EdgeMarket › What Resonant Capital Advisors, Llc reported owning
What Resonant Capital Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.9BPositions
495Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 158.1M | 8.3% | 242.1K | 769.31 | +20.0% |
| JMST JPMorgan Ultra-Short Municipal Income ETF | 87.6M | 4.6% | 1.7M | 50.92 | -0.1% |
| MEAR iShares Short Maturity Municipal Bond Active E | 83.9M | 4.4% | 1.7M | 50.22 | -0.4% |
| SCHR Schwab Intermediate-Term U.S. Treasury ETF | 74.8M | 3.9% | 3.0M | 24.38 | -2.4% |
| DSTL Distillate U.S. Fundamental Stability & Value | 67.2M | 3.5% | 1.2M | 69.81 | +23.1% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 61.0M | 3.2% | 769.7K | 78.59 | -1.3% |
| IJH iShares Core S&P Mid-Cap ETF | 52.4M | 2.8% | 776.0K | 76.77 | +20.8% |
| GARP iShares MSCI USA Quality GARP ETF | 50.2M | 2.6% | 784.6K | 83.06 | +36.0% |
| FNDX Schwab Fundamental U.S. Large Company ETF | 40.8M | 2.1% | 1.5M | 32.53 | +28.4% |
| IEFA iShares Core MSCI EAFE ETF | 36.8M | 1.9% | 406.3K | 100.85 | +16.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 35.0M | 1.8% | 702.0K | 49.54 | +1.4% |
| FNDF Schwab Fundamental International Equity ETF | 31.3M | 1.6% | 640.3K | 55.84 | +32.1% |
| VIG Vanguard Div Appreciation ETF | 28.8M | 1.5% | 133.9K | 243.91 | +16.2% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 28.3M | 1.5% | 281.1K | 100.63 | +0.0% |
| IJR iShares Core S&P Small-Cap ETF | 28.3M | 1.5% | 227.3K | 147.31 | +29.0% |
| AAPL Apple Inc. | 27.8M | 1.5% | 109.6K | 309.35 | +36.9% |
| SPY SPDR S&P 500 ETF TRUST | 27.7M | 1.5% | 42.4K | 765.72 | +20.0% |
| FNDA Schwab Fundamental U.S. Small Company ETF | 25.0M | 1.3% | 771.7K | 37.73 | +25.3% |
| JPIE JPMorgan Income ETF | 25.0M | 1.3% | 542.4K | 45.85 | -1.1% |
| COMB GraniteShares Bloomberg Commodity Broad Strate | 24.3M | 1.3% | 926.9K | 27.53 | +32.8% |
| NVDA NVIDIA CORP | 24.3M | 1.3% | 139.1K | 214.72 | +22.4% |
| VIGI Vanguard International Dividend Appreciation E | 23.9M | 1.3% | 270.4K | 98.61 | +9.6% |
| MUB iShares National Muni Bond ETF | 22.0M | 1.2% | 207.5K | 105.34 | +1.2% |
| IEMG iShares Core MSCI Emerging Markets ETF | 22.0M | 1.2% | 314.9K | 81.57 | +31.9% |
| RWK Invesco S&P MidCap 400 Revenue ETF | 21.9M | 1.2% | 170.9K | 149.81 | +23.6% |
| FNDE Schwab Fundamental Emerging Markets Equity ETF | 21.3M | 1.1% | 557.0K | 41.87 | +22.4% |
| JSMD Janus Henderson Small/Mid Cap Growth Alpha ETF | 20.1M | 1.1% | 253.1K | 95.06 | +18.9% |
| MSFT MICROSOFT CORP | 17.6M | 0.9% | 47.6K | 483.24 | -4.4% |
| IAU ISHARES GOLD TRUST | 16.3M | 0.9% | 184.4K | 86.79 | +37.5% |
| GOOGL Alphabet Inc. | 13.8M | 0.7% | 48.1K | 344.82 | +73.0% |
| JPST JPMorgan Ultra-Short Income ETF | 13.8M | 0.7% | 272.9K | 50.53 | -0.3% |
| GOOG Alphabet Inc. | 13.8M | 0.7% | 48.1K | 341.75 | +70.7% |
| AMZN AMAZON COM INC | 13.8M | 0.7% | 66.1K | 258.63 | +15.6% |
| DFNM Dimensional National Municipal Bond ETF | 13.0M | 0.7% | 270.4K | 47.57 | +0.5% |
| VOO Vanguard S&P 500 ETF | 12.9M | 0.7% | 21.6K | 703.71 | +20.0% |
| ICSH iShares Ultra Short Duration Bond Active ETF | 12.8M | 0.7% | 253.6K | 50.53 | -0.3% |
| INMU iShares Intermediate Muni Income Active ETF | 12.2M | 0.6% | 509.3K | 23.77 | +1.3% |
| unmapped CUSIP 084670702 | 11.8M | 0.6% | 24.6K | — | — |
| DSMC Distillate Small/Mid Cash Flow ETF | 11.1M | 0.6% | 295.4K | 44.19 | +26.0% |
| AVGO Broadcom Inc. | 11.0M | 0.6% | 35.5K | 368.45 | +26.5% |
| JPM JPMORGAN CHASE & CO | 10.6M | 0.6% | 36.0K | 351.58 | +20.3% |
| XOM ExxonMobil Holdings Corp | 10.4M | 0.5% | 61.4K | 165.11 | +52.1% |
| HGER Harbor Commodity All-Weather Strategy ETF | 10.1M | 0.5% | 324.8K | 35.19 | +43.9% |
| CVX CHEVRON CORP | 8.8M | 0.5% | 42.5K | 205.27 | +34.0% |
| META Meta Platforms, Inc. | 8.7M | 0.5% | 15.1K | 549.90 | -26.5% |
| RWL Invesco S&P 500 Revenue ETF | 8.4M | 0.4% | 72.9K | 133.89 | +25.3% |
| VTI Vanguard Morningstar Total Stock Market ETF | 8.2M | 0.4% | 25.6K | 378.24 | +20.5% |
| PRF Invesco RAFI US 1000 ETF | 8.1M | 0.4% | 170.2K | 56.10 | +28.7% |
| PKW Invesco BuyBack Achievers ETF | 8.1M | 0.4% | 61.4K | 151.05 | +17.3% |
| IDEV iShares Core MSCI International Developed Mark | 7.8M | 0.4% | 92.8K | 93.31 | +18.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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