RESOLUTE WEALTH ADVISOR, INC.: 13F holdings

CIK 20052922026Q2

Positions78
Reported value$175.7m
Filed2026-08-19

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR22,968$15.0m8.5%
IUSB ISHARES TR254,454$11.8m6.7%
IVE ISHARES TR53,933$11.4m6.5%
TRY=X TRUST FOR PROFESSIONAL MANAG271,164$10.9m6.2%
IWF ISHARES TR92,942$10.5m6.0%
DYNF BLACKROCK ETF TRUST173,151$10.1m5.7%
IEMG ISHARES INC127,621$8.9m5.1%
EFV ISHARES TR106,795$7.9m4.5%
EFG ISHARES TR44,368$4.9m2.8%
BAI BLACKROCK ETF TRUST148,946$4.9m2.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2005292")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples