Filed: 11/13/2025ACC: 0001912339-25-000002
📋 What this filing means
RESURGENT FINANCIAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 207 equity positions with a total reported market value of $203.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
207
Positions
$203.75M
Total AUM (reported)
2.04M
Total Shares
Allocation by class
COM$88.61M43.5%
CL B NEW$6.12M3.0%
TR UNIT$4.76M2.3%
DIV APP ETF$4.64M2.3%
CAP STK CL A$4.43M2.2%
SHS$4.20M2.1%
RUS 1000 VAL ETF$3.71M1.8%
Portfolio Concentration
Top 3$27.21M13.4%
4–10$32.69M16.0%
11–25$33.06M16.2%
Rest$110.79M54.4%
Top 3 weight
13.4%
Top 10 weight
29.4%
Voting Authority Distribution
Total shares with voting rights: 2.04M
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
2.04M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole207
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings207
Rows:
MICROSOFT CORP
SOLEShares22.33K
TypeSH
Market value$11.57M
5.68%
Sole
0.00
Shared
0.00
None
22.33K
APPLE INC
SOLEShares37.39K
TypeSH
Market value$9.52M
4.67%
Sole
0.00
Shared
0.00
None
37.39K
BERKSHIRE HATHAWAY INC DEL
SOLEShares12.18K
TypeSH
Market value$6.12M
3.01%
Sole
0.00
Shared
0.00
None
12.18K
NVIDIA CORPORATION
SOLEShares31.70K
TypeSH
Market value$5.91M
2.90%
Sole
0.00
Shared
0.00
None
31.70K
JPMORGAN CHASE & CO.
SOLEShares17.70K
TypeSH
Market value$5.58M
2.74%
Sole
0.00
Shared
0.00
None
17.70K
SPDR S&P 500 ETF TR
SOLEShares7.14K
TypeSH
Market value$4.76M
2.34%
Sole
0.00
Shared
0.00
None
7.14K
VANGUARD SPECIALIZED FUNDS
SOLEShares21.48K
TypeSH
Market value$4.64M
2.28%
Sole
0.00
Shared
0.00
None
21.48K
ALPHABET INC
SOLEShares18.21K
TypeSH
Market value$4.43M
2.17%
Sole
0.00
Shared
0.00
None
18.21K
ISHARES TR
SOLEShares18.20K
TypeSH
Market value$3.71M
1.82%
Sole
0.00
Shared
0.00
None
18.20K
AMAZON COM INC
SOLEShares16.68K
TypeSH
Market value$3.66M
1.80%
Sole
0.00
Shared
0.00
None
16.68K
WALMART INC
SOLEShares27.48K
TypeSH
Market value$2.83M
1.39%
Sole
0.00
Shared
0.00
None
27.48K
HOME DEPOT INC
SOLEShares6.63K
TypeSH
Market value$2.69M
1.32%
Sole
0.00
Shared
0.00
None
6.63K
TEXAS PACIFIC LAND CORPORATI
SOLEShares2.69K
TypeSH
Market value$2.51M
1.23%
Sole
0.00
Shared
0.00
None
2.69K
ISHARES TR
SOLEShares3.73K
TypeSH
Market value$2.50M
1.23%
Sole
0.00
Shared
0.00
None
3.73K
INVESCO CURRENCYSHARES EURO
SOLEShares23K
TypeSH
Market value$2.49M
1.22%
Sole
0.00
Shared
0.00
None
23K
ISHARES BITCOIN TRUST ETF
SOLEShares34.32K
TypeSH
Market value$2.23M
1.09%
Sole
0.00
Shared
0.00
None
34.32K
CONOCOPHILLIPS
SOLEShares23.39K
TypeSH
Market value$2.21M
1.09%
Sole
0.00
Shared
0.00
None
23.39K
JOHNSON & JOHNSON
SOLEShares11.73K
TypeSH
Market value$2.17M
1.07%
Sole
0.00
Shared
0.00
None
11.73K
EXXON MOBIL CORP
SOLEShares18.61K
TypeSH
Market value$2.10M
1.03%
Sole
0.00
Shared
0.00
None
18.61K
EATON CORP PLC
SOLEShares5.53K
TypeSH
Market value$2.07M
1.02%
Sole
