Resolute Wealth Strategies, LLC

Q2 2026 13F-HR Holdings

Location
Jackson, MS
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
132
Total value ($000)
$258,126
Net value change ($000)
+26,371 (11.4%)
New positions
27
Sold out positions
9
Turnover %
7.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
AAPL 4,074 12.4%
CAT 4,021 44.4%
JGRO 2,824 20.8%
EXXONMOBIL HOLDINGS CORP COM SHS 2,716 NEW
GOOGL 1,760 26.2%
AMZN 1,657 17.6%
MINT 1,562 16.9%
NVDA 1,528 16.1%
JAVA 1,212 15.1%
IVW 1,201 23.7%
Top Reduces (Value $000, Stocks/ETFs)
XLI -5,067 -100.0%
XOM -3,285 -100.0%
ITA -1,294 -53.2%
T -1,105 -28.6%
GLD -855 -12.2%
GFI -613 -100.0%
DNP -432 -100.0%
PLTR -374 -25.7%
EGP -373 -100.0%
LDOS -325 -39.4%
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