Resonant Capital Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Madison, WI
Holdings as of
9/30/2025
Date filed
10/29/2025
Form type
13F-HR
Num holdings
437
Total value ($000)
$1,716,313
Net value change ($000)
+149,826 (9.6%)
New positions
46
Sold out positions
22
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2025 Next filing: 1/29/2026 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)
IVV 37,660 38.4%
VCSH 16,231 32.8%
SCHR 7,931 13.5%
MEAR 7,345 11.8%
JMST 6,724 10.2%
VTEB 5,989 22.2%
AAPL 5,336 28.2%
IJH 5,271 12.2%
IEFA 5,000 16.5%
IJR 4,605 16.8%
Top Reduces (Value $000, Stocks/ETFs)
VIG -28,497 -51.5%
SCHP -9,236 -69.5%
DVN -1,430 -73.3%
SJM -1,160 -80.1%
ACN -975 -24.3%
PGR -946 -13.8%
SCMB -820 -79.3%
COST -743 -13.6%
PG -666 -15.2%
VGIT -635 -12.9%
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