Resonant Capital Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 29, 2025), Resonant Capital Advisors, LLC reported 437 stock positions worth $1.7 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.9% 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 Q2 2025, it opened 46 new positions, sold out of 22, added to 207 and reduced 149. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +28%) and the biggest sale Vanguard Dividend Apprec ETF (VIG, shares −54%).
- Most Recent 13F
- Q2 2026
- Location
- Madison, WI
- CIK
- 0001803236
- Portfolio Value
- $1.7B (Q3 2025)
- SEC Filing
- 0002085853-25-000183 ↗ filed Oct 29, 2025
Holdings Value
Holdings 437 stocks · $1.7B
| IVV iShares Core S&P 500 ETF | 7.92% | 202,970 | $135.8M | Add +28.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 4.22% | 1,420,403 | $72.5M | Add +10.0% |
| MEAR Ishrs Short Mat Muni Act ETF | 4.04% | 1,372,596 | $69.3M | Add +11.3% |
| SCHR Schwab Intermediate-Term US | 3.88% | 2,648,929 | $66.6M | Add +13.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.83% | 822,802 | $65.8M | Add +32.0% |
| DSTL Distillate US Fundamental St | 3.43% | 1,015,720 | $58.9M | Add +3.1% |
| IJH iShares Core S&P Midcap ETF | 2.82% | 742,372 | $48.4M | Add +6.6% |
| SGOV iShares 0-3 Month Treasury B | 2.66% | 454,080 | $45.7M | Add +8.6% |
| IEFA iShares Core MSCI Eafe ETF | 2.06% | 404,763 | $35.3M | Add +11.4% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.06% | 1,342,981 | $35.3M | Add +1.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.92% | 657,870 | $32.9M | Add +19.7% |
| IJR iShares Core S&P Small-Cap E | 1.86% | 268,843 | $31.9M | Add +7.5% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.73% | 691,264 | $29.7M | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.65% | 42,306 | $28.3M | Reduce -3.0% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.64% | 902,537 | $28.1M | Add +1.3% |
| VIG Vanguard Dividend Apprec ETF | 1.56% | 123,908 | $26.8M | Reduce -54.0% |
| AAPL Apple Inc. | 1.41% | 95,292 | $24.3M | Add +3.3% |
| MSFT Microsoft Corp. | 1.37% | 45,488 | $23.6M | Reduce -0.7% |
| VIGI Vanguard Int Div App Indx FD | 1.33% | 254,908 | $22.8M | Add +5.0% |
| IEMG iShares Core MSCI Emerging | 1.28% | 333,005 | $22.0M | Add +6.1% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.21% | 575,744 | $20.8M | Add +0.8% |
| NVDA Nvidia Corp. | 1.19% | 109,423 | $20.4M | Add +0.5% |
| RWK Invesco S&P Midcap 400 Rev | 1.16% | 159,095 | $19.9M | Reduce -1.6% |
| JSMD Janus Small Mid Cap GR Alp | 1.14% | 234,657 | $19.6M | Reduce -0.1% |
| MUB iShares National Muni Bond E | 1.10% | 176,776 | $18.8M | Add +22.7% |
| XLE SS Energy Select Sector | 1.09% | 209,919 | $18.8M | Add +3.7% |
| IAU iShares Gold Trust | 1.07% | 253,207 | $18.4M | Reduce -0.9% |
| COMB Graniteshares Bcom Broad STR | 0.91% | 713,960 | $15.6M | Add +8.8% |
| SCHO Schwab Short-Term US Treas | 0.84% | 594,156 | $14.5M | Add +0.6% |
| VOO Vanguard S&P 500 ETF | 0.80% | 22,433 | $13.8M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 0.70% | 54,720 | $12.0M | Add +0.7% |
| DSMC Distillate S/M Cash Flow ETF | 0.70% | 333,925 | $12.0M | Add +2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 23,158 | $11.6M | Add +1.0% |
| GOOG Alphabet Inc. Class C | 0.68% | 47,721 | $11.6M | Reduce -1.9% |
| AVGO Broadcom Inc. | 0.67% | 34,850 | $11.5M | Reduce -2.7% |
| DFNM Dimensional National Muni BD | 0.67% | 239,065 | $11.5M | Add +10.5% |
| JPM JPMorgan Chase & Co. | 0.65% | 35,181 | $11.1M | Reduce -0.3% |
