Resonant Capital Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Resonant Capital Advisors, LLC reported 413 stock positions worth $1.6 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.3% of the portfolio, followed by JPM Ultra-Short Muni Income (JMST, 4.2%) and Ishrs Short Mat Muni Act ETF (MEAR, 4.0%). Compared with Q1 2025, it opened 55 new positions, sold out of 12, added to 278 and reduced 45. The biggest buy was Microsoft (MSFT, shares +20%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- Madison, WI
- CIK
- 0001803236
- Portfolio Value
- $1.6B (Q2 2025)
- SEC Filing
- 0001667731-25-001034 ↗ filed Jul 31, 2025
Holdings Value
Holdings 413 stocks · $1.6B
| IVV iShares Core S&P 500 ETF | 6.27% | 158,138 | $98.2M | Add +6.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 4.20% | 1,291,697 | $65.8M | Add +0.9% |
| MEAR Ishrs Short Mat Muni Act ETF | 3.96% | 1,233,046 | $62.0M | Add +0.1% |
| SCHR Schwab Intermediate-Term US | 3.74% | 2,342,662 | $58.6M | Add +7.4% |
| VIG Vanguard Dividend Apprec ETF | 3.53% | 269,307 | $55.3M | Add +3.5% |
| DSTL Distillate US Fundamental St | 3.48% | 985,505 | $54.5M | Add +5.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.16% | 623,094 | $49.5M | Add +5.0% |
| IJH iShares Core S&P Midcap ETF | 2.76% | 696,158 | $43.2M | Add +1.0% |
| SGOV iShares 0-3 Month Treasury B | 2.69% | 418,153 | $42.1M | Reduce -24.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.07% | 1,321,791 | $32.4M | Add +4.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.94% | 363,436 | $30.3M | Add +4.0% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.75% | 684,534 | $27.4M | Add +2.2% |
| IJR iShares Core S&P Small-Cap E | 1.75% | 250,176 | $27.3M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.73% | 43,623 | $27.0M | Reduce -2.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.72% | 549,677 | $27.0M | Add +6.9% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.63% | 890,652 | $25.5M | Add +1.3% |
| MSFT Microsoft Corp. | 1.45% | 45,803 | $22.8M | Add +20.1% |
| VIGI Vanguard Int Div App Indx FD | 1.40% | 242,781 | $21.9M | Add +3.2% |
| AAPL Apple Inc. | 1.21% | 92,256 | $18.9M | Add +12.3% |
| RWK Invesco S&P Midcap 400 Rev | 1.21% | 161,746 | $18.9M | Reduce -0.5% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.20% | 571,159 | $18.9M | Add +1.9% |
| IEMG iShares Core MSCI Emerging | 1.20% | 313,733 | $18.8M | Add +3.5% |
| JSMD Janus Small Mid Cap GR Alp | 1.16% | 234,772 | $18.2M | Reduce -0.5% |
| NVDA Nvidia Corp. | 1.10% | 108,838 | $17.2M | Add +24.6% |
| XLE SS Energy Select Sector | 1.10% | 202,362 | $17.2M | Add +0.3% |
| IAU iShares Gold Trust | 1.02% | 255,613 | $15.9M | Add +1.1% |
| MUB iShares National Muni Bond E | 0.96% | 144,086 | $15.1M | Add +5.7% |
| SCHO Schwab Short-Term US Treas | 0.92% | 590,469 | $14.4M | Reduce -5.3% |
| COMB Graniteshares Bcom Broad STR | 0.88% | 656,542 | $13.8M | Add +2.8% |
| SCHP Schwab U.S. Tips ETF | 0.85% | 498,091 | $13.3M | Add +9.6% |
| VOO Vanguard S&P 500 ETF | 0.83% | 22,844 | $13.0M | Add +5.5% |
| AMZN Amazon.com Inc. | 0.76% | 54,346 | $11.9M | Add +15.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 22,926 | $11.1M | Add +3.1% |
| DSMC Distillate S/M Cash Flow ETF | 0.68% | 326,435 | $10.6M | Add +6.7% |
| DFNM Dimensional National Muni BD | 0.66% | 216,429 | $10.3M | Reduce -8.3% |
| JPM JPMorgan Chase & Co. | 0.65% | 35,304 | $10.2M | Add +8.3% |
| AVGO Broadcom Inc. | 0.63% | 35,809 | $9.9M | Add +16.8% |
