Resolute Wealth Strategies, LLC

Q1 2026 13F-HR Holdings

Location
Jackson, MS
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
114
Total value ($000)
$231,755
Net value change ($000)
+3,673 (1.6%)
New positions
14
Sold out positions
9
Turnover %
6.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XLI 5,067 NEW
ITA 2,433 NEW
MSFT 2,283 43.0%
CAT 1,702 23.2%
XOM 948 40.6%
MINT 940 11.3%
XLB 775 NEW
T 592 18.1%
KNG 567 62.2%
RDVI 464 34.3%
Top Reduces (Value $000, Stocks/ETFs)
JTEK -3,074 -100.0%
AAPL -1,750 -5.1%
SHOP -1,219 -24.8%
AMZN -1,170 -11.1%
BX -1,066 -25.4%
RDDT -1,040 -41.6%
XLK -955 -67.1%
XLF -675 -100.0%
SLV -631 -37.3%
GOOGL -570 -7.8%
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.
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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