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Holders — by stockHoldings — by fund

Resonant Capital Advisors, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001803236

$2.09B

disclosed book value

538

positions

8.4%

largest position share

Positions, as of 2026-06-30

top 100 of 538 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IVVISHARES TR235,812$176.6M8.4%
2JMSTJ P MORGAN EXCHANGE TRADED F1.8M$93.9M4.5%
3MEARISHARES U S ETF TR1.8M$90.9M4.3%
4DSTLETF SER SOLUTIONS1.1M$68.8M3.3%
5SCHRSCHWAB STRATEGIC TR2.7M$66.6M3.2%
6GARPISHARES TR791,780$65.4M3.1%
7VCSHVANGUARD SCOTTSDALE FDS784,392$62.0M3%
8IJHISHARES TR777,549$60.0M2.9%
9FNDXSCHWAB STRATEGIC TR1.4M$44.3M2.1%
10IEFAISHARES TR402,022$38.8M1.9%
11IJRISHARES TR226,102$33.5M1.6%
12FNDFSCHWAB STRATEGIC TR631,809$33.3M1.6%
13AAPLAPPLE INC111,880$32.4M1.5%
14SPYSTATE STR SPDR S&P 500 ETF T42,366$31.7M1.5%
15VIGVANGUARD SPECIALIZED FUNDS129,495$30.6M1.5%
16VTEBVANGUARD MUN BD FDS595,998$30.1M1.4%
17FNDASCHWAB STRATEGIC TR763,063$29.0M1.4%
18NVDANVIDIA CORPORATION143,797$28.8M1.4%
19SGOVISHARES TR279,727$28.2M1.3%
20MUBISHARES TR254,378$27.4M1.3%
21IEMGISHARES INC315,709$26.2M1.2%
22JSMDJANUS DETROIT STR TR256,416$26.0M1.2%
23JPIEJ P MORGAN EXCHANGE TRADED F562,989$25.9M1.2%
24RWKINVESCO EXCH TRADED FD TR II172,713$25.3M1.2%
25VIGIVANGUARD WHITEHALL FDS267,741$25.0M1.2%
26COMBGRANITESHARES ETF TR948,893$22.8M1.1%
27FNDESCHWAB STRATEGIC TR570,078$22.6M1.1%
28VOOVANGUARD INDEX FDS26,734$18.4M0.9%
29MSFTMICROSOFT CORP47,447$17.7M0.8%
30GOOGLALPHABET INC49,500$17.7M0.8%
31GOOGALPHABET INC47,520$16.8M0.8%
32AMZNAMAZON COM INC68,392$16.3M0.8%
33IAUISHARES GOLD TR184,243$13.9M0.7%
34JPSTJ P MORGAN EXCHANGE TRADED F273,155$13.8M0.7%
35ICSHISHARES TR270,325$13.7M0.7%
36DFNMDIMENSIONAL ETF TRUST280,894$13.6M0.6%
37AVGOBROADCOM INC35,926$13.6M0.6%
38BRK/BBERKSHIRE HATHAWAY INC DEL25,539$12.8M0.6%
39DSMCETF SER SOLUTIONS297,925$12.0M0.6%
40JPMJPMORGAN CHASE & CO35,882$11.7M0.6%
41HGERHARBOR ETF TRUST377,427$11.1M0.5%
42VTIVANGUARD INDEX FDS25,686$9.5M0.5%
43INMUBLACKROCK ETF TRUST II391,176$9.5M0.5%
44RWLINVESCO EXCH TRADED FD TR II72,877$9.3M0.4%
45CSCOCISCO SYS INC79,264$9.3M0.4%
46PRFINVESCO EXCHANGE TRADED FD T170,207$9.2M0.4%
47PKWINVESCO EXCHANGE TRADED FD T61,405$8.7M0.4%
48IDEVISHARES TR96,323$8.6M0.4%
49ADIANALOG DEVICES INC21,300$8.5M0.4%
50VVISA INC24,257$8.3M0.4%
51METAMETA PLATFORMS INC14,547$8.2M0.4%
52LLYELI LILLY & CO6,392$7.7M0.4%
53SPMDSPDR SERIES TRUST111,770$7.6M0.4%
54EXMOCEXXON MOBIL CORP54,845$7.5M0.4%
55SCHOSCHWAB STRATEGIC TR286,539$6.9M0.3%
56MDYSTATE STR SPDR S&P MIDCAP 409,319$6.6M0.3%
57PANWPALO ALTO NETWORKS INC19,256$6.6M0.3%
58MCKMCKESSON CORP8,656$6.5M0.3%
59QCOMQUALCOMM INC35,314$6.5M0.3%
60MUNIPIMCO ETF TR121,560$6.4M0.3%
61CVXCHEVRON CORPORATION38,327$6.4M0.3%
62IBDRISHARES TR247,125$6.0M0.3%
63PGRPROGRESSIVE CORP26,770$5.8M0.3%
64AMGNAMGEN INC15,803$5.7M0.3%
65AXPAMERICAN EXPRESS CO16,878$5.7M0.3%
66IBDSISHARES TR233,352$5.7M0.3%
67TSMTAIWAN SEMICONDUCTOR MANUFAC11,740$5.6M0.3%
68MPCMARATHON PETE CORP21,940$5.6M0.3%
69SPSMSPDR SERIES TRUST96,974$5.6M0.3%
70MUMICRON TECHNOLOGY INC4,776$5.5M0.3%
71ASML HLDG NV2,683$5.3M0.3%
72AMDADVANCED MICRO DEVICES INC9,140$5.3M0.3%
73COSTCOSTCO WHOLESALE CORPORATION5,410$5.1M0.2%
74TSLATESLA INC11,580$4.9M0.2%
75JNJJOHNSON & JOHNSON19,135$4.9M0.2%
76APHAMPHENOL CORP27,339$4.8M0.2%
77UNHUNITEDHEALTH GROUP INC11,340$4.7M0.2%
78BCIABRDN ETFS208,595$4.7M0.2%
79IGSBISHARES TR87,816$4.6M0.2%
80AZOAUTOZONE INC1,405$4.5M0.2%
81MAMASTERCARD INCORPORATED8,657$4.4M0.2%
82PNCPNC FINL SVCS GROUP INC17,747$4.4M0.2%
83PGPROCTER & GAMBLE CO29,316$4.3M0.2%
84ABBVABBVIE INC16,399$4.1M0.2%
85NTRSNORTHERN TR CORP23,517$4.1M0.2%
86MRKMERCK & CO INC31,697$4.1M0.2%
87ADPAUTOMATIC DATA PROCESSING IN17,955$4.1M0.2%
88JMUBJ P MORGAN EXCHANGE TRADED F78,223$4.0M0.2%
89VGITVANGUARD SCOTTSDALE FDS66,872$3.9M0.2%
90EA*ELECTRONIC ARTS INC19,055$3.9M0.2%
91GILDGILEAD SCIENCES INC30,095$3.8M0.2%
92MCDMCDONALDS CORP14,015$3.8M0.2%
93CSXCSX CORP78,569$3.7M0.2%
94CRMSALESFORCE INC23,373$3.7M0.2%
95FNDBSCHWAB STRATEGIC TR116,763$3.6M0.2%
96BKNGBOOKING HOLDINGS INC19,927$3.6M0.2%
97SYKSTRYKER CORPORATION11,059$3.5M0.2%
98LRCXLAM RESEARCH CORP8,014$3.5M0.2%
99XLESELECT SECTOR SPDR TR64,145$3.4M0.2%
100LOWLOWES COS INC14,621$3.2M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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