RESOLUTE WEALTH ADVISOR, INC.

Q3 2026 13F-HR Holdings

Location
Findlay, OH
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
510
Total value ($000)
$218,625
Net value change ($000)
+42,970 (24.5%)
New positions
432
Sold out positions
3
Turnover %
15.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/19/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 17,118 114.1%
IUSB 9,324 79.3%
CORO 7,428 NEW
ACWX 5,749 NEW
IALT 3,343 NEW
BLCR 3,296 110.2%
GGOV 3,030 NEW
IVW 2,805 26.7%
DYNF 2,595 25.8%
BLACKROCK ETF TRUST 1,554 NEW
Top Reduces (Value $000, Stocks/ETFs)
IEMG -4,401 -49.4%
QUAL -4,369 -90.2%
MTUM -4,205 -93.3%
EFV -3,707 -46.7%
MBB -3,150 -97.8%
IAGG -2,379 -99.1%
BINC -1,517 -81.1%
TLH -966 -21.1%
MUB -826 -57.6%
APUE -663 -6.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type