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Resolute Wealth Advisor, Inc. 13F Filings, Portfolio & Analysis

CIK: 0002005292
Findlay 1100 E Main Cross St Suite 157
Zip Code: 44802
Latest Portfolio Value
$175.66 M
0.00%
Total Holdings
78
0
Latest Report Date
Q2 2026
Top 10 Concentration
54.82%

Resolute Wealth Advisor, Inc. — Portfolio Overview & Company Profile

Resolute Wealth Advisor, Inc. (CIK: 0002005292) is a financial institution headquartered at 1100 E Main Cross St, Suite 157, Findlay, Ohio 44802. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $175.66 M, comprising 78 distinct securities. Over its filing history, it has submitted 3 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 54.8%. ▲ 0 new, +0 added, −1 reduced, ×0 exited.

Portfolio Summary (Q2 2026)

Top Buys

Q2 2026

No buy transactions available for this period

Top Sells

Q2 2026

Asset Allocation

Stocks/ETFs
0.00%
$175.66 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
22,968 $15 M 8.54%
254,454 $11.75 M 6.69%
53,933 $11.39 M 6.48%
271,164 $10.87 M 6.19%
92,942 $10.51 M 5.98%
173,151 $10.07 M 5.74%
127,621 $8.9 M 5.07%
106,795 $7.94 M 4.52%
44,368 $4.94 M 2.81%
148,946 $4.91 M 2.79%

Historical Portfolio Charts