Resonant Capital Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Resonant Capital Advisors, LLC reported 538 stock positions worth $2.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.4% of the portfolio, followed by JPM Ultra-Short Muni Income (JMST, 4.5%) and Ishrs Short Mat Muni Act ETF (MEAR, 4.3%). Compared with Q1 2026, it opened 83 new positions, sold out of 41, added to 227 and reduced 183. The biggest buy was iShares MSCI USA Quality Gar (GARP, shares +1%) and the biggest sale Schwab Intermediate-Term US (SCHR, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- Madison, WI
- CIK
- 0001803236
- Portfolio Value
- $2.1B (Q2 2026)
- SEC Filing
- 0002085853-26-000857 ↗ filed Jul 27, 2026
Holdings Value
Holdings 538 stocks · $2.1B
| IVV iShares Core S&P 500 ETF | 8.44% | 235,812 | $176.6M | Reduce -2.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 4.49% | 1,841,965 | $93.9M | Add +7.1% |
| MEAR Ishrs Short Mat Muni Act ETF | 4.34% | 1,804,120 | $90.9M | Add +8.2% |
| DSTL Distillate US Fundamental St | 3.29% | 1,148,375 | $68.8M | Reduce -1.0% |
| SCHR Schwab Intermediate-Term US | 3.18% | 2,700,741 | $66.6M | Reduce -10.0% |
| GARP iShares MSCI USA Quality Gar | 3.12% | 791,780 | $65.4M | Add +0.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.96% | 784,392 | $62.0M | Add +1.9% |
| IJH iShares Core S&P Midcap ETF | 2.86% | 777,549 | $60.0M | Add +0.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.12% | 1,424,766 | $44.3M | Reduce -2.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.86% | 402,022 | $38.8M | Reduce -1.1% |
| IJR iShares Core S&P Small-Cap E | 1.60% | 226,102 | $33.5M | Reduce -0.5% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.59% | 631,809 | $33.3M | Reduce -1.3% |
| AAPL Apple Inc. | 1.55% | 111,880 | $32.4M | Add +2.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.52% | 42,366 | $31.7M | Reduce -0.1% |
| VIG Vanguard Dividend Apprec ETF | 1.46% | 129,495 | $30.6M | Reduce -3.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.44% | 595,998 | $30.1M | Reduce -15.1% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.39% | 763,063 | $29.0M | Reduce -1.1% |
| NVDA Nvidia Corp. | 1.37% | 143,797 | $28.8M | Add +3.4% |
| SGOV iShares 0-3 Month Treasury B | 1.35% | 279,727 | $28.2M | Reduce -0.5% |
| MUB iShares National Muni Bond E | 1.31% | 254,378 | $27.4M | Add +22.6% |
| IEMG iShares Core MSCI Emerging | 1.25% | 315,709 | $26.2M | Add +0.3% |
| JSMD Janus Small Mid Cap GR Alp | 1.24% | 256,416 | $26.0M | Add +1.3% |
| JPIE JPMorgan Income ETF | 1.24% | 562,989 | $25.9M | Add +3.8% |
| RWK Invesco S&P Midcap 400 Rev | 1.21% | 172,713 | $25.3M | Add +1.0% |
| VIGI Vanguard Int Div App Indx FD | 1.19% | 267,741 | $25.0M | Reduce -1.0% |
| COMB Graniteshares Bcom Broad STR | 1.09% | 948,893 | $22.8M | Add +2.4% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.08% | 570,078 | $22.6M | Add +2.4% |
| VOO Vanguard S&P 500 ETF | 0.88% | 26,734 | $18.4M | Add +23.8% |
