Resonant Capital Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Resonant Capital Advisors, LLC reported 370 stock positions worth $1.4 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 5.8% 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 Q4 2024, it opened 33 new positions, sold out of 8, added to 249 and reduced 64. The biggest buy was Ishrs Short Mat Muni Act ETF (MEAR, shares +17%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- Madison, WI
- CIK
- 0001803236
- Portfolio Value
- $1.4B (Q1 2025)
- SEC Filing
- 0001667731-25-000543 ↗ filed Apr 28, 2025
Holdings Value
Holdings 370 stocks · $1.4B
| IVV iShares Core S&P 500 ETF | 5.85% | 149,240 | $83.9M | Add +4.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 4.54% | 1,279,757 | $65.1M | Add +9.2% |
| MEAR Ishrs Short Mat Muni Act ETF | 4.32% | 1,232,247 | $61.9M | Add +17.1% |
| SGOV iShares 0-3 Month Treasury B | 3.86% | 550,330 | $55.4M | Reduce -22.4% |
| SCHR Schwab Intermediate-Term US | 3.78% | 2,181,127 | $54.2M | Add +8.1% |
| DSTL Distillate US Fundamental St | 3.53% | 932,231 | $50.6M | Add +4.8% |
| VIG Vanguard Dividend Apprec ETF | 3.52% | 260,256 | $50.5M | Add +2.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.27% | 593,729 | $46.9M | Add +4.9% |
| IJH iShares Core S&P Midcap ETF | 2.80% | 689,009 | $40.2M | Add +3.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.08% | 1,260,697 | $29.8M | Add +3.9% |
| IEFA iShares Core MSCI Eafe ETF | 1.84% | 349,502 | $26.4M | Add +31.5% |
| IJR iShares Core S&P Small-Cap E | 1.81% | 248,235 | $26.0M | Add +2.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.78% | 514,112 | $25.5M | Add +15.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.75% | 44,780 | $25.1M | Reduce -0.8% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.69% | 669,986 | $24.2M | Add +28.0% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.68% | 879,404 | $24.1M | Add +2.2% |
| VIGI Vanguard Int Div App Indx FD | 1.36% | 235,169 | $19.5M | Add +40.9% |
| XLE SS Energy Select Sector | 1.32% | 201,751 | $18.9M | Add +4.3% |
| AAPL Apple Inc. | 1.27% | 82,118 | $18.2M | Add +2.7% |
| RWK Invesco S&P Midcap 400 Rev | 1.22% | 162,537 | $17.5M | Add +5.1% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.20% | 560,423 | $17.3M | Add +25.4% |
| JSMD Janus Small Mid Cap GR Alp | 1.15% | 235,882 | $16.5M | Add +4.2% |
| IEMG iShares Core MSCI Emerging | 1.14% | 303,179 | $16.4M | Add +28.1% |
| SCHO Schwab Short-Term US Treas | 1.06% | 623,211 | $15.2M | Add +5.3% |
| IAU iShares Gold Trust | 1.04% | 252,904 | $14.9M | Add +2.8% |
| MUB iShares National Muni Bond E | 1.00% | 136,376 | $14.4M | Add +8.0% |
| MSFT Microsoft Corp. | 1.00% | 38,154 | $14.3M | Add +1.5% |
| COMB Graniteshares Bcom Broad STR | 0.97% | 638,745 | $13.9M | Add +12.6% |
| SCHP Schwab U.S. Tips ETF | 0.85% | 454,446 | $12.2M | Add +9.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.83% | 22,241 | $11.8M | Add +3.2% |
| JPST JPMorgan Ultra-Short Income | 0.79% | 224,913 | $11.4M | Add +7.2% |
| DFNM Dimensional National Muni BD | 0.78% | 236,140 | $11.2M | Add +25.6% |
| ICSH iShares Ultra Short Duration | 0.78% | 219,783 | $11.1M | Add +5.9% |
| VOO Vanguard S&P 500 ETF | 0.78% | 21,652 | $11.1M | Reduce -1.3% |
| DSMC Distillate S/M Cash Flow ETF | 0.67% | 306,085 | $9.7M | Add +5.7% |
| NVDA Nvidia Corp. | 0.66% | 87,341 | $9.5M | Add +26.7% |
| JEPI JPMorgan Equity Premium Inco | 0.64% | 160,590 | $9.2M | Add +10.3% |
| AMZN Amazon.com Inc. | 0.63% | 47,168 | $9.0M | Add +5.3% |
| JPM JPMorgan Chase & Co. | 0.56% | 32,586 | $8.0M | Reduce -0.5% |
| PRF Invesco Rafi US 1000 ETF | 0.52% | 186,221 | $7.5M | No change |
| GOOG Alphabet Inc. Class C | 0.51% | 47,140 | $7.4M | Reduce -0.7% |
| RWL Invesco S&P 500 Revenue ETF | 0.51% | 74,020 | $7.4M | No change |
| PKW Invesco Buyback Achievers Et | 0.50% | 63,960 | $7.2M | Reduce -0.2% |
| PGR Progressive Corp. | 0.50% | 25,208 | $7.1M | Add +0.4% |
| V Visa Inc. Class A | 0.50% | 20,329 | $7.1M | Add +1.6% |
| IDEV iShares Core MSCI Dev MKTS | 0.50% | 103,141 | $7.1M | Add +12.7% |
| META Meta Platforms Inc. Class A | 0.44% | 10,936 | $6.3M | Add +5.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.43% | 118,774 | $6.2M | Add +3.3% |
| XOM Exxon Mobil Corp. | 0.43% | 51,869 | $6.2M | Add +7.3% |
| MCK McKesson Corp. | 0.42% | 8,913 | $6.0M | Add +3.6% |
| CVX Chevron Corp. | 0.42% | 35,832 | $6.0M | Add +4.7% |
| VGIT Vanguard Intermediate-Term T | 0.38% | 91,625 | $5.4M | Add +1.3% |
| MDY State Street SPDR S&P Midcap | 0.36% | 9,719 | $5.2M | No change |
| AVGO Broadcom Inc. | 0.36% | 30,647 | $5.1M | Reduce -1.3% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.36% | 237,980 | $5.1M | Reduce -3.9% |
| AZO AutoZone Inc. | 0.35% | 1,333 | $5.1M | Add +1.1% |
| COST Costco Wholesale Corp. | 0.35% | 5,358 | $5.1M | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 0.34% | 31,629 | $4.9M | Add +4.6% |
| JNJ Johnson & Johnson | 0.33% | 28,653 | $4.8M | Add +9.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 17,206 | $4.7M | Reduce -2.8% |
| AXP American Express Co. | 0.32% | 16,805 | $4.5M | Reduce -0.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.31% | 87,490 | $4.5M | Add +3.9% |
| JMUB JPMorgan Municipal ETF | 0.31% | 88,578 | $4.4M | Add +6.2% |
| QCOM Qualcomm Inc. | 0.31% | 28,665 | $4.4M | Add +3.0% |
| PG The Procter & Gamble Co. | 0.30% | 25,652 | $4.4M | Add +7.2% |
| LLY Eli Lilly & Co. | 0.30% | 5,283 | $4.4M | Add +5.7% |
| IBDR iShares Ibonds Dec 2026 Term | 0.30% | 179,374 | $4.3M | Add +1.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.30% | 106,511 | $4.3M | Add +3.7% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.30% | 178,103 | $4.3M | Add +3.6% |
| ADP Automatic Data Processing | 0.30% | 13,958 | $4.3M | Add +2.7% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.29% | 166,457 | $4.2M | Reduce -1.0% |
| ORCL Oracle Corp. | 0.29% | 29,349 | $4.1M | Reduce -0.7% |
| CSCO Cisco Systems Inc. | 0.28% | 65,900 | $4.1M | Add +4.2% |
| AMGN Amgen Inc. | 0.28% | 12,851 | $4.0M | Add +7.2% |
| ADI Analog Devices Inc. | 0.28% | 19,754 | $4.0M | Add +3.3% |
| ACN Accenture PLC Class A | 0.28% | 12,726 | $4.0M | Add +0.4% |
| MCD McDonald's Corp. | 0.26% | 11,983 | $3.7M | Add +3.4% |
| KR Kroger Co. | 0.26% | 55,028 | $3.7M | Add +5.1% |
| EBAY eBay Inc. | 0.24% | 51,241 | $3.5M | Add +1.0% |
| MA Mastercard Inc. Class A | 0.24% | 6,329 | $3.5M | Add +6.3% |
| SYK Stryker Corp. | 0.24% | 9,227 | $3.4M | Add +0.3% |
| PEP Pepsico Inc. | 0.22% | 21,457 | $3.2M | Add +1.8% |
| BMY Bristol-Myers Squibb Co. | 0.22% | 51,231 | $3.1M | Add +3.4% |
| ABBV Abbvie Inc. | 0.21% | 14,537 | $3.0M | Add +1.0% |
| PNC PNC Financial Services Group | 0.21% | 17,238 | $3.0M | Add +1.6% |
| MPC Marathon Petroleum Corp. | 0.21% | 20,578 | $3.0M | Add +0.9% |
| DHR Danaher Corp. | 0.20% | 13,994 | $2.9M | Add +2.5% |
