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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
$218.62 M
+24.46%
Total Holdings
510
432
Latest Report Date
Q3 2026
Top 10 Concentration
57.39%

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 (2026-09-30), the institution manages a portfolio valued at $218.62 M, comprising 510 distinct securities. Over its filing history, it has submitted 4 Form 13F reports.

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

Q3 2026 — Top-10 concentration: 57.4%. Quarterly turnover: 21.1%. ▲ 432 new, +19 added, −54 reduced, ×3 exited.

Top Stock & ETF Holdings (Q3 2026)

Name Shares Market Value Weight Change Activity
41,857 $32.12 M 14.69% ▲ 18,889 Add 82.2%
470,782 $21.08 M 9.64% ▲ 216,328 Add 85.0%
97,072 $13.32 M 6.09% ▲ 4,130 Add 4.4%
185,322 $12.67 M 5.79% ▲ 12,171 Add 7.0%
48,081 $11.51 M 5.27% ▼ 5,852 Reduce -10.9%
216,568 $10.2 M 4.67% ▼ 54,596 Reduce -20.1%
210,200 $7.43 M 3.40% ▲ 210,200 New Buy
129,886 $6.29 M 2.88% ▲ 57,016 Add 78.2%
78,060 $5.75 M 2.63% ▲ 78,060 New Buy
41,497 $4.92 M 2.25% ▼ 2,871 Reduce -6.5%

Historical Portfolio Charts