§ 13F · FUND PROFILE
Resonant Capital Advisors, LLC.
AUM · $2.1B (13F)Positions · 538Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$30M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 236K | $177M | 8.4% | −3% |
| 2 | JMST | J P MORGAN EXCHANGE TRADED F | 1.84M | $94M | 4.5% | +7% |
| 3 | MEAR | ISHARES U S ETF TR | 1.80M | $91M | 4.3% | +8% |
| 4 | DSTL | ETF SER SOLUTIONS | 1.15M | $69M | 3.3% | −1% |
| 5 | SCHR | SCHWAB STRATEGIC TR | 2.70M | $67M | 3.2% | −10% |
| 6 | GARP | ISHARES TR | 792K | $65M | 3.1% | +1% |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | 784K | $62M | 3.0% | +2% |
| 8 | IJH | ISHARES TR | 778K | $60M | 2.9% | ±0% |
| 9 | FNDX | SCHWAB STRATEGIC TR | 1.42M | $44M | 2.1% | −3% |
| 10 | IEFA | ISHARES TR | 402K | $39M | 1.9% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RESONANT SIGNAL
AC read
Resonant Capital Advisors, LLC is a Other fund managing $2.1 billion in assets. The fund runs a broad portfolio of 538 positions.
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