Resurgent Financial Advisors LLC
CIK: 0001912339Latest portfolio: $199.4M · Q4 2025
Holdings
216
Total Value
$199.4M
New Positions
22
Closed Positions
13
Top Holdings
View All 216 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 20,265 | $9.8M | 4.91% | -2,067 | |
| 2 | AAPLAPPLE INC | 33,293 | $9.1M | 4.54% | -4,096 | |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,523 | $5.8M | 2.90% | -659 | |
| 4 | NVDANVIDIA CORPORATION | 30,616 | $5.7M | 2.86% | -1,080 | |
| 5 | JPMJPMORGAN CHASE & CO. | 16,769 | $5.4M | 2.71% | -935 | |
| 6 | GOOGLALPHABET INC | 17,057 | $5.3M | 2.68% | -1,150 | |
| 7 | VIGVANGUARD SPECIALIZED FUNDS | 21,570 | $4.7M | 2.38% | +86 | |
| 8 | AMZNAMAZON COM INC | 16,301 | $3.8M | 1.89% | -381 | |
| 9 | IWDISHARES TR | 17,112 | $3.6M | 1.80% | -1,092 | |
| 10 | SPYSPDR S&P 500 ETF TR | 5,271 | $3.6M | 1.80% | -1,874 | |
| 11 | WMTWALMART INC | 27,079 | $3.0M | 1.51% | -397 | |
| 12 | FXEINVESCO CURRENCYSHARES EURO | 23,464 | $2.5M | 1.28% | +464 | |
| 13 | JNJJOHNSON & JOHNSON | 12,239 | $2.5M | 1.27% | +510 | |
| 14 | XOMEXXON MOBIL CORP | 20,950 | $2.5M | 1.26% | +2K | |
| 15 | IVVISHARES TR | 3,638 | $2.5M | 1.25% | -94 | |
| 16 | TPLTEXAS PACIFIC LAND CORPORATI | 8,070 | $2.3M | 1.16% | +5K | |
| 17 | COPCONOCOPHILLIPS | 22,646 | $2.1M | 1.06% | -748 | |
| 18 | JEPQJ P MORGAN EXCHANGE TRADED F | 34,635 | $2.0M | 1.01% | -840 | |
| 19 | SPHQINVESCO EXCHANGE TRADED FD T | 26,655 | $2.0M | 1.00% | +855 | |
| 20 | USFRWISDOMTREE TR | 36,571 | $1.8M | 0.92% | +370 | |
| 21 | DYNFBLACKROCK ETF TRUST | 29,711 | $1.8M | 0.91% | +1K | |
| 22 | CVXCHEVRON CORP NEW | 11,715 | $1.8M | 0.90% | +2K | |
| 23 | AVGOBROADCOM INC | 5,032 | $1.7M | 0.87% | +53 | |
| 24 | DLNWISDOMTREE TR | 19,698 | $1.7M | 0.87% | -80 | |
| 25 | IVEISHARES TR | 8,137 | $1.7M | 0.86% | +2K |
Quarterly Changes
New Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($9.800905057092543e+67T)
Healthcare0.0% ($2.532122010379399e+40T)
Industrials0.0% ($1.7191617573490486e+29T)
Energy0.0% ($2.5212317211917847e+28T)
Unknown0.0% ($5792108665941640192.0T)
Communication Services0.0% ($53381348506401.4T)
Consumer Cyclical0.0% ($376215731276.9T)
Consumer Defensive0.0% ($301611681002.7T)
Basic Materials0.0% ($367.4T)
Utilities0.0% ($1.3T)
Real Estate0.0% ($809.5B)
Filing History
Fund Information
Resurgent Financial Advisors LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $199.4M across 216 holdings. The largest position is MICROSOFT CORP (MSFT), representing 4.9% of the portfolio. Compared to the previous quarter, the fund opened 22 new positions and closed 13 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.