Resurgent Financial Advisors LLC reported 176 positions worth $253.57M for the quarter ended Jun 30, 2026, up 37.7% on the prior quarter. It opened 47 new positions, added to 95, trimmed 24 and exited 9. Its largest holding is Alphabet Inc. at 7.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOGL Alphabet Inc. | +9,585 | +21.7% | $3.43M | 7.58% |
| NVDA Nvidia Corp | +16.5K | +23.6% | $3.30M | 6.81% |
| AMAT Applied Materials Inc | +4,507 | – | $3.26M | 1.29% |
| AAPL Apple Inc. | +11.2K | +25.4% | $3.23M | 6.29% |
| MSFT Microsoft Corp | +7,131 | +21.7% | $2.66M | 5.89% |
| MU Micron Technology Inc | +2,000 | +307.2% | $2.31M | 1.21% |
| BRK-B Berkshire Hathaway Inc | +3,739 | +24.7% | $1.87M | 3.72% |
| ASML Asml Holding Nv | +874 | – | $1.74M | 0.686% |
| AVGO Broadcom Inc. | +4,460 | +35.3% | $1.68M | 2.55% |
| HD Home Depot, Inc. | +4,700 | +112.8% | $1.66M | 1.23% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| INTU Intuit Inc. | -5,466 | -100.0% | $2.36M | Exited |
| ADP Automatic Data Processing Inc | -6,417 | -100.0% | $1.30M | Exited |
| MKL Markel Group Inc. | -395 | -100.0% | $756.06K | Exited |
| VRTX Vertex Pharmaceuticals Inc / Ma | -1,260 | -100.0% | $562.64K | Exited |
| ISRG Intuitive Surgical Inc | -957 | -100.0% | $441.17K | Exited |
| DHR Danaher Corp | -2,178 | -46.2% | $414.87K | 0.191% |
| FXE Invesco CurrencyShares Euro Trust | -3,510 | -14.7% | $370.10K | 0.846% |
| CME Cme Group Inc. | -1,451 | -49.4% | $320.42K | 0.129% |
| IBIT iShares Bitcoin Trust ETF | -9,235 | -48.9% | $307.43K | 0.127% |
| KTOS Kratos Defense & Security Solutions, Inc. | -4,168 | -100.0% | $293.89K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMAT Applied Materials Inc | +4,507 | $3.26M | 1.29% |
| ASML Asml Holding Nv | +874 | $1.74M | 0.686% |
| FCX Freeport-Mcmoran Inc | +12.6K | $793.17K | 0.313% |
| BKNG Booking Holdings Inc. | +4,069 | $725.26K | 0.286% |
| GE General Electric Co | +1,875 | $700.72K | 0.276% |
| CLS Celestica Inc | +1,668 | $608.49K | 0.24% |
| RJF Raymond James Financial Inc | +3,992 | $606.90K | 0.239% |
| RBC RBC Bearings INC | +897 | $577.72K | 0.228% |
| BAND Bandwidth Inc. | +8,381 | $530.52K | 0.209% |
| MELI Mercadolibre Inc | +302 | $512.61K | 0.202% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| INTU Intuit Inc. | -5,466 | $2.36M | 1.28% |
| ADP Automatic Data Processing Inc | -6,417 | $1.30M | 0.708% |
| MKL Markel Group Inc. | -395 | $756.06K | 0.411% |
| VRTX Vertex Pharmaceuticals Inc / Ma | -1,260 | $562.64K | 0.306% |
| ISRG Intuitive Surgical Inc | -957 | $441.17K | 0.24% |
| KTOS Kratos Defense & Security Solutions, Inc. | -4,168 | $293.89K | 0.16% |
| FSK FS KKR Capital Corp | -21.4K | $217.47K | 0.118% |
| EOSE Eos Energy Enterprises, Inc. | -10.2K | $50.34K | 0.027% |
| PLUG Plug Power Inc | -12.5K | $28.25K | 0.015% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. | Technology | 53.8K | $19.21M | 7.58% | +9,585 | +21.7% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 86.3K | $17.27M | 6.81% | +16.5K | +23.6% | Added | 0% |
| 3 | AAPL Apple Inc. | Technology | 55.1K | $15.96M | 6.29% | +11.2K | +25.4% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 40.0K | $14.92M | 5.89% | +7,131 | +21.7% | Added | 0% |
| 5 | BRK-B Berkshire Hathaway Inc | Financial Services | 18.9K | $9.44M | 3.72% | +3,739 | +24.7% | Added | 0% |
| 6 | V Visa Inc. | Financial Services | 19.8K | $6.78M | 2.67% | +4,759 | +31.7% | Added | 0% |
| 7 | LLY ELI LILLY & Co | Healthcare | 5,580 | $6.69M | 2.64% | +835 | +17.6% | Added | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 17.1K | $6.46M | 2.55% | +4,460 | +35.3% | Added | 0% |
| 9 | JNJ Johnson & Johnson | Healthcare | 22.4K | $5.68M | 2.24% | +2,660 | +13.5% | Added | 0% |
| 10 | JPM Jpmorgan Chase & Co | Financial Services | 16.7K | $5.45M | 2.15% | +499 | +3.1% | Added | 0% |
| 11 | AMZN Amazon Com Inc | Consumer Discretionary | 20.6K | $4.90M | 1.93% | +3,330 | +19.3% | Added | 0% |
| 12 | META Meta Platforms, Inc. | Technology | 8,458 | $4.76M | 1.88% | +2,871 | +51.4% | Added | 0% |
| 13 | ETN Eaton Corp plc | Industrials | 10.5K | $4.47M | 1.76% | +1,331 | +14.5% | Added | 0% |
| 14 | GWW W.W. Grainger, Inc. | Industrials | 3,132 | $4.26M | 1.68% | +938 | +42.8% | Added | 0.01% |
| 15 | MA Mastercard Inc | Financial Services | 7,377 | $3.79M | 1.49% | +1,110 | +17.7% | Added | 0% |
Tip. Select a row to see that position’s full history at Resurgent Financial Advisors.
As of its Q2 2026 13F filing, Resurgent Financial Advisors LLC’s five largest positions were Alphabet Inc. (GOOGL) at 7.6%, Nvidia Corp (NVDA) at 6.8%, Apple Inc. (AAPL) at 6.3%, Microsoft Corp (MSFT) at 5.9%, Berkshire Hathaway Inc (BRK-B) at 3.7% of the reported portfolio.
Resurgent Financial Advisors LLC reported a 13F portfolio worth $253.57M across 176 positions for Q2 2026. That is up 37.7% from the previous quarter.
Its largest purchases by value were Alphabet Inc. ($3.43M), Nvidia Corp ($3.30M), Applied Materials Inc ($3.26M). It opened 47 new positions.
Its largest sales by value were Intuit Inc. ($2.36M), Automatic Data Processing Inc ($1.30M), Markel Group Inc. ($756.06K). It exited 9 positions entirely.
From the Form 13F-HR reports Resurgent Financial Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.