Resurgent Financial Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Resurgent Financial Advisors LLC reported 307 stock positions worth $357.0 million. Its top holding was Alphabet Class A (GOOGL) at 5.4% of the portfolio, followed by Nvidia (NVDA, 4.8%) and Apple (AAPL, 4.5%). Compared with Q1 2026, it opened 68 new positions, sold out of 17, added to 159 and reduced 65. The biggest buy was a new position in Applied Materials (AMAT) and the biggest sale an exit from Intuit (INTU).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001912339
- Portfolio Value
- $357.0M (Q2 2026)
- SEC Filing
- 0001912339-26-000004 ↗ filed Aug 14, 2026
Holdings Value
Holdings 307 stocks · $357.0M
| GOOGL Alphabet Inc. Class A | 5.38% | 53,756 | $19.2M | Add +21.7% |
| NVDA Nvidia Corp. | 4.84% | 86,317 | $17.3M | Add +23.6% |
| AAPL Apple Inc. | 4.47% | 55,146 | $16.0M | Add +25.4% |
| MSFT Microsoft Corp. | 4.18% | 40,008 | $14.9M | Add +21.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.64% | 18,866 | $9.4M | Add +24.7% |
| V Visa Inc. Class A | 1.90% | 19,761 | $6.8M | Add +31.7% |
| LLY Eli Lilly & Co. | 1.87% | 5,580 | $6.7M | Add +17.6% |
| AVGO Broadcom Inc. | 1.81% | 17,100 | $6.5M | Add +35.3% |
| VIG Vanguard Dividend Apprec ETF | 1.61% | 24,228 | $5.7M | Add +8.5% |
| JNJ Johnson & Johnson | 1.59% | 22,360 | $5.7M | Add +13.5% |
| JPM JPMorgan Chase & Co. | 1.53% | 16,655 | $5.5M | Add +3.1% |
| AMZN Amazon.com Inc. | 1.37% | 20,557 | $4.9M | Add +19.3% |
| META Meta Platforms Inc. Class A | 1.33% | 8,458 | $4.8M | Add +51.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.28% | 6,137 | $4.6M | Reduce -21.8% |
| ETN Eaton Corp. PLC | 1.25% | 10,480 | $4.5M | Add +14.6% |
| GWW WW Grainger Inc. | 1.19% | 3,132 | $4.3M | Add +42.8% |
| MA Mastercard Inc. Class A | 1.06% | 7,377 | $3.8M | Add +17.7% |
| MCK McKesson Corp. | 1.04% | 4,932 | $3.7M | Add +27.0% |
| IWD iShares Russell 1000 Value E | 1.01% | 14,929 | $3.6M | Reduce -6.8% |
| SYK Stryker Corp. | 0.99% | 11,183 | $3.5M | Add +33.6% |
| TPL Texas Pacific Land Corp. | 0.97% | 7,954 | $3.5M | Reduce -1.1% |
| IVV iShares Core S&P 500 ETF | 0.96% | 4,577 | $3.4M | Add +18.1% |
| XOM Exxon Mobil Corp. | 0.95% | 24,901 | $3.4M | Add +8.6% |
| WMT Walmart Inc. | 0.95% | 30,039 | $3.4M | Add +7.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.91% | 37,161 | $3.3M | Add +46.5% |
| AMAT Applied Materials Inc. | 0.91% | 4,507 | $3.3M | New |
| HD Home Depot Inc. | 0.88% | 8,866 | $3.1M | Add +112.8% |
| MU Micron Technology Inc. | 0.86% | 2,651 | $3.1M | Add +307.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.72% | 55,822 | $2.6M | Add +54.4% |
| PWR Quanta Services Inc. | 0.71% | 3,534 | $2.5M | Reduce -3.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.71% | 27,964 | $2.5M | Add +4.6% |
| RTX RTX Corp. | 0.69% | 12,898 | $2.4M | Add +36.4% |
| CVX Chevron Corp. | 0.66% | 14,275 | $2.4M | Add +11.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.61% | 35,269 | $2.2M | Add +2.8% |
| FXE Invesco Currencyshares Euro | 0.60% | 20,347 | $2.1M | Reduce -14.7% |
