Resonant Capital Advisors, LLC Q2 2025 Filing

Filed July 31, 2025

Portfolio Value

$1.6T

Holdings

413

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (413 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
158,138$98.2B6.27%
2
JMSTJ P MORGAN EXCHANGE TRADED F
1,291,697$65.8B4.20%
3
MEARISHARES U S ETF TR
1,233,046$62.0B3.96%
4
SCHRSCHWAB STRATEGIC TR
2,342,662$58.6B3.74%
5
VIGVANGUARD SPECIALIZED FUNDS
269,307$55.3B3.53%
6
DSTLETF SER SOLUTIONS
985,505$54.5B3.48%
7
VCSHVANGUARD SCOTTSDALE FDS
623,094$49.5B3.16%
8
IJHISHARES TR
696,158$43.2B2.76%
9
SGOVISHARES TR
418,153$42.1B2.69%
10
FNDXSCHWAB STRATEGIC TR
1,321,791$32.4B2.07%
11
AQLTISHARES TR
363,436$30.3B1.94%
12
FNDFSCHWAB STRATEGIC TR
684,534$27.4B1.75%
13
IJRISHARES TR
250,176$27.3B1.75%
14
SPYSPDR S&P 500 ETF TR
43,623$27.0B1.73%
15
VTEBVANGUARD MUN BD FDS
549,677$27.0B1.72%
16
FNDASCHWAB STRATEGIC TR
890,652$25.5B1.63%
17
MSFTMICROSOFT CORP
45,803$22.8B1.45%
18
VIGIVANGUARD WHITEHALL FDS
242,781$21.9B1.40%
19
AAPLAPPLE INC
92,256$18.9B1.21%
20
RWKINVESCO EXCH TRADED FD TR II
161,746$18.9B1.21%
21
FNDESCHWAB STRATEGIC TR
571,159$18.9B1.20%
22
IEMGISHARES INC
313,733$18.8B1.20%
23
JSMDJANUS DETROIT STR TR
234,772$18.2B1.16%
24
NVDANVIDIA CORPORATION
108,838$17.2B1.10%
25
XLESELECT SECTOR SPDR TR
202,362$17.2B1.10%
26
IAU*ISHARES GOLD TR
255,613$15.9B1.02%
27
MUBISHARES TR
144,086$15.1B0.96%
28
SCHOSCHWAB STRATEGIC TR
590,469$14.4B0.92%
29
COMBGRANITESHARES ETF TR
656,542$13.8B0.88%
30
SCHPSCHWAB STRATEGIC TR
498,091$13.3B0.85%
31
VOOVANGUARD INDEX FDS
22,844$13.0B0.83%
32
AMZNAMAZON COM INC
54,346$11.9B0.76%
33
BRK/BBERKSHIRE HATHAWAY INC DEL
22,926$11.1B0.71%
34
DSMCETF SER SOLUTIONS
326,435$10.6B0.68%
35
DFNMDIMENSIONAL ETF TRUST
216,429$10.3B0.66%
36
JPMJPMORGAN CHASE & CO.
35,304$10.2B0.65%
37
AVGOBROADCOM INC
35,809$9.9B0.63%
38
JPSTJ P MORGAN EXCHANGE TRADED F
188,909$9.6B0.61%
39
METAMETA PLATFORMS INC
12,878$9.5B0.61%
40
ICSHISHARES TR
184,542$9.4B0.60%
41
JEPIJ P MORGAN EXCHANGE TRADED F
163,711$9.3B0.59%
42
GOOGALPHABET INC
48,659$8.6B0.55%
43
PKWINVESCO EXCHANGE TRADED FD T
63,960$7.9B0.50%
44
IDEVISHARES TR
102,959$7.8B0.50%
45
VVISA INC
22,045$7.8B0.50%
46
RWLINVESCO EXCH TRADED FD TR II
73,775$7.7B0.49%
47
PRFINVESCO EXCHANGE TRADED FD T
176,864$7.5B0.48%
48
PGRPROGRESSIVE CORP
25,699$6.9B0.44%
49
GOOGLALPHABET INC
38,880$6.9B0.44%
50
MCKMCKESSON CORP
8,924$6.5B0.42%
51
IGSBISHARES TR
116,092$6.1B0.39%
52
SPMDSPDR SERIES TRUST
109,559$6.0B0.38%
53
XOMEXXON MOBIL CORP
54,238$5.8B0.37%
54
ORCLORACLE CORP
25,604$5.6B0.36%
55
AXPAMERICAN EXPRESS CO
17,424$5.6B0.35%
56
COSTCOSTCO WHSL CORP NEW
5,499$5.4B0.35%
57
MDYSPDR S&P MIDCAP 400 ETF TR
9,452$5.4B0.34%
58
CVXCHEVRON CORP NEW
37,471$5.4B0.34%
59
SPSMSPDR SERIES TRUST
125,803$5.4B0.34%
60
VTIVANGUARD INDEX FDS
16,843$5.1B0.33%
61
CSCOCISCO SYS INC
71,896$5.0B0.32%
62
VGITVANGUARD SCOTTSDALE FDS
82,591$4.9B0.32%
63
BCIABRDN ETFS
237,666$4.9B0.32%
64
QCOMQUALCOMM INC
30,947$4.9B0.31%
65
AZOAUTOZONE INC
1,313$4.9B0.31%
66
ADIANALOG DEVICES INC
20,217$4.8B0.31%
67
JNJJOHNSON & JOHNSON
29,961$4.6B0.29%
68
LLYELI LILLY & CO
5,844$4.6B0.29%
69
IBDRISHARES TR
186,814$4.5B0.29%
70
IBDSISHARES TR
185,555$4.5B0.29%
71
ADPAUTOMATIC DATA PROCESSING IN
14,251$4.4B0.28%
72
PGPROCTER AND GAMBLE CO
27,568$4.4B0.28%
73
IBDQISHARES TR
166,457$4.2B0.27%
74
ACNACCENTURE PLC IRELAND
13,433$4.0B0.26%
75
KRKROGER CO
55,338$4.0B0.25%
76
JMUBJ P MORGAN EXCHANGE TRADED F
78,922$3.9B0.25%
77
MAMASTERCARD INCORPORATED
6,893$3.9B0.25%
78
EBAEBAY INC.
51,476$3.8B0.24%
79
SYKSTRYKER CORPORATION
9,603$3.8B0.24%
80
AMGNAMGEN INC
13,164$3.7B0.23%
81
MCDMCDONALDS CORP
12,525$3.7B0.23%
82
MPCMARATHON PETE CORP
21,746$3.6B0.23%
83
NFLXNETFLIX INC
2,622$3.5B0.22%
84
DISDISNEY WALT CO
28,194$3.5B0.22%
85
PANWPALO ALTO NETWORKS INC
16,705$3.4B0.22%
86
PNCPNC FINL SVCS GROUP INC
17,632$3.3B0.21%
87
SPGIS&P GLOBAL INC
6,217$3.3B0.21%
88
SCHWSCHWAB CHARLES CORP
35,219$3.2B0.21%
89
PYPLPAYPAL HLDGS INC
43,029$3.2B0.20%
90
ADBEADOBE INC
8,030$3.1B0.20%
91
DHRDANAHER CORPORATION
14,758$2.9B0.19%
92
MDTMEDTRONIC PLC
33,228$2.9B0.19%
93
ABBVABBVIE INC
15,546$2.9B0.18%
94
NTRSNORTHERN TR CORP
22,639$2.9B0.18%
95
LOWLOWES COS INC
12,842$2.8B0.18%
96
PFEPFIZER INC
117,214$2.8B0.18%
97
EAELECTRONIC ARTS INC
17,371$2.8B0.18%
98
EOGEOG RES INC
23,158$2.8B0.18%
99
PEPPEPSICO INC
20,598$2.7B0.17%
100
TSLATESLA INC
8,554$2.7B0.17%
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