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Resurgent Financial Advisors LLC
hedge fundUpdated 27 days agoManaged by Resurgent Financial Advisors Llc • Latest filing Q2 2026
Portfolio value
$359.5M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
99.5%
Weight of largest holdings
Annualized return
10.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $150.2M |
| Q2 2023 | $151.4M |
| Q3 2023 | $146.8M |
| Q4 2023 | $162.9M |
| Q1 2024 | $187.6M |
| Q2 2024 | $160.9M |
| Q3 2024 | $171.1M |
| Q4 2024 | $169.9M |
| Q1 2025 | $166.5M |
| Q2 2025 | $182.1M |
| Q3 2025 | $203.7M |
| Q4 2025 | $199.4M |
| Q1 2026 | $276.9M |
| Q2 2026 | $359.5M |
Top holdings
316 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GOOGN ALPHABET INC | $19.2M | 53.8K | 5.34% | — |
| 2 | N NVDA NVIDIA CORPORATION | $17.3M | 86.3K | 4.80% | — |
| 3 | A AAPL APPLE INC | $16M | 55.1K | 4.44% | — |
| 4 | M MSFT MICROSOFT CORP | $14.9M | 40.0K | 4.15% | — |
| 5 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $9.4M | 18.9K | 2.63% | — |
| 6 | V V VISA INC | $6.8M | 19.8K | 1.89% | — |
| 7 | L LLY ELI LILLY & CO | $6.7M | 5.6K | 1.86% | — |
| 8 | A AVGO BROADCOM INC | $6.5M | 17.1K | 1.80% | — |
| 9 | B BX VANGUARD SPECIALIZED FUNDS | $5.7M | 24.2K | 1.59% | — |
| 10 | J JNJ JOHNSON & JOHNSON | $5.7M | 22.4K | 1.58% | — |
| 11 | J JPM-PM JPMORGAN CHASE & CO | $5.5M | 16.7K | 1.52% | — |
| 12 | A AMZN AMAZON COM INC | $4.9M | 20.6K | 1.36% | — |
| 13 | M META META PLATFORMS INC | $4.8M | 8.5K | 1.33% | — |
| 14 | S SPY STATE STR SPDR S&P 500 ETF T | $4.6M | 6.1K | 1.27% | — |
| 15 | E ETN EATON CORP PLC | $4.5M | 10.5K | 1.24% | — |
| 16 | G GWW WW GRAINGER INC | $4.3M | 3.1K | 1.18% | — |
| 17 | M MA MASTERCARD INCORPORATED | $3.8M | 7.4K | 1.05% | — |
| 18 | M MCK MCKESSON CORP | $3.7M | 4.9K | 1.04% | — |
| 19 | E ETHA ISHARES TR | $3.6M | 14.9K | 1.01% | — |
| 20 | S SYK STRYKER CORPORATION | $3.5M | 11.2K | 0.98% | — |