Resonant Capital Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Resonant Capital Advisors, LLC reported 495 stock positions worth $1.9 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.3% of the portfolio, followed by JPM Ultra-Short Muni Income (JMST, 4.6%) and Ishrs Short Mat Muni Act ETF (MEAR, 4.4%). Compared with Q4 2025, it opened 84 new positions, sold out of 29, added to 280 and reduced 97. The biggest buy was a new position in iShares MSCI USA Quality Gar (GARP) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- Madison, WI
- CIK
- 0001803236
- Portfolio Value
- $1.9B (Q1 2026)
- SEC Filing
- 0002085853-26-000527 ↗ filed Apr 29, 2026
Holdings Value
Holdings 495 stocks · $1.9B
| IVV iShares Core S&P 500 ETF | 8.31% | 242,082 | $158.1M | Add +15.9% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 4.60% | 1,719,248 | $87.6M | Add +20.1% |
| MEAR Ishrs Short Mat Muni Act ETF | 4.41% | 1,666,710 | $83.9M | Add +21.4% |
| SCHR Schwab Intermediate-Term US | 3.93% | 3,001,765 | $74.8M | Add +4.7% |
| DSTL Distillate US Fundamental St | 3.53% | 1,160,218 | $67.2M | Add +11.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.20% | 769,710 | $61.0M | Reduce -10.8% |
| IJH iShares Core S&P Midcap ETF | 2.75% | 775,959 | $52.4M | Add +0.5% |
| GARP iShares MSCI USA Quality Gar | 2.64% | 784,592 | $50.2M | New |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.14% | 1,465,255 | $40.8M | Add +7.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.93% | 406,336 | $36.8M | Reduce -10.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.84% | 702,048 | $35.0M | Add +0.3% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.65% | 640,326 | $31.3M | Reduce -14.3% |
| VIG Vanguard Dividend Apprec ETF | 1.51% | 133,941 | $28.8M | Add +6.6% |
| SGOV iShares 0-3 Month Treasury B | 1.49% | 281,061 | $28.3M | Reduce -44.5% |
| IJR iShares Core S&P Small-Cap E | 1.48% | 227,285 | $28.3M | Reduce -17.3% |
| AAPL Apple Inc. | 1.46% | 109,584 | $27.8M | Add +10.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.45% | 42,423 | $27.7M | Add +0.5% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.31% | 771,733 | $25.0M | Reduce -16.2% |
| JPIE JPMorgan Income ETF | 1.31% | 542,367 | $25.0M | New |
| COMB Graniteshares Bcom Broad STR | 1.28% | 926,883 | $24.3M | Add +23.8% |
| NVDA Nvidia Corp. | 1.27% | 139,101 | $24.3M | Add +26.7% |
| VIGI Vanguard Int Div App Indx FD | 1.26% | 270,407 | $23.9M | Reduce -9.7% |
| MUB iShares National Muni Bond E | 1.16% | 207,469 | $22.0M | Add +8.5% |
| IEMG iShares Core MSCI Emerging | 1.15% | 314,864 | $22.0M | Reduce -12.6% |
| RWK Invesco S&P Midcap 400 Rev | 1.15% | 170,930 | $21.9M | Add +4.0% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 1.12% | 556,985 | $21.3M | Reduce -12.9% |
| JSMD Janus Small Mid Cap GR Alp | 1.06% | 253,148 | $20.1M | Add +4.8% |
| MSFT Microsoft Corp. | 0.93% | 47,631 | $17.6M | Add +3.0% |
| IAU iShares Gold Trust | 0.85% | 184,360 | $16.3M | Reduce -27.1% |
| GOOGL Alphabet Inc. Class A | 0.73% | 48,066 | $13.8M | Add +13.9% |
| JPST JPMorgan Ultra-Short Income | 0.73% | 272,925 | $13.8M | Reduce -40.8% |
| GOOG Alphabet Inc. Class C | 0.72% | 48,063 | $13.8M | Add +1.9% |
| AMZN Amazon.com Inc. | 0.72% | 66,062 | $13.8M | Add +9.9% |
| DFNM Dimensional National Muni BD | 0.68% | 270,450 | $13.0M | Reduce -5.5% |
| VOO Vanguard S&P 500 ETF | 0.68% | 21,596 | $12.9M | Reduce -2.5% |