| MSFT Microsoft Corp. | 0.85% | 47,447 | $17.7M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.85% | 49,500 | $17.7M | Add +3.0% |
| GOOG Alphabet Inc. Class C | 0.80% | 47,520 | $16.8M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 0.78% | 68,392 | $16.3M | Add +3.5% |
| IAU iShares Gold Trust | 0.66% | 184,243 | $13.9M | Reduce -0.1% |
| JPST JPMorgan Ultra-Short Income | 0.66% | 273,155 | $13.8M | Add +0.1% |
| ICSH iShares Ultra Short Duration | 0.65% | 270,325 | $13.7M | Add +6.6% |
| DFNM Dimensional National Muni BD | 0.65% | 280,894 | $13.6M | Add +3.9% |
| AVGO Broadcom Inc. | 0.65% | 35,926 | $13.6M | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 25,539 | $12.8M | Add +3.6% |
| DSMC Distillate S/M Cash Flow ETF | 0.57% | 297,925 | $12.0M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 0.56% | 35,882 | $11.7M | Reduce -0.2% |
| HGER Harbor Commodity All Weather | 0.53% | 377,427 | $11.1M | Add +16.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 25,686 | $9.5M | Add +0.3% |
| INMU iShares Intermediate Muni Inc. | 0.45% | 391,176 | $9.5M | Reduce -23.2% |
| RWL Invesco S&P 500 Revenue ETF | 0.44% | 72,877 | $9.3M | No change |
| CSCO Cisco Systems Inc. | 0.44% | 79,264 | $9.3M | Add +1.0% |
| PRF Invesco Rafi US 1000 ETF | 0.44% | 170,207 | $9.2M | No change |
| PKW Invesco Buyback Achievers Et | 0.42% | 61,405 | $8.7M | No change |
| IDEV iShares Core MSCI Dev MKTS | 0.41% | 96,323 | $8.6M | Add +3.8% |
| ADI Analog Devices Inc. | 0.40% | 21,300 | $8.5M | Reduce -0.4% |
| V Visa Inc. Class A | 0.40% | 24,257 | $8.3M | Add +1.3% |
| META Meta Platforms Inc. Class A | 0.39% | 14,547 | $8.2M | Reduce -3.8% |
| LLY Eli Lilly & Co. | 0.37% | 6,392 | $7.7M | Add +4.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.36% | 111,770 | $7.6M | Add +4.8% |
| XOM Exxon Mobil Corp. | 0.36% | 54,845 | $7.5M | Reduce -10.6% |
| SCHO Schwab Short-Term US Treas | 0.33% | 286,539 | $6.9M | Add +8.2% |
| MDY State Street SPDR S&P Midcap | 0.31% | 9,319 | $6.6M | Reduce -0.2% |
| PANW Palo Alto Networks Inc. | 0.31% | 19,256 | $6.6M | Reduce -1.1% |
| MCK McKesson Corp. | 0.31% | 8,656 | $6.5M | Reduce -2.8% |
| QCOM Qualcomm Inc. | 0.31% | 35,314 | $6.5M | Add +6.4% |
| MUNI PIMCO Intermediate Municipal | 0.31% | 121,560 | $6.4M | New |
| CVX Chevron Corp. | 0.30% | 38,327 | $6.4M | Reduce -9.8% |
| IBDR iShares Ibonds Dec 2026 Term | 0.29% | 247,125 | $6.0M | Reduce -3.9% |
| PGR Progressive Corp. | 0.28% | 26,770 | $5.8M | Add +1.4% |
| AMGN Amgen Inc. | 0.27% | 15,803 | $5.7M | Add +3.5% |
| AXP American Express Co. | 0.27% | 16,878 | $5.7M | Add +1.4% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.27% | 233,352 | $5.7M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 11,740 | $5.6M | Add +90.2% |
| MPC Marathon Petroleum Corp. | 0.27% | 21,940 | $5.6M | Add +1.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.27% | 96,974 | $5.6M | Add +1.9% |