| COP Conocophillips | 0.60% | 20,454 | $2.1M | Reduce -4.7% |
| APH Amphenol Corp. Class A | 0.56% | 11,344 | $2.0M | Add +37.1% |
| SPGI S&P Global Inc. | 0.53% | 4,656 | $1.9M | Add +21.4% |
| DLN Wisdomtree US Largecap Divid | 0.53% | 19,569 | $1.9M | Reduce -0.7% |
| IVW iShares S&P 500 Growth ETF | 0.53% | 13,630 | $1.9M | Add +1.2% |
| CSCO Cisco Systems Inc. | 0.51% | 15,544 | $1.8M | Add +15.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.50% | 26,198 | $1.8M | Add +2.1% |
| NEE Nextera Energy Inc. | 0.49% | 20,048 | $1.8M | Add +20.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.49% | 874 | $1.7M | New |
| MLPX Global X MLP & Energy Infras | 0.49% | 23,531 | $1.7M | Add +6.8% |
| AMGN Amgen Inc. | 0.47% | 4,679 | $1.7M | Add +30.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.47% | 3,485 | $1.7M | Add +3.3% |
| INTC Intel Corp. | 0.46% | 11,770 | $1.6M | Add +0.6% |
| DE Deere & Co. | 0.46% | 2,587 | $1.6M | Add +110.5% |
| MPC Marathon Petroleum Corp. | 0.45% | 6,292 | $1.6M | Add +1.7% |
| IJR iShares Core S&P Small-Cap E | 0.45% | 10,809 | $1.6M | Reduce -5.7% |
| AMD Advanced Micro Devices | 0.43% | 2,665 | $1.5M | Add +24.5% |
| MO Altria Group Inc. | 0.43% | 21,291 | $1.5M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.42% | 5,944 | $1.5M | Add +50.6% |
| GLW Corning Inc. | 0.42% | 5,850 | $1.5M | Add +55.5% |
| DON Wisdomtree US Midcap Dividen | 0.41% | 25,820 | $1.5M | Reduce -6.0% |
| USFR Wisdomtree Floating Rate Tre | 0.40% | 28,306 | $1.4M | Reduce -21.9% |
| IVE iShares S&P 500 Value ETF | 0.39% | 6,067 | $1.4M | Reduce -14.4% |
| SPMO Invesco S&P 500 Momentum ETF | 0.38% | 8,467 | $1.4M | Add +130.4% |
| COST Costco Wholesale Corp. | 0.38% | 1,457 | $1.4M | Add +5.7% |
| XBI SS SPDR S&P Biotech ETF | 0.38% | 8,573 | $1.4M | Add +26.9% |
| NOW ServiceNow Inc. | 0.36% | 12,981 | $1.3M | Add +16.1% |
| PFE Pfizer Inc. | 0.35% | 52,559 | $1.3M | Add +3.1% |
| VIGI Vanguard Int Div App Indx FD | 0.34% | 13,138 | $1.2M | Add +0.6% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.34% | 28,912 | $1.2M | Reduce -3.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.33% | 4,901 | $1.2M | Reduce -6.5% |
| MS Morgan Stanley | 0.32% | 5,465 | $1.1M | Add +2.7% |
| SCHX Schwab US Large-Cap ETF | 0.32% | 38,725 | $1.1M | Add +43.3% |
| PYLD PIMCO Multisector Bond Actv | 0.32% | 42,818 | $1.1M | Add +4.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.31% | 1,463 | $1.1M | Add +99.3% |
| CB Chubb Ltd. | 0.31% | 3,220 | $1.1M | Add +17.8% |
| IWM iShares Russell 2000 ETF | 0.30% | 3,543 | $1.1M | Add +7.5% |
| GNR State Street SPDR S&P Global | 0.30% | 15,765 | $1.1M | Add +0.2% |
| SO The Southern Co. | 0.29% | 10,991 | $1.1M | Add +132.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 2,827 | $1.0M | Reduce -0.9% |
| TSLA Tesla Inc. | 0.29% | 2,462 | $1.0M | Add +1.3% |
| GEV GE Vernova Inc. | 0.29% | 868 | $1.0M | Add +83.5% |
| UBER Uber Technologies Inc. | 0.28% | 14,008 | $1.0M | Add +16.1% |
| IALT Ishrs SYS Alt Act ETF | 0.28% | 35,119 | $985K | New |
| SGOL Abrdn Physical Gold Shares | 0.27% | 25,638 | $980K | Reduce -0.4% |