0.00
Shared
0.00
None
5.53K
J P MORGAN EXCHANGE TRADED F
SOLEShares35.48K
TypeSH
Market value$2.04M
1.00%
Sole
0.00
Shared
0.00
None
35.48K
INVESCO EXCHANGE TRADED FD T
SOLEShares25.80K
TypeSH
Market value$1.89M
0.93%
Sole
0.00
Shared
0.00
None
25.80K
WISDOMTREE TR
SOLEShares36.20K
TypeSH
Market value$1.82M
0.89%
Sole
0.00
Shared
0.00
None
36.20K
QUANTA SVCS INC
SOLEShares4.29K
TypeSH
Market value$1.78M
0.87%
Sole
0.00
Shared
0.00
None
4.29K
ISHARES TR
SOLEShares22.65K
TypeSH
Market value$1.73M
0.85%
Sole
0.00
Shared
0.00
None
22.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 22.33K | SH | $11.57M 5.68% | 0.00 | 0.00 | 22.33K |
APPLE INCSOLE | COM | 37.39K | SH | $9.52M 4.67% | 0.00 | 0.00 | 37.39K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 12.18K | SH | $6.12M 3.01% | 0.00 | 0.00 | 12.18K |
NVIDIA CORPORATIONSOLE | COM | 31.70K | SH | $5.91M 2.90% | 0.00 | 0.00 | 31.70K |
JPMORGAN CHASE & CO.SOLE | COM | 17.70K | SH | $5.58M 2.74% | 0.00 | 0.00 | 17.70K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 7.14K | SH | $4.76M 2.34% | 0.00 | 0.00 | 7.14K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 21.48K | SH | $4.64M 2.28% | 0.00 | 0.00 | 21.48K |
ALPHABET INCSOLE | CAP STK CL A | 18.21K | SH | $4.43M 2.17% | 0.00 | 0.00 | 18.21K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 18.20K | SH | $3.71M 1.82% | 0.00 | 0.00 | 18.20K |
AMAZON COM INCSOLE | COM | 16.68K | SH | $3.66M 1.80% | 0.00 | 0.00 | 16.68K |
WALMART INCSOLE | COM | 27.48K | SH | $2.83M 1.39% | 0.00 | 0.00 | 27.48K |
HOME DEPOT INCSOLE | COM | 6.63K | SH | $2.69M 1.32% | 0.00 | 0.00 | 6.63K |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 2.69K | SH | $2.51M 1.23% | 0.00 | 0.00 | 2.69K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.73K | SH | $2.50M 1.23% | 0.00 | 0.00 | 3.73K |
INVESCO CURRENCYSHARES EUROSOLE | EURO SHS | 23K | SH | $2.49M 1.22% | 0.00 | 0.00 | 23K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 34.32K | SH | $2.23M 1.09% | 0.00 | 0.00 | 34.32K |
CONOCOPHILLIPSSOLE | COM | 23.39K | SH | $2.21M 1.09% | 0.00 | 0.00 | 23.39K |
JOHNSON & JOHNSONSOLE | COM | 11.73K | SH | $2.17M 1.07% | 0.00 | 0.00 | 11.73K |
EXXON MOBIL CORPSOLE | COM | 18.61K | SH | $2.10M 1.03% | 0.00 | 0.00 | 18.61K |
EATON CORP PLCSOLE | SHS | 5.53K | SH | $2.07M 1.02% | 0.00 | 0.00 | 5.53K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 35.48K | SH | $2.04M 1.00% | 0.00 | 0.00 | 35.48K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 25.80K | SH | $1.89M 0.93% | 0.00 | 0.00 | 25.80K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 36.20K | SH | $1.82M 0.89% | 0.00 | 0.00 | 36.20K |
QUANTA SVCS INCSOLE | COM | 4.29K | SH | $1.78M 0.87% | 0.00 | 0.00 | 4.29K |
ISHARES TRSOLE | 3YRTB ETF | 22.65K | SH | $1.73M 0.85% | 0.00 | 0.00 | 22.65K |
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