Resurgent Financial Advisors LLC

Q3 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
207
Total value ($000)
$203,750
Net value change ($000)
+21,612 (11.9%)
New positions
39
Sold out positions
18
Turnover %
13.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
FXE 2,493 NEW
ISHG 1,726 NEW
AAPL 1,581 19.9%
GOOGL 1,162 35.6%
TSM 891 NEW
BAM 859 NEW
NVDA 802 15.7%
O 726 NEW
SPYI 712 NEW
UTES 694 NEW
Top Reduces (Value $000, Stocks/ETFs)
ISRG -1,037 -70.7%
EFG -597 -100.0%
SGOV -579 -100.0%
ALL -554 -100.0%
VRIG -539 -100.0%
CL -523 -100.0%
JPST -484 -63.3%
IYW -452 -100.0%
UNH -417 -100.0%
QUAL -396 -23.2%
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