Resurgent Financial Advisors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Resurgent Financial Advisors LLC reported 206 stock positions worth $203.1 million. Its top holding was Microsoft (MSFT) at 5.7% of the portfolio, followed by Apple (AAPL, 4.7%) and Berkshire Hathaway Class B (BRK.B, 3.0%). Compared with Q2 2025, it opened 39 new positions, sold out of 18, added to 64 and reduced 92. The biggest buy was a new position in Invesco Currencyshares Euro (FXE) and the biggest sale Intuitive Surgical (ISRG, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001912339
- Portfolio Value
- $203.1M (Q3 2025)
- SEC Filing
- 0001912339-25-000002 ↗ filed Nov 13, 2025
Holdings Value
Holdings 206 stocks · $203.1M
| MSFT Microsoft Corp. | 5.70% | 22,332 | $11.6M | Reduce -0.9% |
| AAPL Apple Inc. | 4.69% | 37,389 | $9.5M | Reduce -3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.02% | 12,182 | $6.1M | Add +3.0% |
| NVDA Nvidia Corp. | 2.91% | 31,696 | $5.9M | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 2.75% | 17,704 | $5.6M | Reduce -11.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.34% | 7,145 | $4.8M | Reduce -1.4% |
| VIG Vanguard Dividend Apprec ETF | 2.28% | 21,484 | $4.6M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 2.18% | 18,207 | $4.4M | Reduce -1.7% |
| IWD iShares Russell 1000 Value E | 1.83% | 18,204 | $3.7M | Reduce -7.3% |
| AMZN Amazon.com Inc. | 1.80% | 16,682 | $3.7M | Add +2.2% |
| WMT Walmart Inc. | 1.39% | 27,476 | $2.8M | Add +2.4% |
| HD Home Depot Inc. | 1.32% | 6,627 | $2.7M | Reduce -4.4% |
| TPL Texas Pacific Land Corp. | 1.24% | 2,690 | $2.5M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 1.23% | 3,732 | $2.5M | Reduce -8.5% |
| FXE Invesco Currencyshares Euro | 1.23% | 23,000 | $2.5M | New |
| IBIT iShares Bitcoin Trust ETF | 1.10% | 34,319 | $2.2M | Add +4.9% |
| COP Conocophillips | 1.09% | 23,394 | $2.2M | Add +1.1% |
| JNJ Johnson & Johnson | 1.07% | 11,729 | $2.2M | Reduce -10.4% |
| XOM Exxon Mobil Corp. | 1.03% | 18,614 | $2.1M | Add +1.4% |
| ETN Eaton Corp. PLC | 1.02% | 5,526 | $2.1M | Reduce -11.5% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.00% | 35,475 | $2.0M | Reduce -0.1% |
| SPHQ Invesco S&P 500 Quality ETF | 0.93% | 25,800 | $1.9M | Add +3.4% |
| USFR Wisdomtree Floating Rate Tre | 0.90% | 36,201 | $1.8M | Add +50.7% |
| PWR Quanta Services Inc. | 0.88% | 4,294 | $1.8M | Reduce -2.6% |
| ISHG iShares -3 Year Internationa | 0.85% | 22,653 | $1.7M | New |
| DLN Wisdomtree US Largecap Divid | 0.85% | 19,778 | $1.7M | Reduce -2.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.84% | 28,649 | $1.7M | Add +26.2% |
| AVGO Broadcom Inc. | 0.81% | 4,979 | $1.6M | Reduce -6.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.80% | 34,818 | $1.6M | Reduce -14.9% |
| IVW iShares S&P 500 Growth ETF | 0.79% | 13,214 | $1.6M | Reduce -3.6% |
| META Meta Platforms Inc. Class A | 0.78% | 2,162 | $1.6M | Add +30.2% |
| HOOD Robinhood Markets Inc. Class A | 0.76% | 10,815 | $1.5M | Reduce -5.5% |
| CVX Chevron Corp. | 0.76% | 9,891 | $1.5M | Reduce -1.3% |
| DON Wisdomtree US Midcap Dividen | 0.75% | 29,063 | $1.5M | Reduce -2.6% |
| IJR iShares Core S&P Small-Cap E | 0.69% | 11,807 | $1.4M | Add +3.4% |
| QUAL iShares MSCI USA Quality Fac | 0.65% | 6,751 | $1.3M | Reduce -27.8% |
| NFLX Netflix Inc. | 0.64% | 1,086 | $1.3M | Reduce -1.4% |
| V Visa Inc. Class A | 0.63% | 3,728 | $1.3M | Reduce -10.2% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.61% | 28,615 | $1.2M | Add +17.7% |
