Resurgent Financial Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Resurgent Financial Advisors LLC reported 255 stock positions worth $273.8 million. Its top holding was Alphabet Class A (GOOGL) at 4.6% of the portfolio, followed by Nvidia (NVDA, 4.4%) and Microsoft (MSFT, 4.4%). Compared with Q4 2025, it opened 53 new positions, sold out of 13, added to 115 and reduced 71. The biggest buy was Alphabet Class A (GOOGL, shares +159%) and the biggest sale JPMorgan Chase (JPM, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0001912339
- Portfolio Value
- $273.8M (Q1 2026)
- SEC Filing
- 0001912339-26-000002 ↗ filed May 13, 2026
Holdings Value
Holdings 255 stocks · $273.8M
| GOOGL Alphabet Inc. Class A | 4.64% | 44,171 | $12.7M | Add +159.0% |
| NVDA Nvidia Corp. | 4.45% | 69,829 | $12.2M | Add +128.1% |
| MSFT Microsoft Corp. | 4.45% | 32,877 | $12.2M | Add +62.2% |
| AAPL Apple Inc. | 4.08% | 43,983 | $11.2M | Add +32.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.65% | 15,127 | $7.2M | Add +31.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.86% | 7,846 | $5.1M | Add +48.9% |
| JNJ Johnson & Johnson | 1.76% | 19,700 | $4.8M | Add +61.0% |
| VIG Vanguard Dividend Apprec ETF | 1.75% | 22,336 | $4.8M | Add +3.5% |
| JPM JPMorgan Chase & Co. | 1.74% | 16,156 | $4.8M | Reduce -3.7% |
| V Visa Inc. Class A | 1.66% | 15,002 | $4.5M | Add +312.0% |
| LLY Eli Lilly & Co. | 1.59% | 4,745 | $4.4M | Add +391.7% |
| AVGO Broadcom Inc. | 1.43% | 12,640 | $3.9M | Add +151.2% |
| XOM Exxon Mobil Corp. | 1.42% | 22,929 | $3.9M | Add +9.4% |
| TPL Texas Pacific Land Corp. | 1.39% | 8,040 | $3.8M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 1.31% | 17,227 | $3.6M | Add +5.7% |
| WMT Walmart Inc. | 1.27% | 28,017 | $3.5M | Add +3.5% |
| IWD iShares Russell 1000 Value E | 1.25% | 16,027 | $3.4M | Reduce -6.3% |
| MCK McKesson Corp. | 1.23% | 3,884 | $3.4M | New |
| ETN Eaton Corp. PLC | 1.20% | 9,149 | $3.3M | Add +69.5% |
| META Meta Platforms Inc. Class A | 1.17% | 5,587 | $3.2M | Add +173.6% |
| MA Mastercard Inc. Class A | 1.14% | 6,267 | $3.1M | Add +292.7% |
| COP Conocophillips | 1.03% | 21,460 | $2.8M | Reduce -5.2% |
| SYK Stryker Corp. | 1.00% | 8,369 | $2.8M | New |
| CVX Chevron Corp. | 0.97% | 12,852 | $2.7M | Add +9.7% |
| FXE Invesco Currencyshares Euro | 0.93% | 23,857 | $2.5M | Add +1.7% |
| IVV iShares Core S&P 500 ETF | 0.92% | 3,875 | $2.5M | Add +6.5% |
| GWW WW Grainger Inc. | 0.87% | 2,194 | $2.4M | New |
| INTU Intuit Inc. | 0.86% | 5,466 | $2.4M | New |
| PWR Quanta Services Inc. | 0.73% | 3,663 | $2.0M | Reduce -4.4% |
| SPHQ Invesco S&P 500 Quality ETF | 0.73% | 26,729 | $2.0M | Add +0.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.71% | 25,375 | $1.9M | Add +71.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.70% | 34,320 | $1.9M | Reduce -0.9% |
| USFR Wisdomtree Floating Rate Tre | 0.67% | 36,267 | $1.8M | Reduce -0.8% |
| RTX RTX Corp. | 0.67% | 9,458 | $1.8M | New |
| DLN Wisdomtree US Largecap Divid | 0.64% | 19,713 | $1.8M | Add +0.1% |
| SGOV iShares 0-3 Month Treasury B | 0.63% | 17,147 | $1.7M | Add +538.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.61% | 36,148 | $1.7M | Add +3.4% |
| SPGI S&P Global Inc. | 0.60% | 3,835 | $1.6M | New |
| MLPX Global X MLP & Energy Infras | 0.59% | 22,027 | $1.6M | Add +30.2% |
| NEE Nextera Energy Inc. | 0.56% | 16,644 | $1.5M | Add +6.8% |
| IVW iShares S&P 500 Growth ETF | 0.56% | 13,463 | $1.5M | Reduce -0.6% |
| MPC Marathon Petroleum Corp. | 0.55% | 6,188 | $1.5M | Reduce -0.6% |
| IVE iShares S&P 500 Value ETF | 0.55% | 7,092 | $1.5M | Reduce -12.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.55% | 25,670 | $1.5M | Reduce -13.6% |
| DON Wisdomtree US Midcap Dividen | 0.53% | 27,470 | $1.4M | Reduce -2.5% |
| PFE Pfizer Inc. | 0.52% | 50,987 | $1.4M | Add +35.2% |
| IJR iShares Core S&P Small-Cap E | 0.52% | 11,466 | $1.4M | Reduce -6.8% |
| MO Altria Group Inc. | 0.51% | 21,313 | $1.4M | Add +5.1% |
| COST Costco Wholesale Corp. | 0.50% | 1,379 | $1.4M | Add +18.7% |
| HD Home Depot Inc. | 0.50% | 4,166 | $1.4M | Reduce -8.9% |
| ADP Automatic Data Processing | 0.48% | 6,417 | $1.3M | New |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.46% | 30,003 | $1.3M | Reduce -4.0% |
| AMGN Amgen Inc. | 0.46% | 3,583 | $1.3M | Add +31.5% |
| GNR State Street SPDR S&P Global | 0.43% | 15,730 | $1.2M | New |
| NOW ServiceNow Inc. | 0.43% | 11,177 | $1.2M | New |
| VIGI Vanguard Int Div App Indx FD | 0.42% | 13,063 | $1.2M | Add +4.7% |
| SGOL Abrdn Physical Gold Shares | 0.42% | 25,741 | $1.1M | Reduce -1.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.42% | 3,375 | $1.1M | Add +20.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.42% | 5,239 | $1.1M | Reduce -1.0% |
| PYLD PIMCO Multisector Bond Actv | 0.39% | 41,046 | $1.1M | Add +1.4% |
| XLE SS Energy Select Sector | 0.39% | 17,209 | $1.1M | Add +36.7% |
| APH Amphenol Corp. Class A | 0.38% | 8,276 | $1.0M | New |
| CSCO Cisco Systems Inc. | 0.38% | 13,444 | $1.0M | Add +35.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.37% | 16,106 | $1.0M | Add +282.7% |
| VZ Verizon Communications Inc. | 0.36% | 19,595 | $984K | Add +3.5% |
| O Realty Income Corp. | 0.33% | 14,962 | $915K | Add +4.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 2,852 | $915K | Reduce -5.2% |
| TSLA Tesla Inc. | 0.33% | 2,431 | $904K | Reduce -14.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.33% | 5,625 | $898K | Add +0.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.33% | 19,606 | $895K | Reduce -3.5% |
| DHR Danaher Corp. | 0.33% | 4,718 | $895K | Reduce -11.5% |
| CB Chubb Ltd. | 0.33% | 2,733 | $891K | Add +28.4% |
| MS Morgan Stanley | 0.32% | 5,322 | $876K | Reduce -13.0% |
| UBER Uber Technologies Inc. | 0.32% | 12,070 | $868K | New |
| CME Cme Group Inc. | 0.32% | 2,936 | $867K | Add +0.6% |
| XBI SS SPDR S&P Biotech ETF | 0.32% | 6,755 | $863K | Add +255.2% |
| ABBV Abbvie Inc. | 0.31% | 3,946 | $858K | Add +43.3% |
| MBB iShares MBS ETF | 0.31% | 8,955 | $850K | Reduce -2.1% |
| SDIV Global X Superdividend ETF | 0.30% | 32,879 | $831K | Add +3.3% |
| IWM iShares Russell 2000 ETF | 0.30% | 3,296 | $817K | Add +0.6% |
| SPYI Neos S&P 500 High Income ETF | 0.30% | 16,540 | $817K | Add +2.6% |
| UTES Virtus Reaves Utilities ETF | 0.30% | 10,198 | $815K | Add +3.3% |
| PFF iShares Preferred & Income S | 0.29% | 26,587 | $806K | Add +2.7% |
| RYLD Global X Russell 2000 Cov Class | 0.28% | 51,654 | $772K | Add +3.8% |
| SCHZ Schwab US Aggregate Bond ETF | 0.28% | 32,799 | $762K | Add +5.3% |
| PDI PIMCO Dynamic Income Fund | 0.28% | 44,409 | $760K | Add +3.1% |
| KMI Kinder Morgan Inc. | 0.28% | 22,632 | $759K | Reduce -5.1% |
| MKL Markel Group Inc. | 0.28% | 395 | $756K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.27% | 10,107 | $751K | Reduce -30.4% |
| PG The Procter & Gamble Co. | 0.27% | 5,103 | $737K | Add +2.9% |
| QUAL iShares MSCI USA Quality Fac | 0.27% | 3,814 | $732K | Add +2.5% |
| IBIT iShares Bitcoin Trust ETF | 0.27% | 18,900 | $726K | Reduce -24.8% |
| MSI Motorola Solutions Inc. | 0.26% | 1,658 | $720K | Add +0.1% |
| BOTZ Global X Robotics & Artifici | 0.26% | 21,190 | $704K | Reduce -8.9% |
| JPIE JPMorgan Income ETF | 0.25% | 15,148 | $698K | Add +1.0% |
| GOVT iShares US Treasury Bond ETF | 0.25% | 30,253 | $693K | New |
| SCHX Schwab US Large-Cap ETF | 0.25% | 27,027 | $693K | Add +13.6% |
| DE Deere & Co. | 0.25% | 1,229 | $692K | Reduce -0.2% |
| SCHG Schwab US Large-Cap Growth | 0.25% | 23,574 | $687K | Reduce -16.3% |
| MRK Merck & Co. Inc. | 0.24% | 5,453 | $656K | Add +47.2% |
Options reported separately and not counted above: QQQ puts ($1.3M), SPY puts ($715K), IJR puts ($373K), NVDA calls ($105K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $629K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 528 | $629K | Add +0.4% |
Total filed on the 13F, all lines: $274.4M.
