Resolute Advisors LLC

Wealth advisor Mechanical technology specialist (77%) CIK 1800217
League rank
#130
in Wealth advisor · #1300 overall
Long book
$241.8M
Q1 2026
Positions
87
Top-10 weight
75%
concentration
Last quarter
+15.8%
SPY +14.8%
Turnover
38%
of book per quarter

Strategy in plain words

auto-generated from filings

Resolute Advisors LLC is a wealth-management firm allocating client money, specialised in technology (77% of the long book), running a $241.8M US long book across 87 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: VANGUARD S&P 500 ETF, ISHARES MSCI ACWI EX US ETF, INVESCO QQQ TRUST SERIES 1, SS SPDR S&P 500 ETF TRUST-US, UNITY SOFTWARE INC.

Over the last 9 quarters its long book ran on average 1.1pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-27.5%
Q2 2024
+26.2%
Q3 2024
+1.2%
Q4 2024
-9.6%
Q1 2025
+21.4%
Q2 2025
+35.0%
Q3 2025
+2.8%
Q4 2025
-15.4%
Q1 2026
+15.8%

Sector allocation

Technology
77%
Industrials
5%
Financials
4%
Consumer discretionary
4%
Services media
3%
Consumer staples
2%
Healthcare
2%
Other
1%

Long book by quarter

$541.0M
Q1 2024
$387.8M
Q2 2024
$487.4M
Q3 2024
$496.3M
Q4 2024
$346.7M
Q1 2025
$402.6M
Q2 2025
$389.5M
Q3 2025
$306.7M
Q4 2025
$241.8M
Q1 2026

What does Resolute Advisors own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
U UNITY SOFTWARE INCTechnology831.4K$18.2M7.5%-48.7%
RBLX ROBLOX CORP -CLASS ATechnology150.6K$8.5M3.5%Held
SHOP SHOPIFY INC - CLASS ATechnology21.2K$2.5M1.0%Held
GOOG ALPHABET INC-CL CTechnology8.6K$2.5M1.0%+201.4%
NVDA NVIDIA CORPTechnology13.1K$2.3M0.9%+185.1%
GOOGL ALPHABET INC-CL ATechnology7.2K$2.1M0.9%New
AAPL APPLE INCTechnology7.8K$2.0M0.8%+339.4%
TSLA TESLA INCIndustrials5.3K$2.0M0.8%+31.6%
MSFT MICROSOFT CORPTechnology4.4K$1.6M0.7%+141.6%
AMZN AMAZON.COM INCConsumer discretionary6.3K$1.3M0.5%+101.8%
SATL SATELLOGIC INC-ATechnology197.1K$1.1M0.4%Held
META META PLATFORMS INC-CLASS ATechnology1.8K$1.0M0.4%+264.1%
MO ALTRIA GROUP INCConsumer staples14.3K$960K0.4%+11.1%
COIN COINBASE GLOBAL INC -CLASS AFinancials5.0K$873K0.4%Held
AVGO BROADCOM INCTechnology2.7K$831K0.3%New
BMNR BITMINE IMMERSION TECHNOLOGIFinancials30.0K$593K0.2%+200.0%
FIG FIGMA INC-CL ATechnology25.8K$546K0.2%+303.3%
ABNB AIRBNB INC-CLASS AServices media4.1K$521K0.2%Held
FLY FIREFLY AEROSPACE INCIndustrials18.2K$518K0.2%+70.1%
KLAC KLA CORPOther346$509K0.2%New
AER AERCAP HOLDINGS NVServices media3.5K$476K0.2%New
JNJ JOHNSON & JOHNSONHealthcare1.9K$476K0.2%+40.2%
JPM JPMORGAN CHASE & COFinancials1.4K$416K0.2%New
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials793$380K0.2%New
LLY ELI LILLY & COHealthcare382$351K0.1%New
PM PHILIP MORRIS INTERNATIONALConsumer staples2.0K$332K0.1%+45.2%
WMT WALMART INCConsumer discretionary2.6K$324K0.1%New
DOCN DIGITALOCEAN HOLDINGS INCTechnology3.7K$317K0.1%New
SPIR SPIRE GLOBAL INCCommunications23.0K$289K0.1%Held
MU MICRON TECHNOLOGY INCTechnology822$278K0.1%New
WM WASTE MANAGEMENT INCUtilities1.2K$267K0.1%+9.2%
GE GENERAL ELECTRICIndustrials924$263K0.1%New
AMD ADVANCED MICRO DEVICESTechnology1.3K$262K0.1%+0.7%
V VISA INC-CLASS A SHARESServices media824$249K0.1%New
COST COSTCO WHOLESALE CORPConsumer discretionary245$244K0.1%New
MELI MERCADOLIBRE INCServices media140$242K0.1%Held
NFLX NETFLIX INCServices media2.5K$239K0.1%New
XOM EXXON MOBIL CORPEnergy1.4K$229K0.1%New
SHW SHERWIN-WILLIAMS CO/THEConsumer discretionary709$227K0.1%New
MA MASTERCARD INC - AServices media436$218K0.1%New
GEV GE VERNOVA INCIndustrials231$202K0.1%New
ABCL ABCELLERA BIOLOGICS INCHealthcare57.5K$201K0.1%Held
MGX METAGENOMI THERAPEUTICS INCHealthcare89.9K$121K0.0%Held
AUR AURORA INNOVATION INCTechnology19.6K$81K0.0%New
ATAI ATAIBECKLEY INCHealthcare16.8K$59K0.0%New
NXDR NEXTDOOR HOLDINGS INCTechnology40.0K$56K0.0%Held
DVN DEVON ENERGY CORPEnergy412$21K0.0%New
OPEN OPENDOOR TECHNOLOGIES INCReal estate3.0K$14K0.0%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 7, 202690$241.9M canonicalSEC ↗
Q4 202513F-HRFeb 11, 202673$306.7M canonicalSEC ↗
Q3 202513F-HRNov 14, 202575$389.5M canonicalSEC ↗
Q2 202513F-HRAug 7, 202572$402.6M canonicalSEC ↗
Q1 202513F-HRMay 14, 202581$346.7M canonicalSEC ↗
Q4 202413F-HRFeb 12, 202591$496.3M canonicalSEC ↗
Q3 202413F-HRNov 1, 202465$487.4M canonicalSEC ↗
Q2 202413F-HRAug 8, 202457$388.2M canonicalSEC ↗
Q1 202413F-HRMay 10, 202459$541.0M canonicalSEC ↗