Sponsored

The Analysis of RESOLUTE WEALTH ADVISOR, INC.'s Holdings & P&L

Currently, RESOLUTE WEALTH ADVISOR, INC. holds 78 types of securities in its portfolio with a total value $175.7M. In the most recent quarter, they have increased their positions in IVV (+23.0K shares, valued at $15.0M), IUSB (+254.5K shares, valued at $11.8M), IVE (+53.9K shares, valued at $11.4M); initiated new positions in IVV (+23.0K shares, valued at $15.0M), IUSB (+254.5K shares, valued at $11.8M), IVE (+53.9K shares, valued at $11.4M).

1M P&L

+522.2K+0.27%

3M P&L

+2.7M+1.41%

HY P&L

+8.7M+4.72%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A168.6M

97.1%

2Home Improvement Retail1.8M

1.0%

3Semiconductors1.0M

0.6%

Top Industries by Stock Count

1N/A67 stocks

89.3%

2Semiconductors2 stocks

2.7%

3Software - Infrastructure2 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR23.0K sharesnew addition2026-03-312026-05-11

IUSB ISHARES TR254.5K sharesnew addition2026-03-312026-05-11

IVE ISHARES TR53.9K sharesnew addition2026-03-312026-05-11

APUE TRUST FOR PROFESSIONAL MANAG271.2K sharesnew addition2026-03-312026-05-11

IVW ISHARES TR92.9K sharesnew addition2026-03-312026-05-11

DYNF BLACKROCK ETF TRUST173.2K sharesnew addition2026-03-312026-05-11

IEMG ISHARES INC127.6K sharesnew addition2026-03-312026-05-11

EFV ISHARES TR106.8K sharesnew addition2026-03-312026-05-11

Sponsored

EFG ISHARES TR44.4K sharesnew addition2026-03-312026-05-11

BAI BLACKROCK ETF TRUST148.9K sharesnew addition2026-03-312026-05-11

QUAL ISHARES TR25.3K sharesnew addition2026-03-312026-05-11

APIE TRUST FOR PROFESSIONAL MANAG132.1K sharesnew addition2026-03-312026-05-11

TLH ISHARES TR45.4K sharesnew addition2026-03-312026-05-11

MTUM ISHARES TR18.8K sharesnew addition2026-03-312026-05-11

APCB TRUST FOR PROFESSIONAL MANAG152.0K sharesnew addition2026-03-312026-05-11

THRO BLACKROCK ETF TRUST113.3K sharesnew addition2026-03-312026-05-11

Sponsored

QEFA SPDR INDEX SHS FDS37.7K sharesnew addition2026-03-312026-05-11

MBB ISHARES TR33.9K sharesnew addition2026-03-312026-05-11

IDEF BLACKROCK ETF TRUST92.1K sharesnew addition2026-03-312026-05-11

BLCR BLACKROCK ETF TRUST72.9K sharesnew addition2026-03-312026-05-11

GOVT ISHARES TR121.4K sharesnew addition2026-03-312026-05-11

IAGG ISHARES TR48.0K sharesnew addition2026-03-312026-05-11

VFMF VANGUARD WELLINGTON FD14.2K sharesnew addition2026-03-312026-05-11

BINC BLACKROCK ETF TRUST II36.0K sharesnew addition2026-03-312026-05-11

Sponsored

SPAB SPDR SERIES TRUST69.8K sharesnew addition2026-03-312026-05-11

HD HOME DEPOT INC5.3K sharesnew addition2026-03-312026-05-11

MUB ISHARES TR13.5K sharesnew addition2026-03-312026-05-11

BDYN BLACKROCK ETF TRUST57.9K sharesnew addition2026-03-312026-05-11

BNDX VANGUARD CHARLOTTE FDS25.8K sharesnew addition2026-03-312026-05-11

ISHARES GOLD TR ISHARES GOLD TR13.9K sharesnew addition2026-03-312026-05-11

DFAC DIMENSIONAL ETF TRUST26.6K sharesnew addition2026-03-312026-05-11

IWF ISHARES TR2.4K sharesnew addition2026-03-312026-05-11

Sponsored

AVEM AMERICAN CENTY ETF TR12.0K sharesnew addition2026-03-312026-05-11

IWB ISHARES TR2.6K sharesnew addition2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR6.8K sharesnew addition2026-03-312026-05-11

SCHG SCHWAB STRATEGIC TR30.9K sharesnew addition2026-03-312026-05-11

AAPL APPLE INC2.8K sharesnew addition2026-03-312026-05-11

URTH ISHARES INC3.9K sharesnew addition2026-03-312026-05-11

NVDA NVIDIA CORPORATION4.1K sharesnew addition2026-03-312026-05-11

DFAS DIMENSIONAL ETF TRUST9.7K sharesnew addition2026-03-312026-05-11

Sponsored

IEFA ISHARES TR7.5K sharesnew addition2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR12.8K sharesnew addition2026-03-312026-05-11

