§ 13F · FUND PROFILE
Resonant Capital Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.7B (13F)Positions · 437Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$122M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 242K | $158M | 8.3% | +16% |
| 2 | JMST | J P MORGAN EXCHANGE TRADED F | 1.72M | $88M | 4.6% | +20% |
| 3 | MEAR | ISHARES U S ETF TR | 1.67M | $84M | 4.4% | +21% |
| 4 | SCHR | SCHWAB STRATEGIC TR | 3.00M | $75M | 3.9% | +5% |
| 5 | DSTL | ETF SER SOLUTIONS | 1.16M | $67M | 3.5% | +11% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 770K | $61M | 3.2% | −11% |
| 7 | IJH | ISHARES TR | 776K | $52M | 2.8% | +1% |
| 8 | GARP | ISHARES TR | 785K | $50M | 2.6% | NEW |
| 9 | FNDX | SCHWAB STRATEGIC TR | 1.47M | $41M | 2.1% | +7% |
| 10 | IEFA | ISHARES TR | 406K | $37M | 1.9% | −10% |
§ 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 $1.7 billion in assets. The fund runs a broad portfolio of 437 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed