Resurgent Financial Advisors LLC

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
260
Total value ($000)
$276,923
Net value change ($000)
+77,491 (38.9%)
New positions
53
Sold out positions
13
Turnover %
13.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 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)
GOOGL 7,363 137.9%
NVDA 6,468 113.3%
MCK 3,361 NEW
LLY 3,327 320.8%
V 3,257 255.1%
SYK 2,750 NEW
GWW 2,393 NEW
MSFT 2,370 24.2%
INTU 2,363 NEW
JNJ 2,283 90.1%
Top Reduces (Value $000, Stocks/ETFs)
CIBR -864 -100.0%
XLG -838 -100.0%
HOOD -678 -58.0%
MCO -656 -100.0%
JPM -651 -12.0%
IBIT -522 -41.8%
IEMG -515 -46.8%
KKR -498 -100.0%
BAC -433 -64.0%
OEF -401 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,521 (0.9% of total reported value)
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