Resonant Capital Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Resonant Capital Advisors, LLC reported 440 stock positions worth $1.8 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, 4.0%) and Schwab Intermediate-Term US (SCHR, 4.0%). Compared with Q3 2025, it opened 40 new positions, sold out of 37, added to 247 and reduced 121. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +132%) and the biggest sale an exit from iShares Ibonds Dec 2025 Term (IBDQ).
- Most Recent 13F
- Q2 2026
- Location
- Madison, WI
- CIK
- 0001803236
- Portfolio Value
- $1.8B (Q4 2025)
- SEC Filing
- 0002085853-26-000137 ↗ filed Jan 29, 2026
Holdings Value
Holdings 440 stocks · $1.8B
| IVV iShares Core S&P 500 ETF | 7.86% | 208,786 | $143.0M | Add +2.9% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 4.02% | 1,432,023 | $73.1M | Add +0.8% |
| SCHR Schwab Intermediate-Term US | 3.95% | 2,867,615 | $71.9M | Add +8.3% |
| MEAR Ishrs Short Mat Muni Act ETF | 3.80% | 1,373,218 | $69.1M | Add +0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.78% | 863,328 | $68.8M | Add +4.9% |
| DSTL Distillate US Fundamental St | 3.38% | 1,045,286 | $61.6M | Add +2.9% |
| IJH iShares Core S&P Midcap ETF | 2.80% | 771,777 | $50.9M | Add +4.0% |
| SGOV iShares 0-3 Month Treasury B | 2.79% | 506,100 | $50.8M | Add +11.5% |
| IEFA iShares Core MSCI Eafe ETF | 2.23% | 452,772 | $40.5M | Add +11.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.05% | 1,367,927 | $37.2M | Add +1.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.93% | 699,992 | $35.2M | Add +6.4% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.85% | 746,700 | $33.8M | Add +8.0% |
| IJR iShares Core S&P Small-Cap E | 1.81% | 274,785 | $33.0M | Add +2.2% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.59% | 920,862 | $29.0M | Add +2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.59% | 42,223 | $28.9M | Reduce -0.2% |
| VIG Vanguard Dividend Apprec ETF | 1.52% | 125,624 | $27.6M | Add +1.4% |
| VIGI Vanguard Int Div App Indx FD | 1.51% | 299,590 | $27.4M | Add +17.5% |
| AAPL Apple Inc. | 1.49% | 99,610 | $27.1M | Add +4.5% |
| IEMG iShares Core MSCI Emerging | 1.33% | 360,082 | $24.2M | Add +8.1% |
| JPST JPMorgan Ultra-Short Income | 1.29% | 460,712 | $23.4M | Add +132.2% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.27% | 639,617 | $23.1M | Add +11.1% |
| ICSH iShares Ultra Short Duration | 1.27% | 455,775 | $23.1M | Add +132.1% |
| MSFT Microsoft Corp. | 1.23% | 46,248 | $22.4M | Add +1.7% |
| RWK Invesco S&P Midcap 400 Rev | 1.14% | 164,309 | $20.8M | Add +3.3% |
| IAU iShares Gold Trust | 1.13% | 252,938 | $20.5M | Reduce -0.1% |
| MUB iShares National Muni Bond E | 1.13% | 191,279 | $20.5M | Add +8.2% |
| NVDA Nvidia Corp. | 1.13% | 109,783 | $20.5M | Add +0.3% |
| JSMD Janus Small Mid Cap GR Alp | 1.08% | 241,490 | $19.7M | Add +2.9% |
| XLE SS Energy Select Sector | 1.01% | 412,584 | $18.4M | Reduce -1.7% |
| SCHO Schwab Short-Term US Treas | 0.90% | 671,112 | $16.4M | Add +12.9% |
| COMB Graniteshares Bcom Broad STR | 0.87% | 748,980 | $15.8M | Add +4.9% |
| GOOG Alphabet Inc. Class C | 0.81% | 47,152 | $14.8M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 0.76% | 22,145 | $13.9M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 0.76% | 60,098 | $13.9M | Add +9.8% |
| DFNM Dimensional National Muni BD | 0.76% | 286,265 | $13.8M | Add +19.7% |
| GOOGL Alphabet Inc. Class A | 0.73% | 42,185 | $13.2M | Add +7.0% |
