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 Strategies, LLC (CIK 1973981) reported $231.8M across 114 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($32.7M, 14.12%), JGRO ($13.6M, 5.86%), FBND ($11.5M, 4.95%), NVDA ($9.5M, 4.10%), AMZN ($9.4M, 4.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $32.7M | 14.12% | 128,935 | Added |
| 2 | JGRO | JPMORGAN ACTIVE GROWTH ETF | $13.6M | 5.86% | 160,789 | Added |
| 3 | FBND | FIDELITY TOTAL BOND ETF | $11.5M | 4.95% | 251,544 | Added |
| 4 | NVDA | NVIDIA CORPORATION COM | $9.5M | 4.10% | 54,466 | Added |
| 5 | AMZN | AMAZON COM INC COM | $9.4M | 4.06% | 45,155 | Trimmed |
| 6 | MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $9.3M | 3.99% | 92,043 | Added |
| 7 | CAT | CATERPILLAR INC COM | $9.0M | 3.90% | 12,772 | Trimmed |
| 8 | JAVA | JPMORGAN ACTIVE VALUE ETF | $8.0M | 3.47% | 112,106 | Added |
| 9 | MSFT | MICROSOFT CORP COM | $7.6M | 3.27% | 20,498 | Added |
| 10 | GLD | SPDR GOLD SHARES | $7.0M | 3.03% | 16,304 | Trimmed |
| 11 | GOOG | ALPHABET INC CAP STK CL C | $6.7M | 2.90% | 23,409 | Added |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $5.3M | 2.30% | 11,115 | Trimmed |
| 13 | IVW | ISHARES S&P 500 GROWTH ETF | $5.1M | 2.19% | 44,858 | Trimmed |
| 14 | XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $5.1M | 2.19% | 31,330 | New |
| 15 | IVE | ISHARES S&P 500 VALUE ETF | $4.8M | 2.08% | 22,815 | Trimmed |
| 16 | SPY | STATE STREET SPDR S&P 500 ETF | $4.6M | 2.00% | 7,139 | Added |
| 17 | JPM | JPMORGAN CHASE & CO COM | $4.3M | 1.85% | 14,610 | Added |
| 18 | T | AT&T INC COM | $3.9M | 1.67% | 133,389 | Added |
| 19 | SHOP | SHOPIFY INC CL A SUB VTG SHS | $3.7M | 1.60% | 31,220 | Added |
| 20 | AMGN | AMGEN INC COM | $3.4M | 1.49% | 9,796 | Added |
| 21 | GOOGL | ALPHABET INC CAP STK CL A | $3.4M | 1.47% | 11,825 | Added |
| 22 | XOM | EXXON MOBIL CORP COM | $3.3M | 1.42% | 19,364 | Trimmed |
| 23 | BX | BLACKSTONE INC COM | $3.1M | 1.35% | 27,257 | Added |
| 24 | RNST | RENASANT CORP COM | $2.6M | 1.12% | 72,148 | Added |
| 25 | WMT | WALMART INC COM | $2.5M | 1.08% | 20,075 | Added |
Source: SEC Form 13F filings · as of 2026-03-31