Filed: 5/13/2026ACC: 0001912339-26-000002
📋 What this filing means
RESURGENT FINANCIAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 256 equity positions with a total reported market value of $276.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
256
Positions
$276.92M
Total AUM (reported)
2.76M
Total Shares
Allocation by class
COM$134.07M48.4%
CAP STK CL A$12.70M4.6%
CL A$8.42M3.0%
CL B NEW$7.25M2.6%
TR UNIT$5.82M2.1%
SHS$5.45M2.0%
STATE STREET SPD$5.38M1.9%
Portfolio Concentration
Top 3$37.15M13.4%
4–10$43.13M15.6%
11–25$50.23M18.1%
Rest$146.41M52.9%
Top 3 weight
13.4%
Top 10 weight
29.0%
Voting Authority Distribution
Total shares with voting rights: 2.76M
Sole
Full voting authority
5.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.76M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole256
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings256
Rows:
ALPHABET INC
SOLEShares44.17K
TypeSH
Market value$12.70M
4.59%
Sole
0.00
Shared
0.00
None
44.17K
NVIDIA CORPORATION
SOLEShares70.43K
TypeSH
Market value$12.28M
4.44%
Sole
0.00
Shared
0.00
None
70.43K
MICROSOFT CORP
SOLEShares32.88K
TypeSH
Market value$12.17M
4.39%
Sole
0.00
Shared
0.00
None
32.88K
APPLE INC
SOLEShares43.98K
TypeSH
Market value$11.16M
4.03%
Sole
0.00
Shared
0.00
None
43.98K
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.13K
TypeSH
Market value$7.25M
2.62%
Sole
0.00
Shared
0.00
None
15.13K
STATE STR SPDR S&P 500 ETF T
SOLEShares8.95K
TypeSH
Market value$5.82M
2.10%
Sole
0.00
Shared
0.00
None
8.95K
JOHNSON & JOHNSON
SOLEShares19.70K
TypeSH
Market value$4.82M
1.74%
Sole
0.00
Shared
0.00
None
19.70K
VANGUARD SPECIALIZED FUNDS
SOLEShares22.34K
TypeSH
Market value$4.80M
1.73%
Sole
0.00
Shared
0.00
None
22.34K
JPMORGAN CHASE & CO
SOLEShares16.16K
TypeSH
Market value$4.75M
1.72%
Sole
0.00
Shared
0.00
None
16.16K
VISA INC
SOLEShares15K
TypeSH
Market value$4.53M
1.64%
Sole
0.00
Shared
0.00
None
15K
ELI LILLY & CO
SOLEShares4.75K
TypeSH
Market value$4.36M
1.58%
Sole
0.00
Shared
0.00
None
4.75K
BROADCOM INC
SOLEShares12.64K
TypeSH
Market value$3.91M
1.41%
Sole
0.00
Shared
0.00
None
12.64K
EXXON MOBIL CORP
SOLEShares22.93K
TypeSH
Market value$3.89M
1.40%
Sole
0.00
Shared
0.00
None
22.93K
TEXAS PACIFIC LAND CORPORATI
SOLEShares8.04K
TypeSH
Market value$3.82M
1.38%
Sole
0.00
Shared
0.00
None
8.04K
AMAZON COM INC
SOLEShares17.23K
TypeSH
Market value$3.59M
1.30%
Sole
0.00
Shared
0.00
None
17.23K
WALMART INC
SOLEShares28.02K
TypeSH
Market value$3.48M
1.26%
Sole
0.00
Shared
0.00
None
28.02K
ISHARES TR
SOLEShares16.03K
TypeSH
Market value$3.42M
1.24%
Sole
0.00
Shared
0.00
None
16.03K
MCKESSON CORP
SOLEShares3.88K
TypeSH
Market value$3.36M
1.21%
Sole
0.00
Shared
0.00
None
3.88K
EATON CORP PLC
SOLEShares9.15K
TypeSH
Market value$3.27M
1.18%
Sole
0.00
Shared
0.00
None
9.15K
