Resolute Wealth Strategies, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Resolute Wealth Strategies, LLC reported 114 stock positions worth $231.8 million. Its top holding was Apple (AAPL) at 14.1% of the portfolio, followed by JPMorgan Active Growth ETF (JGRO, 5.9%) and Fidelity Total Bond ETF (FBND, 5.0%). Compared with Q4 2025, it opened 14 new positions, sold out of 9, added to 72 and reduced 26. The biggest buy was a new position in SS Industrial Select Sector (XLI) and the biggest sale an exit from JPMorgan US Tech Leaders (JTEK).

Most Recent 13F
Q2 2026
Location
JACKSON, MS
CIK
0001973981
Portfolio Value
$231.8M (Q1 2026)
SEC Filing
0001765380-26-000188 ↗ filed May 7, 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 $231.8M Q1 2026 Q2 2026: $258.1M Q2 2026

Holdings 114 stocks · $231.8M

AAPL Apple Inc. 14.12% 128,935 $32.7M Add +1.7%
JGRO JPMorgan Active Growth ETF 5.86% 160,789 $13.6M Add +5.6%
FBND Fidelity Total Bond ETF 4.95% 251,544 $11.5M Add +0.7%
NVDA Nvidia Corp. 4.10% 54,466 $9.5M Add +3.5%
AMZN Amazon.com Inc. 4.06% 45,155 $9.4M Reduce -1.4%
MINT PIMCO Enhanced Short Maturit 3.99% 92,043 $9.3M Add +11.1%
CAT Caterpillar Inc. 3.90% 12,772 $9.0M Reduce -0.4%
JAVA JPMorgan Active Value ETF 3.47% 112,106 $8.0M Add +5.4%
MSFT Microsoft Corp. 3.27% 20,498 $7.6M Add +86.9%
GLD SPDR Gold Shares 3.03% 16,304 $7.0M Reduce -2.0%
GOOG Alphabet Inc. Class C 2.90% 23,409 $6.7M Add +0.8%
BRK.B Berkshire Hathaway Inc. Class B 2.30% 11,115 $5.3M Reduce -0.7%
IVW iShares S&P 500 Growth ETF 2.19% 44,858 $5.1M Reduce -0.5%
XLI SS Industrial Select Sector 2.19% 31,330 $5.1M New
IVE iShares S&P 500 Value ETF 2.08% 22,815 $4.8M Reduce -1.5%
SPY SS SPDR S&P 500 ETF Trust-US 2.00% 7,139 $4.6M Add +1.7%
JPM JPMorgan Chase & Co. 1.85% 14,610 $4.3M Add +7.3%
T AT&T Inc. 1.67% 133,389 $3.9M Add +1.2%
SHOP Shopify Inc. Class A 1.60% 31,220 $3.7M Add +2.1%
AMGN Amgen Inc. 1.49% 9,796 $3.4M Add +0.1%
GOOGL Alphabet Inc. Class A 1.47% 11,825 $3.4M Add +2.0%
XOM Exxon Mobil Corp. 1.42% 19,364 $3.3M Reduce -0.3%
BX Blackstone Inc. 1.35% 27,257 $3.1M Add +0.0%
RNST Renasant Corp. 1.12% 72,148 $2.6M Add +0.8%
WMT Walmart Inc. 1.08% 20,075 $2.5M Add +0.8%
ITA iShares U.S. Aerospace & Def 1.05% 11,120 $2.4M New
VOO Vanguard S&P 500 ETF 0.86% 3,347 $2.0M Add +2.4%
RDVI FT Vest Rising Dividend Achi 0.78% 71,123 $1.8M Add +38.0%
LLY Eli Lilly & Co. 0.65% 1,636 $1.5M Add +2.5%
KNG FT Vest S&P 500 DVD Arst TRG 0.64% 30,354 $1.5M Add +63.6%
FDN First Trust DJ Internet Ind 0.64% 6,304 $1.5M Reduce -10.4%
RDDT Reddit Inc. Class A 0.63% 10,860 $1.5M Reduce -0.2%
PLTR Palantir Technologies Inc. Class A 0.63% 9,950 $1.5M Reduce -4.4%
MUR Murphy Oil Corp. 0.54% 30,131 $1.2M Add +0.2%
VONG Vanguard Russell 1000 Growth 0.49% 10,319 $1.1M Add +17.0%
ABBV Abbvie Inc. 0.47% 5,025 $1.1M Add +1.4%
V Visa Inc. Class A 0.47% 3,568 $1.1M Add +13.8%
AXP American Express Co. 0.46% 3,556 $1.1M Add +13.8%
SLV iShares Silver Trust 0.46% 15,585 $1.1M Reduce -40.7%
SOXX iShares Semiconductor ETF 0.43% 3,039 $999K Reduce -0.3%
QQQ Invesco QQQ Trust Series 1 0.38% 1,511 $872K Add +10.9%
MRK Merck & Co. Inc. 0.37% 7,074 $851K Add +0.4%
LDOS Leidos Holdings Inc. 0.36% 5,304 $825K Add +3.0%
JEPI JPMorgan Equity Premium Inco 0.35% 14,190 $804K Add +1.9%
XLB SS Materials Select Sector 0.33% 15,506 $775K New
JNJ Johnson & Johnson 0.29% 2,778 $679K Add +6.1%
UNP Union Pacific Corp. 0.29% 2,771 $672K Add +5.8%
IVV iShares Core S&P 500 ETF 0.28% 986 $644K Reduce -5.7%
META Meta Platforms Inc. Class A 0.27% 1,093 $625K Add +4.9%
