Resurgent Financial Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Resurgent Financial Advisors LLC reported 185 stock positions worth $181.5 million. Its top holding was Microsoft (MSFT) at 6.2% of the portfolio, followed by Apple (AAPL, 4.4%) and JPMorgan Chase (JPM, 3.2%). Compared with Q1 2025, it opened 23 new positions, sold out of 18, added to 91 and reduced 64. The biggest buy was Microsoft (MSFT, shares +3%) and the biggest sale Texas Pacific Land (TPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001912339
- Portfolio Value
- $181.5M (Q2 2025)
- SEC Filing
- 0001085146-25-004779 ↗ filed Aug 11, 2025
Holdings Value
Holdings 185 stocks · $181.5M
| MSFT Microsoft Corp. | 6.18% | 22,537 | $11.2M | Add +2.6% |
| AAPL Apple Inc. | 4.37% | 38,695 | $7.9M | Add +2.0% |
| JPM JPMorgan Chase & Co. | 3.20% | 20,015 | $5.8M | Add +2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.16% | 11,824 | $5.7M | Add +2.1% |
| NVDA Nvidia Corp. | 2.82% | 32,357 | $5.1M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.47% | 7,243 | $4.5M | Reduce -5.1% |
| VIG Vanguard Dividend Apprec ETF | 2.45% | 21,745 | $4.5M | Reduce -0.9% |
| IWD iShares Russell 1000 Value E | 2.10% | 19,642 | $3.8M | Reduce -6.8% |
| AMZN Amazon.com Inc. | 1.97% | 16,328 | $3.6M | Add +2.8% |
| GOOGL Alphabet Inc. Class A | 1.80% | 18,518 | $3.3M | Reduce -2.8% |
| TPL Texas Pacific Land Corp. | 1.58% | 2,710 | $2.9M | Reduce -0.8% |
| WMT Walmart Inc. | 1.45% | 26,835 | $2.6M | Add +13.9% |
| HD Home Depot Inc. | 1.40% | 6,934 | $2.5M | Add +2.9% |
| IVV iShares Core S&P 500 ETF | 1.40% | 4,080 | $2.5M | Reduce -19.8% |
| ETN Eaton Corp. PLC | 1.23% | 6,247 | $2.2M | Add +1.6% |
| COP Conocophillips | 1.14% | 23,140 | $2.1M | Add +4.9% |
| IBIT iShares Bitcoin Trust ETF | 1.10% | 32,710 | $2.0M | Reduce -2.8% |
| JNJ Johnson & Johnson | 1.10% | 13,086 | $2.0M | Add +1.2% |
| XOM Exxon Mobil Corp. | 1.09% | 18,363 | $2.0M | Add +8.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.06% | 35,513 | $1.9M | Add +26.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.04% | 40,895 | $1.9M | Reduce -13.9% |
| SPHQ Invesco S&P 500 Quality ETF | 0.98% | 24,945 | $1.8M | Reduce -3.8% |
| QUAL iShares MSCI USA Quality Fac | 0.94% | 9,348 | $1.7M | Reduce -2.1% |
| DLN Wisdomtree US Largecap Divid | 0.92% | 20,336 | $1.7M | Reduce -7.6% |
| PWR Quanta Services Inc. | 0.92% | 4,411 | $1.7M | Reduce -6.4% |
| IVW iShares S&P 500 Growth ETF | 0.83% | 13,709 | $1.5M | Reduce -10.6% |
| DON Wisdomtree US Midcap Dividen | 0.82% | 29,835 | $1.5M | Add +0.9% |
| NFLX Netflix Inc. | 0.81% | 1,102 | $1.5M | Add +9.1% |
| V Visa Inc. Class A | 0.81% | 4,153 | $1.5M | Reduce -8.3% |
| AVGO Broadcom Inc. | 0.81% | 5,344 | $1.5M | Add +3.4% |
| ISRG Intuitive Surgical Inc. | 0.81% | 2,698 | $1.5M | Add +21.0% |
| CVX Chevron Corp. | 0.79% | 10,019 | $1.4M | Add +1.3% |
| COST Costco Wholesale Corp. | 0.74% | 1,365 | $1.4M | Add +2.3% |
| EFV iShares MSCI Eafe Value ETF | 0.74% | 21,288 | $1.4M | Add +51.1% |
| IWM iShares Russell 2000 ETF | 0.73% | 6,171 | $1.3M | Add +336.1% |
| IJR iShares Core S&P Small-Cap E | 0.69% | 11,422 | $1.2M | Reduce -8.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.68% | 22,694 | $1.2M | Add +5.2% |
| NEE Nextera Energy Inc. | 0.68% | 17,691 | $1.2M | Add +4.8% |
| META Meta Platforms Inc. Class A | 0.68% | 1,660 | $1.2M | Add +7.4% |
| USFR Wisdomtree Floating Rate Tre | 0.67% | 24,028 | $1.2M | Add +32.3% |
| MS Morgan Stanley | 0.66% | 8,521 | $1.2M | Reduce -28.4% |
