Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Resurgent Financial Advisors LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Resurgent Financial Advisors LLC (CIK 1912339) reported $276.9M across 250 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($12.7M, 4.59%), NVDA ($12.3M, 4.44%), MSFT ($12.2M, 4.39%), AAPL ($11.2M, 4.03%), BRK/B ($7.2M, 2.62%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GOOGLALPHABET INC$12.7M4.59%44,171Added
2NVDANVIDIA CORPORATION$12.3M4.44%70,429Added
3MSFTMICROSOFT CORP$12.2M4.39%32,877Added
4AAPLAPPLE INC$11.2M4.03%43,983Added
5BRK/BBERKSHIRE HATHAWAY INC DEL$7.2M2.62%15,127Added
6SPYSTATE STR SPDR S&P 500 ETF T$5.8M2.10%8,946Added
7JNJJOHNSON & JOHNSON$4.8M1.74%19,700Added
8VIGVANGUARD SPECIALIZED FUNDS$4.8M1.73%22,336Added
9JPMJPMORGAN CHASE & CO$4.8M1.72%16,156Trimmed
10VVISA INC$4.5M1.64%15,002Added
11LLYELI LILLY & CO$4.4M1.58%4,745Added
12AVGOBROADCOM INC$3.9M1.41%12,640Added
13XOMEXXON MOBIL CORP$3.9M1.40%22,929Added
14TPLTEXAS PACIFIC LAND CORPORATI$3.8M1.38%8,040Trimmed
15AMZNAMAZON COM INC$3.6M1.30%17,227Added
16WMTWALMART INC$3.5M1.26%28,017Added
17IWDISHARES TR$3.4M1.24%16,027Trimmed
18MCKMCKESSON CORP$3.4M1.21%3,884New
19ETNEATON CORP PLC$3.3M1.18%9,149Added
20METAMETA PLATFORMS INC$3.2M1.15%5,587Added
21MAMASTERCARD INCORPORATED$3.1M1.13%6,267Added
22COPCONOCOPHILLIPS$2.8M1.02%21,460Trimmed
23SYKSTRYKER CORPORATION$2.8M0.99%8,369New
24CVXCHEVRON CORPORATION$2.7M0.96%12,852Added
25FXEINVESCO CURRENCYSHARES EURO$2.5M0.92%23,857Added

Source: SEC Form 13F filings · as of 2026-03-31