Resonant Capital Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Madison, WI
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
551
Total value ($000)
$2,083,678
Net value change ($000)
-9,231 (-0.4%)
New positions
47
Sold out positions
34
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SCHP 21,252 789.7%
MSFT 9,993 56.5%
SCMB 9,940 4601.9%
JMUB 9,740 245.8%
EXXONMOBIL HOLDINGS CORP 9,019 NEW
AAPL 6,938 21.4%
NVDA 5,907 20.5%
DSTL 5,702 8.3%
COMB 5,087 22.3%
GARP 4,700 7.2%
Top Reduces (Value $000, Stocks/ETFs)
JMST -26,285 -28.0%
MEAR -26,207 -28.8%
SCHR -24,323 -36.5%
VTEB -11,286 -37.4%
MUB -10,028 -36.6%
XOM -7,498 -100.0%
SGOV -3,972 -14.1%
EA -3,907 -100.0%
DFNM -3,538 -26.1%
IJH -3,428 -5.7%
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