| XLE SS Energy Select Sector | 0.27% | 18,398 | $977K | Add +6.9% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 8,310 | $970K | Add +204.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.27% | 10,973 | $965K | Add +55.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.27% | 18,920 | $953K | Reduce -3.5% |
| O Realty Income Corp. | 0.27% | 15,309 | $949K | Add +2.3% |
| MRK Merck & Co. Inc. | 0.26% | 7,331 | $942K | Add +34.4% |
| PANW Palo Alto Networks Inc. | 0.26% | 2,707 | $923K | Add +6.7% |
| SPYI Neos S&P 500 High Income ETF | 0.26% | 17,278 | $917K | Add +4.5% |
| TXN Texas Instruments Inc. | 0.25% | 3,026 | $902K | Reduce -7.0% |
| MBB iShares MBS ETF | 0.25% | 9,471 | $895K | Add +5.8% |
| RYLD Global X Russell 2000 Cov Class | 0.25% | 55,176 | $882K | Add +6.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 5,822 | $882K | Add +3.5% |
| KO The Coca-Cola Co. | 0.25% | 10,799 | $878K | Add +242.5% |
| VZ Verizon Communications Inc. | 0.25% | 20,683 | $876K | Add +5.5% |
| UTES Virtus Reaves Utilities ETF | 0.25% | 10,707 | $875K | Add +5.0% |
| SDIV Global X Superdividend ETF | 0.24% | 35,336 | $864K | Add +7.5% |
| PFF iShares Preferred & Income S | 0.24% | 27,839 | $849K | Add +4.7% |
| PG The Procter & Gamble Co. | 0.23% | 5,704 | $836K | Add +11.8% |
| SCHZ Schwab US Aggregate Bond ETF | 0.23% | 35,714 | $826K | Add +8.9% |
| CORO Ish Intl CTRY Rot Act ETF | 0.23% | 22,274 | $815K | Add +37.2% |
Options reported separately and not counted above: QQQ puts ($957K), IJR puts ($593K), AMZN calls ($95K), COST puts ($94K), GOOGL calls ($71K), WMT puts ($45K), TE calls ($6K), RXRX calls ($4K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $644K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 514 | $644K | Reduce -2.6% |
Total filed on the 13F, all lines: $357.7M.
Portfolio Sells Q1 2026 → Q2 2026
| INTU Intuit Inc. | Sold out | 0.00% | −0.86 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -21.8% | 1.28% | −0.58 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.48 |
| SGOV iShares 0-3 Month Treasury B | Reduce -68.1% | 0.15% | −0.48 |
| COP Conocophillips | Reduce -4.7% | 0.60% | −0.44 |
| TPL Texas Pacific Land Corp. | Reduce -1.1% | 0.97% | −0.42 |
| FXE Invesco Currencyshares Euro | Reduce -14.7% | 0.60% | −0.33 |
| MKL Markel Group Inc. | Sold out | 0.00% | −0.28 |
| EFV iShares MSCI Eafe Value ETF | Sold out | 0.00% | −0.27 |
| USFR Wisdomtree Floating Rate Tre | Reduce -21.9% | 0.40% | −0.27 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.27 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -60.2% | 0.11% | −0.26 |
| IWD iShares Russell 1000 Value E | Reduce -6.8% | 1.01% | −0.24 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.23 |
| CME Cme Group Inc. | Reduce -49.4% | 0.09% | −0.22 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.21 |
| CLIP Global X 1-3 Month T-Bill | Sold out | 0.00% | −0.20 |
| DHR Danaher Corp. | Reduce -46.2% | 0.14% | −0.19 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.19 |
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −0.19 |
| IBIT iShares Bitcoin Trust ETF | Reduce -48.9% | 0.09% | −0.18 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.16 |
| IVE iShares S&P 500 Value ETF | Reduce -14.4% | 0.39% | −0.16 |
| SGOL Abrdn Physical Gold Shares | Reduce -0.4% | 0.27% | −0.14 |
| T AT&T Inc. | Reduce -37.4% | 0.07% | −0.14 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -54.6% | 0.08% | −0.14 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -3.6% | 0.34% | −0.12 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Reduce -38.9% | 0.10% | −0.12 |
| DON Wisdomtree US Midcap Dividen | Reduce -6.0% | 0.41% | −0.12 |
| DLN Wisdomtree US Largecap Divid | Reduce -0.7% | 0.53% | −0.12 |
| KTOS Kratos Defense & Security | Sold out | 0.00% | −0.11 |
| TLH iShares 10-20 Year Treasury | Reduce -41.9% | 0.07% | −0.09 |
| THRO iShares U.S. Thematic Rotati | Reduce -35.2% | 0.12% | −0.09 |
| MO Altria Group Inc. | Reduce -0.1% | 0.43% | −0.08 |
| IEUR iShares Core MSCI Europe ETF | Sold out | 0.00% | −0.08 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -6.5% | 0.33% | −0.08 |
| FSK FS KKR Capital Corp. | Sold out | 0.00% | −0.08 |
| MDT Medtronic PLC | Reduce -0.1% | 0.17% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.7% | 0.45% | −0.07 |
| SHEL Shell PLC-ADR | Reduce -9.0% | 0.10% | −0.07 |
| AVEM Avantis Emerging Markets Eq | Reduce -36.8% | 0.09% | −0.06 |
| IEMG iShares Core MSCI Emerging | Reduce -22.3% | 0.15% | −0.06 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -3.5% | 0.27% | −0.06 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -1.3% | 0.15% | −0.05 |
| RSG Republic Services Inc. | Reduce -0.3% | 0.14% | −0.05 |
| SCHV Schwab US Large-Cap Value | Reduce -35.0% | 0.06% | −0.05 |
| BOTZ Global X Robotics & Artifici | Reduce -6.5% | 0.21% | −0.05 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -5.0% | 0.17% | −0.05 |
| CTAS Cintas Corp. | Reduce -13.5% | 0.09% | −0.05 |
| DUK Duke Energy Corp. | Reduce -5.0% | 0.11% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| AMAT Applied Materials Inc. | New | 0.91% | +0.91 |
| MU Micron Technology Inc. | Add +307.2% | 0.86% | +0.78 |
| GOOGL Alphabet Inc. Class A | Add +21.7% | 5.38% | +0.74 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.49% | +0.49 |
| AAPL Apple Inc. | Add +25.4% | 4.47% | +0.39 |
| NVDA Nvidia Corp. | Add +23.6% | 4.84% | +0.39 |
| AVGO Broadcom Inc. | Add +35.3% | 1.81% | +0.38 |
| HD Home Depot Inc. | Add +112.8% | 0.88% | +0.38 |
| GWW WW Grainger Inc. | Add +42.8% | 1.19% | +0.32 |
| LLY Eli Lilly & Co. | Add +17.6% | 1.87% | +0.28 |
| IALT Ishrs SYS Alt Act ETF | New | 0.28% | +0.28 |
| AMD Advanced Micro Devices | Add +24.5% | 0.43% | +0.27 |
| INTC Intel Corp. | Add +0.6% | 0.46% | +0.27 |
| V Visa Inc. Class A | Add +31.7% | 1.90% | +0.24 |
| SPMO Invesco S&P 500 Momentum ETF | Add +130.4% | 0.38% | +0.23 |
| GLW Corning Inc. | Add +55.5% | 0.42% | +0.23 |
| FCX Freeport-McMoran Inc. | New | 0.22% | +0.22 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +99.3% | 0.31% | +0.21 |
| DE Deere & Co. | Add +110.5% | 0.46% | +0.21 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +46.5% | 0.91% | +0.21 |
| BKNG Booking Holdings Inc. | New | 0.20% | +0.20 |
| GE General Electric | New | 0.20% | +0.20 |
| APH Amphenol Corp. Class A | Add +37.1% | 0.56% | +0.18 |
| CLS Celestica Inc. | New | 0.17% | +0.17 |
| RJF Raymond James Financial Inc. | New | 0.17% | +0.17 |
| META Meta Platforms Inc. Class A | Add +51.4% | 1.33% | +0.17 |
| RBC RBC Bearings Inc. | New | 0.16% | +0.16 |
| KO The Coca-Cola Co. | Add +242.5% | 0.25% | +0.16 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.16% | +0.16 |
| BAND Bandwidth Inc. Class A | New | 0.15% | +0.15 |
| MELI MercadoLibre Inc. | New | 0.14% | +0.14 |
| C Citigroup Inc. | New | 0.14% | +0.14 |
| AIRR First Trust Rba American Ind | New | 0.14% | +0.14 |
| ACN Accenture PLC Class A | New | 0.14% | +0.14 |
| GEV GE Vernova Inc. | Add +83.5% | 0.29% | +0.13 |
| CSCO Cisco Systems Inc. | Add +15.6% | 0.51% | +0.13 |
| SO The Southern Co. | Add +132.7% | 0.29% | +0.13 |
| BUCK Simplify Treasury Option Inc. | New | 0.13% | +0.13 |
| PLTR Palantir Technologies Inc. Class A | Add +204.4% | 0.27% | +0.13 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.12% | +0.12 |
| PDBA Invesco Agriculture Cmdtyk-1 | New | 0.12% | +0.12 |
| URI United Rentals Inc. | New | 0.12% | +0.12 |
| DLR Digital Realty Trust Inc. | New | 0.12% | +0.12 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +54.4% | 0.72% | +0.11 |
| PANW Palo Alto Networks Inc. | Add +6.7% | 0.26% | +0.11 |
| SCCO Southern Copper Corp. | New | 0.11% | +0.11 |
| ABBV Abbvie Inc. | Add +50.6% | 0.42% | +0.11 |
| KLAC KLA Corp. | New | 0.10% | +0.10 |
| ANET Arista Networks Inc. | New | 0.10% | +0.10 |
| QQQ Invesco QQQ Trust Series 1 | Add +140.1% | 0.17% | +0.10 |
Options Activity Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -43.5% | 1,300 | $957K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 1,100 | $715Kbefore exit |
| IJR iShares Core S&P Small-Cap E | put | Add +33.3% | 4,000 | $593K |
| NVDA Nvidia Corp. | call | Sold out | 600 | $105Kbefore exit |
| AMZN Amazon.com Inc. | call | New | 400 | $95K |
| COST Costco Wholesale Corp. | put | New | 100 | $94K |
| GOOGL Alphabet Inc. Class A | call | New | 200 | $71K |
| WMT Walmart Inc. | put | New | 400 | $45K |
| TE T1 Energy Inc. | call | New | 600 | $6K |
| RXRX Recursion Pharmaceuticals-A | call | New | 1,000 | $4K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -2.6% | 514 | $644K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 307 | $357.0M | GOOGL, NVDA, AAPL, MSFT, BRK.B |
| Q1 2026 | 255 | $273.8M | GOOGL, NVDA, MSFT, AAPL, BRK.B |
| Q4 2025 | 215 | $198.8M | MSFT, AAPL, BRK.B, NVDA, JPM |
| Q3 2025 | 206 | $203.1M | MSFT, AAPL, BRK.B, NVDA, JPM |
| Q2 2025 | 185 | $181.5M | MSFT, AAPL, JPM, BRK.B, NVDA |
| Q1 2025 | 180 | $165.9M | AAPL, MSFT, BRK.B, JPM, SPY |
| Q4 2024 | 174 | $169.2M | AAPL, MSFT, BRK.B, JPM, NVDA |
| Q3 2024 | 176 | $170.2M | MSFT, AAPL, BRK.B, JPM, NVDA |
| Q2 2024 | 171 | $160.1M | MSFT, AAPL, NVDA, JPM, BRK.B |
| Q1 2024 | 188 | $186.1M | MSFT, AAPL, IWD, VIG, IVV |