| NEE Nextera Energy Inc. | 0.60% | 16,181 | $1.2M | Reduce -8.5% |
| IVE iShares S&P 500 Value ETF | 0.60% | 5,856 | $1.2M | Add +1.9% |
| MPC Marathon Petroleum Corp. | 0.59% | 6,226 | $1.2M | Reduce -5.2% |
| EFV iShares MSCI Eafe Value ETF | 0.58% | 17,229 | $1.2M | Reduce -19.1% |
| COST Costco Wholesale Corp. | 0.56% | 1,232 | $1.1M | Reduce -9.7% |
| VIGI Vanguard Int Div App Indx FD | 0.54% | 12,344 | $1.1M | Add +2.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.54% | 5,220 | $1.1M | Reduce -2.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.52% | 13,503 | $1.1M | Add +9.2% |
| IWM iShares Russell 2000 ETF | 0.51% | 4,277 | $1.0M | Reduce -30.7% |
| MLPX Global X MLP & Energy Infras | 0.51% | 16,479 | $1.0M | Reduce -4.7% |
| TSLA Tesla Inc. | 0.51% | 2,306 | $1.0M | Add +5.7% |
| IEMG iShares Core MSCI Emerging | 0.50% | 15,538 | $1.0M | Reduce -7.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.49% | 3,026 | $993K | Reduce -0.4% |
| MS Morgan Stanley | 0.49% | 6,200 | $986K | Reduce -27.2% |
| MBB iShares MBS ETF | 0.48% | 10,349 | $985K | Reduce -3.7% |
| PYLD PIMCO Multisector Bond Actv | 0.47% | 35,702 | $958K | Add +110.2% |
| DHR Danaher Corp. | 0.46% | 4,731 | $938K | Reduce -21.4% |
| CIBR First Trust Nasdaq Cybersecu | 0.45% | 12,149 | $923K | Add +53.5% |
| MO Altria Group Inc. | 0.45% | 13,882 | $917K | Add +0.0% |
| MA Mastercard Inc. Class A | 0.45% | 1,597 | $908K | Add +1.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.44% | 3,191 | $891K | New |
| PFE Pfizer Inc. | 0.43% | 34,202 | $871K | Add +22.7% |
| BAM Brookfield Asset Mgmt-A | 0.42% | 15,087 | $859K | New |
| SCHG Schwab US Large-Cap Growth | 0.42% | 26,685 | $852K | Add +24.0% |
| BOTZ Global X Robotics & Artifici | 0.42% | 23,957 | $849K | Add +47.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.40% | 5,648 | $816K | Add +1.6% |
| MKL Markel Group Inc. | 0.39% | 419 | $801K | Add +6.1% |
| CME Cme Group Inc. | 0.39% | 2,924 | $790K | Reduce -30.0% |
| MSI Motorola Solutions Inc. | 0.39% | 1,715 | $784K | Reduce -7.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.38% | 18,167 | $777K | Add +41.8% |
| SGOL Abrdn Physical Gold Shares | 0.38% | 20,931 | $770K | Reduce -23.5% |
| SCHZ Schwab US Aggregate Bond ETF | 0.37% | 32,060 | $752K | Add +4.5% |
| XLG Invesco S&P 500 Top 50 ETF | 0.37% | 13,038 | $750K | Add +87.0% |
| MCO Moody's Corp. | 0.37% | 1,558 | $742K | Reduce -16.0% |
| LLY Eli Lilly & Co. | 0.36% | 962 | $734K | Add +17.0% |
| PG The Procter & Gamble Co. | 0.36% | 4,761 | $732K | Reduce -1.2% |
| O Realty Income Corp. | 0.36% | 11,936 | $726K | New |
| VZ Verizon Communications Inc. | 0.35% | 16,286 | $716K | Add +77.3% |
| SPYI Neos S&P 500 High Income ETF | 0.35% | 13,607 | $712K | New |
| ORCL Oracle Corp. | 0.34% | 2,485 | $699K | Reduce -16.3% |
| UTES Virtus Reaves Utilities ETF | 0.34% | 8,317 | $694K | New |
| XLV SS Health Care Select Sector | 0.34% | 4,978 | $693K | Add +92.0% |
| CSCO Cisco Systems Inc. | 0.34% | 10,114 | $692K | Add +111.0% |
| KMI Kinder Morgan Inc. | 0.34% | 24,259 | $687K | Reduce -26.0% |
| PDI PIMCO Dynamic Income Fund | 0.34% | 34,380 | $681K | New |
| PFF iShares Preferred & Income S | 0.33% | 21,362 | $675K | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.33% | 2,250 | $661K | Reduce -1.3% |
| AMGN Amgen Inc. | 0.33% | 2,340 | $660K | Reduce -22.3% |
| T AT&T Inc. | 0.32% | 23,238 | $656K | Reduce -11.2% |
| ITOT iShares Core S&P Total U.S. | 0.32% | 4,489 | $654K | No change |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.32% | 13,986 | $652K | Add +4.4% |