GFI Gold Fields Ltd.-Spons ADR 0.26% 13,501 $613K Reduce -37.8%
MUSA Murphy USA Inc. 0.26% 1,236 $611K Add +0.2%
AVGO Broadcom Inc. 0.26% 1,937 $600K Add +30.6%
LOW Lowe's Cos Inc. 0.26% 2,519 $595K Add +4.5%
KO The Coca-Cola Co. 0.25% 7,704 $586K Add +22.1%
VONV Vanguard Russell 1000 Value 0.25% 6,099 $572K Add +0.3%
TSLA Tesla Inc. 0.24% 1,504 $559K Reduce -2.6%
UNH Unitedhealth Group Inc. 0.24% 2,032 $550K Reduce -13.4%
AMD Advanced Micro Devices 0.23% 2,659 $541K Reduce -3.6%
HCA HCA Healthcare Inc. 0.23% 1,140 $540K Reduce -4.7%
RTX RTX Corp. 0.23% 2,782 $537K Add +10.8%
JBND JPMorgan Active Bond ETF 0.23% 9,723 $523K Add +25.9%
MPC Marathon Petroleum Corp. 0.22% 2,124 $519K No change
HD Home Depot Inc. 0.21% 1,507 $495K Add +8.7%
PG The Procter & Gamble Co. 0.21% 3,418 $494K Reduce -1.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.21% 2,008 $487K Add +22.1%
XLK SS Technology Select Sector 0.20% 3,528 $469K Reduce -64.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.20% 9,548 $465K Add +0.9%
SO The Southern Co. 0.20% 4,797 $463K Add +0.9%
AEM Agnico Eagle Mines Ltd. 0.20% 2,237 $454K Reduce -37.2%
VB Vanguard Most SM-Cap ETF-Usd 0.19% 1,722 $451K Add +16.8%
DNP DNP Select Income Fund Inc. 0.19% 41,967 $432K Add +1.9%
WM Waste Management Inc. 0.18% 1,837 $422K Add +1.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.18% 959 $419K Add +4.1%
XLE SS Energy Select Sector 0.18% 6,786 $416K Reduce -0.6%
VHT Vanguard Health Care ETF 0.18% 1,504 $410K Reduce -17.7%
SHW The Sherwin-Williams Co. 0.18% 1,266 $406K Add +3.6%
BKR Baker Hughes Co. 0.17% 6,597 $403K Add +2.7%
TRMK Trustmark Corp. 0.17% 9,125 $385K Add +0.5%
EGP Eastgroup Properties Inc. 0.16% 2,014 $373K Add +0.9%
SDY SS SPDR S&P Dividend ETF 0.16% 2,543 $371K Add +0.3%
WBD Warner Bros Discovery Inc. 0.16% 13,277 $365K Add +87.6%
JPIE JPMorgan Income ETF 0.16% 7,879 $363K Reduce -4.9%
IYW iShares Ustechnology ETF 0.15% 1,952 $354K Add +0.1%
GEV GE Vernova Inc. 0.15% 386 $337K New
XLY SS Consumer Disc Select Sect 0.14% 2,972 $324K Add +0.2%
BXSL Blackstone Secured Lending F 0.14% 13,582 $322K Add +2.6%
AGIX Kraneshares Public-Private A 0.14% 9,799 $321K Add +57.8%
NEE Nextera Energy Inc. 0.14% 3,421 $318K Add +32.4%
CSX CSX Corp. 0.13% 7,425 $305K Add +15.0%
IAI iShares U.S. Broker-Dealers 0.13% 1,849 $304K Add +0.4%
C Citigroup Inc. 0.13% 2,605 $295K Add +0.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.13% 1,502 $295K Add +0.3%
MCD McDonald's Corp. 0.13% 933 $290K Add +32.0%
MCO Moody's Corp. 0.12% 623 $272K Add +3.8%
UCB United Community Banks 0.12% 8,560 $270K Add +0.8%
VIG Vanguard Dividend Apprec ETF 0.11% 1,222 $263K Add +0.4%
EPD Enterprise Products Partners 0.11% 6,849 $259K Add +0.6%
UFOX Defiance Space and Connectiv 0.11% 3,736 $255K Reduce -12.6%
CCJ Cameco Corp. 0.10% 2,168 $236K Reduce -4.4%
PSX Phillips 66 0.10% 1,287 $234K New
ANET Arista Networks Inc. 0.10% 1,886 $232K Add +12.3%
IJR iShares Core S&P Small-Cap E 0.10% 1,852 $230K New
VGT Vanguard Info Tech ETF 0.10% 330 $230K Add +0.3%
WDC Western Digital Corp. 0.10% 847 $229K New
SMH Vaneck Semiconductor ETF 0.10% 579 $222K No change
ABT Abbott Laboratories 0.10% 2,145 $220K Add +21.7%
PFE Pfizer Inc. 0.09% 7,806 $219K New
TXT Textron Inc. 0.09% 2,447 $214K New
HOOD Robinhood Markets Inc. Class A 0.09% 3,080 $213K Add +2.3%
CVX Chevron Corp. 0.09% 1,022 $211K New
BMY Bristol-Myers Squibb Co. 0.09% 3,416 $207K New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.09% 1,746 $207K New
LMT Lockheed Martin Corp. 0.09% 336 $203K New
AZN Astrazeneca PLC 0.09% 1,024 $202K New