Portfolio Sells Q4 2025 → Q1 2026
| JPM JPMorgan Chase & Co. | Reduce -3.7% | 1.74% | −0.98 |
| IWD iShares Russell 1000 Value E | Reduce -6.3% | 1.25% | −0.56 |
| CIBR First Trust Nasdaq Cybersecu | Sold out | 0.00% | −0.43 |
| XLG Invesco S&P 500 Top 50 ETF | Sold out | 0.00% | −0.42 |
| HOOD Robinhood Markets Inc. Class A | Reduce -31.6% | 0.18% | −0.41 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -13.6% | 0.55% | −0.36 |
| IBIT iShares Bitcoin Trust ETF | Reduce -24.8% | 0.27% | −0.36 |
| IEMG iShares Core MSCI Emerging | Reduce -48.8% | 0.21% | −0.34 |
| MCO Moody's Corp. | Sold out | 0.00% | −0.33 |
| IVE iShares S&P 500 Value ETF | Reduce -12.8% | 0.55% | −0.32 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -0.9% | 0.70% | −0.32 |
| TSLA Tesla Inc. | Reduce -14.3% | 0.33% | −0.31 |
| HD Home Depot Inc. | Reduce -8.9% | 0.50% | −0.29 |
| DHR Danaher Corp. | Reduce -11.5% | 0.33% | −0.29 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.6% | 0.56% | −0.28 |
| USFR Wisdomtree Floating Rate Tre | Reduce -0.8% | 0.67% | −0.26 |
| BAC Bank of America Corp. | Reduce -59.3% | 0.09% | −0.25 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.25 |
| EFV iShares MSCI Eafe Value ETF | Reduce -30.4% | 0.27% | −0.25 |
| MS Morgan Stanley | Reduce -13.0% | 0.32% | −0.23 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.8% | 0.52% | −0.22 |
| SCHG Schwab US Large-Cap Growth | Reduce -16.3% | 0.25% | −0.21 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -4.0% | 0.46% | −0.21 |
| DON Wisdomtree US Midcap Dividen | Reduce -2.5% | 0.53% | −0.20 |
| CLIP Global X 1-3 Month T-Bill | Reduce -31.2% | 0.20% | −0.20 |
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −0.20 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.2% | 0.33% | −0.17 |
| FXI iShares China Large-Cap ETF | Sold out | 0.00% | −0.17 |
| BOTZ Global X Robotics & Artifici | Reduce -8.9% | 0.26% | −0.17 |
| GLDM SPDR Gold Minishares Trust | Sold out | 0.00% | −0.16 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.0% | 0.42% | −0.15 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -11.9% | 0.19% | −0.14 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.14 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −0.14 |
| MBB iShares MBS ETF | Reduce -2.1% | 0.31% | −0.13 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -3.5% | 0.33% | −0.13 |
| AIQ Global X Art Intel & Tech | Reduce -8.4% | 0.19% | −0.12 |
| SGOL Abrdn Physical Gold Shares | Reduce -1.3% | 0.42% | −0.12 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.12 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.11 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -8.2% | 0.21% | −0.11 |
| IBM Intl Business Machines Corp. | Reduce -4.3% | 0.14% | −0.11 |
| GE General Electric | Sold out | 0.00% | −0.11 |
| HIW Highwoods Properties Inc. | Reduce -0.9% | 0.15% | −0.10 |
| BDVL iShares DV Equity Active ETF | Reduce -8.7% | 0.18% | −0.09 |
| SPEM State Street SP PTF Em ETF | Reduce -8.6% | 0.18% | −0.09 |
| COF Capital One Financial Corp. | Reduce -0.6% | 0.11% | −0.09 |
| BAI Ishrs AI in and Tech Act ETF | Reduce -0.8% | 0.22% | −0.09 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Reduce -0.4% | 0.22% | −0.09 |
| SCHM Schwab US Mid Cap ETF | Reduce -15.8% | 0.14% | −0.09 |