| ABBV Abbvie Inc. | 0.32% | 2,778 | $643K | Reduce -2.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.32% | 12,069 | $643K | Add +34.4% |
| JPIE JPMorgan Income ETF | 0.31% | 13,692 | $635K | Add +109.0% |
| SCHX Schwab US Large-Cap ETF | 0.31% | 23,790 | $627K | No change |
| TMUS T-Mobile US Inc. | 0.31% | 2,593 | $621K | Reduce -0.5% |
| JPIB JPMorgan Intl BND ETF | 0.30% | 12,626 | $619K | New |
| SDIV Global X Superdividend ETF | 0.30% | 25,750 | $617K | New |
| CB Chubb Ltd. | 0.30% | 2,165 | $611K | Reduce -7.8% |
| RYLD Global X Russell 2000 Cov Class | 0.30% | 40,581 | $611K | New |
| CLIP Global X 1-3 Month T-Bill | 0.30% | 6,021 | $605K | Reduce -15.4% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $682K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 533 | $682K | Add +0.4% |
Total filed on the 13F, all lines: $203.7M.
Portfolio Sells Q2 2025 → Q3 2025
| ISRG Intuitive Surgical Inc. | Reduce -64.5% | 0.21% | −0.60 |
| MSFT Microsoft Corp. | Reduce -0.9% | 5.70% | −0.48 |
| JPM JPMorgan Chase & Co. | Reduce -11.6% | 2.75% | −0.45 |
| TPL Texas Pacific Land Corp. | Reduce -0.7% | 1.24% | −0.34 |
| EFG iShares MSCI Eafe Growth ETF | Sold out | 0.00% | −0.33 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.32 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.31 |
| VRIG Invesco Variable Rate Invest | Sold out | 0.00% | −0.30 |
| QUAL iShares MSCI USA Quality Fac | Reduce -27.8% | 0.65% | −0.29 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.29 |
| JPST JPMorgan Ultra-Short Income | Reduce -63.3% | 0.14% | −0.28 |
| IWD iShares Russell 1000 Value E | Reduce -7.3% | 1.83% | −0.28 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.25 |
| CME Cme Group Inc. | Reduce -30.0% | 0.39% | −0.25 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -14.9% | 0.80% | −0.24 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.23 |
| IWM iShares Russell 2000 ETF | Reduce -30.7% | 0.51% | −0.22 |
| ETN Eaton Corp. PLC | Reduce -11.5% | 1.02% | −0.21 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.20 |
| DHR Danaher Corp. | Reduce -21.4% | 0.46% | −0.19 |
| KMI Kinder Morgan Inc. | Reduce -26.0% | 0.34% | −0.19 |
| V Visa Inc. Class A | Reduce -10.2% | 0.63% | −0.19 |
| COST Costco Wholesale Corp. | Reduce -9.7% | 0.56% | −0.18 |
| RSG Republic Services Inc. | Reduce -26.7% | 0.28% | −0.18 |
| MS Morgan Stanley | Reduce -27.2% | 0.49% | −0.18 |
| NFLX Netflix Inc. | Reduce -1.4% | 0.64% | −0.17 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.17 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.2% | 2.28% | −0.17 |
| EFV iShares MSCI Eafe Value ETF | Reduce -19.1% | 0.58% | −0.17 |
| IVV iShares Core S&P 500 ETF | Reduce -8.5% | 1.23% | −0.17 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.16 |
| PAUG Innovator U.S. Equity Power | Sold out | 0.00% | −0.16 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −0.16 |
| LMT Lockheed Martin Corp. | Reduce -42.3% | 0.20% | −0.16 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.15 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.15 |
| MCO Moody's Corp. | Reduce -16.0% | 0.37% | −0.15 |
| SNSR Global X Internet of Things | Sold out | 0.00% | −0.14 |
| AMGN Amgen Inc. | Reduce -22.3% | 0.33% | −0.14 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.13 |
| IBM Intl Business Machines Corp. | Reduce -29.4% | 0.19% | −0.13 |
| TT Trane Technologies PLC | Reduce -22.2% | 0.26% | −0.13 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.4% | 2.34% | −0.12 |