| MU Micron Technology Inc. | 0.26% | 4,776 | $5.5M | Add +10.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.26% | 2,683 | $5.3M | Add +104.2% |
| AMD Advanced Micro Devices | 0.25% | 9,140 | $5.3M | Add +6.9% |
| COST Costco Wholesale Corp. | 0.24% | 5,410 | $5.1M | Reduce -3.9% |
| TSLA Tesla Inc. | 0.23% | 11,580 | $4.9M | Add +7.5% |
| JNJ Johnson & Johnson | 0.23% | 19,135 | $4.9M | Reduce -1.5% |
| APH Amphenol Corp. Class A | 0.23% | 27,339 | $4.8M | Add +33.1% |
| UNH Unitedhealth Group Inc. | 0.23% | 11,340 | $4.7M | Add +20.7% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.22% | 208,595 | $4.7M | Reduce -0.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.22% | 87,816 | $4.6M | Reduce -0.1% |
| AZO AutoZone Inc. | 0.21% | 1,405 | $4.5M | Add +2.5% |
| MA Mastercard Inc. Class A | 0.21% | 8,657 | $4.4M | Reduce -5.3% |
| PNC PNC Financial Services Group | 0.21% | 17,747 | $4.4M | Add +1.0% |
| PG The Procter & Gamble Co. | 0.21% | 29,316 | $4.3M | Add +7.5% |
| ABBV Abbvie Inc. | 0.20% | 16,399 | $4.1M | Reduce -2.6% |
| NTRS Northern Trust Corp. | 0.20% | 23,517 | $4.1M | Add +0.7% |
| MRK Merck & Co. Inc. | 0.20% | 31,697 | $4.1M | Add +1.7% |
| ADP Automatic Data Processing | 0.19% | 17,955 | $4.1M | Add +10.1% |
| JMUB JPMorgan Municipal ETF | 0.19% | 78,223 | $4.0M | No change |
| VGIT Vanguard Intermediate-Term T | 0.19% | 66,872 | $3.9M | Add +16.3% |
| EA Electronic Arts Inc. | 0.19% | 19,055 | $3.9M | Add +3.0% |
| GILD Gilead Sciences Inc. | 0.18% | 30,095 | $3.8M | Add +0.2% |
| MCD McDonald's Corp. | 0.18% | 14,015 | $3.8M | Add +0.0% |
| CSX CSX Corp. | 0.18% | 78,569 | $3.7M | Add +2.4% |
| CRM Salesforce Inc. | 0.18% | 23,373 | $3.7M | Add +77.3% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.17% | 116,763 | $3.6M | Add +24.6% |
| BKNG Booking Holdings Inc. | 0.17% | 19,927 | $3.6M | Add +4.3% |
| SYK Stryker Corp. | 0.17% | 11,059 | $3.5M | Add +6.6% |
| LRCX Lam Research Corp. | 0.17% | 8,014 | $3.5M | Add +2.6% |
| XLE SS Energy Select Sector | 0.16% | 64,145 | $3.4M | Reduce -1.7% |
| LOW Lowe's Cos Inc. | 0.15% | 14,621 | $3.2M | Reduce -1.0% |
Portfolio Sells Q1 2026 → Q2 2026
| SCHR Schwab Intermediate-Term US | Reduce -10.0% | 3.18% | −0.75 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -15.1% | 1.44% | −0.40 |
| DSTL Distillate US Fundamental St | Reduce -1.0% | 3.29% | −0.24 |
| IAU iShares Gold Trust | Reduce -0.1% | 0.66% | −0.19 |
| XOM Exxon Mobil Corp. | Reduce -10.6% | 0.36% | −0.19 |
| INMU iShares Intermediate Muni Inc. | Reduce -23.2% | 0.45% | −0.19 |
| CVX Chevron Corp. | Reduce -9.8% | 0.30% | −0.16 |
| SGOV iShares 0-3 Month Treasury B | Reduce -0.5% | 1.35% | −0.14 |
| EOG EOG Resources Inc. | Reduce -61.0% | 0.07% | −0.14 |
| EBAY eBay Inc. | Reduce -59.4% | 0.10% | −0.13 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.10 |
| MCK McKesson Corp. | Reduce -2.8% | 0.31% | −0.09 |
| BDX Becton Dickinson and Co. | Reduce -74.4% | 0.02% | −0.08 |
| MSFT Microsoft Corp. | Reduce -0.4% | 0.85% | −0.08 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.1% | 1.86% | −0.08 |
| ACN Accenture PLC Class A | Reduce -5.4% | 0.08% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -3.8% | 0.39% | −0.06 |
| VIGI Vanguard Int Div App Indx FD | Reduce -1.0% | 1.19% | −0.06 |
| JEPI JPMorgan Equity Premium Inco | Reduce -32.0% | 0.10% | −0.06 |
| NFLX Netflix Inc. | Reduce -4.7% | 0.10% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -3.9% | 0.24% | −0.05 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -1.3% | 1.59% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.3% | 1.46% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -24.2% | 0.07% | −0.05 |
| XLE SS Energy Select Sector | Reduce -1.7% | 0.16% | −0.05 |
| PEP Pepsico Inc. | Reduce -3.1% | 0.15% | −0.05 |
| BCI Abrdn Bloomberg All Commodit | Reduce -0.1% | 0.22% | −0.04 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -3.9% | 0.29% | −0.04 |
| MDT Medtronic PLC | Reduce -7.1% | 0.12% | −0.04 |
| OAKI Oakmark International LC ETF | Sold out | 0.00% | −0.03 |
| ADBE Adobe Inc. | Reduce -1.7% | 0.10% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.4% | 0.14% | −0.03 |
| PFE Pfizer Inc. | Reduce -13.6% | 0.06% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -1.0% | 0.15% | −0.03 |
| CFG Citizens Financial Group | Sold out | 0.00% | −0.03 |
| COP Conocophillips | Reduce -36.3% | 0.02% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -5.3% | 0.21% | −0.03 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -2.8% | 2.12% | −0.03 |
| FAST Fastenal Co. | Reduce -27.1% | 0.06% | −0.03 |
| SPGI S&P Global Inc. | Reduce -5.8% | 0.12% | −0.03 |
| AER Aercap Holdings NV | Reduce -56.2% | 0.02% | −0.03 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.03 |
| EQT Eqt Corp. | Reduce -5.4% | 0.06% | −0.03 |
| TEL Te Connectivity PLC | Reduce -24.1% | 0.05% | −0.02 |
| SCHW Schwab (charles) Corp. | Reduce -2.9% | 0.15% | −0.02 |
| AZN Astrazeneca PLC | Reduce -56.2% | 0.01% | −0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -0.1% | 0.22% | −0.02 |
| ORLY O'reilly Automotive Inc. | Reduce -31.2% | 0.04% | −0.02 |
| BABA Alibaba Group Holding-SP ADR | Reduce -32.9% | 0.02% | −0.02 |
| JXN Jackson Financial Inc. Class A | Sold out | 0.00% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| GARP iShares MSCI USA Quality Gar | Add +0.9% | 3.12% | +0.49 |
| MUNI PIMCO Intermediate Municipal | New | 0.31% | +0.31 |
| VOO Vanguard S&P 500 ETF | Add +23.8% | 0.88% | +0.20 |
| MU Micron Technology Inc. | Add +10.3% | 0.26% | +0.19 |
| JSMD Janus Small Mid Cap GR Alp | Add +1.3% | 1.24% | +0.19 |
| ASML ASML Holding NV-NY Reg SHS | Add +104.2% | 0.26% | +0.16 |
| AMD Advanced Micro Devices | Add +6.9% | 0.25% | +0.16 |
| TSM Taiwan Semiconductor-SP ADR | Add +90.2% | 0.27% | +0.16 |
| MUB iShares National Muni Bond E | Add +22.6% | 1.31% | +0.15 |