| JEPI JPMorgan Equity Premium Inco | 0.59% | 178,656 | $10.2M | Add +9.1% |
| JPST JPMorgan Ultra-Short Income | 0.59% | 198,386 | $10.1M | Add +5.0% |
| ICSH iShares Ultra Short Duration | 0.58% | 196,363 | $10.0M | Add +6.4% |
| META Meta Platforms Inc. Class A | 0.56% | 13,136 | $9.6M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 0.56% | 39,424 | $9.6M | Add +1.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.53% | 27,424 | $9.0M | Add +62.8% |
| IDEV iShares Core MSCI Dev MKTS | 0.47% | 101,087 | $8.1M | Reduce -1.8% |
| RWL Invesco S&P 500 Revenue ETF | 0.46% | 71,901 | $8.0M | Reduce -2.5% |
| PKW Invesco Buyback Achievers Et | 0.46% | 59,999 | $7.9M | Reduce -6.2% |
| PRF Invesco Rafi US 1000 ETF | 0.44% | 166,454 | $7.5M | Reduce -5.9% |
| V Visa Inc. Class A | 0.43% | 21,464 | $7.3M | Reduce -2.6% |
| ORCL Oracle Corp. | 0.41% | 25,256 | $7.1M | Reduce -1.4% |
| MCK McKesson Corp. | 0.41% | 9,038 | $7.0M | Add +1.3% |
| XOM Exxon Mobil Corp. | 0.37% | 55,632 | $6.3M | Add +2.6% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.36% | 107,244 | $6.1M | Reduce -2.1% |
| CVX Chevron Corp. | 0.36% | 39,359 | $6.1M | Add +5.0% |
| IBDR iShares Ibonds Dec 2026 Term | 0.35% | 247,176 | $6.0M | Add +32.3% |
| PGR Progressive Corp. | 0.34% | 23,942 | $5.9M | Reduce -6.8% |
| JNJ Johnson & Johnson | 0.34% | 31,647 | $5.9M | Add +5.6% |
| AZO AutoZone Inc. | 0.34% | 1,352 | $5.8M | Add +3.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.34% | 124,867 | $5.8M | Reduce -0.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.33% | 107,020 | $5.7M | Reduce -7.8% |
| AXP American Express Co. | 0.32% | 16,735 | $5.6M | Reduce -4.0% |
| MDY State Street SPDR S&P Midcap | 0.32% | 9,183 | $5.5M | Reduce -2.9% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.31% | 221,111 | $5.4M | Add +19.2% |
| QCOM Qualcomm Inc. | 0.31% | 32,172 | $5.4M | Add +4.0% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.29% | 234,607 | $5.1M | Reduce -1.3% |
| CSCO Cisco Systems Inc. | 0.29% | 73,396 | $5.0M | Add +2.1% |
| ADI Analog Devices Inc. | 0.29% | 20,419 | $5.0M | Add +1.0% |
| COST Costco Wholesale Corp. | 0.27% | 5,079 | $4.7M | Reduce -7.6% |
| EBAY eBay Inc. | 0.26% | 49,885 | $4.5M | Reduce -3.1% |
| VGIT Vanguard Intermediate-Term T | 0.25% | 71,709 | $4.3M | Reduce -13.2% |
| LLY Eli Lilly & Co. | 0.25% | 5,552 | $4.2M | Reduce -5.0% |
| ADP Automatic Data Processing | 0.24% | 14,090 | $4.2M | Reduce -1.1% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.24% | 163,430 | $4.1M | Reduce -1.8% |
| MPC Marathon Petroleum Corp. | 0.24% | 21,317 | $4.1M | Reduce -2.0% |
| SCHP Schwab U.S. Tips ETF | 0.24% | 150,398 | $4.1M | Reduce -69.8% |
| JMUB JPMorgan Municipal ETF | 0.23% | 78,979 | $4.0M | Add +0.1% |
| MCD McDonald's Corp. | 0.23% | 12,828 | $3.9M | Add +2.4% |
| TSLA Tesla Inc. | 0.22% | 8,577 | $3.8M | Add +0.3% |
| AMGN Amgen Inc. | 0.22% | 13,493 | $3.8M | Add +2.5% |
| MA Mastercard Inc. Class A | 0.22% | 6,597 | $3.8M | Reduce -4.3% |
| PG The Procter & Gamble Co. | 0.22% | 24,247 | $3.7M | Reduce -12.1% |
| KR Kroger Co. | 0.21% | 54,574 | $3.7M | Reduce -1.4% |
| EA Electronic Arts Inc. | 0.21% | 18,024 | $3.6M | Add +3.8% |
| SYK Stryker Corp. | 0.21% | 9,770 | $3.6M | Add +1.7% |
| ABBV Abbvie Inc. | 0.21% | 15,596 | $3.6M | Add +0.3% |
| PANW Palo Alto Networks Inc. | 0.20% | 17,130 | $3.5M | Add +2.5% |
| LOW Lowe's Cos Inc. | 0.20% | 13,643 | $3.4M | Add +6.2% |
| PNC PNC Financial Services Group | 0.20% | 16,999 | $3.4M | Reduce -3.6% |
| USB US Bancorp | 0.19% | 66,831 | $3.3M | Add +22.5% |
| PFE Pfizer Inc. | 0.19% | 127,865 | $3.3M | Add +9.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 28,345 | $3.2M | Add +0.5% |
| PEP Pepsico Inc. | 0.19% | 23,006 | $3.2M | Add +11.7% |
| SCHW Schwab (charles) Corp. | 0.19% | 33,829 | $3.2M | Reduce -4.0% |
| ADBE Adobe Inc. | 0.19% | 9,017 | $3.2M | Add +12.3% |
| NFLX Netflix Inc. | 0.18% | 2,612 | $3.1M | Reduce -0.4% |
| NTRS Northern Trust Corp. | 0.18% | 22,796 | $3.1M | Add +0.7% |
| SPGI S&P Global Inc. | 0.18% | 6,304 | $3.1M | Add +1.4% |
| MDT Medtronic PLC | 0.18% | 31,875 | $3.1M | Reduce -4.1% |
| ACN Accenture PLC Class A | 0.18% | 12,327 | $3.0M | Reduce -8.2% |
| BKNG Booking Holdings Inc. | 0.18% | 557 | $3.0M | Add +140.1% |
| PYPL PayPal Holdings Inc. | 0.17% | 44,553 | $3.0M | Add +3.5% |
Portfolio Sells Q2 2025 → Q3 2025
| VIG Vanguard Dividend Apprec ETF | Reduce -54.0% | 1.56% | −1.97 |
| SCHP Schwab U.S. Tips ETF | Reduce -69.8% | 0.24% | −0.61 |
| DVN Devon Energy Corp. | Reduce -75.8% | 0.03% | −0.09 |
| PGR Progressive Corp. | Reduce -6.8% | 0.34% | −0.09 |
| MSFT Microsoft Corp. | Reduce -0.7% | 1.37% | −0.08 |
| ACN Accenture PLC Class A | Reduce -8.2% | 0.18% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.0% | 1.65% | −0.08 |
| SJM The JM Smucker Co. | Reduce -81.9% | 0.02% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -7.6% | 0.27% | −0.07 |
| V Visa Inc. Class A | Reduce -2.6% | 0.43% | −0.07 |
| VGIT Vanguard Intermediate-Term T | Reduce -13.2% | 0.25% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -12.1% | 0.22% | −0.06 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -7.8% | 0.33% | −0.06 |
| SCMB Schwab Municipal Bond ETF | Reduce -79.7% | 0.01% | −0.05 |
| RWK Invesco S&P Midcap 400 Rev | Reduce -1.6% | 1.16% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -5.0% | 0.25% | −0.04 |
| SFM Sprouts Farmers Market Inc. | Reduce -14.4% | 0.05% | −0.04 |
| NFLX Netflix Inc. | Reduce -0.4% | 0.18% | −0.04 |
| PKW Invesco Buyback Achievers Et | Reduce -6.2% | 0.46% | −0.04 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -62.5% | 0.02% | −0.04 |
| ADP Automatic Data Processing | Reduce -1.1% | 0.24% | −0.04 |
| KR Kroger Co. | Reduce -1.4% | 0.21% | −0.04 |
| PRF Invesco Rafi US 1000 ETF | Reduce -5.9% | 0.44% | −0.04 |
| SPIP SS SPDR P Tips ETF | Reduce -62.5% | 0.02% | −0.04 |
| AXP American Express Co. | Reduce -4.0% | 0.32% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -4.3% | 0.22% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -1.8% | 0.80% | −0.03 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -1.8% | 0.24% | −0.03 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -2.5% | 0.46% | −0.03 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -1.8% | 0.47% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -7.0% | 0.13% | −0.03 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -18.6% | 0.04% | −0.02 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.02 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -2.9% | 0.32% | −0.02 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -2.1% | 0.36% | −0.02 |
| AMLP Alerian MLP ETF | Reduce -4.8% | 0.11% | −0.02 |
| KO The Coca-Cola Co. | Reduce -28.2% | 0.04% | −0.02 |
| DHR Danaher Corp. | Reduce -3.2% | 0.17% | −0.02 |
| BCI Abrdn Bloomberg All Commodit | Reduce -1.3% | 0.29% | −0.02 |
