RESOLUTE WEALTH ADVISOR, INC.
Long book
$175.7M
Q1 2026
Positions
78
Top-10 weight
55%
concentration
Last quarter
+12.2%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsRESOLUTE WEALTH ADVISOR, INC. is a wealth-management firm allocating client money, running a $175.7M US long book across 78 positions.
The portfolio is concentrated: the top 10 names carry 55% of the portfolio. Current anchor positions: ISHARES CORE S&P 500 ETF, ISHR CR UNVRSE USD BD ETF-UI, ISHARES S&P 500 VALUE ETF, ACTIVEPASSIVE US EQUITY ETF, ISHARES S&P 500 GROWTH ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Technology 61%
Consumer discretionary 39%
Long book by quarter
What does RESOLUTE WEALTH own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| HD HOME DEPOT INC | Consumer discretionary | 5.3K | $1.8M | 1.0% | Held |
| AAPL APPLE INC | Technology | 2.8K | $711K | 0.4% | Held |
| NVDA NVIDIA CORP | Technology | 4.1K | $707K | 0.4% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.6K | $549K | 0.3% | Held |
| MSFT MICROSOFT CORP | Technology | 1.3K | $478K | 0.3% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 1.6K | $468K | 0.3% | Held |
| GOOG ALPHABET INC-CL C | Technology | 1.2K | $332K | 0.2% | Held |
| MU MICRON TECHNOLOGY INC | Technology | 941 | $318K | 0.2% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 521 | $298K | 0.2% | Held |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 1.7K | $254K | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 11, 2026 | 94 | $175.7M | canonical | SEC ↗ |