| ICSH iShares Ultra Short Duration | 0.67% | 253,626 | $12.8M | Reduce -44.4% |
| INMU iShares Intermediate Muni Inc. | 0.64% | 509,341 | $12.2M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 24,649 | $11.8M | Add +4.4% |
| DSMC Distillate S/M Cash Flow ETF | 0.58% | 295,376 | $11.1M | Reduce -15.2% |
| AVGO Broadcom Inc. | 0.58% | 35,454 | $11.0M | Add +4.8% |
| JPM JPMorgan Chase & Co. | 0.56% | 35,957 | $10.6M | Add +2.6% |
| XOM Exxon Mobil Corp. | 0.55% | 61,359 | $10.4M | Add +2.8% |
| HGER Harbor Commodity All Weather | 0.53% | 324,751 | $10.1M | New |
| CVX Chevron Corp. | 0.46% | 42,469 | $8.8M | Add +4.5% |
| META Meta Platforms Inc. Class A | 0.45% | 15,121 | $8.7M | Add +19.3% |
| RWL Invesco S&P 500 Revenue ETF | 0.44% | 72,877 | $8.4M | Add +2.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 25,615 | $8.2M | Reduce -0.3% |
| PRF Invesco Rafi US 1000 ETF | 0.42% | 170,207 | $8.1M | Add +2.5% |
| PKW Invesco Buyback Achievers Et | 0.42% | 61,405 | $8.1M | Add +2.3% |
| IDEV iShares Core MSCI Dev MKTS | 0.41% | 92,806 | $7.8M | Reduce -8.2% |
| MCK McKesson Corp. | 0.40% | 8,902 | $7.7M | Reduce -0.3% |
| V Visa Inc. Class A | 0.38% | 23,956 | $7.2M | Add +18.1% |
| ADI Analog Devices Inc. | 0.36% | 21,378 | $6.8M | Add +1.5% |
| SCHO Schwab Short-Term US Treas | 0.34% | 264,865 | $6.4M | Reduce -60.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.33% | 106,696 | $6.3M | Reduce -0.7% |
| IBDR iShares Ibonds Dec 2026 Term | 0.33% | 257,107 | $6.2M | Reduce -0.4% |
| CSCO Cisco Systems Inc. | 0.32% | 78,496 | $6.1M | Add +3.8% |
| MDY State Street SPDR S&P Midcap | 0.30% | 9,339 | $5.8M | Add +1.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.30% | 233,352 | $5.7M | Add +2.7% |
| LLY Eli Lilly & Co. | 0.30% | 6,123 | $5.6M | Add +7.2% |
| COST Costco Wholesale Corp. | 0.29% | 5,631 | $5.6M | Add +12.3% |
| AMGN Amgen Inc. | 0.28% | 15,261 | $5.4M | Add +2.8% |
| MPC Marathon Petroleum Corp. | 0.28% | 21,596 | $5.3M | Add +0.9% |
| PGR Progressive Corp. | 0.27% | 26,404 | $5.2M | Add +5.1% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.27% | 208,810 | $5.1M | Reduce -6.7% |
| AXP American Express Co. | 0.26% | 16,643 | $5.0M | Add +0.7% |
| JNJ Johnson & Johnson | 0.25% | 19,429 | $4.7M | Reduce -41.0% |
| AZO AutoZone Inc. | 0.24% | 1,370 | $4.6M | Add +0.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.24% | 87,861 | $4.6M | Reduce -12.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.24% | 95,194 | $4.6M | Reduce -21.8% |
| MA Mastercard Inc. Class A | 0.24% | 9,145 | $4.6M | Add +10.3% |
| EBAY eBay Inc. | 0.23% | 48,327 | $4.4M | Reduce -1.8% |
| MCD McDonald's Corp. | 0.23% | 14,014 | $4.4M | Add +5.7% |
| QCOM Qualcomm Inc. | 0.22% | 33,193 | $4.3M | Reduce -0.5% |
| GILD Gilead Sciences Inc. | 0.22% | 30,046 | $4.2M | Add +7.7% |
| KR Kroger Co. | 0.21% | 55,775 | $4.0M | Add +1.0% |
| TSLA Tesla Inc. | 0.21% | 10,776 | $4.0M | Add +18.4% |
| XLE SS Energy Select Sector | 0.21% | 65,244 | $4.0M | Reduce -84.2% |
| PG The Procter & Gamble Co. | 0.21% | 27,267 | $3.9M | Add +8.3% |
| JMUB JPMorgan Municipal ETF | 0.21% | 78,223 | $3.9M | Reduce -2.7% |
| EOG EOG Resources Inc. | 0.21% | 27,015 | $3.9M | Add +5.9% |
| MRK Merck & Co. Inc. | 0.20% | 31,176 | $3.8M | Add +129.9% |
| EA Electronic Arts Inc. | 0.20% | 18,505 | $3.8M | Add +0.2% |
| PEP Pepsico Inc. | 0.20% | 24,202 | $3.8M | Add +3.0% |
| ABBV Abbvie Inc. | 0.19% | 16,835 | $3.7M | Add +9.6% |
