Resurgent Financial Advisors LLC

Q4 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
216
Total value ($000)
$199,432
Net value change ($000)
-4,318 (-2.1%)
New positions
22
Sold out positions
13
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 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)
GOOGL 913 20.6%
VRTX 521 NEW
IVE 517 42.8%
FXU 458 NEW
BAC 436 180.9%
XOM 422 20.1%
HON 376 NEW
SHEL 364 NEW
JNJ 358 16.5%
AVEM 331 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -1,767 -15.3%
ISHG -1,471 -85.2%
SPY -1,166 -24.5%
HD -1,112 -41.4%
NFLX -995 -76.4%
IBIT -983 -44.1%
BAM -859 -100.0%
XLV -693 -100.0%
JPIB -619 -100.0%
QUAL -574 -43.7%
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