| SPGI S&P Global Inc. | 0.20% | 5,645 | $2.9M | Add +1.3% |
| LOW Lowe's Cos Inc. | 0.20% | 12,142 | $2.8M | Add +1.4% |
| PFE Pfizer Inc. | 0.20% | 111,264 | $2.8M | Add +0.7% |
| MDT Medtronic PLC | 0.20% | 31,135 | $2.8M | Add +6.3% |
| EOG EOG Resources Inc. | 0.20% | 21,898 | $2.8M | Add +3.2% |
| PANW Palo Alto Networks Inc. | 0.19% | 15,776 | $2.7M | Add +1.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 26,119 | $2.6M | Add +0.4% |
| SCHW Schwab (charles) Corp. | 0.18% | 32,478 | $2.5M | Add +0.0% |
| EA Electronic Arts Inc. | 0.17% | 16,678 | $2.4M | Add +4.4% |
| CRM Salesforce Inc. | 0.16% | 8,528 | $2.3M | Add +7.2% |
| SPEM State Street SP PTF Em ETF | 0.16% | 58,103 | $2.3M | Add +7.5% |
| USB US Bancorp | 0.16% | 52,884 | $2.3M | Reduce -1.4% |
| AMLP Alerian MLP ETF | 0.16% | 43,478 | $2.3M | Add +0.1% |
Portfolio Sells Q4 2024 → Q1 2025
| SGOV iShares 0-3 Month Treasury B | Reduce -22.4% | 3.86% | −1.33 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 1.75% | −0.19 |
| AVGO Broadcom Inc. | Reduce -1.3% | 0.36% | −0.17 |
| GOOG Alphabet Inc. Class C | Reduce -0.7% | 0.51% | −0.15 |
| SBUX Starbucks Corp. | Reduce -77.7% | 0.03% | −0.10 |
| VOO Vanguard S&P 500 ETF | Reduce -1.3% | 0.78% | −0.09 |
| TXN Texas Instruments Inc. | Reduce -68.6% | 0.03% | −0.08 |
| ORCL Oracle Corp. | Reduce -0.7% | 0.29% | −0.07 |
| TSLA Tesla Inc. | Reduce -2.5% | 0.10% | −0.07 |
| AXP American Express Co. | Reduce -0.9% | 0.32% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.8% | 0.33% | −0.04 |
| PKW Invesco Buyback Achievers Et | Reduce -0.2% | 0.50% | −0.04 |
| EPP iShares MSCI Pacific Ex Japa | Sold out | 0.00% | −0.04 |
| USB US Bancorp | Reduce -1.4% | 0.16% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.02 |
| VSS Vanguard Ftse All Wo X-US SC | Sold out | 0.00% | −0.02 |
| TGT Target Corp. | Sold out | 0.00% | −0.02 |
| HD Home Depot Inc. | Reduce -0.8% | 0.14% | −0.02 |
| CXT Crane NXT Co. | Sold out | 0.00% | −0.02 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.02 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -1.0% | 0.29% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 0.56% | −0.02 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -2.7% | 0.35% | −0.01 |
| ICLR Icon PLC | Sold out | 0.00% | −0.01 |
| ROST Ross Stores Inc. | Reduce -3.5% | 0.05% | −0.01 |
| BSMP Invesco Bulletshares 2025 MB | Reduce -6.1% | 0.11% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -3.5% | 0.09% | −0.01 |
| BSMQ Invesco Bulletshares 2026 MB | Reduce -5.9% | 0.11% | −0.01 |
| ANET Arista Networks Inc. | Reduce -1.5% | 0.02% | −0.01 |
| SUSA iShares ESG Optimized MSCI U | Reduce -0.7% | 0.10% | −0.01 |
| RGA Reinsurance Group of America | Reduce -5.2% | 0.06% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -0.7% | 0.04% | −0.01 |
| NTAP Netapp Inc. | Reduce -0.8% | 0.03% | −0.01 |
| APH Amphenol Corp. Class A | Reduce -0.6% | 0.09% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -2.9% | 0.15% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -13.2% | 0.04% | −0.01 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -6.3% | 0.08% | −0.01 |
| BA The Boeing Co. | Reduce -11.7% | 0.04% | −0.01 |
| BAC Bank of America Corp. | Reduce -3.2% | 0.05% | −0.01 |
| CAT Caterpillar Inc. | Reduce -1.1% | 0.04% | −0.01 |
| CPRT Copart Inc. | Reduce -0.8% | 0.09% | −0.01 |
| CDNS Cadence Design SYS Inc. | Reduce -7.4% | 0.02% | −0.01 |
| NKE Nike Inc. Class B | Reduce -5.7% | 0.02% | −0.01 |
| CR Crane Co. | Reduce -4.0% | 0.06% | −0.00 |
| TMHC Taylor Morrison Home Corp. | Reduce -5.8% | 0.04% | −0.00 |
| LEN Lennar Corp. Class A | Reduce -0.8% | 0.02% | −0.00 |
| IBTF iShares Ibonds Dec 2025 Term | Reduce -15.3% | 0.02% | −0.00 |
| URI United Rentals Inc. | Reduce -2.9% | 0.02% | −0.00 |
| KMX Carmax Inc. | Reduce -3.4% | 0.03% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| MEAR Ishrs Short Mat Muni Act ETF | Add +17.1% | 4.32% | +0.48 |
| IEFA iShares Core MSCI Eafe ETF | Add +31.5% | 1.84% | +0.48 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +28.0% | 1.69% | +0.42 |
| VIGI Vanguard Int Div App Indx FD | Add +40.9% | 1.36% | +0.39 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +25.4% | 1.20% | +0.26 |
| IEMG iShares Core MSCI Emerging | Add +28.1% | 1.14% | +0.24 |
| SCHR Schwab Intermediate-Term US | Add +8.1% | 3.78% | +0.21 |
| JMST JPM Ultra-Short Muni Income | Add +9.2% | 4.54% | +0.20 |
| IAU iShares Gold Trust | Add +2.8% | 1.04% | +0.15 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +15.1% | 1.78% | +0.14 |
| COMB Graniteshares Bcom Broad STR | Add +12.6% | 0.97% | +0.14 |
| DFNM Dimensional National Muni BD | Add +25.6% | 0.78% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.2% | 0.83% | +0.11 |
| XLE SS Energy Select Sector | Add +4.3% | 1.32% | +0.11 |
| SCHP Schwab U.S. Tips ETF | Add +9.2% | 0.85% | +0.07 |
| IDEV iShares Core MSCI Dev MKTS | Add +12.7% | 0.50% | +0.07 |
| MCK McKesson Corp. | Add +3.6% | 0.42% | +0.06 |
| PGR Progressive Corp. | Add +0.4% | 0.50% | +0.06 |
| CVX Chevron Corp. | Add +4.7% | 0.42% | +0.06 |
| JNJ Johnson & Johnson | Add +9.0% | 0.33% | +0.05 |
| AMGN Amgen Inc. | Add +7.2% | 0.28% | +0.05 |
| XOM Exxon Mobil Corp. | Add +7.3% | 0.43% | +0.05 |
| AZO AutoZone Inc. | Add +1.1% | 0.35% | +0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.9% | 3.27% | +0.05 |
| V Visa Inc. Class A | Add +1.6% | 0.50% | +0.04 |
| IBMN iShares Ibonds Dec 2025 Term | Add +166.3% | 0.06% | +0.03 |
| GILD Gilead Sciences Inc. | Add +8.2% | 0.15% | +0.03 |
| GIS General Mills Inc. | New | 0.03% | +0.03 |
| IBMO iShares Ibonds Dec 2026 Term | Add +133.1% | 0.05% | +0.03 |
| TAP Molson Coors Beverage Co. Class B | New | 0.03% | +0.03 |
| KR Kroger Co. | Add +5.1% | 0.26% | +0.03 |
| ABBV Abbvie Inc. | Add +1.0% | 0.21% | +0.03 |
| DVN Devon Energy Corp. | Add +10.8% | 0.15% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +10.3% | 0.64% | +0.02 |
| MDT Medtronic PLC | Add +6.3% | 0.20% | +0.02 |
| BABA Alibaba Group Holding-SP ADR | New | 0.02% | +0.02 |
| LLY Eli Lilly & Co. | Add +5.7% | 0.30% | +0.02 |
| SONY Sony Group Corp. - SP ADR | New | 0.02% | +0.02 |
| UBER Uber Technologies Inc. | New | 0.02% | +0.02 |
| MUB iShares National Muni Bond E | Add +8.0% | 1.00% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +132.5% | 0.04% | +0.02 |
| HCA HCA Healthcare Inc. | New | 0.02% | +0.02 |
| JPST JPMorgan Ultra-Short Income | Add +7.2% | 0.79% | +0.02 |
| PM Philip Morris International | Add +14.1% | 0.06% | +0.02 |
| ORLY O'reilly Automotive Inc. | Add +5.2% | 0.11% | +0.02 |
| SCHO Schwab Short-Term US Treas | Add +5.3% | 1.06% | +0.02 |
| SPOT Spotify Technology SA | New | 0.02% | +0.02 |
| PSQ Proshares Short QQQ | New | 0.02% | +0.02 |
| CNR Core Natural Resources Inc. | New | 0.02% | +0.02 |
| MU Micron Technology Inc. | New | 0.02% | +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 |