| JPST JPMorgan Ultra-Short Income | 0.61% | 188,909 | $9.6M | Reduce -16.0% |
| META Meta Platforms Inc. Class A | 0.61% | 12,878 | $9.5M | Add +17.8% |
| ICSH iShares Ultra Short Duration | 0.60% | 184,542 | $9.4M | Reduce -16.0% |
| JEPI JPMorgan Equity Premium Inco | 0.59% | 163,711 | $9.3M | Add +1.9% |
| GOOG Alphabet Inc. Class C | 0.55% | 48,659 | $8.6M | Add +3.2% |
| PKW Invesco Buyback Achievers Et | 0.50% | 63,960 | $7.9M | No change |
| IDEV iShares Core MSCI Dev MKTS | 0.50% | 102,959 | $7.8M | Reduce -0.2% |
| V Visa Inc. Class A | 0.50% | 22,045 | $7.8M | Add +8.4% |
| RWL Invesco S&P 500 Revenue ETF | 0.49% | 73,775 | $7.7M | Reduce -0.3% |
| PRF Invesco Rafi US 1000 ETF | 0.48% | 176,864 | $7.5M | Reduce -5.0% |
| PGR Progressive Corp. | 0.44% | 25,699 | $6.9M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 0.44% | 38,880 | $6.9M | Add +22.9% |
| MCK McKesson Corp. | 0.42% | 8,924 | $6.5M | Add +0.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.39% | 116,092 | $6.1M | Reduce -2.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.38% | 109,559 | $6.0M | Add +25.2% |
| XOM Exxon Mobil Corp. | 0.37% | 54,238 | $5.8M | Add +4.6% |
| ORCL Oracle Corp. | 0.36% | 25,604 | $5.6M | Reduce -12.8% |
| AXP American Express Co. | 0.35% | 17,424 | $5.6M | Add +3.7% |
| COST Costco Wholesale Corp. | 0.35% | 5,499 | $5.4M | Add +2.6% |
| MDY State Street SPDR S&P Midcap | 0.34% | 9,452 | $5.4M | Reduce -2.8% |
| CVX Chevron Corp. | 0.34% | 37,471 | $5.4M | Add +4.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.34% | 125,803 | $5.4M | Add +18.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 16,843 | $5.1M | Reduce -2.1% |
| CSCO Cisco Systems Inc. | 0.32% | 71,896 | $5.0M | Add +9.1% |
| VGIT Vanguard Intermediate-Term T | 0.32% | 82,591 | $4.9M | Reduce -9.9% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.32% | 237,666 | $4.9M | Reduce -0.1% |
| QCOM Qualcomm Inc. | 0.31% | 30,947 | $4.9M | Add +8.0% |
| AZO AutoZone Inc. | 0.31% | 1,313 | $4.9M | Reduce -1.5% |
| ADI Analog Devices Inc. | 0.31% | 20,217 | $4.8M | Add +2.3% |
| JNJ Johnson & Johnson | 0.29% | 29,961 | $4.6M | Add +4.6% |
| LLY Eli Lilly & Co. | 0.29% | 5,844 | $4.6M | Add +10.6% |
| IBDR iShares Ibonds Dec 2026 Term | 0.29% | 186,814 | $4.5M | Add +4.2% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.29% | 185,555 | $4.5M | Add +4.2% |
| ADP Automatic Data Processing | 0.28% | 14,251 | $4.4M | Add +2.1% |
| PG The Procter & Gamble Co. | 0.28% | 27,568 | $4.4M | Add +7.5% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.27% | 166,457 | $4.2M | No change |
| ACN Accenture PLC Class A | 0.26% | 13,433 | $4.0M | Add +5.6% |
| KR Kroger Co. | 0.25% | 55,338 | $4.0M | Add +0.6% |
| JMUB JPMorgan Municipal ETF | 0.25% | 78,922 | $3.9M | Reduce -10.9% |
| MA Mastercard Inc. Class A | 0.25% | 6,893 | $3.9M | Add +8.9% |
| EBAY eBay Inc. | 0.24% | 51,476 | $3.8M | Add +0.5% |
| SYK Stryker Corp. | 0.24% | 9,603 | $3.8M | Add +4.1% |
| AMGN Amgen Inc. | 0.23% | 13,164 | $3.7M | Add +2.4% |
| MCD McDonald's Corp. | 0.23% | 12,525 | $3.7M | Add +4.5% |
| MPC Marathon Petroleum Corp. | 0.23% | 21,746 | $3.6M | Add +5.7% |
| NFLX Netflix Inc. | 0.22% | 2,622 | $3.5M | Add +19.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 28,194 | $3.5M | Add +7.9% |
| PANW Palo Alto Networks Inc. | 0.22% | 16,705 | $3.4M | Add +5.9% |
| PNC PNC Financial Services Group | 0.21% | 17,632 | $3.3M | Add +2.3% |
| SPGI S&P Global Inc. | 0.21% | 6,217 | $3.3M | Add +10.1% |