Portfolio Buys Q4 2025 → Q1 2026
| GOOGL Alphabet Inc. Class A | Add +159.0% | 4.64% | +1.95 |
| NVDA Nvidia Corp. | Add +128.1% | 4.45% | +1.58 |
| MCK McKesson Corp. | New | 1.23% | +1.23 |
| LLY Eli Lilly & Co. | Add +391.7% | 1.59% | +1.07 |
| V Visa Inc. Class A | Add +312.0% | 1.66% | +1.01 |
| SYK Stryker Corp. | New | 1.00% | +1.00 |
| GWW WW Grainger Inc. | New | 0.87% | +0.87 |
| INTU Intuit Inc. | New | 0.86% | +0.86 |
| MA Mastercard Inc. Class A | Add +292.7% | 1.14% | +0.69 |
| RTX RTX Corp. | New | 0.67% | +0.67 |
| SPGI S&P Global Inc. | New | 0.60% | +0.60 |
| AVGO Broadcom Inc. | Add +151.2% | 1.43% | +0.55 |
| SGOV iShares 0-3 Month Treasury B | Add +538.6% | 0.63% | +0.49 |
| META Meta Platforms Inc. Class A | Add +173.6% | 1.17% | +0.49 |
| JNJ Johnson & Johnson | Add +61.0% | 1.76% | +0.48 |
| ADP Automatic Data Processing | New | 0.48% | +0.48 |
| GNR State Street SPDR S&P Global | New | 0.43% | +0.43 |
| NOW ServiceNow Inc. | New | 0.43% | +0.43 |
| APH Amphenol Corp. Class A | New | 0.38% | +0.38 |
| ETN Eaton Corp. PLC | Add +69.5% | 1.20% | +0.33 |
| UBER Uber Technologies Inc. | New | 0.32% | +0.32 |
| GOVT iShares US Treasury Bond ETF | New | 0.25% | +0.25 |
| COWZ Pacer US Cash Cows 100 ETF | Add +282.7% | 0.37% | +0.24 |
| SLV iShares Silver Trust | New | 0.20% | +0.20 |
| XBI SS SPDR S&P Biotech ETF | Add +255.2% | 0.32% | +0.20 |
| CORO Ish Intl CTRY Rot Act ETF | New | 0.19% | +0.19 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 0.18% | +0.18 |
| WM Waste Management Inc. | New | 0.17% | +0.17 |
| SO The Southern Co. | New | 0.17% | +0.17 |
| MOO Vaneck Agribusiness ETF | New | 0.17% | +0.17 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.16% | +0.16 |
| XOM Exxon Mobil Corp. | Add +9.4% | 1.42% | +0.15 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.15% | +0.15 |
| GEV GE Vernova Inc. | New | 0.15% | +0.15 |
| UTHR United Therapeutics Corp. | New | 0.15% | +0.15 |
| FIX Comfort Systems USA Inc. | New | 0.14% | +0.14 |
| PHYS Sprott Physical Gold Trust | New | 0.13% | +0.13 |
| XLI SS Industrial Select Sector | New | 0.12% | +0.12 |
| UTG Reaves Utility Income Fund | New | 0.12% | +0.12 |
| OHI Omega Healthcare Investors | New | 0.11% | +0.11 |
| XLV SS Health Care Select Sector | New | 0.11% | +0.11 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +71.3% | 0.71% | +0.11 |
| SHLD Global X Defense Tech ETF | New | 0.11% | +0.11 |
| VXUS Vanguard Total Intl Stock | New | 0.11% | +0.11 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.11% | +0.11 |
| ED Consolidated Edison Inc. | New | 0.11% | +0.11 |
| PEP Pepsico Inc. | Add +138.0% | 0.22% | +0.10 |
| XLE SS Energy Select Sector | Add +36.7% | 0.39% | +0.10 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.10% | +0.10 |
| GLD SPDR Gold Shares | New | 0.09% | +0.09 |
Options Activity Q4 2025 → Q1 2026
| QQQ Invesco QQQ Trust Series 1 | put | New | 2,300 | $1.3M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 1,100 | $715K |
| IJR iShares Core S&P Small-Cap E | put | New | 3,000 | $373K |
| NVDA Nvidia Corp. | call | New | 600 | $105K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2025 → Q1 2026
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +0.4% | 528 | $629K |
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 |