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Portfolio (Quarterly) Guide ↗

Resonant Capital Advisors, LLC

· CIK 0001803236
13F Portfolio $1.9B AUM 495 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 85 New 267 Added 90 Reduced 30 Exited
Page 6 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WMT WALMART INC Consumer Defensive 22,797.0 $2.8M 0.15% +4K +19.6% $124.53 +6.2%
102 SCHP SCHWAB STRATEGIC TR 104,527.0 $2.8M 0.15% -5K -4.8% $26.61 +0.2%
103 DIS DISNEY WALT CO Communication Services 28,394.0 $2.7M 0.14% +969.0 +3.5% $96.38 +7.9%
104 IBDT ISHARES TR 106,798.0 $2.7M 0.14% +6K +5.9% $25.33 -0.5%
105 SPGI S&P GLOBAL INC Financial Services 6,353.0 $2.7M 0.14% -381.0 -5.7% $425.32 -2.0%
106 APH AMPHENOL CORP Technology 20,532.0 $2.6M 0.14% -159.0 -0.8% $126.60 -3.8%
107 IWR ISHARES TR 26,391.0 $2.6M 0.14% $97.23 +6.4%
108 FNDB SCHWAB STRATEGIC TR 93,719.0 $2.5M 0.13% -1K -1.5% $27.20 +8.8%
109 UNH UNITEDHEALTH GROUP INC Healthcare 9,392.0 $2.5M 0.13% +6K +162.5% $270.59 +43.2%
110 RTX RTX CORPORATION Industrials 12,766.0 $2.5M 0.13% +1K +12.1% $192.90 -9.9%
111 CRM SALESFORCE INC Technology 13,179.0 $2.5M 0.13% +2K +13.9% $186.67 -4.3%
112 ADBE ADOBE INC Technology 10,113.0 $2.5M 0.13% +471.0 +4.9% $243.08 +4.0%
113 SPEM SPDR INDEX SHS FDS 50,462.0 $2.4M 0.12% -5K -9.8% $46.91 +8.3%
114 QQQ INVESCO QQQ TR Financial Services 4,000.0 $2.3M 0.12% $577.18 +21.8%
115 AMLP ALPS ETF TR 43,528.0 $2.3M 0.12% +2K +5.1% $52.64 +3.3%
116 USB US BANCORP Financial Services 43,305.0 $2.3M 0.12% -24K -35.3% $52.53 +1.9%
117 CMCSA COMCAST CORP NEW Communication Services 78,598.0 $2.3M 0.12% +5K +6.7% $28.71 -12.2%
118 IBDU ISHARES TR 95,276.0 $2.2M 0.12% +11K +12.7% $23.26 -0.7%
119 PYPL PAYPAL HLDGS INC Financial Services 48,806.0 $2.2M 0.12% +6K +12.9% $45.23 -1.6%
120 IEI ISHARES TR 18,225.0 $2.2M 0.11% $118.60 -1.4%
Page 6 of 25  ·  495 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 25.7%
Financial Services 22.3%
Healthcare 11.8%
Consumer Cyclical 9.4%
Communication Services 9.0%
Energy 6.9%
Industrials 6.8%
Consumer Defensive 4.7%
Utilities 1.4%
Basic Materials 1.3%