Portfolio (Quarterly) Guide ↗

Resurgent Financial Advisors LLC

· CIK 0001912339

13F Portfolio $277M AUM 260 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 57 New 104 Added 61 Reduced 13 Exited

Page 4 of 6 · 104 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
61	IHI	ISHARES TR	—	10,931.0	$583K	0.21%	+2K	+17.2%	$53.35	-6.7%
62	THRO	BLACKROCK ETF TRUST	—	15,963.0	$578K	0.21%	+944.0	+6.3%	$36.22	+16.5%
63	VRTX	VERTEX PHARMACEUTICALS INC	Healthcare	1,260.0	$563K	0.20%	+111.0	+9.7%	$446.54	-2.1%
64	IGIB	ISHARES TR	—	10,492.0	$558K	0.20%	+196.0	+1.9%	$53.22	-1.1%
65	UNP	UNION PAC CORP	Industrials	2,252.0	$546K	0.20%	+155.0	+7.4%	$242.62	+11.5%
66	CASY	CASEYS GEN STORES INC	Consumer Cyclical	741.0	$539K	0.20%	+83.0	+12.6%	$727.86	+17.6%
67	EMXC	ISHARES INC	—	6,516.0	$513K	0.18%	+525.0	+8.8%	$78.66	+18.9%
68	SCHY	SCHWAB STRATEGIC TR	—	16,092.0	$509K	0.18%	+140.0	+0.9%	$31.66	+2.7%
69	IAGG	ISHARES TR	—	10,151.0	$508K	0.18%	+745.0	+7.9%	$50.04	-0.5%
70	BDYN	BLACKROCK ETF TRUST	—	19,923.0	$484K	0.17%	+177.0	+0.9%	$24.31	+11.4%
71	SMH	VANECK ETF TRUST	—	1,231.0	$472K	0.17%	+9.0	+0.7%	$383.25	+42.5%
72	SHEL	SHELL PLC	Energy	5,001.0	$465K	0.17%	+47.0	+0.9%	$93.00	-8.2%
73	PREF	PRINCIPAL EXCHANGE TRADED FD	—	24,441.0	$460K	0.17%	+122.0	+0.5%	$18.82	+0.6%
74	IWR	ISHARES TR	—	4,722.0	$459K	0.17%	+47.0	+1.0%	$97.23	+6.6%
75	HON	HONEYWELL INTL INC	Industrials	1,958.0	$443K	0.16%	+32.0	+1.7%	$226.01	-5.7%
76	TOLL	TEMA ETF TRUST	—	12,899.0	$435K	0.16%	+300.0	+2.4%	$33.73	+12.5%
77	LIN	LINDE PLC	Basic Materials	870.0	$431K	0.16%	+8.0	+0.9%	$495.76	+2.1%
78	TMO	THERMO FISHER SCIENTIFIC INC	Healthcare	861.0	$423K	0.15%	+171.0	+24.8%	$491.53	-10.8%
79	AVEM	AMERICAN CENTY ETF TR	—	5,179.0	$417K	0.15%	+883.0	+20.6%	$80.58	+13.5%
80	SPMO	INVESCO EXCH TRADED FD TR II	—	3,675.0	$412K	0.15%	+202.0	+5.8%	$112.11	+26.1%

Page 4 of 6 · 104 positions

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① 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 28.2%

Financial Services 17.8%

Healthcare 13.1%

Communication Services 10.1%

Energy 9.5%

Industrials 8.6%

Consumer Defensive 4.5%

Consumer Cyclical 4.3%

Utilities 2.0%

Real Estate 1.2%