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Resonant Capital Advisors, LLC

Q3 2026 13F filing

Updated 4 days ago

551 disclosed positions worth $2.1B

Portfolio value
$2.1B
Total holdings
551
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-10-15

Full holdings

Every line item disclosed in Q3 2026

E

ISHARES TR

Value
$180M
Shares
235.0K
% Port
8.64%
D

ETF SER SOLUTIONS

Value
$74.5M
Shares
1.16M
% Port
3.57%
E

ISHARES TR

Value
$70.1M
Shares
821.7K
% Port
3.36%
J

J P MORGAN EXCHANGE TRADED F

Value
$67.7M
Shares
1.34M
% Port
3.25%
E

ISHARES U S ETF TR

Value
$64.7M
Shares
1.30M
% Port
3.10%
V

VANGUARD SCOTTSDALE FDS

Value
$62.6M
Shares
810.7K
% Port
3.01%
E

ISHARES TR

Value
$56.5M
Shares
785.7K
% Port
2.71%
S

SCHWAB STRATEGIC TR

Value
$43.8M
Shares
1.39M
% Port
2.10%
S

SCHWAB STRATEGIC TR

Value
$42.3M
Shares
1.78M
% Port
2.03%
A
10.AAPL

APPLE INC

Value
$39.3M
Shares
118.0K
% Port
1.89%
E
11.ETHA

ISHARES TR

Value
$38.6M
Shares
398.9K
% Port
1.85%
N
12.NVDA

NVIDIA CORPORATION

Value
$34.7M
Shares
151.7K
% Port
1.66%
S

SCHWAB STRATEGIC TR

Value
$33.6M
Shares
624.8K
% Port
1.61%
S
14.SPY

STATE STR SPDR S&P 500 ETF T

Value
$32.5M
Shares
42.5K
% Port
1.56%
E
15.ETHA

ISHARES TR

Value
$30.4M
Shares
223.1K
% Port
1.46%
B
16.BX

VANGUARD SPECIALIZED FUNDS

Value
$30.3M
Shares
129.9K
% Port
1.45%
?
17.N/A

GRANITESHARES ETF TR

Value
$27.9M
Shares
1.00M
% Port
1.34%
M
18.MSFT

MICROSOFT CORP

Value
$27.7M
Shares
54.0K
% Port
1.33%
J

J P MORGAN EXCHANGE TRADED F

Value
$27.3M
Shares
607.9K
% Port
1.31%
S

SCHWAB STRATEGIC TR

Value
$26.5M
Shares
757.3K
% Port
1.27%
E
21.ETHA

ISHARES INC

Value
$26.3M
Shares
324.4K
% Port
1.26%
V
22.VGES

VANGUARD WHITEHALL FDS

Value
$25.3M
Shares
267.7K
% Port
1.21%
S

SCHWAB STRATEGIC TR

Value
$24.6M
Shares
587.1K
% Port
1.18%
E
24.ETHA

ISHARES TR

Value
$24.2M
Shares
240.2K
% Port
1.16%
S

SCHWAB STRATEGIC TR

Value
$23.9M
Shares
952.8K
% Port
1.15%
I
26.IVZ

INVESCO EXCH TRADED FD TR II

Value
$23.8M
Shares
171.8K
% Port
1.14%
?
27.N/A

JANUS DETROIT STR TR

Value
$22.9M
Shares
256.7K
% Port
1.10%
V
28.VGES

VANGUARD MUN BD FDS

Value
$18.9M
Shares
398.2K
% Port
0.91%
V
29.VGES

VANGUARD INDEX FDS

Value
$18.7M
Shares
26.6K
% Port
0.90%
A
30.AMZN

AMAZON COM INC

Value
$18M
Shares
72.4K
% Port
0.87%
G

ALPHABET INC

Value
$17.4M
Shares
50.6K
% Port
0.84%
E
32.ETHA

ISHARES TR

Value
$17.3M
Shares
171.6K
% Port
0.83%
I
33.IAU

ISHARES GOLD TR

Value
$16.5M
Shares
211.0K
% Port
0.79%
G

ALPHABET INC

Value
$16.3M
Shares
47.9K
% Port
0.78%
?
35.N/A

HARBOR ETF TRUST

Value
$15.2M
Shares
431.0K
% Port
0.73%
J

J P MORGAN EXCHANGE TRADED F

Value
$13.8M
Shares
273.3K
% Port
0.66%
J

J P MORGAN EXCHANGE TRADED F

Value
$13.7M
Shares
288.0K
% Port
0.66%
E
38.ETHA

ISHARES TR

Value
$13.3M
Shares
263.7K
% Port
0.64%
A
39.AVGO

BROADCOM INC

Value
$12.7M
Shares
36.1K
% Port
0.61%
?
40.N/A

ETF SER SOLUTIONS

Value
$12.6M
Shares
301.3K
% Port
0.60%
B

BERKSHIRE HATHAWAY INC DEL

Value
$12.2M
Shares
24.5K
% Port
0.59%
J

JPMORGAN CHASE & CO

Value
$12.1M
Shares
36.7K
% Port
0.58%
M
43.META

META PLATFORMS INC

Value
$11.8M
Shares
16.3K
% Port
0.57%
?
44.N/A

SCHWAB STRATEGIC TR

Value
$10.2M
Shares
420.4K
% Port
0.49%
?
45.N/A

DIMENSIONAL ETF TRUST

Value
$10M
Shares
218.1K
% Port
0.48%
V
46.VGES

VANGUARD INDEX FDS

Value
$9.6M
Shares
25.7K
% Port
0.46%
I
47.IVZ

INVESCO EXCH TRADED FD TR II

Value
$9.4M
Shares
72.7K
% Port
0.45%
I
48.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$9.3M
Shares
170.2K
% Port
0.44%
X
49.XOM

EXXONMOBIL HOLDINGS CORP

Value
$9M
Shares
55.4K
% Port
0.43%
V
50.V

VISA INC

Value
$9M
Shares
24.9K
% Port
0.43%