Resolute Wealth Strategies, LLC 13F Holdings · Q2 2026
Resolute Wealth Strategies, LLC reported 132 securities worth $258.13M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (14.26%), JGRO (6.36%), CAT (5.06%). Among its top 25 positions this quarter: 1 new, 19 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $36.8M | 14.26% | 127,167 | Trimmed |
| 2 | JGRO | JPMORGAN ACTIVE GROWTH ETF | $16.4M | 6.36% | 166,483 | Added |
| 3 | CAT | CATERPILLAR INC COM | $13.1M | 5.06% | 12,273 | Trimmed |
| 4 | FBND | FIDELITY TOTAL BOND ETF | $11.9M | 4.60% | 260,923 | Added |
| 5 | AMZN | AMAZON COM INC COM | $11.1M | 4.29% | 46,411 | Added |
| 6 | NVDA | NVIDIA CORPORATION COM | $11.0M | 4.27% | 55,110 | Added |
| 7 | MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $10.8M | 4.19% | 107,317 | Added |
| 8 | JAVA | JPMORGAN ACTIVE VALUE ETF | $9.3M | 3.59% | 116,560 | Added |
| 9 | GOOG | ALPHABET INC CAP STK CL C | $8.5M | 3.28% | 23,985 | Added |
| 10 | MSFT | MICROSOFT CORP COM | $7.4M | 2.86% | 19,784 | Trimmed |
| 11 | IVW | ISHARES S&P 500 GROWTH ETF | $6.3M | 2.43% | 45,624 | Added |
| 12 | GLD | SPDR GOLD SHARES | $6.2M | 2.39% | 16,723 | Added |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $5.7M | 2.20% | 11,332 | Added |
| 14 | IVE | ISHARES S&P 500 VALUE ETF | $5.4M | 2.09% | 23,770 | Added |
| 15 | JPM | JPMORGAN CHASE & CO COM | $4.9M | 1.92% | 15,117 | Added |
| 16 | SPY | STATE STREET SPDR S&P 500 ETF | $4.9M | 1.89% | 6,546 | Trimmed |
| 17 | GOOGL | ALPHABET INC CAP STK CL A | $4.2M | 1.64% | 11,867 | Added |
| 18 | SHOP | SHOPIFY INC CL A SUB VTG SHS | $3.8M | 1.46% | 33,005 | Added |
| 19 | AMGN | AMGEN INC COM | $3.4M | 1.32% | 9,427 | Trimmed |
| 20 | BX | BLACKSTONE INC COM | $3.2M | 1.26% | 27,600 | Added |
| 21 | RNST | RENASANT CORP COM | $3.1M | 1.19% | 72,412 | Added |
| 22 | T | AT&T INC COM | $2.8M | 1.07% | 133,416 | Added |
| 23 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $2.7M | 1.05% | 19,868 | New |
| 24 | LLY | ELI LILLY & CO COM | $2.4M | 0.92% | 1,988 | Added |
| 25 | RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $2.3M | 0.90% | 79,451 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR