2026 Q1 Portfolio Activity
In 2026 Q1, Resurgent Financial Advisors LLC maintained a portfolio of 273 distinct positions. The most significant new addition was MCKESSON CORP, now representing 1.21% of the total fund value. They heavily accumulated shares in ALPHABET INC, increasing the position by 159.0%. The fund also reduced its exposure to NVIDIA CORPORATION by 98.0%.
Position History
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Total Positions
273
Quarter
2026 Q1
Top Holding
GOOGL (4.6%)
Top 10 Concentration
28.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 273
Resurgent Financial Advisors LLC 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOGL
ALPHABET INC
|
Communication Services | 4.59% | 2.68% |
#1
5
Prev: #6
|
6.8 |
—
|
27,114 | 159.0% |
P
S
|
44,171 | $12,701,823 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.40% | 2.86% |
#2
2
Prev: #4
|
6.3 |
—
|
39,213 | 128.1% |
P
S
|
69,829 | $12,178,176 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.39% | 4.91% |
#3
2
Prev: #1
|
5.8 |
—
|
12,612 | 62.2% |
P
S
|
32,877 | $12,170,133 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AAPL
APPLE INC
|
Technology | 4.03% | 4.54% |
#4
2
Prev: #2
|
4.6 |
—
|
10,690 | 32.1% |
P
S
|
43,983 | $11,162,512 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.62% | 2.90% |
#5
2
Prev: #3
|
4.0 |
—
|
3,604 | 31.3% |
P
S
|
15,127 | $7,248,858 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.84% | 1.80% |
#6
4
Prev: #10
|
3.2 |
—
|
2,575 | 48.9% |
P
S
|
7,846 | $5,102,429 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.74% | 1.27% |
#7
6
Prev: #13
|
3.7 |
—
|
7,461 | 61.0% |
P
S
|
19,700 | $4,815,532 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.73% | 2.38% |
#8
1
Prev: #7
|
1.2 |
—
|
766 | 3.6% |
P
S
|
22,336 | $4,803,483 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.72% | 2.71% |
#9
4
Prev: #5
|
1.2 |
—
|
-613 | -3.7% |
P
S
|
16,156 | $4,752,391 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
V
VISA INC
|
Financial Services | 1.64% | 0.64% |
#10
25
Prev: #35
|
3.7 |
—
|
11,361 | 312.0% |
P
S
|
15,002 | $4,534,318 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.58% | 0.52% |
#11
39
Prev: #50
|
3.6 |
—
|
3,780 | 391.7% |
P
S
|
4,745 | $4,364,005 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.41% | 0.87% |
#12
11
Prev: #23
|
3.6 |
—
|
7,608 | 151.2% |
P
S
|
12,640 | $3,912,351 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.40% | 1.26% |
#13
1
Prev: #14
|
2.6 |
—
|
1,979 | 9.4% |
P
S
|
22,929 | $3,890,111 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TPL
TEXAS PACIFIC L...
|
Energy | 1.38% | 1.16% |
#14
2
Prev: #16
|
1.1 |
—
|
-30 | -0.4% |
P
S
|
8,040 | $3,815,462 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.30% | 1.89% |
#15
7
Prev: #8
|
2.5 |
—
|
926 | 5.7% |
P
S
|
17,227 | $3,587,867 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.26% | 1.51% |
#16
5
Prev: #11
|
1.0 |
—
|
938 | 3.5% |
P
S
|
28,017 | $3,481,954 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IWD
ISHARES TR
|
ETF | 1.24% | 1.80% |
#17
8
Prev: #9
|
1.0 |
—
|
-1,085 | -6.3% |
P
S
|
16,027 | $3,424,567 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 1.21% | — |
#18
Prev: #—
|
4.0 |
—
|
3,884 | — |
NEW
|
3,884 | $3,361,175 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.18% | 0.86% |
#19
7
Prev: #26
|
3.5 |
—
|
3,751 | 69.5% |
P
S
|
9,149 | $3,272,323 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.15% | 0.68% |
#20
13
Prev: #33
|
3.5 |
—
|
3,545 | 173.6% |
P
S
|
5,587 | $3,196,651 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.13% | 0.46% |
#21
36
Prev: #57
|
3.5 |
—
|
4,671 | 292.7% |
P
S
|
6,267 | $3,131,534 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
COP
CONOCOPHILLIPS
|
Energy | 1.02% | 1.06% |
#22
5
Prev: #17
|
0.9 |
—
|
-1,186 | -5.2% |
P
S
|
21,460 | $2,832,682 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.99% | — |
#23
Prev: #—
|
3.9 |
—
|
8,369 | — |
NEW
|
8,369 | $2,750,050 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.96% | 0.90% |
#24
2
Prev: #22
|
2.4 |
—
|
1,137 | 9.7% |
P
S
|
12,852 | $2,658,997 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FXE
INVESCO CURRENC...