| DSMC Distillate S/M Cash Flow ETF | 0.68% | 348,238 | $12.4M | Add +4.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 23,607 | $11.9M | Add +1.9% |
| AVGO Broadcom Inc. | 0.64% | 33,821 | $11.7M | Reduce -3.0% |
| JPM JPMorgan Chase & Co. | 0.62% | 35,033 | $11.3M | Reduce -0.4% |
| JEPI JPMorgan Equity Premium Inco | 0.58% | 183,602 | $10.6M | Add +2.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.47% | 25,678 | $8.6M | Reduce -6.4% |
| META Meta Platforms Inc. Class A | 0.46% | 12,676 | $8.4M | Reduce -3.5% |
| IDEV iShares Core MSCI Dev MKTS | 0.46% | 101,071 | $8.3M | Reduce -0.0% |
| RWL Invesco S&P 500 Revenue ETF | 0.45% | 71,003 | $8.1M | Reduce -1.3% |
| PKW Invesco Buyback Achievers Et | 0.44% | 59,999 | $8.1M | No change |
| PRF Invesco Rafi US 1000 ETF | 0.43% | 166,132 | $7.8M | Reduce -0.2% |
| MCK McKesson Corp. | 0.40% | 8,932 | $7.3M | Reduce -1.2% |
| XOM Exxon Mobil Corp. | 0.39% | 59,707 | $7.2M | Add +7.3% |
| V Visa Inc. Class A | 0.39% | 20,277 | $7.1M | Reduce -5.5% |
| JNJ Johnson & Johnson | 0.37% | 32,912 | $6.8M | Add +4.0% |
| IBDR iShares Ibonds Dec 2026 Term | 0.34% | 258,186 | $6.3M | Add +4.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.34% | 107,417 | $6.2M | Add +0.2% |
| CVX Chevron Corp. | 0.34% | 40,625 | $6.2M | Add +3.2% |
| LLY Eli Lilly & Co. | 0.34% | 5,713 | $6.1M | Add +2.9% |
| AXP American Express Co. | 0.34% | 16,522 | $6.1M | Reduce -1.3% |
| CSCO Cisco Systems Inc. | 0.32% | 75,591 | $5.8M | Add +3.0% |
| PGR Progressive Corp. | 0.31% | 25,123 | $5.7M | Add +4.9% |
| ADI Analog Devices Inc. | 0.31% | 21,059 | $5.7M | Add +3.1% |
| QCOM Qualcomm Inc. | 0.31% | 33,373 | $5.7M | Add +3.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.31% | 121,692 | $5.7M | Reduce -2.5% |
| MDY State Street SPDR S&P Midcap | 0.31% | 9,198 | $5.6M | Add +0.2% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.30% | 227,156 | $5.5M | Add +2.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.29% | 100,521 | $5.3M | Reduce -6.1% |
| AMGN Amgen Inc. | 0.27% | 14,845 | $4.9M | Add +10.0% |
| MA Mastercard Inc. Class A | 0.26% | 8,293 | $4.7M | Add +25.7% |
| AZO AutoZone Inc. | 0.25% | 1,361 | $4.6M | Add +0.7% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.24% | 223,906 | $4.4M | Reduce -4.6% |
| COST Costco Wholesale Corp. | 0.24% | 5,015 | $4.3M | Reduce -1.3% |
| EBAY eBay Inc. | 0.24% | 49,224 | $4.3M | Reduce -1.3% |
| TSLA Tesla Inc. | 0.22% | 9,102 | $4.1M | Add +6.1% |
| JMUB JPMorgan Municipal ETF | 0.22% | 80,363 | $4.1M | Add +1.8% |
| MCD McDonald's Corp. | 0.22% | 13,260 | $4.1M | Add +3.4% |
| VGIT Vanguard Intermediate-Term T | 0.22% | 67,324 | $4.0M | Reduce -6.1% |
| ADP Automatic Data Processing | 0.21% | 14,696 | $3.8M | Add +4.3% |
| ACN Accenture PLC Class A | 0.21% | 14,170 | $3.8M | Add +14.9% |
| EA Electronic Arts Inc. | 0.21% | 18,463 | $3.8M | Add +2.4% |
| DHR Danaher Corp. | 0.21% | 16,400 | $3.8M | Add +14.8% |
| PG The Procter & Gamble Co. | 0.20% | 25,178 | $3.6M | Add +3.8% |
| USB US Bancorp | 0.20% | 66,914 | $3.6M | Add +0.1% |
| PNC PNC Financial Services Group | 0.20% | 17,227 | $3.6M | Add +1.3% |
| SPGI S&P Global Inc. | 0.19% | 6,734 | $3.5M | Add +6.8% |
| ABBV Abbvie Inc. | 0.19% | 15,355 | $3.5M | Reduce -1.6% |
| SYK Stryker Corp. | 0.19% | 9,911 | $3.5M | Add +1.4% |
| MPC Marathon Petroleum Corp. | 0.19% | 21,412 | $3.5M | Add +0.5% |
| LOW Lowe's Cos Inc. | 0.19% | 14,313 | $3.5M | Add +4.9% |
| KR Kroger Co. | 0.19% | 55,239 | $3.5M | Add +1.2% |
| PFE Pfizer Inc. | 0.19% | 138,491 | $3.4M | Add +8.3% |
| SCHW Schwab (charles) Corp. | 0.19% | 34,458 | $3.4M | Add +1.9% |
| GILD Gilead Sciences Inc. | 0.19% | 27,900 | $3.4M | Add +14.3% |
| ORCL Oracle Corp. | 0.19% | 17,518 | $3.4M | Reduce -30.6% |
| PEP Pepsico Inc. | 0.19% | 23,505 | $3.4M | Add +2.2% |
| ADBE Adobe Inc. | 0.19% | 9,642 | $3.4M | Add +6.9% |
| BKNG Booking Holdings Inc. | 0.18% | 625 | $3.3M | Add +12.2% |
| PANW Palo Alto Networks Inc. | 0.18% | 17,674 | $3.3M | Add +3.2% |
| NTRS Northern Trust Corp. | 0.17% | 23,001 | $3.2M | Add +0.9% |
| MDT Medtronic PLC | 0.17% | 32,573 | $3.2M | Add +2.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 27,425 | $3.1M | Reduce -3.3% |
| CRM Salesforce Inc. | 0.17% | 11,568 | $3.1M | Add +9.8% |
| SCHP Schwab U.S. Tips ETF | 0.16% | 109,761 | $2.9M | Reduce -27.0% |
Portfolio Sells Q3 2025 → Q4 2025
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.24 |
| ORCL Oracle Corp. | Reduce -30.6% | 0.19% | −0.23 |
| META Meta Platforms Inc. Class A | Reduce -3.5% | 0.46% | −0.10 |
| BSMP Invesco Bulletshares 2025 MB | Sold out | 0.00% | −0.09 |
| XLE SS Energy Select Sector | Reduce -1.7% | 1.01% | −0.08 |
| SCHP Schwab U.S. Tips ETF | Reduce -27.0% | 0.16% | −0.08 |
| NFLX Netflix Inc. | Reduce -16.0% | 0.11% | −0.07 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 1.59% | −0.06 |
| BCI Abrdn Bloomberg All Commodit | Reduce -4.6% | 0.24% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.4% | 0.47% | −0.05 |
| HD Home Depot Inc. | Reduce -18.8% | 0.10% | −0.05 |
| IBMN iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -1.3% | 0.76% | −0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -6.1% | 0.29% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -1.3% | 0.24% | −0.04 |
| V Visa Inc. Class A | Reduce -5.5% | 0.39% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -3.0% | 0.14% | −0.04 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.03 |
| VGIT Vanguard Intermediate-Term T | Reduce -6.1% | 0.22% | −0.03 |
| EBAY eBay Inc. | Reduce -1.3% | 0.24% | −0.03 |
| LIN Linde PLC | Reduce -19.0% | 0.06% | −0.03 |
| AVGO Broadcom Inc. | Reduce -3.0% | 0.64% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 0.62% | −0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -2.5% | 0.31% | −0.02 |
| FAST Fastenal Co. | Reduce -1.1% | 0.07% | −0.02 |
| ABT Abbott Laboratories | Reduce -7.7% | 0.09% | −0.02 |
| WTW Willis Towers Watson PLC | Sold out | 0.00% | −0.02 |
| TAP Molson Coors Beverage Co. Class B | Sold out | 0.00% | −0.02 |
| EQT Eqt Corp. | Reduce -12.5% | 0.08% | −0.02 |
| ABBV Abbvie Inc. | Reduce -1.6% | 0.19% | −0.02 |
| CPRT Copart Inc. | Reduce -11.1% | 0.05% | −0.02 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.02 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -1.3% | 0.45% | −0.02 |
| KMX Carmax Inc. | Sold out | 0.00% | −0.02 |
| DIS The Walt Disney Co. | Reduce -3.3% | 0.17% | −0.02 |
| CXT Crane NXT Co. | Sold out | 0.00% | −0.02 |
| LBRDK Liberty Broadband-C | Sold out | 0.00% | −0.02 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.02 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.02 |
| FND Floor & Decor Holdings Inc. Class A | Sold out | 0.00% | −0.02 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.02 |
| T AT&T Inc. | Reduce -18.7% | 0.03% | −0.02 |
| NOW ServiceNow Inc. | Reduce -21.7% | 0.02% | −0.02 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.01 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.01 |
| MO Altria Group Inc. | Reduce -20.0% | 0.03% | −0.01 |
| GIS General Mills Inc. | Reduce -28.9% | 0.02% | −0.01 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.01 |
| MSI Motorola Solutions Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| JPST JPMorgan Ultra-Short Income | Add +132.2% | 1.29% | +0.70 |
| ICSH iShares Ultra Short Duration | Add +132.1% | 1.27% | +0.69 |
| VIGI Vanguard Int Div App Indx FD | Add +17.5% | 1.51% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +7.0% | 0.73% | +0.17 |
| IEFA iShares Core MSCI Eafe ETF | Add +11.9% | 2.23% | +0.17 |
| SGOV iShares 0-3 Month Treasury B | Add +11.5% | 2.79% | +0.13 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +8.0% | 1.85% | +0.12 |
| LLY Eli Lilly & Co. | Add +2.9% | 0.34% | +0.09 |
| DFNM Dimensional National Muni BD | Add +19.7% | 0.76% | +0.09 |
| AAPL Apple Inc. | Add +4.5% | 1.49% | +0.07 |
| SCHR Schwab Intermediate-Term US | Add +8.3% | 3.95% | +0.07 |
| AMZN Amazon.com Inc. | Add +9.8% | 0.76% | +0.06 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +11.1% | 1.27% | +0.05 |
| SCHO Schwab Short-Term US Treas | Add +12.9% | 0.90% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +8.1% | 1.33% | +0.05 |
| AMGN Amgen Inc. | Add +10.0% | 0.27% | +0.05 |
| MA Mastercard Inc. Class A | Add +25.7% | 0.26% | +0.04 |
| DHR Danaher Corp. | Add +14.8% | 0.21% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +66.2% | 0.08% | +0.04 |
| JNJ Johnson & Johnson | Add +4.0% | 0.37% | +0.03 |
| IWO iShares Russell 2000 Growth | New | 0.03% | +0.03 |
| ACN Accenture PLC Class A | Add +14.9% | 0.21% | +0.03 |
| XPO Xpo Inc. | New | 0.03% | +0.03 |
| GILD Gilead Sciences Inc. | Add +14.3% | 0.19% | +0.03 |
| XOM Exxon Mobil Corp. | Add +7.3% | 0.39% | +0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 0.03% | +0.03 |
| MUB iShares National Muni Bond E | Add +8.2% | 1.13% | +0.03 |
| BNL Broadstone Net Lease Inc. | New | 0.03% | +0.03 |
| SYF Synchrony Financial | New | 0.03% | +0.03 |
| CSCO Cisco Systems Inc. | Add +3.0% | 0.32% | +0.03 |
| FOXA Fox Corp. Class A | New | 0.03% | +0.03 |
| IYW iShares Ustechnology ETF | New | 0.03% | +0.03 |
| MLI Mueller Industries Inc. | New | 0.02% | +0.02 |
| CRM Salesforce Inc. | Add +9.8% | 0.17% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.02% | +0.02 |
| CL Colgate-Palmolive Co. | New | 0.02% | +0.02 |
| XLF SS Financial Select Sector | New | 0.02% | +0.02 |
| ADI Analog Devices Inc. | Add +3.1% | 0.31% | +0.02 |
| UPS United Parcel Service Class B | New | 0.02% | +0.02 |
| MU Micron Technology Inc. | Add +4.4% | 0.05% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +3.0% | 0.15% | +0.02 |
| AMD Advanced Micro Devices | Add +3.1% | 0.09% | +0.02 |
| CROX Crocs Inc. | New | 0.02% | +0.02 |
| ANF Abercrombie & Fitch Co. Class A | New | 0.02% | +0.02 |
| MRK Merck & Co. Inc. | Add +8.5% | 0.08% | +0.02 |
| MGY Magnolia Oil & Gas Corp. Class A | New | 0.02% | +0.02 |
| LMT Lockheed Martin Corp. | New | 0.02% | +0.02 |
| KO The Coca-Cola Co. | Add +45.5% | 0.05% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +6.4% | 1.93% | +0.02 |
| SPGI S&P Global Inc. | Add +6.8% | 0.19% | +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 |