Resonant Capital Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Madison, WI
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
538
Total value ($000)
$2,092,909
Net value change ($000)
+188,944 (9.9%)
New positions
85
Sold out positions
42
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 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)
IVV 18,467 11.7%
GARP 15,171 30.2%
IJH 7,557 14.4%
MEAR 6,990 8.3%
MUNI 6,394 NEW
JMST 6,293 7.2%
JSMD 5,873 29.2%
VOO 5,456 42.3%
MUB 5,353 24.3%
IJR 5,279 18.7%
Top Reduces (Value $000, Stocks/ETFs)
SCHR -8,174 -10.9%
VTEB -4,879 -13.9%
XOM -2,912 -28.0%
INMU -2,692 -22.1%
EOG -2,541 -65.1%
CVX -2,434 -27.7%
IAU -2,341 -14.4%
EBAY -2,207 -50.2%
IEF -1,868 -100.0%
COMB -1,496 -6.1%
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