|
Unknown | 0.92% | 1.28% |
#25
13
Prev: #12
|
0.9 |
—
|
393 | 1.7% |
P
S
|
23,857 | $2,545,321 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IVV
ISHARES TR
|
ETF | 0.91% | 1.25% |
#26
11
Prev: #15
|
2.4 |
—
|
237 | 6.5% |
P
S
|
3,875 | $2,531,095 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GWW
WW GRAINGER INC
|
Industrials | 0.86% | — |
#27
Prev: #—
|
3.8 |
—
|
2,194 | — |
NEW
|
2,194 | $2,392,787 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
INTU
INTUIT
|
Technology | 0.85% | — |
#28
Prev: #—
|
3.8 |
—
|
5,466 | — |
NEW
|
5,466 | $2,363,445 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 0.73% | 0.81% |
#29
Prev: #29
|
0.8 |
—
|
-170 | -4.4% |
P
S
|
3,663 | $2,011,060 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPHQ
INVESCO EXCHANG...
|
ETF | 0.73% | 1.00% |
#30
11
Prev: #19
|
0.8 |
—
|
74 | 0.3% |
P
S
|
26,729 | $2,009,757 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.70% | 0.60% |
#31
9
Prev: #40
|
3.3 |
—
|
10,566 | 71.3% |
P
S
|
25,375 | $1,942,203 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JEPQ
J P MORGAN EXCH...
|
Unknown | 0.69% | 1.01% |
#32
14
Prev: #18
|
0.8 |
—
|
-315 | -0.9% |
P
S
|
34,320 | $1,905,465 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
USFR
WISDOMTREE TR
|
ETF | 0.66% | 0.92% |
#33
13
Prev: #20
|
0.8 |
—
|
-304 | -0.8% |
P
S
|
36,267 | $1,825,683 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.66% | — |
#34
Prev: #—
|
3.8 |
—
|
9,458 | — |
NEW
|
9,458 | $1,824,364 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DLN
WISDOMTREE TR
|
Unknown | 0.64% | 0.87% |
#35
11
Prev: #24
|
0.8 |
—
|
15 | 0.1% |
P
S
|
19,713 | $1,760,982 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 0.62% | 0.14% |
#36
141
Prev: #177
|
3.2 |
—
|
14,462 | 538.6% |
P
S
|
17,147 | $1,726,017 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IUSB
ISHARES TR
|
ETF | 0.60% | 0.82% |
#37
9
Prev: #28
|
0.7 |
—
|
1,179 | 3.4% |
P
S
|
36,148 | $1,669,676 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.59% | — |
#38
Prev: #—
|
3.7 |
—
|
3,835 | — |
NEW
|
3,835 | $1,631,179 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MLPX
GLOBAL X FDS
|
ETF | 0.59% | 0.51% |
#39
12
Prev: #51
|
2.7 |
—
|
5,108 | 30.2% |
P
S
|
22,027 | $1,628,676 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.56% | 0.63% |
#40
3
Prev: #37
|
2.2 |
—
|
1,065 | 6.8% |
P
S
|
16,644 | $1,545,895 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IVW
ISHARES TR
|
Warrant | 0.55% | 0.84% |
#41
14
Prev: #27
|
0.7 |
—
|
-84 | -0.6% |
P
S
|
13,463 | $1,522,800 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MPC
MARATHON PETE C...
|
Energy | 0.55% | 0.51% |
#42
10
Prev: #52
|
0.7 |
—
|
-38 | -0.6% |
P
S
|
6,188 | $1,510,986 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IVE
ISHARES TR
|
ETF | 0.54% | 0.87% |
#43
18
Prev: #25
|
0.7 |
—
|
-1,045 | -12.8% |
P
S
|
7,092 | $1,497,476 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 0.54% | 0.91% |
#44
23
Prev: #21
|
0.7 |
—
|
-4,041 | -13.6% |
P
S
|
25,670 | $1,493,481 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DON
WISDOMTREE TR
|
Unknown | 0.52% | 0.73% |
#45
13
Prev: #32
|
0.7 |
—
|
-717 | -2.5% |
P
S
|
27,470 | $1,443,275 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PFE
PFIZER INC
|
Healthcare | 0.52% | 0.47% |
#46
9
Prev: #55
|
2.7 |
—
|
13,272 | 35.2% |
P
S
|
50,987 | $1,431,720 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IJR
ISHARES TR
|
ETF | 0.51% | 0.74% |
#47
16
Prev: #31
|
0.7 |
—
|
-843 | -6.8% |
P
S
|
11,466 | $1,425,371 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.51% | 0.59% |
#48
7
Prev: #41
|
2.2 |
—
|
1,039 | 5.1% |
P
S
|
21,313 | $1,406,441 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.50% | 0.50% |
#49
5
Prev: #54
|
2.2 |
—
|
217 | 18.7% |
P
S
|
1,379 | $1,374,483 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.49% | 0.79% |
#50
20
Prev: #30
|
0.7 |
—
|
-406 | -8.9% |
P
S
|
4,166 | $1,370,132 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-50 of 273 holdings