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

About Resonant Capital Advisors, LLC

Investment Activity

Resonant Capital Advisors, LLC has $2.09 billion in total holdings as of June 30, 2026.
Resonant Capital Advisors, LLC owns shares of 538 different stocks, but just 74 companies or ETFs make up 80% of its holdings.
Approximately 4.74% of the portfolio was purchased this quarter.
About 2.82% of the portfolio was sold this quarter.
This quarter, Resonant Capital Advisors, LLC has purchased 495 new stocks and bought additional shares in 228 stocks.
Resonant Capital Advisors, LLC sold shares of 180 stocks and completely divested from 42 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $176,597,108
JPMorgan Ultra-Short Municipal ETF: $93,940,198
iShares Short Maturity Municipal Bond Active ETF: $90,891,579
Distillate U.S. Fundamental Stability & Value ETF: $68,787,672
Schwab Intermediate-Term U.S. Treasury ETF: $66,600,272

Largest New Holdings this Quarter

72201R866 - PIMCO Intermediate Municipal Bond Exchange-Traded Fund: $6,394,056 Holding
46138G649 - Invesco NASDAQ 100 ETF: $2,018,083 Holding
46641Q761 - JPMorgan U.S. Quality Factor ETF: $1,645,526 Holding
81369Y803 - Technology Select Sector SPDR Fund: $570,798 Holding
22788C105 - CrowdStrike: $429,648 Holding

Largest Purchases this Quarter

iShares Short Maturity Municipal Bond Active ETF: 137,410 shares (about $6.92M)
PIMCO Intermediate Municipal Bond Exchange-Traded Fund: 121,560 shares (about $6.39M)
JPMorgan Ultra-Short Municipal ETF: 122,717 shares (about $6.26M)
iShares National Muni Bond ETF: 46,909 shares (about $5.05M)
Vanguard S&P 500 ETF: 5,138 shares (about $3.53M)

Largest Sales this Quarter

Schwab Intermediate-Term U.S. Treasury ETF: 301,024 shares (about $7.42M)
Vanguard Tax-Exempt Bond ETF: 106,050 shares (about $5.36M)
iShares Core S&P 500 ETF: 6,270 shares (about $4.70M)
eBay: 28,709 shares (about $3.21M)
iShares Intermediate Muni Income Active ETF: 118,165 shares (about $2.87M)

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	$176,597,108	$4,695,537 â–¼	-2.6%	235,812	8.4%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$93,940,198	$6,258,566 â–²	7.1%	1,841,965	4.5%	ETF
MEAR iShares Short Maturity Municipal Bond Active ETF	$90,891,579	$6,922,717 â–²	8.2%	1,804,120	4.3%	ETF
DSTL Distillate U.S. Fundamental Stability & Value ETF	$68,787,672	$709,396 â–¼	-1.0%	1,148,375	3.3%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$66,600,272	$7,423,252 â–¼	-10.0%	2,700,741	3.2%	ETF
STLG iShares Factors US Growth Style ETF	$65,361,404	$593,369 â–²	0.9%	791,780	3.1%	Manufacturing
VCSH Vanguard Short-Term Corporate Bond ETF	$61,990,518	$1,160,319 â–²	1.9%	784,392	3.0%	ETF
IJH iShares Core S&P Mid-Cap ETF	$59,956,824	$122,605 â–²	0.2%	777,549	2.9%	ETF
FNDX Schwab Fundamental U.S. Large Company ETF	$44,310,220	$1,259,208 â–¼	-2.8%	1,424,766	2.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$38,827,305	$416,646 â–¼	-1.1%	402,022	1.9%	ETF
IJR iShares Core S&P Small-Cap ETF	$33,533,142	$175,450 â–¼	-0.5%	226,102	1.6%	ETF
FNDF Schwab Fundamental International Equity ETF	$33,334,266	$449,357 â–¼	-1.3%	631,809	1.6%	ETF
AAPL Apple	$32,373,457	$664,368 â–²	2.1%	111,880	1.5%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$31,718,302	$42,674 â–¼	-0.1%	42,366	1.5%	Finance
VIG Vanguard Dividend Appreciation ETF	$30,641,183	$1,052,015 â–¼	-3.3%	129,495	1.5%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$30,145,600	$5,364,013 â–¼	-15.1%	595,998	1.4%	ETF
FNDA Schwab Fundamental U.S. Small Company ETF	$29,042,180	$329,980 â–¼	-1.1%	763,063	1.4%	ETF
NVDA NVIDIA	$28,772,342	$939,623 â–²	3.4%	143,797	1.4%	Computer and Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$28,160,125	$134,294 â–¼	-0.5%	279,727	1.3%	ETF
MUB iShares National Muni Bond ETF	$27,376,110	$5,048,337 â–²	22.6%	254,378	1.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$26,153,341	$70,000 â–²	0.3%	315,709	1.2%	ETF
JSMD Small/Mid Cap Growth Alpha ETF	$25,980,234	$331,116 â–²	1.3%	256,416	1.2%	Manufacturing
JPIE JPMorgan Income ETF	$25,925,659	$949,644 â–²	3.8%	562,989	1.2%	ETF
RWK Invesco S&P MidCap 400 Revenue ETF	$25,260,736	$260,779 â–²	1.0%	172,713	1.2%	ETF
VIGI Vanguard International Dividend Appreciation ETF	$25,001,669	$248,951 â–¼	-1.0%	267,741	1.2%	ETF
COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF	$22,849,342	$530,001 â–²	2.4%	948,893	1.1%	Finance
FNDE Schwab Fundamental Emerging Markets Equity ETF	$22,620,697	$519,530 â–²	2.4%	570,078	1.1%	ETF
VOO Vanguard S&P 500 ETF	$18,361,342	$3,528,861 â–²	23.8%	26,734	0.9%	ETF
MSFT Microsoft	$17,698,680	$68,636 â–¼	-0.4%	47,447	0.8%	Computer and Technology
GOOGL Alphabet	$17,689,815	$512,469 â–²	3.0%	49,500	0.8%	Computer and Technology
GOOG Alphabet	$16,790,242	$191,858 â–¼	-1.1%	47,520	0.8%	Computer and Technology
AMZN Amazon.com	$16,300,549	$555,332 â–²	3.5%	68,392	0.8%	Retail/Wholesale
IAU iShares Gold Trust	$13,912,189	$8,835 â–¼	-0.1%	184,243	0.7%	Finance
JPST JPMorgan Ultra-Short Income ETF	$13,813,437	$11,631 â–²	0.1%	273,155	0.7%	ETF
ICSH iShares Ultra Short-Term Bond Active ETF	$13,673,038	$844,635 â–²	6.6%	270,325	0.7%	ETF
DFNM Dimensional National Municipal Bond ETF	$13,577,025	$504,811 â–²	3.9%	280,894	0.6%	ETF
AVGO Broadcom	$13,571,047	$178,298 â–²	1.3%	35,926	0.6%	Computer and Technology
BRK.B Berkshire Hathaway	$12,779,460	$445,347 â–²	3.6%	25,539	0.6%	Finance
ETF SER SOLUTIONS	$12,024,243	$102,878 â–²	0.9%	297,925	0.6%	DISTILLATE SMLMD
JPM JPMorgan Chase & Co.	$11,745,255	$24,550 â–¼	-0.2%	35,882	0.6%	Finance
HARBOR ETF TRUST	$11,073,708	$1,545,514 â–²	16.2%	377,427	0.5%	COMM ALL WEA ETF
VTI Vanguard Total Stock Market ETF	$9,504,897	$26,273 â–²	0.3%	25,686	0.5%	ETF
INMU iShares Intermediate Muni Income Active ETF	$9,486,008	$2,865,498 â–¼	-23.2%	391,176	0.5%	ETF
RWL Invesco S&P 500 Revenue ETF	$9,310,766		0.0%	72,877	0.4%	ETF
CSCO Cisco Systems	$9,310,349	$90,209 â–²	1.0%	79,264	0.4%	Computer and Technology
PRF Invesco RAFI US 1000 ETF	$9,196,284		0.0%	170,207	0.4%	ETF
PKW Invesco BuyBack Achievers ETF	$8,698,632		0.0%	61,405	0.4%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$8,573,732	$313,049 â–²	3.8%	96,323	0.4%	ETF
ADI Analog Devices	$8,459,721	$30,979 â–¼	-0.4%	21,300	0.4%	Computer and Technology
V Visa	$8,322,334	$103,270 â–²	1.3%	24,257	0.4%	Business Services
META Meta Platforms	$8,194,180	$323,328 â–¼	-3.8%	14,547	0.4%	Computer and Technology
LLY Eli Lilly and Company	$7,666,757	$322,647 â–²	4.4%	6,392	0.4%	Medical
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$7,551,192	$342,800 â–²	4.8%	111,770	0.4%	ETF
XOM ExxonMobil	$7,498,408	$890,594 â–¼	-10.6%	54,845	0.4%	Energy
SCHO Schwab Short-Term U.S. Treasury ETF	$6,917,044	$523,210 â–²	8.2%	286,539	0.3%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$6,570,289	$14,101 â–¼	-0.2%	9,319	0.3%	ETF
PANW Palo Alto Networks	$6,566,681	$76,388 â–¼	-1.1%	19,256	0.3%	Computer and Technology
MCK McKesson	$6,547,369	$186,074 â–¼	-2.8%	8,656	0.3%	Medical
QCOM Qualcomm	$6,525,674	$391,940 â–²	6.4%	35,314	0.3%	Computer and Technology
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$6,394,056	$6,394,056 â–²	New Holding	121,560	0.3%	ETF
CVX Chevron	$6,353,084	$686,578 â–¼	-9.8%	38,327	0.3%	Energy
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$5,987,831	$241,864 â–¼	-3.9%	247,125	0.3%	ETF
PGR Progressive	$5,847,907	$79,953 â–²	1.4%	26,770	0.3%	Finance
AMGN Amgen	$5,722,582	$196,269 â–²	3.6%	15,803	0.3%	Medical
AXP American Express	$5,708,984	$79,489 â–²	1.4%	16,878	0.3%	Finance
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$5,651,785		0.0%	233,352	0.3%	ETF
TSM Taiwan Semiconductor Manufacturing	$5,616,966	$2,663,514 â–²	90.2%	11,740	0.3%	Computer and Technology
MPC Marathon Petroleum	$5,609,400	$87,950 â–²	1.6%	21,940	0.3%	Energy
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$5,592,519	$102,653 â–²	1.9%	96,974	0.3%	ETF
MU Micron Technology	$5,512,889	$513,659 â–²	10.3%	4,776	0.3%	Computer and Technology
ASML ASML	$5,337,668	$2,723,544 â–²	104.2%	2,683	0.3%	Computer and Technology
AMD Advanced Micro Devices	$5,309,517	$343,318 â–²	6.9%	9,140	0.3%	Computer and Technology
COST Costco Wholesale	$5,060,893	$206,739 â–¼	-3.9%	5,410	0.2%	Retail/Wholesale
TSLA Tesla	$4,870,548	$338,162 â–²	7.5%	11,580	0.2%	Auto/Tires/Trucks
JNJ Johnson & Johnson	$4,859,716	$74,667 â–¼	-1.5%	19,135	0.2%	Medical
APH Amphenol	$4,826,547	$1,201,738 â–²	33.2%	27,339	0.2%	Computer and Technology
UNH UnitedHealth Group	$4,713,244	$809,647 â–²	20.7%	11,340	0.2%	Medical
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF	$4,660,012	$4,803 â–¼	-0.1%	208,595	0.2%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$4,602,437	$2,358 â–¼	-0.1%	87,816	0.2%	Manufacturing
AZO AutoZone	$4,490,296	$111,858 â–²	2.6%	1,405	0.2%	Retail/Wholesale
MA Mastercard	$4,446,235	$250,637 â–¼	-5.3%	8,657	0.2%	Business Services
PNC The PNC Financial Services Group	$4,369,666	$42,350 â–²	1.0%	17,747	0.2%	Finance
PG Procter & Gamble	$4,298,898	$300,465 â–²	7.5%	29,316	0.2%	Consumer Staples
ABBV AbbVie	$4,126,644	$109,715 â–¼	-2.6%	16,399	0.2%	Medical
NTRS Northern Trust	$4,106,555	$27,241 â–²	0.7%	23,517	0.2%	Finance
MRK Merck & Co., Inc.	$4,099,537	$67,384 â–²	1.7%	31,697	0.2%	Medical
ADP Automatic Data Processing	$4,050,403	$371,992 â–²	10.1%	17,955	0.2%	Computer and Technology
JMUB JPMorgan Municipal ETF	$3,962,386		0.0%	78,223	0.2%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$3,944,111	$553,704 â–²	16.3%	66,872	0.2%	ETF
EA Electronic Arts	$3,907,037	$112,772 â–²	3.0%	19,055	0.2%	Consumer Discretionary
GILD Gilead Sciences	$3,802,202	$6,191 â–²	0.2%	30,095	0.2%	Medical
MCD McDonald's	$3,788,395	$270 â–²	0.0%	14,015	0.2%	Retail/Wholesale
CSX CSX	$3,734,385	$88,786 â–²	2.4%	78,569	0.2%	Transportation
CRM Salesforce	$3,668,736	$1,600,098 â–²	77.4%	23,373	0.2%	Computer and Technology
FNDB Schwab Fundamental U.S. Broad Market ETF	$3,556,613	$701,923 â–²	24.6%	116,763	0.2%	ETF
BKNG Booking	$3,551,788	$3,415,613 â–²	2,508.2%	19,927	0.2%	Retail/Wholesale
SYK Stryker	$3,491,544	$216,899 â–²	6.6%	11,059	0.2%	Medical
LAM RESEARCH CORP	$3,474,786	$88,019 â–²	2.6%	8,014	0.2%	COM NEW
XLE Energy Select Sector SPDR Fund	$3,406,741	$58,368 â–¼	-1.7%	64,145	0.2%	ETF
LOW Lowe's Companies	$3,223,784	$32,412 â–¼	-1.0%	14,621	0.2%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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