Resonant Capital Advisors, LLC Top Holdings and 13F Report (2026)

About Resonant Capital Advisors, LLC

Investment Activity

Resonant Capital Advisors, LLC has $1.90 billion in total holdings as of March 31, 2026.
Resonant Capital Advisors, LLC owns shares of 495 different stocks, but just 70 companies or ETFs make up 80% of its holdings.
Approximately 12.86% of the portfolio was purchased this quarter.
About 8.15% of the portfolio was sold this quarter.
This quarter, Resonant Capital Advisors, LLC has purchased 440 new stocks and bought additional shares in 279 stocks.
Resonant Capital Advisors, LLC sold shares of 97 stocks and completely divested from 30 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $158,130,210
JPMorgan Ultra-Short Municipal ETF: $87,647,238
iShares Short Maturity Municipal Bond Active ETF: $83,902,185
Schwab Intermediate-Term U.S. Treasury ETF: $74,773,959
Distillate U.S. Fundamental Stability & Value ETF: $67,153,392

Largest New Holdings this Quarter

46436E403 - iShares Factors US Growth Style ETF: $50,190,361 Holding
46641Q159 - JPMorgan Income ETF: $24,986,866 Holding
092528207 - iShares Intermediate Muni Income Active ETF: $12,178,343 Holding
41151J505 - HARBOR ETF TRUST: $10,070,529 Holding
464287440 - iShares 7-10 Year Treasury Bond ETF: $1,867,952 Holding

Largest Purchases this Quarter

iShares Factors US Growth Style ETF: 784,592 shares (about $50.19M)
JPMorgan Income ETF: 542,367 shares (about $24.99M)
iShares Core S&P 500 ETF: 33,296 shares (about $21.75M)
iShares Short Maturity Municipal Bond Active ETF: 293,492 shares (about $14.77M)
JPMorgan Ultra-Short Municipal ETF: 287,225 shares (about $14.64M)

Largest Sales this Quarter

iShares 0-3 Month Treasury Bond ETF: 225,039 shares (about $22.65M)
Energy Select Sector SPDR Fund: 347,340 shares (about $21.28M)
iShares Ultra Short-Term Bond Active ETF: 202,149 shares (about $10.23M)
Schwab Short-Term U.S. Treasury ETF: 406,247 shares (about $9.86M)
JPMorgan Ultra-Short Income ETF: 187,787 shares (about $9.50M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$158,130,210	$21,749,256 â–²	15.9%	242,082	8.3%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$87,647,238	$14,642,726 â–²	20.1%	1,719,248	4.6%	ETF
MEAR iShares Short Maturity Municipal Bond Active ETF	$83,902,185	$14,774,388 â–²	21.4%	1,666,710	4.4%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$74,773,959	$3,341,676 â–²	4.7%	3,001,765	3.9%	ETF
DSTL Distillate U.S. Fundamental Stability & Value ETF	$67,153,392	$6,652,262 â–²	11.0%	1,160,218	3.5%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$61,014,936	$7,421,102 â–¼	-10.8%	769,710	3.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$52,400,484	$282,410 â–²	0.5%	775,959	2.8%	ETF
STLG iShares Factors US Growth Style ETF	$50,190,361	$50,190,361 â–²	New Holding	784,592	2.6%	Manufacturing
FNDX Schwab Fundamental U.S. Large Company ETF	$40,807,362	$2,710,585 â–²	7.1%	1,465,255	2.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$36,785,600	$4,203,851 â–¼	-10.3%	406,336	1.9%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$35,025,152	$102,574 â–²	0.3%	702,048	1.8%	ETF
FNDF Schwab Fundamental International Equity ETF	$31,331,127	$5,204,876 â–¼	-14.2%	640,326	1.6%	ETF
VIG Vanguard Dividend Appreciation ETF	$28,805,313	$1,788,652 â–²	6.6%	133,941	1.5%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$28,291,596	$22,652,422 â–¼	-44.5%	281,061	1.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$28,253,748	$5,904,714 â–¼	-17.3%	227,285	1.5%	ETF
AAPL Apple	$27,811,381	$2,531,307 â–²	10.0%	109,584	1.5%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$27,665,734	$130,428 â–²	0.5%	42,423	1.5%	Finance
FNDA Schwab Fundamental U.S. Small Company ETF	$25,027,309	$4,836,255 â–¼	-16.2%	771,733	1.3%	ETF
JPIE JPMorgan Income ETF	$24,986,866	$24,986,866 â–²	New Holding	542,367	1.3%	ETF
COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF	$24,344,583	$4,672,622 â–²	23.8%	926,883	1.3%	Finance
NVDA NVIDIA	$24,260,551	$5,113,341 â–²	26.7%	139,101	1.3%	Computer and Technology
VIGI Vanguard International Dividend Appreciation ETF	$23,920,175	$2,581,525 â–¼	-9.7%	270,407	1.3%	ETF
MUB iShares National Muni Bond ETF	$22,022,800	$1,718,566 â–²	8.5%	207,469	1.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$21,961,767	$3,153,956 â–¼	-12.6%	314,864	1.2%	ETF
RWK Invesco S&P MidCap 400 Revenue ETF	$21,923,511	$849,211 â–²	4.0%	170,930	1.2%	ETF
FNDE Schwab Fundamental Emerging Markets Equity ETF	$21,310,246	$3,161,500 â–¼	-12.9%	556,985	1.1%	ETF
JSMD Small/Mid Cap Growth Alpha ETF	$20,106,797	$925,960 â–²	4.8%	253,148	1.1%	Manufacturing
MSFT Microsoft	$17,631,567	$511,945 â–²	3.0%	47,631	0.9%	Computer and Technology
IAU iShares Gold Trust	$16,253,159	$6,045,830 â–¼	-27.1%	184,360	0.9%	Finance
GOOGL Alphabet	$13,821,859	$1,691,140 â–²	13.9%	48,066	0.7%	Computer and Technology
JPST JPMorgan Ultra-Short Income ETF	$13,812,739	$9,503,903 â–¼	-40.8%	272,925	0.7%	ETF
GOOG Alphabet	$13,787,352	$261,329 â–²	1.9%	48,063	0.7%	Computer and Technology
AMZN Amazon.com	$13,758,733	$1,242,122 â–²	9.9%	66,062	0.7%	Retail/Wholesale
DFNM Dimensional National Municipal Bond ETF	$12,962,660	$758,012 â–¼	-5.5%	270,450	0.7%	ETF
VOO Vanguard S&P 500 ETF	$12,904,738	$328,056 â–¼	-2.5%	21,596	0.7%	ETF
ICSH iShares Ultra Short-Term Bond Active ETF	$12,838,557	$10,232,789 â–¼	-44.4%	253,626	0.7%	ETF
INMU iShares Intermediate Muni Income Active ETF	$12,178,343	$12,178,343 â–²	New Holding	509,341	0.6%	ETF
BRK.B Berkshire Hathaway	$11,811,801	$499,326 â–²	4.4%	24,649	0.6%	Finance
ETF SER SOLUTIONS	$11,053,892	$1,978,261 â–¼	-15.2%	295,376	0.6%	DISTILLATE SMLMD
AVGO Broadcom	$10,973,368	$505,430 â–²	4.8%	35,454	0.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$10,577,111	$271,804 â–²	2.6%	35,957	0.6%	Finance
XOM ExxonMobil	$10,410,168	$280,278 â–²	2.8%	61,359	0.5%	Energy
HARBOR ETF TRUST	$10,070,529	$10,070,529 â–²	New Holding	324,751	0.5%	HARBOR COMMODITY
CVX Chevron	$8,786,836	$381,524 â–²	4.5%	42,469	0.5%	Energy
META Meta Platforms	$8,651,178	$1,398,858 â–²	19.3%	15,121	0.5%	Computer and Technology
RWL Invesco S&P 500 Revenue ETF	$8,374,296	$215,341 â–²	2.6%	72,877	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$8,217,545	$20,211 â–¼	-0.2%	25,615	0.4%	ETF
