Resurgent Financial Advisors LLC

Q2 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
316
Total value ($000)
$359,535
Net value change ($000)
+82,612 (29.8%)
New positions
70
Sold out positions
18
Turnover %
10.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 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)
GOOGL 6,509 51.2%
NVDA 5,093 41.8%
AAPL 4,794 42.9%
AMAT 3,259 NEW
MU 2,840 1290.9%
MSFT 2,754 22.6%
AVGO 2,547 65.1%
LLY 2,329 53.4%
V 2,246 49.5%
BRK-B 2,191 30.2%
Top Reduces (Value $000, Stocks/ETFs)
INTU -2,363 -100.0%
ADP -1,304 -100.0%
SGOV -1,175 -68.1%
MKL -756 -100.0%
EFV -751 -100.0%
QUAL -732 -100.0%
COP -707 -25.0%
ITOT -640 -100.0%
COWZ -609 -60.4%
VRTX -563 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,865 (0.5% 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