| CSCO Cisco Systems Inc. | Add +1.0% | 0.44% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +3.0% | 0.85% | +0.12 |
| IJH iShares Core S&P Midcap ETF | Add +0.2% | 2.86% | +0.11 |
| NVDA Nvidia Corp. | Add +3.4% | 1.37% | +0.10 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.10% | +0.10 |
| IEMG iShares Core MSCI Emerging | Add +0.3% | 1.25% | +0.10 |
| UBER Uber Technologies Inc. | Add +388.8% | 0.12% | +0.10 |
| APH Amphenol Corp. Class A | Add +33.1% | 0.23% | +0.09 |
| UNH Unitedhealth Group Inc. | Add +20.7% | 0.23% | +0.09 |
| QCOM Qualcomm Inc. | Add +6.4% | 0.31% | +0.09 |
| AAPL Apple Inc. | Add +2.1% | 1.55% | +0.09 |
| INTC Intel Corp. | Add +17.2% | 0.12% | +0.08 |
| JQUA JPMorgan US Quality Factor | New | 0.08% | +0.08 |
| LRCX Lam Research Corp. | Add +2.6% | 0.17% | +0.08 |
| ZTS Zoetis Inc. | Add +1258.1% | 0.09% | +0.07 |
| AVGO Broadcom Inc. | Add +1.3% | 0.65% | +0.07 |
| LLY Eli Lilly & Co. | Add +4.4% | 0.37% | +0.07 |
| AMZN Amazon.com Inc. | Add +3.5% | 0.78% | +0.06 |
| RWK Invesco S&P Midcap 400 Rev | Add +1.0% | 1.21% | +0.06 |
| AMAT Applied Materials Inc. | Add +2.3% | 0.10% | +0.05 |
| CRM Salesforce Inc. | Add +77.3% | 0.18% | +0.05 |
| KLAC KLA Corp. | Add +3.1% | 0.09% | +0.04 |
| CAT Caterpillar Inc. | Add +1.2% | 0.15% | +0.04 |
| SNDK Sandisk Corp. | Add +16.4% | 0.05% | +0.04 |
| FNDB Schwab Fndmntl US BRD Mr ETF | Add +24.6% | 0.17% | +0.04 |
| STX Seagate Technology Holdings | Add +3.8% | 0.06% | +0.03 |
| WDC Western Digital Corp. | Add +2.9% | 0.06% | +0.03 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +4.8% | 0.36% | +0.03 |
| XLK SS Technology Select Sector | New | 0.03% | +0.03 |
| GE General Electric | Add +13.0% | 0.10% | +0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +1.9% | 0.27% | +0.03 |
| NTRS Northern Trust Corp. | Add +0.7% | 0.20% | +0.02 |
| MRVL Marvell Technology Inc. | Add +9.2% | 0.03% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.45% | +0.02 |
| TSLA Tesla Inc. | Add +7.5% | 0.23% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.02% | +0.02 |
| DGRW Wisdomtree U.S. Quality Divi | Add +100.1% | 0.04% | +0.02 |
| IGV iShares Expanded Tech-Softwa | New | 0.02% | +0.02 |
| CACI Caci International Inc. Class A | New | 0.02% | +0.02 |
| INCY Incyte Corp. | New | 0.02% | +0.02 |
| ADP Automatic Data Processing | Add +10.1% | 0.19% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 538 | $2.1B | IVV, JMST, MEAR, DSTL, SCHR |
| Q1 2026 | 495 | $1.9B | IVV, JMST, MEAR, SCHR, DSTL |
| Q4 2025 | 440 | $1.8B | IVV, JMST, SCHR, MEAR, VCSH |
| Q3 2025 | 437 | $1.7B | IVV, JMST, MEAR, SCHR, VCSH |
| Q2 2025 | 413 | $1.6B | IVV, JMST, MEAR, SCHR, VIG |
| Q1 2025 | 370 | $1.4B | IVV, JMST, MEAR, SGOV, SCHR |
| Q4 2024 | 345 | $1.4B | IVV, SGOV, JMST, MEAR, VIG |
| Q3 2024 | 352 | $1.4B | IVV, SGOV, JMST, MEAR, DSTL |
| Q2 2024 | 336 | $1.2B | IVV, SGOV, JMST, VIG, DSTL |
| Q1 2024 | 342 | $1.2B | IVV, SGOV, DSTL, VIG, JMST |