| DHR Danaher Corp. | 0.65% | 6,015 | $1.2M | Add +4.7% |
| CME Cme Group Inc. | 0.63% | 4,178 | $1.2M | Add +4.6% |
| IVE iShares S&P 500 Value ETF | 0.62% | 5,745 | $1.1M | Add +6.3% |
| MPC Marathon Petroleum Corp. | 0.60% | 6,570 | $1.1M | Add +0.1% |
| MLPX Global X MLP & Energy Infras | 0.60% | 17,299 | $1.1M | Reduce -0.8% |
| VIGI Vanguard Int Div App Indx FD | 0.60% | 11,993 | $1.1M | Reduce -0.8% |
| HOOD Robinhood Markets Inc. Class A | 0.59% | 11,450 | $1.1M | Add +5.5% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.58% | 24,311 | $1.0M | Add +0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.57% | 5,346 | $1.0M | Reduce -1.0% |
| IEMG iShares Core MSCI Emerging | 0.56% | 16,836 | $1.0M | Add +74.2% |
| MBB iShares MBS ETF | 0.56% | 10,750 | $1.0M | Reduce -0.1% |
| KMI Kinder Morgan Inc. | 0.53% | 32,764 | $963K | Add +26.2% |
| MCO Moody's Corp. | 0.51% | 1,854 | $930K | Add +5.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 3,037 | $923K | Reduce -0.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.50% | 12,364 | $899K | Reduce -46.6% |
| MA Mastercard Inc. Class A | 0.49% | 1,578 | $887K | Reduce -2.5% |
| SGOL Abrdn Physical Gold Shares | 0.48% | 27,360 | $863K | Reduce -13.7% |
| AMGN Amgen Inc. | 0.46% | 3,012 | $841K | Reduce -15.5% |
| RSG Republic Services Inc. | 0.45% | 3,347 | $825K | Add +10.1% |
| MO Altria Group Inc. | 0.45% | 13,881 | $814K | Add +0.1% |
| MKL Markel Group Inc. | 0.43% | 395 | $789K | Add +7.6% |
| MSI Motorola Solutions Inc. | 0.43% | 1,862 | $783K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.42% | 4,820 | $768K | Reduce -1.4% |
| JPST JPMorgan Ultra-Short Income | 0.42% | 15,090 | $765K | Add +24.6% |
| T AT&T Inc. | 0.42% | 26,173 | $757K | Add +12.1% |
| CLIP Global X 1-3 Month T-Bill | 0.39% | 7,119 | $715K | New |
| SCHZ Schwab US Aggregate Bond ETF | 0.39% | 30,664 | $713K | Reduce -8.5% |
| TT Trane Technologies PLC | 0.39% | 1,607 | $703K | Add +1.4% |
| TSLA Tesla Inc. | 0.38% | 2,182 | $693K | Add +24.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.38% | 5,560 | $687K | Add +2.6% |
| CB Chubb Ltd. | 0.38% | 2,349 | $681K | Add +2.1% |
| PFE Pfizer Inc. | 0.37% | 27,868 | $676K | Reduce -1.1% |
| ORCL Oracle Corp. | 0.36% | 2,968 | $649K | Add +62.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.36% | 2,280 | $648K | Reduce -6.4% |
| LMT Lockheed Martin Corp. | 0.35% | 1,390 | $644K | Add +16.7% |
| LLY Eli Lilly & Co. | 0.35% | 822 | $641K | Add +13.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.35% | 6,755 | $634K | Reduce -14.8% |
| DE Deere & Co. | 0.35% | 1,241 | $631K | Reduce -1.5% |
| SCHG Schwab US Large-Cap Growth | 0.35% | 21,520 | $629K | Reduce -27.9% |
| TMUS T-Mobile US Inc. | 0.34% | 2,606 | $621K | Add +1.8% |
| QQQM Invesco Nasdaq 100 ETF | 0.34% | 2,730 | $620K | Add +11.1% |
| TXN Texas Instruments Inc. | 0.34% | 2,981 | $619K | Add +7.5% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.34% | 13,391 | $618K | Add +109.8% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.33% | 3,131 | $607K | Add +9.4% |
| ITOT iShares Core S&P Total U.S. | 0.33% | 4,489 | $606K | Reduce -0.0% |
| DUK Duke Energy Corp. | 0.33% | 5,103 | $602K | Add +49.0% |
| CIBR First Trust Nasdaq Cybersecu | 0.33% | 7,916 | $598K | Reduce -0.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.33% | 5,326 | $597K | Add +0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 1,985 | $585K | New |
| SCHX Schwab US Large-Cap ETF | 0.32% | 23,790 | $581K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.32% | 5,746 | $579K | New |