| SCHW Schwab (charles) Corp. | 0.21% | 35,219 | $3.2M | Add +8.4% |
| PYPL PayPal Holdings Inc. | 0.20% | 43,029 | $3.2M | Add +38.9% |
| ADBE Adobe Inc. | 0.20% | 8,030 | $3.1M | Add +80.2% |
| DHR Danaher Corp. | 0.19% | 14,758 | $2.9M | Add +5.5% |
| MDT Medtronic PLC | 0.19% | 33,228 | $2.9M | Add +6.7% |
| ABBV Abbvie Inc. | 0.18% | 15,546 | $2.9M | Add +6.9% |
| NTRS Northern Trust Corp. | 0.18% | 22,639 | $2.9M | Add +1.2% |
| LOW Lowe's Cos Inc. | 0.18% | 12,842 | $2.8M | Add +5.8% |
| PFE Pfizer Inc. | 0.18% | 117,214 | $2.8M | Add +5.3% |
| EA Electronic Arts Inc. | 0.18% | 17,371 | $2.8M | Add +4.2% |
| EOG EOG Resources Inc. | 0.18% | 23,158 | $2.8M | Add +5.8% |
| PEP Pepsico Inc. | 0.17% | 20,598 | $2.7M | Reduce -4.0% |
| TSLA Tesla Inc. | 0.17% | 8,554 | $2.7M | Add +49.2% |
Portfolio Sells Q1 2025 → Q2 2025
| SGOV iShares 0-3 Month Treasury B | Reduce -24.0% | 2.69% | −1.18 |
| JPST JPMorgan Ultra-Short Income | Reduce -16.0% | 0.61% | −0.18 |
| ICSH iShares Ultra Short Duration | Reduce -16.0% | 0.60% | −0.18 |
| SCHO Schwab Short-Term US Treas | Reduce -5.3% | 0.92% | −0.14 |
| DFNM Dimensional National Muni BD | Reduce -8.3% | 0.66% | −0.13 |
| UPS United Parcel Service Class B | Reduce -78.9% | 0.02% | −0.08 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.1% | 0.15% | −0.07 |
| RHI Robert Half Inc. | Sold out | 0.00% | −0.07 |
| VGIT Vanguard Intermediate-Term T | Reduce -9.9% | 0.32% | −0.06 |
| JMUB JPMorgan Municipal ETF | Reduce -10.9% | 0.25% | −0.06 |
| UNH Unitedhealth Group Inc. | Reduce -12.3% | 0.05% | −0.06 |
| PEP Pepsico Inc. | Reduce -4.0% | 0.17% | −0.05 |
| PRF Invesco Rafi US 1000 ETF | Reduce -5.0% | 0.48% | −0.05 |
| AZO AutoZone Inc. | Reduce -1.5% | 0.31% | −0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -2.3% | 0.39% | −0.04 |
| BCI Abrdn Bloomberg All Commodit | Reduce -0.1% | 0.32% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.6% | 1.73% | −0.03 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -0.3% | 0.49% | −0.02 |
| NI Nisource Inc. | Sold out | 0.00% | −0.02 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -2.8% | 0.34% | −0.02 |
| PSQ Proshares Short QQQ | Sold out | 0.00% | −0.02 |
| BKR Baker Hughes Co. | Sold out | 0.00% | −0.02 |
| SPIP SS SPDR P Tips ETF | Reduce -15.4% | 0.05% | −0.02 |
| RWK Invesco S&P Midcap 400 Rev | Reduce -0.5% | 1.21% | −0.02 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.02 |
| LSCC Lattice Semiconductor Corp. | Sold out | 0.00% | −0.02 |
| TTC Toro Co. | Sold out | 0.00% | −0.02 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.01 |
| WES Western Midstream Partners L | Sold out | 0.00% | −0.01 |
| BSMQ Invesco Bulletshares 2026 MB | Reduce -3.0% | 0.10% | −0.01 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -0.3% | 0.14% | −0.01 |
| GM General Motors Co. | Reduce -40.0% | 0.02% | −0.01 |
| BSMP Invesco Bulletshares 2025 MB | Reduce -3.1% | 0.09% | −0.01 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -23.1% | 0.02% | −0.01 |
| SPG Simon Property Group Inc. | Reduce -27.1% | 0.02% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -10.7% | 0.08% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -29.1% | 0.03% | −0.01 |
| TTE Totalenergies SE -Spon ADR | Reduce -17.2% | 0.02% | −0.01 |
| PFO Flaherty & Crumrine P&I Opp | Sold out | 0.00% | −0.01 |
| T AT&T Inc. | Reduce -2.9% | 0.05% | −0.00 |
| SHEL Shell PLC-ADR | Reduce -1.1% | 0.03% | −0.00 |
| SGOL Abrdn Physical Gold Shares | Reduce -0.8% | 0.11% | −0.00 |
