2026 Q1 Portfolio Activity
In 2026 Q1, RESOLUTE WEALTH ADVISOR, INC. maintained a portfolio of 78 distinct positions.
Position History
hover any row below to update
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Total Positions
78
Quarter
2026 Q1
Top Holding
IVV (8.5%)
Top 10 Concentration
54.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 78
RESOLUTE WEALTH ADVISOR, INC. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 8.54% | — |
#1
Prev: #—
|
8.9 |
—
|
22,968 | — |
NEW
|
22,968 | $15,002,929 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IUSB
ISHARES TR
|
ETF | 6.69% | — |
#2
Prev: #—
|
7.7 |
—
|
254,454 | — |
NEW
|
254,454 | $11,753,209 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IVE
ISHARES TR
|
ETF | 6.48% | — |
#3
Prev: #—
|
7.1 |
—
|
53,933 | — |
NEW
|
53,933 | $11,387,957 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
APUE
TRUST FOR PROFE...
|
Unknown | 6.19% | — |
#4
Prev: #—
|
6.5 |
—
|
271,164 | — |
NEW
|
271,164 | $10,868,254 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IVW
ISHARES TR
|
Warrant | 5.98% | — |
#5
Prev: #—
|
6.4 |
—
|
92,942 | — |
NEW
|
92,942 | $10,512,614 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 5.73% | — |
#6
Prev: #—
|
5.8 |
—
|
173,151 | — |
NEW
|
173,151 | $10,073,915 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IEMG
ISHARES INC
|
ETF | 5.07% | — |
#7
Prev: #—
|
5.5 |
—
|
127,621 | — |
NEW
|
127,621 | $8,901,566 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EFV
ISHARES TR
|
ETF | 4.52% | — |
#8
Prev: #—
|
5.3 |
—
|
106,795 | — |
NEW
|
106,795 | $7,940,209 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EFG
ISHARES TR
|
Warrant | 2.81% | — |
#9
Prev: #—
|
4.6 |
—
|
44,368 | — |
NEW
|
44,368 | $4,941,265 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BAI
BLACKROCK ETF T...
|
ETF | 2.79% | — |
#10
Prev: #—
|
4.6 |
—
|
148,946 | — |
NEW
|
148,946 | $4,907,755 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
QUAL
ISHARES TR
|
ETF | 2.76% | — |
#11
Prev: #—
|
4.6 |
—
|
25,266 | — |
NEW
|
25,266 | $4,846,273 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
APIE
TRUST FOR PROFE...
|
Unknown | 2.65% | — |
#12
Prev: #—
|
4.6 |
—
|
132,128 | — |
NEW
|
132,128 | $4,657,513 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TLH
ISHARES TR
|
ETF | 2.60% | — |
#13
Prev: #—
|
4.5 |
—
|
45,370 | — |
NEW
|
45,370 | $4,569,667 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 2.57% | — |
#14
Prev: #—
|
4.5 |
—
|
18,790 | — |
NEW
|
18,790 | $4,509,413 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
APCB
TRUST FOR PROFE...
|
Unknown | 2.55% | — |
#15
Prev: #—
|
4.5 |
—
|
152,046 | — |
NEW
|
152,046 | $4,477,756 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
THRO
BLACKROCK ETF T...
|
ETF | 2.34% | — |
#16
Prev: #—
|
4.4 |
—
|
113,339 | — |
NEW
|
113,339 | $4,105,139 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
QEFA
SPDR INDEX SHS ...
|
ETF | 2.00% | — |
#17
Prev: #—
|
4.3 |
—
|
37,711 | — |
NEW
|
37,711 | $3,517,306 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MBB
ISHARES TR
|
ETF | 1.83% | — |
#18
Prev: #—
|
4.2 |
—
|
33,935 | — |
NEW
|
33,935 | $3,222,096 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IDEF
BLACKROCK ETF T...
|
ETF | 1.71% | — |
#19
Prev: #—
|
4.2 |
—
|
92,066 | — |
NEW
|
92,066 | $3,012,400 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BLCR
BLACKROCK ETF T...
|
ETF | 1.70% | — |
#20
Prev: #—
|
4.2 |
—
|
72,870 | — |
NEW
|
72,870 | $2,992,043 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOVT
ISHARES TR
|
ETF | 1.58% | — |
#21
Prev: #—
|
4.1 |
—
|
121,386 | — |
NEW
|
121,386 | $2,780,954 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 1.37% | — |
#22
Prev: #—
|
4.0 |
—
|
47,973 | — |
NEW
|
47,973 | $2,400,569 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VFMF
VANGUARD WELLIN...