Portfolio Sells Q4 2025 → Q1 2026

JTEK JPMorgan US Tech Leaders Sold out 0.00% −1.35
AMZN Amazon.com Inc. Reduce -1.4% 4.06% −0.58
RDDT Reddit Inc. Class A Reduce -0.2% 0.63% −0.47
XLK SS Technology Select Sector Reduce -64.3% 0.20% −0.42
XLF SS Financial Select Sector Sold out 0.00% −0.30
SLV iShares Silver Trust Reduce -40.7% 0.46% −0.28
IVW iShares S&P 500 Growth ETF Reduce -0.5% 2.19% −0.25
FDN First Trust DJ Internet Ind Reduce -10.4% 0.64% −0.19
PLTR Palantir Technologies Inc. Class A Reduce -4.4% 0.63% −0.18
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.7% 2.30% −0.17
GFI Gold Fields Ltd.-Spons ADR Reduce -37.8% 0.26% −0.15
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.11
UNH Unitedhealth Group Inc. Reduce -13.4% 0.24% −0.10
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.10
AIQ Global X Art Intel & Tech Sold out 0.00% −0.09
DG Dollar General Corp. Sold out 0.00% −0.09
XLV SS Health Care Select Sector Sold out 0.00% −0.09
IVE iShares S&P 500 Value ETF Reduce -1.5% 2.08% −0.08
SBSW Sibanye-Stillwater Ltd.-ADR Sold out 0.00% −0.07
AEM Agnico Eagle Mines Ltd. Reduce -37.2% 0.20% −0.07
TSLA Tesla Inc. Reduce -2.6% 0.24% −0.06
VHT Vanguard Health Care ETF Reduce -17.7% 0.18% −0.05
BTG B2GOLD Corp. Sold out 0.00% −0.04
IVV iShares Core S&P 500 ETF Reduce -5.7% 0.28% −0.04
AMD Advanced Micro Devices Reduce -3.6% 0.23% −0.03
HCA HCA Healthcare Inc. Reduce -4.7% 0.23% −0.01
JPIE JPMorgan Income ETF Reduce -4.9% 0.16% −0.01
UFOX Defiance Space and Connectiv Reduce -12.6% 0.11% −0.01
PG The Procter & Gamble Co. Reduce -1.6% 0.21% −0.01
CCJ Cameco Corp. Reduce -4.4% 0.10% +0.01
SOXX iShares Semiconductor ETF Reduce -0.3% 0.43% +0.03
XLE SS Energy Select Sector Reduce -0.6% 0.18% +0.05
GLD SPDR Gold Shares Reduce -2.0% 3.03% +0.13
XOM Exxon Mobil Corp. Reduce -0.3% 1.42% +0.39
CAT Caterpillar Inc. Reduce -0.4% 3.90% +0.68

Portfolio Buys Q4 2025 → Q1 2026

XLI SS Industrial Select Sector New 2.19% +2.19
ITA iShares U.S. Aerospace & Def New 1.05% +1.05
MSFT Microsoft Corp. Add +86.9% 3.27% +0.95
MINT PIMCO Enhanced Short Maturit Add +11.1% 3.99% +0.35
XLB SS Materials Select Sector New 0.33% +0.33
KNG FT Vest S&P 500 DVD Arst TRG Add +63.6% 0.64% +0.24
T AT&T Inc. Add +1.2% 1.67% +0.23
RDVI FT Vest Rising Dividend Achi Add +38.0% 0.78% +0.19
GEV GE Vernova Inc. New 0.15% +0.15
JAVA JPMorgan Active Value ETF Add +5.4% 3.47% +0.13
MUR Murphy Oil Corp. Add +0.2% 0.54% +0.12
WMT Walmart Inc. Add +0.8% 1.08% +0.10
PSX Phillips 66 New 0.10% +0.10
IJR iShares Core S&P Small-Cap E New 0.10% +0.10
WDC Western Digital Corp. New 0.10% +0.10
PFE Pfizer Inc. New 0.09% +0.09
TXT Textron Inc. New 0.09% +0.09
CVX Chevron Corp. New 0.09% +0.09
BNY Bank of New York Mellon Corp. New 0.09% +0.09
BMY Bristol-Myers Squibb Co. New 0.09% +0.09
LMT Lockheed Martin Corp. New 0.09% +0.09
AZN Astrazeneca PLC New 0.09% +0.09
AMGN Amgen Inc. Add +0.1% 1.49% +0.08
WBD Warner Bros Discovery Inc. Add +87.6% 0.16% +0.07
KO The Coca-Cola Co. Add +22.1% 0.25% +0.06
JNJ Johnson & Johnson Add +6.1% 0.29% +0.06
NEE Nextera Energy Inc. Add +32.4% 0.14% +0.05
BKR Baker Hughes Co. Add +2.7% 0.17% +0.05
MUSA Murphy USA Inc. Add +0.2% 0.26% +0.05
JBND JPMorgan Active Bond ETF Add +25.9% 0.23% +0.04
MRK Merck & Co. Inc. Add +0.4% 0.37% +0.04
AGIX Kraneshares Public-Private A Add +57.8% 0.14% +0.04
AVGO Broadcom Inc. Add +30.6% 0.26% +0.03
MCD McDonald's Corp. Add +32.0% 0.13% +0.03
RTX RTX Corp. Add +10.8% 0.23% +0.03
CSX CSX Corp. Add +15.0% 0.13% +0.03
VB Vanguard Most SM-Cap ETF-Usd Add +16.8% 0.19% +0.03
UNP Union Pacific Corp. Add +5.8% 0.29% +0.02
RNST Renasant Corp. Add +0.8% 1.12% +0.02
SO The Southern Co. Add +0.9% 0.20% +0.02
VONG Vanguard Russell 1000 Growth Add +17.0% 0.49% +0.02
EPD Enterprise Products Partners Add +0.6% 0.11% +0.02
TRMK Trustmark Corp. Add +0.5% 0.17% +0.01
QQQ Invesco QQQ Trust Series 1 Add +10.9% 0.38% +0.01
WM Waste Management Inc. Add +1.2% 0.18% +0.01
DNP DNP Select Income Fund Inc. Add +1.9% 0.19% +0.01
SDY SS SPDR S&P Dividend ETF Add +0.3% 0.16% +0.01
EGP Eastgroup Properties Inc. Add +0.9% 0.16% +0.01
HD Home Depot Inc. Add +8.7% 0.21% +0.00
ANET Arista Networks Inc. Add +12.3% 0.10% +0.00

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