RESONANT CAPITAL ADVISORS, LLC

Filed: 4/29/2026ACC: 0002085853-26-000527

📋 What this filing means

RESONANT CAPITAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 495 equity positions with a total reported market value of $1.90B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

495

Positions

$1.90B

Total AUM (reported)

27.48M

Total Shares

Allocation by class

COM$412.87M21.7%

CORE S&P500 ETF$158.13M8.3%

ULTRA SHT MUNCPL$87.65M4.6%

SHORT MATURITY M$83.90M4.4%

INT-TRM U.S TRES$74.77M3.9%

DISTILLATE US$67.15M3.5%

SHRT TRM CORP BD$61.01M3.2%

Portfolio Concentration

Top 3$329.68M17.3%

4–10$383.13M20.1%

11–25$395.63M20.8%

Rest$795.53M41.8%

Top 3 weight

17.3%

Top 10 weight

37.4%

Voting Authority Distribution

Total shares with voting rights: 27.48M

Sole

Full voting authority

27.48M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole495

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings495

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares242.08K

TypeSH

Market value$158.13M

8.31%

Sole

242.08K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHT MUNCPL

Shares1.72M

TypeSH

Market value$87.65M

4.60%

Sole

1.72M

Shared

0.00

None

0.00

ISHARES U S ETF TR

SOLE

SHORT MATURITY M

Shares1.67M

TypeSH

Market value$83.90M

4.41%

Sole

1.67M

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

INT-TRM U.S TRES

Shares3M

TypeSH

Market value$74.77M

3.93%

Sole

Shared

0.00

None

0.00

ETF SER SOLUTIONS

SOLE

DISTILLATE US

Shares1.16M

TypeSH

Market value$67.15M

3.53%

Sole

1.16M

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares769.71K

TypeSH

Market value$61.01M

3.20%

Sole

769.71K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares775.96K

TypeSH

Market value$52.40M

2.75%

Sole

775.96K

Shared

0.00

None

0.00

ISHARES TR

SOLE

MSCI USA QUALITY

Shares784.59K

TypeSH

Market value$50.19M

2.64%

Sole

784.59K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US L

Shares1.47M

TypeSH

Market value$40.81M

2.14%

Sole

1.47M

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI EAFE

Shares406.34K

TypeSH

Market value$36.79M

1.93%

Sole

406.34K

Shared

0.00

None

0.00

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares702.05K

TypeSH

Market value$35.03M

1.84%

Sole

702.05K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL INTL

Shares640.33K

TypeSH

Market value$31.33M

1.65%

Sole

640.33K

Shared

0.00

None

0.00

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares133.94K

TypeSH

Market value$28.81M

1.51%

Sole

133.94K

Shared

0.00

None

0.00

ISHARES TR

SOLE

0-3 MNTH TREASRY

Shares281.06K

TypeSH

Market value$28.29M

1.49%

Sole

281.06K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares227.28K

TypeSH

Market value$28.25M

1.48%

Sole

227.28K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares109.58K

TypeSH

Market value$27.81M

1.46%

Sole

109.58K

Shared

0.00

None

0.00

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares42.42K

TypeSH

Market value$27.67M

1.45%

Sole

42.42K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US S

Shares771.73K

TypeSH

Market value$25.03M

1.31%

Sole

771.73K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

INCOME ETF

Shares542.37K

TypeSH

Market value$24.99M

1.31%

Sole

542.37K

Shared

0.00

None

0.00

GRANITESHARES ETF TR

SOLE

BBG COMMD K 1

Shares926.88K

TypeSH

Market value$24.34M

1.28%

Sole

926.88K

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares139.10K

TypeSH

Market value$24.26M

1.27%

Sole

139.10K

Shared

0.00

None

0.00

VANGUARD WHITEHALL FDS

SOLE

INTL DVD ETF

Shares270.41K

TypeSH

Market value$23.92M

1.26%

Sole

270.41K

Shared

0.00

None

0.00

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares207.47K

TypeSH

Market value$22.02M

1.16%

Sole

207.47K

Shared

0.00

None

0.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares314.86K

TypeSH

Market value$21.96M

1.15%

Sole

314.86K

Shared

0.00

None

0.00

INVESCO EXCH TRADED FD TR II

SOLE

S&P MDCP 400 REV

Shares170.93K

TypeSH

Market value$21.92M

1.15%

Sole

170.93K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
ISHARES TRSOLE	CORE S&P500 ETF	242.08K	SH	$158.13M 8.31%	242.08K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHT MUNCPL	1.72M	SH	$87.65M 4.60%	1.72M
ISHARES U S ETF TRSOLE	SHORT MATURITY M	1.67M	SH	$83.90M 4.41%	1.67M
SCHWAB STRATEGIC TRSOLE	INT-TRM U.S TRES	3M	SH	$74.77M 3.93%	3M
ETF SER SOLUTIONSSOLE	DISTILLATE US	1.16M	SH	$67.15M 3.53%	1.16M
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	769.71K	SH	$61.01M 3.20%	769.71K
ISHARES TRSOLE	CORE S&P MCP ETF	775.96K	SH	$52.40M 2.75%	775.96K
ISHARES TRSOLE	MSCI USA QUALITY	784.59K	SH	$50.19M 2.64%	784.59K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US L	1.47M	SH	$40.81M 2.14%	1.47M
ISHARES TRSOLE	CORE MSCI EAFE	406.34K	SH	$36.79M 1.93%	406.34K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	702.05K	SH	$35.03M 1.84%	702.05K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL INTL	640.33K	SH	$31.33M 1.65%	640.33K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	133.94K	SH	$28.81M 1.51%	133.94K
ISHARES TRSOLE	0-3 MNTH TREASRY	281.06K	SH	$28.29M 1.49%	281.06K
ISHARES TRSOLE	CORE S&P SCP ETF	227.28K	SH	$28.25M 1.48%	227.28K
APPLE INCSOLE	COM	109.58K	SH	$27.81M 1.46%	109.58K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	42.42K	SH	$27.67M 1.45%	42.42K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US S	771.73K	SH	$25.03M 1.31%	771.73K
J P MORGAN EXCHANGE TRADED FSOLE	INCOME ETF	542.37K	SH	$24.99M 1.31%	542.37K
GRANITESHARES ETF TRSOLE	BBG COMMD K 1	926.88K	SH	$24.34M 1.28%	926.88K
NVIDIA CORPORATIONSOLE	COM	139.10K	SH	$24.26M 1.27%	139.10K
VANGUARD WHITEHALL FDSSOLE	INTL DVD ETF	270.41K	SH	$23.92M 1.26%	270.41K
ISHARES TRSOLE	NATIONAL MUN ETF	207.47K	SH	$22.02M 1.16%	207.47K
ISHARES INCSOLE	CORE MSCI EMKT	314.86K	SH	$21.96M 1.15%	314.86K
INVESCO EXCH TRADED FD TR IISOLE	S&P MDCP 400 REV	170.93K	SH	$21.92M 1.15%	170.93K

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