|
ETF | 1.25% | — |
#23
Prev: #—
|
4.0 |
—
|
14,185 | — |
NEW
|
14,185 | $2,199,739 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 1.07% | — |
#24
Prev: #—
|
3.9 |
—
|
36,036 | — |
NEW
|
36,036 | $1,871,350 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 1.02% | — |
#25
Prev: #—
|
3.9 |
—
|
69,823 | — |
NEW
|
69,823 | $1,788,866 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.00% | — |
#26
Prev: #—
|
3.9 |
—
|
5,345 | — |
NEW
|
5,345 | $1,757,918 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MUB
ISHARES TR
|
ETF | 0.82% | — |
#27
Prev: #—
|
3.8 |
—
|
13,510 | — |
NEW
|
13,510 | $1,434,087 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BDYN
BLACKROCK ETF T...
|
ETF | 0.80% | — |
#28
Prev: #—
|
3.8 |
—
|
57,883 | — |
NEW
|
57,883 | $1,407,142 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.71% | — |
#29
Prev: #—
|
3.8 |
—
|
25,834 | — |
NEW
|
25,834 | $1,241,343 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.70% | — |
#30
Prev: #—
|
3.8 |
—
|
13,904 | — |
NEW
|
13,904 | $1,225,777 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 0.59% | — |
#31
Prev: #—
|
3.7 |
—
|
26,619 | — |
NEW
|
26,619 | $1,034,431 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IWF
ISHARES TR
|
ETF | 0.58% | — |
#32
Prev: #—
|
3.7 |
—
|
2,403 | — |
NEW
|
2,403 | $1,024,640 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 0.55% | — |
#33
Prev: #—
|
3.7 |
—
|
12,049 | — |
NEW
|
12,049 | $970,909 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IWB
ISHARES TR
|
ETF | 0.53% | — |
#34
Prev: #—
|
3.7 |
—
|
2,629 | — |
NEW
|
2,629 | $937,397 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.51% | — |
#35
Prev: #—
|
3.7 |
—
|
6,783 | — |
NEW
|
6,783 | $901,461 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.51% | — |
#36
Prev: #—
|
3.7 |
—
|
30,919 | — |
NEW
|
30,919 | $900,671 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AAPL
APPLE INC
|
Technology | 0.40% | — |
#37
Prev: #—
|
3.7 |
—
|
2,803 | — |
NEW
|
2,803 | $711,374 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
URTH
ISHARES INC
|
ETF | 0.40% | — |
#38
Prev: #—
|
3.7 |
—
|
3,927 | — |
NEW
|
3,927 | $706,939 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.40% | — |
#39
Prev: #—
|
3.7 |
—
|
4,051 | — |
NEW
|
4,051 | $706,531 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 0.39% | — |
#40
Prev: #—
|
3.7 |
—
|
9,741 | — |
NEW
|
9,741 | $692,878 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IEFA
ISHARES TR
|
ETF | 0.39% | — |
#41
Prev: #—
|
3.7 |
—
|
7,528 | — |
NEW
|
7,528 | $681,510 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 0.36% | — |
#42
Prev: #—
|
3.6 |
—
|
12,765 | — |
NEW
|
12,765 | $630,209 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.31% | — |
#43
Prev: #—
|
3.6 |
—
|
2,635 | — |
NEW
|
2,635 | $548,792 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.30% | — |
#44
Prev: #—
|
3.6 |
—
|
6,708 | — |
NEW
|
6,708 | $531,712 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.29% | — |
#45
Prev: #—
|
3.6 |
—
|
2,613 | — |
NEW
|
2,613 | $512,671 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
OEF
ISHARES TR
|
ETF | 0.28% | — |
#46
Prev: #—
|
3.6 |
—
|
1,542 | — |
NEW
|
1,542 | $490,482 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.27% | — |
#47
Prev: #—
|
3.6 |
—
|
1,291 | — |
NEW
|
1,291 | $477,845 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.27% | — |
#48
Prev: #—
|
3.6 |
—
|
1,628 | — |
NEW
|
1,628 | $468,148 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.25% | — |
#49
Prev: #—
|
3.6 |
—
|
683 | — |
NEW
|
683 | $444,384 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BDEC
INNOVATOR ETFS ...
|
ETF | 0.23% | — |
#50
Prev: #—
|
3.6 |
—
|
8,555 | — |
NEW
|
8,555 | $410,647 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-50 of 78 holdings