| PNC PNC Financial Services Group | 0.19% | 17,575 | $3.7M | Add +2.0% |
| LOW Lowe's Cos Inc. | 0.18% | 14,768 | $3.5M | Add +3.2% |
| VGIT Vanguard Intermediate-Term T | 0.18% | 57,484 | $3.4M | Reduce -14.6% |
| SYK Stryker Corp. | 0.18% | 10,372 | $3.4M | Add +4.7% |
| SCHW Schwab (charles) Corp. | 0.18% | 35,691 | $3.4M | Add +3.6% |
| ADP Automatic Data Processing | 0.18% | 16,306 | $3.3M | Add +11.0% |
| NTRS Northern Trust Corp. | 0.17% | 23,361 | $3.3M | Add +1.6% |
| BKNG Booking Holdings Inc. | 0.17% | 764 | $3.2M | Add +22.2% |
| BMY Bristol-Myers Squibb Co. | 0.17% | 51,916 | $3.1M | Add +5.9% |
| CSX CSX Corp. | 0.17% | 76,701 | $3.1M | Add +3.0% |
| PANW Palo Alto Networks Inc. | 0.16% | 19,480 | $3.1M | Add +10.2% |
| JEPI JPMorgan Equity Premium Inco | 0.16% | 52,313 | $3.0M | Reduce -71.5% |
| MDT Medtronic PLC | 0.16% | 33,810 | $3.0M | Add +3.8% |
| ACN Accenture PLC Class A | 0.15% | 14,882 | $3.0M | Add +5.0% |
| NFLX Netflix Inc. | 0.15% | 30,169 | $2.9M | Add +37.5% |
Portfolio Sells Q4 2025 → Q1 2026
| SGOV iShares 0-3 Month Treasury B | Reduce -44.5% | 1.49% | −1.31 |
| XLE SS Energy Select Sector | Reduce -84.2% | 0.21% | −0.80 |
| ICSH iShares Ultra Short Duration | Reduce -44.4% | 0.67% | −0.59 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -10.8% | 3.20% | −0.58 |
| SCHO Schwab Short-Term US Treas | Reduce -60.5% | 0.34% | −0.56 |
| JPST JPMorgan Ultra-Short Income | Reduce -40.8% | 0.73% | −0.56 |
| JEPI JPMorgan Equity Premium Inco | Reduce -71.5% | 0.16% | −0.43 |
| IJR iShares Core S&P Small-Cap E | Reduce -17.3% | 1.48% | −0.33 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -10.3% | 1.93% | −0.29 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -16.2% | 1.31% | −0.28 |
| IAU iShares Gold Trust | Reduce -27.1% | 0.85% | −0.27 |
| VIGI Vanguard Int Div App Indx FD | Reduce -9.7% | 1.26% | −0.25 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -14.3% | 1.65% | −0.21 |
| IEMG iShares Core MSCI Emerging | Reduce -12.6% | 1.15% | −0.18 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Reduce -12.9% | 1.12% | −0.15 |
| DHR Danaher Corp. | Reduce -57.3% | 0.07% | −0.14 |
| JNJ Johnson & Johnson | Reduce -41.0% | 0.25% | −0.12 |
| PFE Pfizer Inc. | Reduce -55.9% | 0.09% | −0.10 |
| DSMC Distillate S/M Cash Flow ETF | Reduce -15.2% | 0.58% | −0.10 |
| QCOM Qualcomm Inc. | Reduce -0.5% | 0.22% | −0.09 |
| VOO Vanguard S&P 500 ETF | Reduce -2.5% | 0.68% | −0.09 |
| ORCL Oracle Corp. | Reduce -22.6% | 0.10% | −0.08 |
| USB US Bancorp | Reduce -35.3% | 0.12% | −0.08 |
| DFNM Dimensional National Muni BD | Reduce -5.5% | 0.68% | −0.08 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -21.8% | 0.24% | −0.07 |
| SPGI S&P Global Inc. | Reduce -5.7% | 0.14% | −0.05 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -8.2% | 0.41% | −0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -12.6% | 0.24% | −0.05 |
| DFAS Dimensional US Small Cap ETF | Reduce -32.6% | 0.09% | −0.05 |
| RLI Rli Corp. | Sold out | 0.00% | −0.04 |
| WRB WR Berkley Corp. | Reduce -55.3% | 0.03% | −0.04 |
| VGIT Vanguard Intermediate-Term T | Reduce -14.6% | 0.18% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 0.43% | −0.04 |
| VDE Vanguard Energy ETF | Reduce -66.2% | 0.03% | −0.04 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.04 |
| IT Gartner Inc. | Reduce -54.9% | 0.01% | −0.04 |
| MKL Markel Group Inc. | Reduce -26.5% | 0.05% | −0.03 |
| ORLY O'reilly Automotive Inc. | Reduce -30.1% | 0.06% | −0.03 |
| APP AppLovin Corp. Class A | Reduce -18.8% | 0.02% | −0.02 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -12.7% | 0.05% | −0.02 |
| GDDY GoDaddy Inc. Class A | Sold out | 0.00% | −0.02 |
| MGEE Mge Energy Inc. | Sold out | 0.00% | −0.02 |
| QLYS Qualys Inc. | Sold out | 0.00% | −0.02 |
| TTE Totalenergies SE | Sold out | 0.00% | −0.02 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -9.8% | 0.12% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -2.0% | 0.06% | −0.02 |
| JMUB JPMorgan Municipal ETF | Reduce -2.7% | 0.21% | −0.02 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| GARP iShares MSCI USA Quality Gar | New | 2.64% | +2.64 |
| JPIE JPMorgan Income ETF | New | 1.31% | +1.31 |
| INMU iShares Intermediate Muni Inc. | New | 0.64% | +0.64 |
| MEAR Ishrs Short Mat Muni Act ETF | Add +21.4% | 4.41% | +0.61 |
| JMST JPM Ultra-Short Muni Income | Add +20.1% | 4.60% | +0.59 |
| HGER Harbor Commodity All Weather | New | 0.53% | +0.53 |
| IVV iShares Core S&P 500 ETF | Add +15.9% | 8.31% | +0.45 |
| COMB Graniteshares Bcom Broad STR | Add +23.8% | 1.28% | +0.41 |
| XOM Exxon Mobil Corp. | Add +2.8% | 0.55% | +0.15 |
| NVDA Nvidia Corp. | Add +26.7% | 1.27% | +0.15 |
| DSTL Distillate US Fundamental St | Add +11.0% | 3.53% | +0.14 |
| CVX Chevron Corp. | Add +4.5% | 0.46% | +0.12 |
| MRK Merck & Co. Inc. | Add +129.9% | 0.20% | +0.12 |
| IEF iShares 7-10 Year Treasury B | New | 0.10% | +0.10 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +7.1% | 2.14% | +0.10 |
| LULU Lululemon Athletica Inc. | New | 0.09% | +0.09 |
| MPC Marathon Petroleum Corp. | Add +0.9% | 0.28% | +0.09 |
| UNH Unitedhealth Group Inc. | Add +162.5% | 0.13% | +0.07 |
| EOG EOG Resources Inc. | Add +5.9% | 0.21% | +0.06 |
| COST Costco Wholesale Corp. | Add +12.3% | 0.29% | +0.06 |
| ADI Analog Devices Inc. | Add +1.5% | 0.36% | +0.04 |
| NFLX Netflix Inc. | Add +37.5% | 0.15% | +0.04 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +86.7% | 0.08% | +0.04 |
| LIN Linde PLC | Add +41.6% | 0.10% | +0.04 |
| OAKI Oakmark International LC ETF | New | 0.03% | +0.03 |
| WMT Walmart Inc. | Add +19.6% | 0.15% | +0.03 |
| GILD Gilead Sciences Inc. | Add +7.7% | 0.22% | +0.03 |
| MUB iShares National Muni Bond E | Add +8.5% | 1.16% | +0.03 |
| CFG Citizens Financial Group | New | 0.03% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Add +24.2% | 0.09% | +0.03 |
| AOS Smith (a.o.) Corp. | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +12.8% | 0.11% | +0.03 |
| MU Micron Technology Inc. | Add +32.5% | 0.08% | +0.03 |
| VST Vistra Corp. | Add +48.4% | 0.10% | +0.03 |
| FIX Comfort Systems USA Inc. | Add +92.0% | 0.04% | +0.03 |
| LRCX Lam Research Corp. | Add +16.3% | 0.09% | +0.02 |
| AER Aercap Holdings NV | Add +139.8% | 0.04% | +0.02 |
| CRUS Cirrus Logic Inc. | New | 0.02% | +0.02 |
| KR Kroger Co. | Add +1.0% | 0.21% | +0.02 |
| GEV GE Vernova Inc. | Add +16.5% | 0.07% | +0.02 |
| VIST Vista Energy Sab DE CV | New | 0.02% | +0.02 |
| JXN Jackson Financial Inc. Class A | New | 0.02% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +5.9% | 0.17% | +0.02 |
| COP Conocophillips | Add +20.9% | 0.05% | +0.02 |
| ENS Enersys | New | 0.02% | +0.02 |
| CVE Cenovus Energy Inc. | New | 0.02% | +0.02 |
| BP BP PLC-Spons ADR | New | 0.02% | +0.02 |
| EQIX Equinix Inc. | New | 0.02% | +0.02 |
| G Genpact Ltd. | New | 0.02% | +0.02 |
| GSK GSK PLC-Spon 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 |