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.
Resonant Capital Advisors, LLC (CIK 1803236) reported $2.09B across 538 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($176.6M, 8.44%), JMST ($93.9M, 4.49%), MEAR ($90.9M, 4.34%), DSTL ($68.8M, 3.29%), SCHR ($66.6M, 3.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $176.6M | 8.44% | 235,812 | Trimmed |
| 2 | JMST | J P MORGAN EXCHANGE TRADED F | $93.9M | 4.49% | 1.8M | Added |
| 3 | MEAR | ISHARES U S ETF TR | $90.9M | 4.34% | 1.8M | Added |
| 4 | DSTL | ETF SER SOLUTIONS | $68.8M | 3.29% | 1.1M | Trimmed |
| 5 | SCHR | SCHWAB STRATEGIC TR | $66.6M | 3.18% | 2.7M | Trimmed |
| 6 | STLG | ISHARES TR | $65.4M | 3.12% | 791,780 | Added |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $62.0M | 2.96% | 784,392 | Added |
| 8 | IJH | ISHARES TR | $60.0M | 2.86% | 777,549 | Added |
| 9 | FNDX | SCHWAB STRATEGIC TR | $44.3M | 2.12% | 1.4M | Trimmed |
| 10 | IEFA | ISHARES TR | $38.8M | 1.86% | 402,022 | Trimmed |
| 11 | IJR | ISHARES TR | $33.5M | 1.60% | 226,102 | Trimmed |
| 12 | FNDF | SCHWAB STRATEGIC TR | $33.3M | 1.59% | 631,809 | Trimmed |
| 13 | AAPL | APPLE INC | $32.4M | 1.55% | 111,880 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $31.7M | 1.52% | 42,366 | Trimmed |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $30.6M | 1.46% | 129,495 | Trimmed |
| 16 | VTEB | VANGUARD MUN BD FDS | $30.1M | 1.44% | 595,998 | Trimmed |
| 17 | FNDA | SCHWAB STRATEGIC TR | $29.0M | 1.39% | 763,063 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $28.8M | 1.37% | 143,797 | Added |
| 19 | SGOV | ISHARES TR | $28.2M | 1.35% | 279,727 | Trimmed |
| 20 | MUB | ISHARES TR | $27.4M | 1.31% | 254,378 | Added |
| 21 | IEMG | ISHARES INC | $26.2M | 1.25% | 315,709 | Added |
| 22 | JSMD | JANUS DETROIT STR TR | $26.0M | 1.24% | 256,416 | Added |
| 23 | JPIE | J P MORGAN EXCHANGE TRADED F | $25.9M | 1.24% | 562,989 | Added |
| 24 | RWK | INVESCO EXCH TRADED FD TR II | $25.3M | 1.21% | 172,713 | Added |
| 25 | VIGI | VANGUARD WHITEHALL FDS | $25.0M | 1.19% | 267,741 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30