Filed: 2/12/2026ACC: 0001912339-26-000001
๐ What this filing means
RESURGENT FINANCIAL ADVISORS LLC filed this quarterly 13FโHR report disclosing 216 equity positions with a total reported market value of $199.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
216
Positions
$199.43M
Total AUM (reported)
2.18M
Total Shares
Allocation by class
COM$86.96M43.6%
CL B NEW$5.79M2.9%
CAP STK CL A$5.34M2.7%
DIV APP ETF$4.74M2.4%
COM NEW$3.77M1.9%
SHS$3.64M1.8%
RUS 1000 VAL ETF$3.60M1.8%
Portfolio Concentration
Top 3$24.64M12.4%
4โ10$32.15M16.1%
11โ25$32.19M16.1%
Rest$110.45M55.4%
Top 3 weight
12.4%
Top 10 weight
28.5%
Voting Authority Distribution
Total shares with voting rights: 2.18M
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
2.18M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole216
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings216
Rows:
MICROSOFT CORP
SOLEShares20.27K
TypeSH
Market value$9.80M
4.91%
Sole
0.00
Shared
0.00
None
20.27K
APPLE INC
SOLEShares33.29K
TypeSH
Market value$9.05M
4.54%
Sole
0.00
Shared
0.00
None
33.29K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.52K
TypeSH
Market value$5.79M
2.90%
Sole
0.00
Shared
0.00
None
11.52K
NVIDIA CORPORATION
SOLEShares30.62K
TypeSH
Market value$5.71M
2.86%
Sole
0.00
Shared
0.00
None
30.62K
JPMORGAN CHASE & CO.
SOLEShares16.77K
TypeSH
Market value$5.40M
2.71%
Sole
0.00
Shared
0.00
None
16.77K
ALPHABET INC
SOLEShares17.06K
TypeSH
Market value$5.34M
2.68%
Sole
0.00
Shared
0.00
None
17.06K
VANGUARD SPECIALIZED FUNDS
SOLEShares21.57K
TypeSH
Market value$4.74M
2.38%
Sole
0.00
Shared
0.00
None
21.57K
AMAZON COM INC
SOLEShares16.30K
TypeSH
Market value$3.76M
1.89%
Sole
0.00
Shared
0.00
None
16.30K
ISHARES TR
SOLEShares17.11K
TypeSH
Market value$3.60M
1.80%
Sole
0.00
Shared
0.00
None
17.11K
SPDR S&P 500 ETF TR
SOLEShares5.27K
TypeSH
Market value$3.59M
1.80%
Sole
0.00
Shared
0.00
None
5.27K
WALMART INC
SOLEShares27.08K
TypeSH
Market value$3.02M
1.51%
Sole
0.00
Shared
0.00
None
27.08K
INVESCO CURRENCYSHARES EURO
SOLEShares23.46K
TypeSH
Market value$2.54M
1.28%
Sole
0.00
Shared
0.00
None
23.46K
JOHNSON & JOHNSON
SOLEShares12.24K
TypeSH
Market value$2.53M
1.27%
Sole
0.00
Shared
0.00
None
12.24K
EXXON MOBIL CORP
SOLEShares20.95K
TypeSH
Market value$2.52M
1.26%
Sole
0.00
Shared
0.00
None
20.95K
ISHARES TR
SOLEShares3.64K
TypeSH
Market value$2.49M
1.25%
Sole
0.00
Shared
0.00
None
3.64K
TEXAS PACIFIC LAND CORPORATI
SOLEShares8.07K
TypeSH
Market value$2.32M
1.16%
Sole
0.00
Shared
0.00
None
8.07K
CONOCOPHILLIPS
SOLEShares22.65K
TypeSH
Market value$2.12M
1.06%
Sole
0.00
Shared
0.00
None
22.65K
J P MORGAN EXCHANGE TRADED F
SOLEShares34.63K
TypeSH
Market value$2.01M
1.01%
Sole
0.00
Shared
0.00
None
34.63K
INVESCO EXCHANGE TRADED FD T
SOLEShares26.66K
TypeSH
Market value$2.00M
1.00%
Sole
0.00
Shared
0.00
None
26.66K
WISDOMTREE TR
SOLEShares36.57K
