🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 757.12 -0.4% NASDAQ 100: 688.17 -0.3% Dow Jones: 534.08 -0.5%

Resolute Wealth Advisor - Q3 2026 13F Filings

RE

Resolute Wealth Advisor, Inc.

CIK: 0002005292
Address: Ohio Findlay 1100 E Main Cross St Suite 157
$218.62 M
Portfolio Value
510
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 11/12/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. IVV Ishares Core S&P 500 Etf
+$14.5 M
2. IUSB Ishares Core Total Usd Bond Market Etf
+$9.69 M
3. CORO Ishares International Country Rotation Active Etf
+$7.43 M
4. ACWX Ishares Msci Acwi Ex Us Etf
+$5.75 M
5. IALT Ishares Systematic Alternatives Active Etf
+$3.34 M

Top Sells

Q3 2026
1. QUAL Ishares Msci Usa Quality Factor Etf
−$5.2 M
2. IEMG Ishares Core Msci Emerging Markets Etf
−$5.13 M
3. MTUM Ishares Msci Usa Momentum Factor Etf
−$5.12 M
4. EFV Ishares Msci Eafe Value Etf
−$4.21 M
5. MBB Ishares Mbs Etf
−$3.03 M

Asset Allocation

Stocks/ETFs
+24.29%
$218.32 M 99.86%
Options
$0 0.00%
Debt
$0 0.00%
Other
+100.00%
$305,177 0.14%

Sector Allocation (Stocks)

Resolute Wealth Advisor Q3 2026 Filing Summary

Resolute Wealth Advisor, Inc. filed its 13F report for Q3 2026 on November 12, 2026. The portfolio totaled 218.62 M reflecting a +24.46% change from the prior quarter, spanning 510 assets. The top 10 holdings comprised 57.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 432 new positions and 3 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Resolute Wealth Advisor’s Q3 2026 Filing

Resolute Wealth Advisor submitted their Form 13F-HR for the Q3 2026 period on 11/12/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Resolute Wealth Advisor reported a managed portfolio value of 218.62 M, consisting of 753 individual positions.

This page displays the raw filing documents. To see which stocks Resolute Wealth Advisor bought or sold during Q3 2026, please visit Resolute Wealth Advisor's Portfolio Analysis page.