Resonant Capital Advisors, LLC - Portfolio Stock Holdings
Resonant Capital Advisors, LLC disclosed 579 stock positions in a recent SEC 13F filing. $2,091,731,194 of stock holdings were filed, with the largest holdings including IVV, JMST, and MEAR. This filing represented positions held on June 30, 2026, and was filed on July 24, 2026.We estimate the fund has a total AUM of $2,955,062,146 and has 25 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:
579Est. Stock Holding Value:
$2,091,731,194Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Resonant Capital Advisors, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...