PRF Invesco RAFI US 1000 ETF	$8,089,939	$193,685 â–²	2.5%	170,207	0.4%	ETF
PKW Invesco BuyBack Achievers ETF	$8,059,357	$184,536 â–²	2.3%	61,405	0.4%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$7,755,820	$690,708 â–¼	-8.2%	92,806	0.4%	ETF
MCK McKesson	$7,710,008	$25,983 â–¼	-0.3%	8,902	0.4%	Medical
V Visa	$7,240,461	$1,111,941 â–²	18.1%	23,956	0.4%	Business Services
ADI Analog Devices	$6,801,197	$101,487 â–²	1.5%	21,378	0.4%	Computer and Technology
SCHO Schwab Short-Term U.S. Treasury ETF	$6,428,266	$9,859,603 â–¼	-60.5%	264,865	0.3%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$6,318,512	$42,697 â–¼	-0.7%	106,696	0.3%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$6,232,266	$26,155 â–¼	-0.4%	257,107	0.3%	ETF
CSCO Cisco Systems	$6,090,505	$225,399 â–²	3.8%	78,496	0.3%	Computer and Technology
MDY SPDR S&P MidCap 400 ETF Trust	$5,774,082	$87,177 â–²	1.5%	9,339	0.3%	ETF
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$5,656,452	$150,191 â–²	2.7%	233,352	0.3%	ETF
LLY Eli Lilly and Company	$5,631,752	$377,106 â–²	7.2%	6,123	0.3%	Medical
COST Costco Wholesale	$5,610,897	$613,801 â–²	12.3%	5,631	0.3%	Retail/Wholesale
AMGN Amgen	$5,369,583	$146,370 â–²	2.8%	15,261	0.3%	Medical
MPC Marathon Petroleum	$5,273,311	$44,929 â–²	0.9%	21,596	0.3%	Energy
PGR Progressive	$5,234,329	$253,945 â–²	5.1%	26,404	0.3%	Finance
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF	$5,071,995	$366,682 â–¼	-6.7%	208,810	0.3%	ETF
AXP American Express	$5,034,175	$36,600 â–²	0.7%	16,643	0.3%	Finance
JNJ Johnson & Johnson	$4,749,225	$3,295,785 â–¼	-41.0%	19,429	0.2%	Medical
AZO AutoZone	$4,627,559	$30,400 â–²	0.7%	1,370	0.2%	Retail/Wholesale
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$4,617,974	$665,410 â–¼	-12.6%	87,861	0.2%	Manufacturing
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$4,599,754	$1,280,378 â–¼	-21.8%	95,194	0.2%	ETF
MA Mastercard	$4,569,391	$425,710 â–²	10.3%	9,145	0.2%	Business Services
EBAY eBay	$4,398,724	$81,645 â–¼	-1.8%	48,327	0.2%	Retail/Wholesale
MCD McDonald's	$4,355,411	$234,336 â–²	5.7%	14,014	0.2%	Retail/Wholesale
QCOM Qualcomm	$4,274,595	$23,180 â–¼	-0.5%	33,193	0.2%	Computer and Technology
GILD Gilead Sciences	$4,187,511	$299,088 â–²	7.7%	30,046	0.2%	Medical
KR Kroger	$4,035,879	$38,785 â–²	1.0%	55,775	0.2%	Retail/Wholesale
TSLA Tesla	$4,005,978	$622,310 â–²	18.4%	10,776	0.2%	Auto/Tires/Trucks
XLE Energy Select Sector SPDR Fund	$3,996,847	$21,278,046 â–¼	-84.2%	65,244	0.2%	ETF
PG Procter & Gamble	$3,938,445	$301,735 â–²	8.3%	27,267	0.2%	Consumer Staples
JMUB JPMorgan Municipal ETF	$3,910,368	$106,979 â–¼	-2.7%	78,223	0.2%	ETF
EOG EOG Resources	$3,905,559	$217,433 â–²	5.9%	27,015	0.2%	Energy
MRK Merck & Co., Inc.	$3,773,978	$2,132,244 â–²	129.9%	31,176	0.2%	Medical
EA Electronic Arts	$3,772,614	$8,563 â–²	0.2%	18,505	0.2%	Consumer Discretionary
PEP PepsiCo	$3,758,329	$108,237 â–²	3.0%	24,202	0.2%	Consumer Staples
ABBV AbbVie	$3,661,444	$321,885 â–²	9.6%	16,835	0.2%	Medical
PNC The PNC Financial Services Group	$3,657,182	$72,415 â–²	2.0%	17,575	0.2%	Finance
LOW Lowe's Companies	$3,489,383	$107,507 â–²	3.2%	14,768	0.2%	Retail/Wholesale
VGIT Vanguard Intermediate-Term Treasury ETF	$3,423,172	$585,972 â–¼	-14.6%	57,484	0.2%	ETF
SYK Stryker	$3,417,301	$151,887 â–²	4.7%	10,372	0.2%	Medical
SCHW Charles Schwab	$3,354,240	$115,877 â–²	3.6%	35,691	0.2%	Finance
ADP Automatic Data Processing	$3,336,992	$329,483 â–²	11.0%	16,306	0.2%	Computer and Technology
NTRS Northern Trust	$3,277,289	$50,504 â–²	1.6%	23,361	0.2%	Finance
BKNG Booking	$3,216,684	$585,234 â–²	22.2%	764	0.2%	Retail/Wholesale
BMY Bristol Myers Squibb	$3,148,705	$176,673 â–²	5.9%	51,916	0.2%	Medical
CSX CSX	$3,148,576	$90,803 â–²	3.0%	76,701	0.2%	Transportation
PANW Palo Alto Networks	$3,123,034	$289,538 â–²	10.2%	19,480	0.2%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$2,965,108	$7,441,478 â–¼	-71.5%	52,313	0.2%	ETF
MDT Medtronic	$2,952,978	$108,040 â–²	3.8%	33,810	0.2%	Medical
ACN Accenture	$2,950,952	$141,182 â–²	5.0%	14,882	0.2%	Computer and Technology
NFLX Netflix	$2,900,749	$791,603 â–²	37.5%	30,169	0.2%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Resonant Capital Advisors, LLC Top Holdings and 13F Report (2026)

About Resonant Capital Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Resonant Capital Advisors, LLC Top Holdings and 13F Report (2026)

About Resonant Capital Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofResonant Capital Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools