Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RESOLUTE WEALTH ADVISOR, INC. (CIK 2005292) reported $175.7M across 78 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($15.0M, 8.54%), IUSB ($11.8M, 6.69%), IVE ($11.4M, 6.48%), APUE ($10.9M, 6.19%), IVW ($10.5M, 5.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $15.0M | 8.54% | 22,968 | Hold |
| 2 | IUSB | ISHARES TR | $11.8M | 6.69% | 254,454 | Hold |
| 3 | IVE | ISHARES TR | $11.4M | 6.48% | 53,933 | Hold |
| 4 | APUE | TRUST FOR PROFESSIONAL MANAG | $10.9M | 6.19% | 271,164 | Hold |
| 5 | IVW | ISHARES TR | $10.5M | 5.98% | 92,942 | Hold |
| 6 | DYNF | BLACKROCK ETF TRUST | $10.1M | 5.74% | 173,151 | Hold |
| 7 | IEMG | ISHARES INC | $8.9M | 5.07% | 127,621 | Hold |
| 8 | EFV | ISHARES TR | $7.9M | 4.52% | 106,795 | Hold |
| 9 | EFG | ISHARES TR | $4.9M | 2.81% | 44,368 | Hold |
| 10 | BAI | BLACKROCK ETF TRUST | $4.9M | 2.79% | 148,946 | Hold |
| 11 | QUAL | ISHARES TR | $4.8M | 2.76% | 25,266 | Hold |
| 12 | APIE | TRUST FOR PROFESSIONAL MANAG | $4.7M | 2.65% | 132,128 | Hold |
| 13 | TLH | ISHARES TR | $4.6M | 2.60% | 45,370 | Hold |
| 14 | MTUM | ISHARES TR | $4.5M | 2.57% | 18,790 | Hold |
| 15 | APCB | TRUST FOR PROFESSIONAL MANAG | $4.5M | 2.55% | 152,046 | Hold |
| 16 | THRO | BLACKROCK ETF TRUST | $4.1M | 2.34% | 113,339 | Hold |
| 17 | QEFA | SPDR INDEX SHS FDS | $3.5M | 2.00% | 37,711 | Hold |
| 18 | MBB | ISHARES TR | $3.2M | 1.83% | 33,935 | Hold |
| 19 | IDEF | BLACKROCK ETF TRUST | $3.0M | 1.71% | 92,066 | Hold |
| 20 | BLCR | BLACKROCK ETF TRUST | $3.0M | 1.70% | 72,870 | Hold |
| 21 | GOVT | ISHARES TR | $2.8M | 1.58% | 121,386 | Hold |
| 22 | IAGG | ISHARES TR | $2.4M | 1.37% | 47,973 | Hold |
| 23 | VFMF | VANGUARD WELLINGTON FD | $2.2M | 1.25% | 14,185 | Hold |
| 24 | BINC | BLACKROCK ETF TRUST II | $1.9M | 1.07% | 36,036 | Hold |
| 25 | SPAB | SPDR SERIES TRUST | $1.8M | 1.02% | 69,823 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30