META PLATFORMS INC
SOLEShares5.59K
TypeSH
Market value$3.20M
1.15%
Sole
0.00
Shared
0.00
None
5.59K
MASTERCARD INCORPORATED
SOLEShares6.27K
TypeSH
Market value$3.13M
1.13%
Sole
0.00
Shared
0.00
None
6.27K
CONOCOPHILLIPS
SOLEShares21.46K
TypeSH
Market value$2.83M
1.02%
Sole
0.00
Shared
0.00
None
21.46K
STRYKER CORPORATION
SOLEShares8.37K
TypeSH
Market value$2.75M
0.99%
Sole
0.00
Shared
0.00
None
8.37K
CHEVRON CORPORATION
SOLEShares12.85K
TypeSH
Market value$2.66M
0.96%
Sole
0.00
Shared
0.00
None
12.85K
INVESCO CURRENCYSHARES EURO
SOLEShares23.86K
TypeSH
Market value$2.55M
0.92%
Sole
0.00
Shared
0.00
None
23.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 44.17K | SH | $12.70M 4.59% | 0.00 | 0.00 | 44.17K |
NVIDIA CORPORATIONSOLE | COM | 70.43K | SH | $12.28M 4.44% | 0.00 | 0.00 | 70.43K |
MICROSOFT CORPSOLE | COM | 32.88K | SH | $12.17M 4.39% | 0.00 | 0.00 | 32.88K |
APPLE INCSOLE | COM | 43.98K | SH | $11.16M 4.03% | 0.00 | 0.00 | 43.98K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.13K | SH | $7.25M 2.62% | 0.00 | 0.00 | 15.13K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 8.95K | SH | $5.82M 2.10% | 0.00 | 0.00 | 8.95K |
JOHNSON & JOHNSONSOLE | COM | 19.70K | SH | $4.82M 1.74% | 0.00 | 0.00 | 19.70K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 22.34K | SH | $4.80M 1.73% | 0.00 | 0.00 | 22.34K |
JPMORGAN CHASE & COSOLE | COM | 16.16K | SH | $4.75M 1.72% | 0.00 | 0.00 | 16.16K |
VISA INCSOLE | COM CL A | 15K | SH | $4.53M 1.64% | 0.00 | 0.00 | 15K |
ELI LILLY & COSOLE | COM | 4.75K | SH | $4.36M 1.58% | 0.00 | 0.00 | 4.75K |
BROADCOM INCSOLE | COM | 12.64K | SH | $3.91M 1.41% | 0.00 | 0.00 | 12.64K |
EXXON MOBIL CORPSOLE | COM | 22.93K | SH | $3.89M 1.40% | 0.00 | 0.00 | 22.93K |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 8.04K | SH | $3.82M 1.38% | 0.00 | 0.00 | 8.04K |
AMAZON COM INCSOLE | COM | 17.23K | SH | $3.59M 1.30% | 0.00 | 0.00 | 17.23K |
WALMART INCSOLE | COM | 28.02K | SH | $3.48M 1.26% | 0.00 | 0.00 | 28.02K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 16.03K | SH | $3.42M 1.24% | 0.00 | 0.00 | 16.03K |
MCKESSON CORPSOLE | COM | 3.88K | SH | $3.36M 1.21% | 0.00 | 0.00 | 3.88K |
EATON CORP PLCSOLE | SHS | 9.15K | SH | $3.27M 1.18% | 0.00 | 0.00 | 9.15K |
META PLATFORMS INCSOLE | CL A | 5.59K | SH | $3.20M 1.15% | 0.00 | 0.00 | 5.59K |
MASTERCARD INCORPORATEDSOLE | CL A | 6.27K | SH | $3.13M 1.13% | 0.00 | 0.00 | 6.27K |
CONOCOPHILLIPSSOLE | COM | 21.46K | SH | $2.83M 1.02% | 0.00 | 0.00 | 21.46K |
STRYKER CORPORATIONSOLE | COM | 8.37K | SH | $2.75M 0.99% | 0.00 | 0.00 | 8.37K |
CHEVRON CORPORATIONSOLE | COM | 12.85K | SH | $2.66M 0.96% | 0.00 | 0.00 | 12.85K |
INVESCO CURRENCYSHARES EUROSOLE | EURO SHS | 23.86K | SH | $2.55M 0.92% | 0.00 | 0.00 | 23.86K |
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