Resolute Wealth Strategies, LLC

Q4 2025 13F-HR Holdings

Location
Jackson, MS
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$228,082
Net value change ($000)
+9,565 (4.4%)
New positions
8
Sold out positions
4
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
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)
AAPL 1,734 5.3%
GOOGL 1,661 29.5%
GLD 1,206 22.4%
CAT 980 15.4%
GOOGL 841 30.2%
JAVA 724 10.5%
XLF 675 NEW
AMZN 615 6.2%
LLY 597 53.4%
SLV 576 51.6%
Top Reduces (Value $000, Stocks/ETFs)
XLE -1,166 -79.3%
RDDT -664 -21.0%
WDAY -455 -100.0%
T -450 -12.1%
BX -419 -9.1%
RNST -351 -12.2%
SFBS -343 -100.0%
EHC -258 -100.0%
PFG -255 -100.0%
MINT -242 -2.8%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type