| XBI SS SPDR S&P Biotech ETF | 0.32% | 6,910 | $573K | Add +45.6% |
| ALL Allstate Corp. | 0.31% | 2,751 | $554K | Add +65.9% |
| SCHM Schwab US Mid Cap ETF | 0.30% | 19,584 | $549K | Add +15.9% |
| HIW Highwoods Properties Inc. | 0.30% | 17,461 | $543K | Add +12.9% |
| VRIG Invesco Variable Rate Invest | 0.30% | 21,536 | $539K | Reduce -9.7% |
| WTRG Essential Utilities Inc. | 0.29% | 14,413 | $535K | No change |
| THRO iShares U.S. Thematic Rotati | 0.29% | 14,925 | $531K | New |
| BOTZ Global X Robotics & Artifici | 0.29% | 16,242 | $530K | Add +0.3% |
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 | 531 | $644K | Add +0.2% |
Total filed on the 13F, all lines: $182.1M.
Portfolio Sells Q1 2025 → Q2 2025
| TPL Texas Pacific Land Corp. | Reduce -0.8% | 1.58% | −0.61 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -46.6% | 0.50% | −0.42 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -76.5% | 0.11% | −0.42 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.37 |
| IVV iShares Core S&P 500 ETF | Reduce -19.8% | 1.40% | −0.33 |
| IWD iShares Russell 1000 Value E | Reduce -6.8% | 2.10% | −0.29 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -13.9% | 1.04% | −0.28 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -65.2% | 0.14% | −0.24 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.23 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.23 |
| MRK Merck & Co. Inc. | Reduce -31.3% | 0.27% | −0.22 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.21 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.21 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.21 |
| AMGN Amgen Inc. | Reduce -15.5% | 0.46% | −0.21 |
| UNH Unitedhealth Group Inc. | Reduce -0.5% | 0.23% | −0.19 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.19 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.19 |
| MS Morgan Stanley | Reduce -28.4% | 0.66% | −0.18 |
| GLW Corning Inc. | Reduce -58.7% | 0.13% | −0.17 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.17 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.17 |
| V Visa Inc. Class A | Reduce -8.3% | 0.81% | −0.14 |
| DIS The Walt Disney Co. | Reduce -55.2% | 0.15% | −0.14 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.14 |
| IWS iShares Russell Mid-Cap Valu | Sold out | 0.00% | −0.14 |
| DLN Wisdomtree US Largecap Divid | Reduce -7.6% | 0.92% | −0.13 |
| GLDM SPDR Gold Minishares Trust | Sold out | 0.00% | −0.13 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.13 |
| PFG Principal Financial Group | Sold out | 0.00% | −0.13 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −0.12 |
| PFXF Vaneck Pref Sec X-Financials | Sold out | 0.00% | −0.12 |
| TRGP Targa Resources Corp. | Sold out | 0.00% | −0.12 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.9% | 2.45% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.1% | 2.47% | −0.11 |
| SCHG Schwab US Large-Cap Growth | Reduce -27.9% | 0.35% | −0.10 |
| PEP Pepsico Inc. | Reduce -27.4% | 0.15% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -8.8% | 0.69% | −0.10 |
| SGOL Abrdn Physical Gold Shares | Reduce -13.7% | 0.48% | −0.09 |
| AGG iShares Core U.S. Aggregate | Reduce -19.4% | 0.24% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -1.4% | 0.42% | −0.08 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -8.5% | 0.39% | −0.08 |
| MLPX Global X MLP & Energy Infras | Reduce -0.8% | 0.60% | −0.07 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -14.8% | 0.35% | −0.07 |
