | 0.90% | +0.09 |
| WBD Warner Bros Discovery Inc. | New | 0.09% | +0.09 |
| MRK Merck & Co. Inc. | Add +14.6% | 0.33% | +0.09 |
| DG Dollar General Corp. | New | 0.09% | +0.09 |
| AMZN Amazon.com Inc. | Add +1.0% | 4.64% | +0.08 |
| WMT Walmart Inc. | Add +4.5% | 0.97% | +0.07 |
| AMD Advanced Micro Devices | Add +5.5% | 0.26% | +0.07 |
| VONG Vanguard Russell 1000 Growth | Add +15.6% | 0.47% | +0.05 |
| AXP American Express Co. | Add +3.8% | 0.51% | +0.05 |
| TSLA Tesla Inc. | Add +20.8% | 0.30% | +0.04 |
| XLK SS Technology Select Sector | Add +9.4% | 0.62% | +0.04 |
| BXSL Blackstone Secured Lending F | Add +38.1% | 0.15% | +0.04 |
| C Citigroup Inc. | Add +14.7% | 0.13% | +0.03 |
| SOXX iShares Semiconductor ETF | Add +0.1% | 0.40% | +0.02 |
| MUR Murphy Oil Corp. | Add +0.9% | 0.41% | +0.02 |
| NVDA Nvidia Corp. | Add +4.9% | 4.30% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +9.1% | 0.81% | +0.01 |
| RTX RTX Corp. | Add +0.4% | 0.20% | +0.01 |
| AVGO Broadcom Inc. | Add +4.1% | 0.23% | +0.01 |
| KO The Coca-Cola Co. | Add +3.3% | 0.19% | +0.01 |
| MUSA Murphy USA Inc. | Add +4.0% | 0.22% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +4.1% | 0.31% | +0.01 |
| IBM Intl Business Machines Corp. | Add +1.3% | 0.21% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.9% | 0.37% | +0.00 |
| PG The Procter & Gamble Co. | Add +12.3% | 0.22% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.7% | 0.20% | 0.00 |
| BKR Baker Hughes Co. | Add +11.0% | 0.13% | −0.00 |
| VONV Vanguard Russell 1000 Value | Add +0.4% | 0.25% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.8% | 0.12% | −0.00 |
| CSX CSX Corp. | Add +0.2% | 0.10% | −0.00 |
| MCD McDonald's Corp. | Add +0.4% | 0.09% | −0.00 |
| BTG B2GOLD Corp. | Add +0.0% | 0.04% | −0.01 |
| XLY SS Consumer Disc Select Sect | Add +0.2% | 0.16% | −0.01 |
| ABT Abbott Laboratories | Add +0.1% | 0.10% | −0.01 |
| UNP Union Pacific Corp. | Add +0.2% | 0.27% | −0.02 |
| SHW The Sherwin-Williams Co. | Add +0.3% | 0.17% | −0.02 |
| JPM JPMorgan Chase & Co. | Add +0.9% | 1.92% | −0.02 |
| SO The Southern Co. | Add +0.1% | 0.18% | −0.02 |
| ABBV Abbvie Inc. | Add +0.0% | 0.50% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 132 | $258.1M | AAPL, JGRO, CAT, FBND, AMZN |
| Q1 2026 | 114 | $231.8M | AAPL, JGRO, FBND, NVDA, AMZN |
| Q4 2025 | 109 | $228.1M | AAPL, JGRO, FBND, AMZN, NVDA |
| Q3 2025 | 105 | $218.5M | AAPL, JGRO, FBND, AMZN, NVDA |
| Q2 2025 | 101 | $186.6M | AAPL, JAVA, FBND, AMZN, MINT |
| Q1 2025 | 100 | $179.1M | AAPL, JAVA, FBND, AMZN, MINT |
| Q4 2024 | 94 | $194.4M | AAPL, FBND, AMZN, NVDA, IVW |
| Q3 2024 | 99 | $192.5M | AAPL, FBND, NVDA, AMZN, IVW |
| Q2 2024 | 95 | $173.5M | AAPL, FBND, NVDA, AMZN, IVW |
| Q1 2024 | 94 | $165.1M | AAPL, FBND, AMZN, IVW, BXSL |