RESOLUTE WEALTH ADVISOR, INC. - Portfolio Stock Holdings
RESOLUTE WEALTH ADVISOR, INC. disclosed 78 stock positions in a recent SEC 13F filing. $197,430,545 of stock holdings were filed, with the largest holdings including IVV, IVW, and APUE. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $293,754,297 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
78Est. Stock Holding Value:
$197,430,545Top Stock Holdings By Sector
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Portfolio Stock Holdings - RESOLUTE WEALTH ADVISOR, INC.
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