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Resonant Capital Advisors, LLC - Portfolio Stock Holdings

Resonant Capital Advisors, LLC disclosed 524 stock positions in a recent SEC 13F filing. $1,887,933,598 of stock holdings were filed, with the largest holdings including IVV, JMST, and MEAR. This filing represented positions held on March 31, 2026, and was filed on April 29, 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:

March 31, 2026

No. of Stocks:

524

Est. Stock Holding Value:

$1,887,933,598

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Resonant Capital Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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