Resonant Capital Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Madison, WI
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
495
Total value ($000)
$1,903,965
Net value change ($000)
+84,137 (4.6%)
New positions
85
Sold out positions
30
Turnover %
6.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 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)
GARP 50,190 NEW
JPIE 24,987 NEW
IVV 15,124 10.6%
MEAR 14,802 21.4%
JMST 14,579 20.0%
INMU 12,178 NEW
HGER 10,071 NEW
COMB 8,534 54.0%
DSTL 5,586 9.1%
NVDA 3,786 18.5%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -22,510 -44.3%
XLE -14,450 -78.3%
ICSH -10,214 -44.3%
SCHO -9,927 -60.7%
JPST -9,577 -40.9%
VCSH -7,818 -11.4%
JEPI -7,615 -72.0%
IJR -4,770 -14.4%
MSFT -4,734 -21.2%
IAU -4,278 -20.8%
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