Resonant Capital Advisors, LLC
All 13F Filings
- Location
- Madison, WI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 2,083,678
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/15/2026 | 551 | 2,083,678 | 13F-HR | Resonant Capital Advisors, LLC |
| Q2 2026 | 7/24/2026 | 538 | 2,092,909 | 13F-HR | Resonant Capital Advisors, LLC |
| Q1 2026 | 4/29/2026 | 495 | 1,903,965 | 13F-HR | Resonant Capital Advisors, LLC |
| Q4 2025 | 1/29/2026 | 440 | 1,819,828 | 13F-HR | Resonant Capital Advisors, LLC |
| Q3 2025 | 10/29/2025 | 437 | 1,716,313 | 13F-HR | Resonant Capital Advisors, LLC |
| Q2 2025 | 7/31/2025 | 413 | 1,566,487 | 13F-HR | Resonant Capital Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 659.7 K | 31.7% | 36.65 K | 0 | 36.65 K |
| ETFs | 1.406 M | 67.5% | 0 | 45.49 K | -45.49 K |
| Debt | 18.36 K | 0.9% | 0 | 400 | -400 |
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Fund Snapshot
Q3 2026
Latest filed
10/15/2026
Total value ($000)
2,083,678
Holdings
551
QoQ value change ($000)
-9,231
(-0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.