| ABBV Abbvie Inc. | Reduce -0.6% | 0.29% | −0.07 |
| VRIG Invesco Variable Rate Invest | Reduce -9.7% | 0.30% | −0.06 |
| PFE Pfizer Inc. | Reduce -1.1% | 0.37% | −0.06 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -3.8% | 0.98% | −0.06 |
| XLF SS Financial Select Sector | Reduce -28.1% | 0.13% | −0.06 |
| MBB iShares MBS ETF | Reduce -0.1% | 0.56% | −0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +2.6% | 6.18% | +1.21 |
| NVDA Nvidia Corp. | Add +0.5% | 2.82% | +0.71 |
| IWM iShares Russell 2000 ETF | Add +336.1% | 0.73% | +0.56 |
| CLIP Global X 1-3 Month T-Bill | New | 0.39% | +0.39 |
| IBM Intl Business Machines Corp. | New | 0.32% | +0.32 |
| SGOV iShares 0-3 Month Treasury B | New | 0.32% | +0.32 |
| HOOD Robinhood Markets Inc. Class A | Add +5.5% | 0.59% | +0.32 |
| JPM JPMorgan Chase & Co. | Add +2.5% | 3.20% | +0.31 |
| THRO iShares U.S. Thematic Rotati | New | 0.29% | +0.29 |
| AVGO Broadcom Inc. | Add +3.4% | 0.81% | +0.29 |
| NFLX Netflix Inc. | Add +9.1% | 0.81% | +0.25 |
| IAGG iShares Intl Aggregate Bond | New | 0.24% | +0.24 |
| EFV iShares MSCI Eafe Value ETF | Add +51.1% | 0.74% | +0.24 |
| IEMG iShares Core MSCI Emerging | Add +74.2% | 0.56% | +0.24 |
| IWR iShares Russell Mid-Cap ETF | New | 0.24% | +0.24 |
| CTA Simplify Managed Futures St | New | 0.23% | +0.23 |
| ETN Eaton Corp. PLC | Add +1.6% | 1.23% | +0.22 |
| ORCL Oracle Corp. | Add +62.1% | 0.36% | +0.20 |
| TOST Toast Inc. Class A | New | 0.20% | +0.20 |
| WMT Walmart Inc. | Add +13.9% | 1.45% | +0.20 |
| JEPQ JPM Nasdaq Equity Premium | Add +26.4% | 1.06% | +0.19 |
| AMD Advanced Micro Devices | New | 0.18% | +0.18 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.17% | +0.17 |
| JPIE JPMorgan Income ETF | New | 0.17% | +0.17 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +109.8% | 0.34% | +0.16 |
| TLH iShares 10-20 Year Treasury | New | 0.16% | +0.16 |
| DGRO iShares Core Dividend Growth | New | 0.16% | +0.16 |
| IGIB iShares 5-10Y Inv Grade Corp. | New | 0.16% | +0.16 |
| AMZN Amazon.com Inc. | Add +2.8% | 1.97% | +0.15 |
| SCHY Schwab International DVD ETF | New | 0.15% | +0.15 |
| PANW Palo Alto Networks Inc. | New | 0.14% | +0.14 |
| ISRG Intuitive Surgical Inc. | Add +21.0% | 0.81% | +0.14 |
| META Meta Platforms Inc. Class A | Add +7.4% | 0.68% | +0.14 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.13% | +0.13 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | New | 0.12% | +0.12 |
| WELD Tema U.S. Manufacturing & Re | New | 0.12% | +0.12 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.12% | +0.12 |
| USFR Wisdomtree Floating Rate Tre | Add +32.3% | 0.67% | +0.11 |
| IWB iShares Russell 1000 ETF | New | 0.11% | +0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.11% | +0.11 |
| TSLA Tesla Inc. | Add +24.8% | 0.38% | +0.11 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | New | 0.11% | +0.11 |
| ALL Allstate Corp. | Add +65.9% | 0.31% | +0.10 |
| PYLD PIMCO Multisector Bond Actv | Add +70.7% | 0.25% | +0.09 |
| KMI Kinder Morgan Inc. | Add +26.2% | 0.53% | +0.08 |
| XBI SS SPDR S&P Biotech ETF | Add +45.6% | 0.32% | +0.08 |
| DUK Duke Energy Corp. | Add +49.0% | 0.33% | +0.08 |
| XLG Invesco S&P 500 Top 50 ETF | Add +45.3% | 0.20% | +0.07 |
| TT Trane Technologies PLC | Add +1.4% | 0.39% | +0.07 |
| XLV SS Health Care Select Sector | Add +74.5% | 0.19% | +0.06 |
Notes & Other Activity Q1 2025 → Q2 2025
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +0.2% | 531 | $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 |