Resonant Capital Advisors, LLC: 13F holdings
CIK 18032362026Q2
| Positions | 538 |
|---|---|
| Reported value | $2.1bn |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 235,812 | $176.6m | 8.4% |
| JMST J P MORGAN EXCHANGE TRADED F | 1,841,965 | $93.9m | 4.5% |
| ISHARES U S ETF TR | 1,804,120 | $90.9m | 4.3% |
| ETF SER SOLUTIONS | 1,148,375 | $68.8m | 3.3% |
| SCHR SCHWAB STRATEGIC TR | 2,700,741 | $66.6m | 3.2% |
| ISHARES TR | 791,780 | $65.4m | 3.1% |
| VCSH VANGUARD SCOTTSDALE FDS | 784,392 | $62.0m | 3.0% |
| IJH ISHARES TR | 777,549 | $60.0m | 2.9% |
| FNDX SCHWAB STRATEGIC TR | 1,424,766 | $44.3m | 2.1% |
| IEFA ISHARES TR | 402,022 | $38.8m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803236")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.