| TXN Texas Instruments Inc. | Reduce -16.4% | 0.23% | −0.12 |
| MTB M & T Bank Corp. | Reduce -28.0% | 0.22% | −0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.11 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -26.3% | 0.24% | −0.10 |
| CLIP Global X 1-3 Month T-Bill | Reduce -15.4% | 0.30% | −0.10 |
| SGOL Abrdn Physical Gold Shares | Reduce -23.5% | 0.38% | −0.10 |
Portfolio Buys Q2 2025 → Q3 2025
| FXE Invesco Currencyshares Euro | New | 1.23% | +1.23 |
| ISHG iShares -3 Year Internationa | New | 0.85% | +0.85 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.44% | +0.44 |
| BAM Brookfield Asset Mgmt-A | New | 0.42% | +0.42 |
| O Realty Income Corp. | New | 0.36% | +0.36 |
| SPYI Neos S&P 500 High Income ETF | New | 0.35% | +0.35 |
| UTES Virtus Reaves Utilities ETF | New | 0.34% | +0.34 |
| PDI PIMCO Dynamic Income Fund | New | 0.34% | +0.34 |
| PFF iShares Preferred & Income S | New | 0.33% | +0.33 |
| JPIB JPMorgan Intl BND ETF | New | 0.30% | +0.30 |
| SDIV Global X Superdividend ETF | New | 0.30% | +0.30 |
| RYLD Global X Russell 2000 Cov Class | New | 0.30% | +0.30 |
| BDYN iShares DYN Act ETF | New | 0.29% | +0.29 |
| AIQ Global X Art Intel & Tech | New | 0.26% | +0.26 |
| BDVL iShares DV Equity Active ETF | New | 0.26% | +0.26 |
| GRID First TRST Nasd Class Edg Sgiif | New | 0.25% | +0.25 |
| NUKZ Range Nuclear Renaissance | New | 0.24% | +0.24 |
| MINT PIMCO Enhanced Short Maturit | New | 0.23% | +0.23 |
| USFR Wisdomtree Floating Rate Tre | Add +50.7% | 0.90% | +0.23 |
| PYLD PIMCO Multisector Bond Actv | Add +110.2% | 0.47% | +0.22 |
| WIP State Street SPDR Ftse Inter | New | 0.22% | +0.22 |
| IHI iShares U.S. Medical Devices | New | 0.20% | +0.20 |
| OEF iShares S&P 100 ETF | New | 0.19% | +0.19 |
| CASY Casey's General Stores Inc. | New | 0.19% | +0.19 |
| KTOS Kratos Defense & Security | New | 0.18% | +0.18 |
| BAI Ishrs AI in and Tech Act ETF | Add +135.3% | 0.29% | +0.17 |
| XLG Invesco S&P 500 Top 50 ETF | Add +87.0% | 0.37% | +0.17 |
| FXI iShares China Large-Cap ETF | New | 0.17% | +0.17 |
| CSCO Cisco Systems Inc. | Add +111.0% | 0.34% | +0.16 |
| UBER Uber Technologies Inc. | New | 0.16% | +0.16 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +26.2% | 0.84% | +0.15 |
| XLV SS Health Care Select Sector | Add +92.0% | 0.34% | +0.15 |
| INTC Intel Corp. | New | 0.15% | +0.15 |
| VTIP Vanguard Short-Term Tips | New | 0.15% | +0.15 |
| JPIE JPMorgan Income ETF | Add +109.0% | 0.31% | +0.15 |
| GLDM SPDR Gold Minishares Trust | New | 0.14% | +0.14 |
| VZ Verizon Communications Inc. | Add +77.3% | 0.35% | +0.13 |
| AEM Agnico Eagle Mines Ltd. | New | 0.13% | +0.13 |
| PLTR Palantir Technologies Inc. Class A | New | 0.13% | +0.13 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.13% | +0.13 |
| BOTZ Global X Robotics & Artifici | Add +47.5% | 0.42% | +0.13 |
| CIBR First Trust Nasdaq Cybersecu | Add +53.5% | 0.45% | +0.13 |
| TSLA Tesla Inc. | Add +5.7% | 0.51% | +0.12 |
| EMB iShares JP Morgan Usd Emergi | New | 0.12% | +0.12 |
| LSGR Natixis Loomis Focused Grwth | New | 0.11% | +0.11 |
| TMFC Motley Fool 100 Index ETF | New | 0.11% | +0.11 |
| META Meta Platforms Inc. Class A | Add +30.2% | 0.78% | +0.11 |
| AVB Avalonbay Communities Inc. | New | 0.11% | +0.11 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +79.9% | 0.24% | +0.11 |
| CVS CVS Health Corp. | New | 0.11% | +0.11 |
Notes & Other Activity Q2 2025 → Q3 2025
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +0.4% | 533 | $682K |
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 |