Resolute Wealth Strategies, LLC

Q3 2026 13F-HR Holdings

Location
Jackson, MS
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
139
Total value ($000)
$271,653
Net value change ($000)
+13,527 (5.2%)
New positions
16
Sold out positions
9
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 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)
AAPL 5,334 14.5%
IVW 4,570 72.8%
MSFT 2,720 36.9%
SPACE EXPLORATION TECHN CORP CLASS A COM STK 2,132 464.5%
NVDA 1,841 16.7%
CSRE 1,749 NEW
BLACKSTONE DIGITAL INFRASTRUCT COMMON STOCK 1,691 NEW
SHOP 1,094 29.0%
XOM 783 28.8%
AMZN 681 6.2%
Top Reduces (Value $000, Stocks/ETFs)
JGRO -4,135 -25.2%
CAT -3,012 -23.0%
GLD -2,766 -44.9%
ITA -722 -63.4%
XLB -673 -68.0%
MINT -562 -5.2%
WDC -332 -57.6%
GOOG -302 -3.6%
RDDT -286 -14.7%
FBND -276 -2.3%
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