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 $1.90B across 495 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($158.1M, 8.31%), JMST ($87.6M, 4.60%), MEAR ($83.9M, 4.41%), SCHR ($74.8M, 3.93%), DSTL ($67.2M, 3.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $158.1M | 8.31% | 242,082 | Added |
| 2 | JMST | J P MORGAN EXCHANGE TRADED F | $87.6M | 4.60% | 1.7M | Added |
| 3 | MEAR | ISHARES U S ETF TR | $83.9M | 4.41% | 1.7M | Added |
| 4 | SCHR | SCHWAB STRATEGIC TR | $74.8M | 3.93% | 3.0M | Added |
| 5 | DSTL | ETF SER SOLUTIONS | $67.2M | 3.53% | 1.2M | Added |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $61.0M | 3.20% | 769,710 | Trimmed |
| 7 | IJH | ISHARES TR | $52.4M | 2.75% | 775,959 | Added |
| 8 | STLG | ISHARES TR | $50.2M | 2.64% | 784,592 | New |
| 9 | FNDX | SCHWAB STRATEGIC TR | $40.8M | 2.14% | 1.5M | Added |
| 10 | IEFA | ISHARES TR | $36.8M | 1.93% | 406,336 | Trimmed |
| 11 | VTEB | VANGUARD MUN BD FDS | $35.0M | 1.84% | 702,048 | Added |
| 12 | FNDF | SCHWAB STRATEGIC TR | $31.3M | 1.65% | 640,326 | Trimmed |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $28.8M | 1.51% | 133,941 | Added |
| 14 | SGOV | ISHARES TR | $28.3M | 1.49% | 281,061 | Trimmed |
| 15 | IJR | ISHARES TR | $28.3M | 1.48% | 227,285 | Trimmed |
| 16 | AAPL | APPLE INC | $27.8M | 1.46% | 109,584 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $27.7M | 1.45% | 42,423 | Added |
| 18 | FNDA | SCHWAB STRATEGIC TR | $25.0M | 1.31% | 771,733 | Trimmed |
| 19 | JPIE | J P MORGAN EXCHANGE TRADED F | $25.0M | 1.31% | 542,367 | New |
| 20 | COMB | GRANITESHARES ETF TR | $24.3M | 1.28% | 926,883 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $24.3M | 1.27% | 139,101 | Added |
| 22 | VIGI | VANGUARD WHITEHALL FDS | $23.9M | 1.26% | 270,407 | Trimmed |
| 23 | MUB | ISHARES TR | $22.0M | 1.16% | 207,469 | Added |
| 24 | IEMG | ISHARES INC | $22.0M | 1.15% | 314,864 | Trimmed |
| 25 | RWK | INVESCO EXCH TRADED FD TR II | $21.9M | 1.15% | 170,930 | Added |
Source: SEC Form 13F filings · as of 2026-03-31