| JSMD Janus Small Mid Cap GR Alp | Reduce -0.1% | 1.14% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.02 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.02 |
| SAP Sap SE-Sponsored ADR | Reduce -21.3% | 0.03% | −0.02 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.02 |
| CI The Cigna Group | Reduce -41.9% | 0.02% | −0.02 |
| RSG Republic Services Inc. | Sold out | 0.00% | −0.02 |
| CAH Cardinal Health Inc. | Reduce -2.9% | 0.08% | −0.02 |
| EQT Eqt Corp. | Reduce -0.2% | 0.10% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| IVV iShares Core S&P 500 ETF | Add +28.4% | 7.92% | +1.65 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +32.0% | 3.83% | +0.67 |
| AAPL Apple Inc. | Add +3.3% | 1.41% | +0.21 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +19.7% | 1.92% | +0.20 |
| VTI VG Morningstar TS MKT ETF-US | Add +62.8% | 0.53% | +0.20 |
| MUB iShares National Muni Bond E | Add +22.7% | 1.10% | +0.14 |
| SCHR Schwab Intermediate-Term US | Add +13.1% | 3.88% | +0.14 |
| IEFA iShares Core MSCI Eafe ETF | Add +11.4% | 2.06% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +1.4% | 0.56% | +0.12 |
| IJR iShares Core S&P Small-Cap E | Add +7.5% | 1.86% | +0.12 |
| NVDA Nvidia Corp. | Add +0.5% | 1.19% | +0.09 |
| BKNG Booking Holdings Inc. | Add +140.1% | 0.18% | +0.09 |
| MEAR Ishrs Short Mat Muni Act ETF | Add +11.3% | 4.04% | +0.08 |
| CHKP Check Point Software Tech | New | 0.08% | +0.08 |
| IEMG iShares Core MSCI Emerging | Add +6.1% | 1.28% | +0.08 |
| IJH iShares Core S&P Midcap ETF | Add +6.6% | 2.82% | +0.07 |
| IBDR iShares Ibonds Dec 2026 Term | Add +32.3% | 0.35% | +0.06 |
| VST Vistra Corp. | Add +417.6% | 0.07% | +0.06 |
| DGRO iShares Core Dividend Growth | New | 0.06% | +0.06 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +79.9% | 0.14% | +0.06 |
| IWF iShares Russell 1000 Growth | Add +72.0% | 0.12% | +0.05 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +138.6% | 0.09% | +0.05 |
| JNJ Johnson & Johnson | Add +5.6% | 0.34% | +0.05 |
| IBDU iShares Ibonds Dec 2029 Term | Add +108.8% | 0.10% | +0.05 |
| TSLA Tesla Inc. | Add +0.3% | 0.22% | +0.05 |
| IWD iShares Russell 1000 Value E | Add +339.6% | 0.05% | +0.04 |
| IBDW iShares Ibonds Dec 2031 Corp. | New | 0.04% | +0.04 |
| EA Electronic Arts Inc. | Add +3.8% | 0.21% | +0.03 |
| USB US Bancorp | Add +22.5% | 0.19% | +0.03 |
| COMB Graniteshares Bcom Broad STR | Add +8.8% | 0.91% | +0.03 |
| AZO AutoZone Inc. | Add +3.0% | 0.34% | +0.03 |
| ABBV Abbvie Inc. | Add +0.3% | 0.21% | +0.03 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +19.2% | 0.31% | +0.03 |
| JMST JPM Ultra-Short Muni Income | Add +10.0% | 4.22% | +0.03 |
| MGEE Mge Energy Inc. | New | 0.03% | +0.03 |
| APP AppLovin Corp. Class A | Add +0.8% | 0.05% | +0.02 |
| SCHF Schwab Intl Equity ETF | New | 0.02% | +0.02 |
| DSMC Distillate S/M Cash Flow ETF | Add +2.3% | 0.70% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +35.6% | 0.07% | +0.02 |
| SE Sea Ltd.-ADR | New | 0.02% | +0.02 |
| LOW Lowe's Cos Inc. | Add +6.2% | 0.20% | +0.02 |
| HSBC HSBC Holdings PLC-Spons ADR | New | 0.02% | +0.02 |
| STX Seagate Technology Holdings | New | 0.02% | +0.02 |
| SYY Sysco Corp. | New | 0.02% | +0.02 |
| BABA Alibaba Group Holding-SP ADR | Add +20.5% | 0.04% | +0.02 |
| DHI D.R. Horton Inc. | New | 0.02% | +0.02 |
| SPTI SS SPDR P Int Term TSY ETF | New | 0.02% | +0.02 |
| NOC Northrop Grumman Corp. | New | 0.01% | +0.01 |
| PEP Pepsico Inc. | Add +11.7% | 0.19% | +0.01 |
| TTC Toro Co. | New | 0.01% | +0.01 |
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 |