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Portfolio (Quarterly) Guide ↗

Resonant Capital Advisors, LLC

· CIK 0001803236
13F Portfolio $1.8B AUM 440 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 440 New
Page 3 of 22  ·  440 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JEPI J P MORGAN EXCHANGE TRADED F 183,602.0 $10.6M 0.58% NEW $57.63 -3.2%
42 VTI VANGUARD INDEX FDS 25,678.0 $8.6M 0.47% NEW $335.27 +8.1%
43 META META PLATFORMS INC Communication Services 12,676.0 $8.4M 0.46% NEW $660.09 -8.1%
44 IDEV ISHARES TR 101,071.0 $8.3M 0.46% NEW $82.48 +7.2%
45 RWL INVESCO EXCH TRADED FD TR II 71,003.0 $8.1M 0.45% NEW $114.50 +8.7%
46 PKW INVESCO EXCHANGE TRADED FD T 59,999.0 $8.1M 0.44% NEW $134.32 +0.2%
47 PRF INVESCO EXCHANGE TRADED FD T 166,132.0 $7.8M 0.43% NEW $46.92 +11.3%
48 MCK MCKESSON CORP Healthcare 8,932.0 $7.3M 0.40% NEW $821.04 -7.7%
49 XOM EXXON MOBIL CORP Energy 59,707.0 $7.2M 0.40% NEW $120.34 +29.3%
50 V VISA INC Financial Services 20,277.0 $7.1M 0.39% NEW $350.71 -7.2%
51 JNJ JOHNSON & JOHNSON Healthcare 32,912.0 $6.8M 0.37% NEW $206.95 +9.2%
52 IBDR ISHARES TR 258,186.0 $6.3M 0.34% NEW $24.23 -0.1%
53 SPMD SPDR SERIES TRUST 107,417.0 $6.2M 0.34% NEW $57.91 +9.4%
54 CVX CHEVRON CORP NEW Energy 40,625.0 $6.2M 0.34% NEW $152.41 +24.3%
55 LLY ELI LILLY & CO Healthcare 5,713.0 $6.1M 0.34% NEW $1074.68 -7.8%
56 AXP AMERICAN EXPRESS CO Financial Services 16,522.0 $6.1M 0.34% NEW $369.95 -15.8%
57 CSCO CISCO SYS INC Technology 75,591.0 $5.8M 0.32% NEW $77.03 +53.7%
58 PGR PROGRESSIVE CORP Financial Services 25,123.0 $5.7M 0.31% NEW $227.72 -12.4%
59 ADI ANALOG DEVICES INC Technology 21,059.0 $5.7M 0.31% NEW $271.20 +57.2%
60 QCOM QUALCOMM INC Technology 33,373.0 $5.7M 0.31% NEW $171.05 +21.9%
Page 3 of 22  ·  440 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.9%
Financial Services 25.2%
Healthcare 12.3%
Communication Services 9.3%
Consumer Cyclical 9.3%
Industrials 5.9%
Energy 4.6%
Consumer Defensive 4.1%
Utilities 1.1%
Basic Materials 0.8%