RESOLUTE WEALTH ADVISOR, INC.

All 13F Filings

Location
Findlay, OH
Most recent 13F
Q2 2026
Holdings value ($000)
175,655
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 8/19/2026 78 175,655 13F-HR RESOLUTE WEALTH ADVISOR, INC.
Q1 2026 5/11/2026 78 175,661 13F-HR RESOLUTE WEALTH ADVISOR, INC.
Q2 2025 8/13/2026 78 175,655 13F-HR RESOLUTE WEALTH ADVISOR, INC.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 27.2 K 15.5% 0 0 0
ETFs 148.5 K 84.5% 0 6 -6
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Fund Snapshot

Q2 2026
Latest filed
8/19/2026
Total value ($000)
175,655
Holdings
78
QoQ value change ($000)
-6 (0.0%)
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.