Filed: 8/11/2025ACC: 0001085146-25-004779
📋 What this filing means
RESURGENT FINANCIAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 186 equity positions with a total reported market value of $182.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
186
Positions
$182.14M
Total AUM (reported)
1.67M
Total Shares
Allocation by class
COM$86.40M47.4%
CL B NEW$5.74M3.2%
TR UNIT$4.72M2.6%
DIV APP ETF$4.45M2.4%
COM NEW$4.05M2.2%
RUS 1000 VAL ETF$3.82M2.1%
SHS$3.78M2.1%
Portfolio Concentration
Top 3$24.95M13.7%
4–10$30.44M16.7%
11–25$31.50M17.3%
Rest$95.25M52.3%
Top 3 weight
13.7%
Top 10 weight
30.4%
Voting Authority Distribution
Total shares with voting rights: 1.67M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.67M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole186
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings186
Rows:
MICROSOFT CORP
SOLEShares22.54K
TypeSH
Market value$11.21M
6.15%
Sole
0.00
Shared
0.00
None
22.54K
APPLE INC
SOLEShares38.70K
TypeSH
Market value$7.94M
4.36%
Sole
0.00
Shared
0.00
None
38.70K
JPMORGAN CHASE & CO.
SOLEShares20.02K
TypeSH
Market value$5.80M
3.19%
Sole
0.00
Shared
0.00
None
20.02K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.82K
TypeSH
Market value$5.74M
3.15%
Sole
0.00
Shared
0.00
None
11.82K
NVIDIA CORPORATION
SOLEShares32.36K
TypeSH
Market value$5.11M
2.81%
Sole
0.00
Shared
0.00
None
32.36K
SPDR S&P 500 ETF TR
SOLEShares7.24K
TypeSH
Market value$4.47M
2.46%
Sole
0.00
Shared
0.00
None
7.24K
VANGUARD SPECIALIZED FUNDS
SOLEShares21.75K
TypeSH
Market value$4.45M
2.44%
Sole
0.00
Shared
0.00
None
21.75K
ISHARES TR
SOLEShares19.64K
TypeSH
Market value$3.82M
2.09%
Sole
0.00
Shared
0.00
None
19.64K
AMAZON COM INC
SOLEShares16.33K
TypeSH
Market value$3.58M
1.97%
Sole
0.00
Shared
0.00
None
16.33K
ALPHABET INC
SOLEShares18.52K
TypeSH
Market value$3.26M
1.79%
Sole
0.00
Shared
0.00
None
18.52K
TEXAS PACIFIC LAND CORPORATI
SOLEShares2.71K
TypeSH
Market value$2.86M
1.57%
Sole
0.00
Shared
0.00
None
2.71K
WALMART INC
SOLEShares26.84K
TypeSH
Market value$2.62M
1.44%
Sole
0.00
Shared
0.00
None
26.84K
HOME DEPOT INC
SOLEShares6.93K
TypeSH
Market value$2.54M
1.40%
Sole
0.00
Shared
0.00
None
6.93K
ISHARES TR
SOLEShares4.08K
TypeSH
Market value$2.53M
1.39%
Sole
0.00
Shared
0.00
None
4.08K
EATON CORP PLC
SOLEShares6.25K
TypeSH
Market value$2.23M
1.22%
Sole
0.00
Shared
0.00
None
6.25K
CONOCOPHILLIPS
SOLEShares23.14K
TypeSH
Market value$2.08M
1.14%
Sole
0.00
Shared
0.00
None
23.14K
ISHARES BITCOIN TRUST ETF
SOLEShares32.71K
TypeSH
Market value$2.00M
1.10%
Sole
0.00
Shared
0.00
None
32.71K
JOHNSON & JOHNSON
SOLEShares13.09K
TypeSH
Market value$2.00M
1.10%
Sole
0.00
Shared
0.00
None
13.09K
EXXON MOBIL CORP
SOLEShares18.36K
TypeSH
Market value$1.98M
1.09%
Sole
0.00
Shared
0.00
None
18.36K
J P MORGAN EXCHANGE TRADED F
SOLEShares35.51K
TypeSH
Market value$1.93M
1.06%
Sole
0.00
Shared
0.00
None
35.51K
ISHARES TR
SOLEShares40.90K
TypeSH
Market value$1.89M
1.04%
Sole
0.00
Shared
0.00
None
40.90K
INVESCO EXCHANGE TRADED FD T
SOLEShares24.95K
TypeSH
Market value$1.78M
0.98%
Sole
0.00
Shared
0.00
None
24.95K
ISHARES TR
SOLEShares9.35K
TypeSH
Market value$1.71M
0.94%
Sole
0.00
Shared
0.00
None
9.35K
WISDOMTREE TR
SOLEShares20.34K
TypeSH
Market value$1.67M
0.92%
Sole
0.00
Shared
0.00
None
20.34K
QUANTA SVCS INC
SOLEShares4.41K
TypeSH
Market value$1.67M
0.92%
Sole
0.00
Shared
0.00
None
4.41K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 22.54K | SH | $11.21M 6.15% | 0.00 | 0.00 | 22.54K |
APPLE INCSOLE | COM | 38.70K | SH | $7.94M 4.36% | 0.00 | 0.00 | 38.70K |
JPMORGAN CHASE & CO.SOLE | COM | 20.02K | SH | $5.80M 3.19% | 0.00 | 0.00 | 20.02K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.82K | SH | $5.74M 3.15% | 0.00 | 0.00 | 11.82K |
NVIDIA CORPORATIONSOLE | COM | 32.36K | SH | $5.11M 2.81% | 0.00 | 0.00 | 32.36K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.24K | SH | $4.47M 2.46% | 0.00 | 0.00 | 7.24K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 21.75K | SH | $4.45M 2.44% | 0.00 | 0.00 | 21.75K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 19.64K | SH | $3.82M 2.09% | 0.00 | 0.00 | 19.64K |
AMAZON COM INCSOLE | COM | 16.33K | SH | $3.58M 1.97% | 0.00 | 0.00 | 16.33K |
ALPHABET INCSOLE | CAP STK CL A | 18.52K | SH | $3.26M 1.79% | 0.00 | 0.00 | 18.52K |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 2.71K | SH | $2.86M 1.57% | 0.00 | 0.00 | 2.71K |
WALMART INCSOLE | COM | 26.84K | SH | $2.62M 1.44% | 0.00 | 0.00 | 26.84K |
HOME DEPOT INCSOLE | COM | 6.93K | SH | $2.54M 1.40% | 0.00 | 0.00 | 6.93K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.08K | SH | $2.53M 1.39% | 0.00 | 0.00 | 4.08K |
EATON CORP PLCSOLE | SHS | 6.25K | SH | $2.23M 1.22% | 0.00 | 0.00 | 6.25K |
CONOCOPHILLIPSSOLE | COM | 23.14K | SH | $2.08M 1.14% | 0.00 | 0.00 | 23.14K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 32.71K | SH | $2.00M 1.10% | 0.00 | 0.00 | 32.71K |
JOHNSON & JOHNSONSOLE | COM | 13.09K | SH | $2.00M 1.10% | 0.00 | 0.00 | 13.09K |
EXXON MOBIL CORPSOLE | COM | 18.36K | SH | $1.98M 1.09% | 0.00 | 0.00 | 18.36K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 35.51K | SH | $1.93M 1.06% | 0.00 | 0.00 | 35.51K |
ISHARES TRSOLE | CORE TOTAL USD | 40.90K | SH | $1.89M 1.04% | 0.00 | 0.00 | 40.90K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 24.95K | SH | $1.78M 0.98% | 0.00 | 0.00 | 24.95K |
ISHARES TRSOLE | MSCI USA QLT FCT | 9.35K | SH | $1.71M 0.94% | 0.00 | 0.00 | 9.35K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 20.34K | SH | $1.67M 0.92% | 0.00 | 0.00 | 20.34K |
QUANTA SVCS INCSOLE | COM | 4.41K | SH | $1.67M 0.92% | 0.00 | 0.00 | 4.41K |
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