| JBLU Jetblue Airways Corp. | Sold out | 0.00% | −0.00 |
| LNT Alliant Energy Corp. | Reduce -1.5% | 0.02% | −0.00 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Reduce -3.9% | 0.11% | −0.00 |
| SPEM State Street SP PTF Em ETF | Reduce -0.8% | 0.16% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.1% | 0.33% | −0.00 |
| ES Eversource Energy | Reduce -0.6% | 0.01% | −0.00 |
| NTAP Netapp Inc. | Reduce -8.3% | 0.03% | +0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +20.1% | 1.45% | +0.46 |
| NVDA Nvidia Corp. | Add +24.6% | 1.10% | +0.44 |
| IVV iShares Core S&P 500 ETF | Add +6.0% | 6.27% | +0.42 |
| AVGO Broadcom Inc. | Add +16.8% | 0.63% | +0.27 |
| META Meta Platforms Inc. Class A | Add +17.8% | 0.61% | +0.17 |
| AMZN Amazon.com Inc. | Add +15.2% | 0.76% | +0.14 |
| CMCSA Comcast Corp. Class A | Add +279.6% | 0.14% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +22.9% | 0.44% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +8.3% | 0.65% | +0.10 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.0% | 1.94% | +0.09 |
| NFLX Netflix Inc. | Add +19.5% | 0.22% | +0.08 |
| ADBE Adobe Inc. | Add +80.2% | 0.20% | +0.08 |
| TSLA Tesla Inc. | Add +49.2% | 0.17% | +0.07 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +25.2% | 0.38% | +0.07 |
| PYPL PayPal Holdings Inc. | Add +38.9% | 0.20% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +3.5% | 1.20% | +0.06 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +2.2% | 1.75% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +5.5% | 0.83% | +0.05 |
| APH Amphenol Corp. Class A | Add +11.2% | 0.14% | +0.05 |
| DIS The Walt Disney Co. | Add +7.9% | 0.22% | +0.04 |
| IBDV iShares Ibonds Dec 2030 Corp. | New | 0.04% | +0.04 |
| AXP American Express Co. | Add +3.7% | 0.35% | +0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +18.1% | 0.34% | +0.04 |
| COF Capital One Financial Corp. | New | 0.04% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +3.2% | 0.55% | +0.04 |
| VIGI Vanguard Int Div App Indx FD | Add +3.2% | 1.40% | +0.04 |
| MDYV SS SPDR S&P 400 MC Val ETF | New | 0.04% | +0.04 |
| MDYG SS SPDR S&P 400 MC GR ETF | New | 0.04% | +0.04 |
| CSCO Cisco Systems Inc. | Add +9.1% | 0.32% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +45.6% | 0.08% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +5.9% | 0.22% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +55.4% | 0.05% | +0.03 |
| ADI Analog Devices Inc. | Add +2.3% | 0.31% | +0.03 |
| NTRS Northern Trust Corp. | Add +1.2% | 0.18% | +0.03 |
| KLAC KLA Corp. | New | 0.03% | +0.03 |
| WMT Walmart Inc. | Add +33.1% | 0.11% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +8.4% | 0.21% | +0.03 |
| IBN Icici Bank Ltd.-Spon ADR | New | 0.02% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +49.3% | 0.05% | +0.02 |
| VDE Vanguard Energy ETF | Add +62.9% | 0.08% | +0.02 |
| CEG Constellation Energy | Add +19.8% | 0.05% | +0.02 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.02% | +0.02 |
| COIN Coinbase Global Inc. Class A | New | 0.02% | +0.02 |
| MPC Marathon Petroleum Corp. | Add +5.7% | 0.23% | +0.02 |
| PM Philip Morris International | Add +27.1% | 0.09% | +0.02 |
| AMD Advanced Micro Devices | Add +19.1% | 0.06% | +0.02 |
| BAC Bank of America Corp. | Add +35.7% | 0.07% | +0.02 |
| GEV GE Vernova Inc. | Add +25.4% | 0.04% | +0.02 |
| IBDU iShares Ibonds Dec 2029 Term | Add +78.9% | 0.05% | +0.02 |
| HDB HDFC Bank Ltd.-ADR | 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 |