AMZN AMAZON COM INC2.6K sharesnew addition2026-03-312026-05-11

VCSH VANGUARD SCOTTSDALE FDS6.7K sharesnew addition2026-03-312026-05-11

VTV VANGUARD INDEX FDS2.6K sharesnew addition2026-03-312026-05-11

OEF ISHARES TR1.5K sharesnew addition2026-03-312026-05-11

MSFT MICROSOFT CORP1.3K sharesnew addition2026-03-312026-05-11

ALPHABET INC ALPHABET INC1.6K sharesnew addition2026-03-312026-05-11

Sponsored

SPY STATE STR SPDR S&P 500 ETF T683 sharesnew addition2026-03-312026-05-11

BDEC INNOVATOR ETFS TRUST8.6K sharesnew addition2026-03-312026-05-11

IEUR ISHARES TR5.4K sharesnew addition2026-03-312026-05-11

DEEF DBX ETF TR9.6K sharesnew addition2026-03-312026-05-11

XLI SELECT SECTOR SPDR TR2.2K sharesnew addition2026-03-312026-05-11

ALPHABET INC ALPHABET INC1.2K sharesnew addition2026-03-312026-05-11

BDVL BLACKROCK ETF TRUST13.4K sharesnew addition2026-03-312026-05-11

MU MICRON TECHNOLOGY INC941 sharesnew addition2026-03-312026-05-11

Sponsored

IYW ISHARES TR1.7K sharesnew addition2026-03-312026-05-11

APMU TRUST FOR PROFESSIONAL MANAG12.5K sharesnew addition2026-03-312026-05-11

QUS SPDR SERIES TRUST1.8K sharesnew addition2026-03-312026-05-11

LMUB ISHARES TR6.1K sharesnew addition2026-03-312026-05-11

META META PLATFORMS INC521 sharesnew addition2026-03-312026-05-11

XLV SELECT SECTOR SPDR TR2.0K sharesnew addition2026-03-312026-05-11

NJAN INNOVATOR ETFS TRUST5.1K sharesnew addition2026-03-312026-05-11

DUHP DIMENSIONAL ETF TRUST7.3K sharesnew addition2026-03-312026-05-11

Sponsored

TFI SPDR SERIES TRUST5.6K sharesnew addition2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC1.7K sharesnew addition2026-03-312026-05-11

PAPR INNOVATOR ETFS TRUST6.2K sharesnew addition2026-03-312026-05-11

ITA ISHARES TR1.1K sharesnew addition2026-03-312026-05-11

IWD ISHARES TR1.1K sharesnew addition2026-03-312026-05-11

EMGF ISHARES INC3.9K sharesnew addition2026-03-312026-05-11

SUSC ISHARES TR10.0K sharesnew addition2026-03-312026-05-11

XLC SELECT SECTOR SPDR TR2.1K sharesnew addition2026-03-312026-05-11

Sponsored

AVUS AMERICAN CENTY ETF TR2.0K sharesnew addition2026-03-312026-05-11

EAGG ISHARES TR4.8K sharesnew addition2026-03-312026-05-11

XLY SELECT SECTOR SPDR TR2.0K sharesnew addition2026-03-312026-05-11

IGM ISHARES TR1.9K sharesnew addition2026-03-312026-05-11

BND VANGUARD BD INDEX FDS2.7K sharesnew addition2026-03-312026-05-11

NRO NEUBERGER R/EST SECS INC FD30.8K sharesnew addition2026-03-312026-05-11

IVV

ISHARES TR

New

Shares23.0K

Event2026-03-31

Filed2026-05-11

IUSB

ISHARES TR

New

Shares254.5K

Event2026-03-31

Filed2026-05-11

IVE

ISHARES TR

New

Shares53.9K

Event2026-03-31

Filed2026-05-11

APUE

TRUST FOR PROFESSIONAL MANAG

New

Shares271.2K

Event2026-03-31

Filed2026-05-11

IVW

ISHARES TR

New

Shares92.9K

Event2026-03-31

Filed2026-05-11

DYNF

BLACKROCK ETF TRUST

New

Shares173.2K

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES INC

New

Shares127.6K

Event2026-03-31

Filed2026-05-11

EFV

ISHARES TR

New

Shares106.8K

Event2026-03-31

Filed2026-05-11

EFG

ISHARES TR

New

Shares44.4K

Event2026-03-31

Filed2026-05-11

BAI

BLACKROCK ETF TRUST

New

Shares148.9K

Event2026-03-31

Filed2026-05-11

QUAL

ISHARES TR

New

Shares25.3K

Event2026-03-31

Filed2026-05-11

APIE

TRUST FOR PROFESSIONAL MANAG

New

Shares132.1K

Event2026-03-31

Filed2026-05-11

TLH

ISHARES TR

New

Shares45.4K

Event2026-03-31

Filed2026-05-11

MTUM

ISHARES TR

New

Shares18.8K

Event2026-03-31

Filed2026-05-11

APCB

TRUST FOR PROFESSIONAL MANAG

New

Shares152.0K

Event2026-03-31

Filed2026-05-11

THRO

BLACKROCK ETF TRUST

New

Shares113.3K

Event2026-03-31

Filed2026-05-11

QEFA

SPDR INDEX SHS FDS

New

Shares37.7K

Event2026-03-31

Filed2026-05-11

MBB

ISHARES TR

New

Shares33.9K

Event2026-03-31

Filed2026-05-11

IDEF

BLACKROCK ETF TRUST

New

Shares92.1K

Event2026-03-31

Filed2026-05-11

BLCR

BLACKROCK ETF TRUST

New

Shares72.9K

Event2026-03-31

Filed2026-05-11

GOVT

ISHARES TR

New

Shares121.4K

Event2026-03-31

Filed2026-05-11

IAGG

ISHARES TR

New

Shares48.0K

Event2026-03-31

Filed2026-05-11

VFMF

VANGUARD WELLINGTON FD

New

Shares14.2K

Event2026-03-31

Filed2026-05-11

BINC

BLACKROCK ETF TRUST II

New

Shares36.0K

Event2026-03-31

Filed2026-05-11

SPAB

SPDR SERIES TRUST

New

Shares69.8K

Event2026-03-31

Filed2026-05-11

HOME DEPOT INC

New

Shares5.3K

Event2026-03-31

Filed2026-05-11

MUB

ISHARES TR

New

Shares13.5K

Event2026-03-31

Filed2026-05-11

BDYN

BLACKROCK ETF TRUST

New

Shares57.9K

Event2026-03-31

Filed2026-05-11

BNDX

VANGUARD CHARLOTTE FDS

New

Shares25.8K

Event2026-03-31

Filed2026-05-11

ISHARES GOLD TR

New

Shares13.9K

Event2026-03-31

Filed2026-05-11

DFAC

DIMENSIONAL ETF TRUST

New

Shares26.6K

Event2026-03-31

Filed2026-05-11

IWF

ISHARES TR

New

Shares2.4K

Event2026-03-31

Filed2026-05-11

AVEM

AMERICAN CENTY ETF TR

New

Shares12.0K

Event2026-03-31

Filed2026-05-11

IWB

ISHARES TR

New

Shares2.6K

Event2026-03-31

Filed2026-05-11

XLK

SELECT SECTOR SPDR TR

New

Shares6.8K

Event2026-03-31

Filed2026-05-11

SCHG

SCHWAB STRATEGIC TR

New

Shares30.9K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

New

Shares2.8K

Event2026-03-31

Filed2026-05-11

URTH

ISHARES INC

New

Shares3.9K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

New

Shares4.1K

Event2026-03-31

Filed2026-05-11

DFAS

DIMENSIONAL ETF TRUST

New

Shares9.7K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

New

Shares7.5K

Event2026-03-31

Filed2026-05-11

XLF

SELECT SECTOR SPDR TR

New

Shares12.8K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

New

Shares2.6K

Event2026-03-31

Filed2026-05-11

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares6.7K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

New

Shares2.6K

Event2026-03-31

Filed2026-05-11

OEF

ISHARES TR

New

Shares1.5K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

New

Shares1.3K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares683

Event2026-03-31

Filed2026-05-11

BDEC

INNOVATOR ETFS TRUST

New

Shares8.6K

Event2026-03-31

Filed2026-05-11

IEUR

ISHARES TR

New

Shares5.4K

Event2026-03-31

Filed2026-05-11

DEEF

DBX ETF TR

New

Shares9.6K

Event2026-03-31

Filed2026-05-11

XLI

SELECT SECTOR SPDR TR

New

Shares2.2K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-11

BDVL

BLACKROCK ETF TRUST

New

Shares13.4K

Event2026-03-31

Filed2026-05-11

MICRON TECHNOLOGY INC

New

Shares941

Event2026-03-31

Filed2026-05-11

IYW

ISHARES TR

New

Shares1.7K

Event2026-03-31

Filed2026-05-11

APMU

TRUST FOR PROFESSIONAL MANAG

New

Shares12.5K

Event2026-03-31

Filed2026-05-11

QUS

SPDR SERIES TRUST

New

Shares1.8K

Event2026-03-31

Filed2026-05-11

LMUB

ISHARES TR

New

Shares6.1K

Event2026-03-31

Filed2026-05-11