Resurgent Financial Advisors LLC

All 13F Filings

Location
Atlanta, GA
Most recent 13F
Q1 2026
Holdings value ($000)
276,923
Description
Website
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
Q1 2026 5/12/2026 260 276,923 13F-HR Resurgent Financial Advisors LLC
Q4 2025 2/12/2026 216 199,432 13F-HR Resurgent Financial Advisors LLC
Q3 2025 11/13/2025 207 203,750 13F-HR Resurgent Financial Advisors LLC
Q2 2025 8/11/2025 186 182,138 13F-HR Resurgent Financial Advisors LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 2.52 K (0.9% of total reported value) · QoQ Δ: +2.52 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 190.7 K 69.5% 27.58 K 0 27.58 K
ETFs 83.68 K 30.5% 49.3 K 0 49.3 K
Other 0 0.0% 0 1.907 K -1.907 K
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Fund Snapshot

Q1 2026
Latest filed
5/12/2026
Total value ($000)
276,923
Holdings
260
QoQ value change ($000)
77,491 (38.9%)
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.