TypeSH
Market value$1.84M
0.92%
Sole
0.00
Shared
0.00
None
36.57K
BLACKROCK ETF TRUST
SOLEShares29.71K
TypeSH
Market value$1.81M
0.91%
Sole
0.00
Shared
0.00
None
29.71K
CHEVRON CORP NEW
SOLEShares11.71K
TypeSH
Market value$1.79M
0.90%
Sole
0.00
Shared
0.00
None
11.71K
BROADCOM INC
SOLEShares5.03K
TypeSH
Market value$1.74M
0.87%
Sole
0.00
Shared
0.00
None
5.03K
WISDOMTREE TR
SOLEShares19.70K
TypeSH
Market value$1.73M
0.87%
Sole
0.00
Shared
0.00
None
19.70K
ISHARES TR
SOLEShares8.14K
TypeSH
Market value$1.73M
0.87%
Sole
0.00
Shared
0.00
None
8.14K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 20.27K | SH | $9.80M 4.91% | 0.00 | 0.00 | 20.27K |
APPLE INCSOLE | COM | 33.29K | SH | $9.05M 4.54% | 0.00 | 0.00 | 33.29K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.52K | SH | $5.79M 2.90% | 0.00 | 0.00 | 11.52K |
NVIDIA CORPORATIONSOLE | COM | 30.62K | SH | $5.71M 2.86% | 0.00 | 0.00 | 30.62K |
JPMORGAN CHASE & CO.SOLE | COM | 16.77K | SH | $5.40M 2.71% | 0.00 | 0.00 | 16.77K |
ALPHABET INCSOLE | CAP STK CL A | 17.06K | SH | $5.34M 2.68% | 0.00 | 0.00 | 17.06K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 21.57K | SH | $4.74M 2.38% | 0.00 | 0.00 | 21.57K |
AMAZON COM INCSOLE | COM | 16.30K | SH | $3.76M 1.89% | 0.00 | 0.00 | 16.30K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 17.11K | SH | $3.60M 1.80% | 0.00 | 0.00 | 17.11K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 5.27K | SH | $3.59M 1.80% | 0.00 | 0.00 | 5.27K |
WALMART INCSOLE | COM | 27.08K | SH | $3.02M 1.51% | 0.00 | 0.00 | 27.08K |
INVESCO CURRENCYSHARES EUROSOLE | EURO SHS | 23.46K | SH | $2.54M 1.28% | 0.00 | 0.00 | 23.46K |
JOHNSON & JOHNSONSOLE | COM | 12.24K | SH | $2.53M 1.27% | 0.00 | 0.00 | 12.24K |
EXXON MOBIL CORPSOLE | COM | 20.95K | SH | $2.52M 1.26% | 0.00 | 0.00 | 20.95K |
ISHARES TRSOLE | CORE S&P500 ETF | 3.64K | SH | $2.49M 1.25% | 0.00 | 0.00 | 3.64K |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 8.07K | SH | $2.32M 1.16% | 0.00 | 0.00 | 8.07K |
CONOCOPHILLIPSSOLE | COM | 22.65K | SH | $2.12M 1.06% | 0.00 | 0.00 | 22.65K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 34.63K | SH | $2.01M 1.01% | 0.00 | 0.00 | 34.63K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 QUALITY | 26.66K | SH | $2.00M 1.00% | 0.00 | 0.00 | 26.66K |
WISDOMTREE TRSOLE | FLOATNG RAT TREA | 36.57K | SH | $1.84M 0.92% | 0.00 | 0.00 | 36.57K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 29.71K | SH | $1.81M 0.91% | 0.00 | 0.00 | 29.71K |
CHEVRON CORP NEWSOLE | COM | 11.71K | SH | $1.79M 0.90% | 0.00 | 0.00 | 11.71K |
BROADCOM INCSOLE | COM | 5.03K | SH | $1.74M 0.87% | 0.00 | 0.00 | 5.03K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 19.70K | SH | $1.73M 0.87% | 0.00 | 0.00 | 19.70K |
ISHARES TRSOLE | S&P 500 VAL ETF | 8.14K | SH | $1.73M 0.87% | 0.00 | 0.00 | 8.14K |
Page 1 of 9
โฆ