ETF Holders

Resonant Capital Advisors, LLC ETF holdings

Madison, WI

Reported $1.5B in 122 ETFs in its Form 13F for June 30, 2026.

ETF value
$1.5B
ETFs held
122
Change from prior quarter
+8.3%
With price moves
ETFs as a share of its 13F
70.7%
of $2.1B

Top 10 of 122 ETF holdings

TickerFundValueSharesChange
IVViShares Core S&P 500 ETF$176.6M235,812−6,270 shares
JMSTJPMorgan Ultra-Short Municipal Income ETF$93.9M1,841,965+122,717 shares
MEARiShares Short Maturity Municipal Bond Active ETF$90.9M1,804,120+137,410 shares
DSTLDistillate U.S. Fundamental Stability & Value ETF$68.8M1,148,375−11,843 shares
SCHRSchwab Intermediate-Term U.S. Treasury ETF$66.6M2,700,741−301,024 shares
GARPiShares MSCI USA Quality GARP ETF$65.4M791,780+7,188 shares
VCSHVanguard Short-Term Corporate Bond ETF$62.0M784,392+14,682 shares
IJHiShares Core S&P Mid-Cap ETF$60.0M777,549+1,590 shares
FNDXSchwab Fundamental U.S. Large Company ETF$44.3M1,424,766−40,489 shares
IEFAiShares Core MSCI EAFE ETF$38.8M402,022−4,314 shares
112 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001803236. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Resonant Capital Advisors, LLC own?

Resonant Capital Advisors, LLC reported 122 ETF positions worth $1.5B in its Form 13F for June 30, 2026. The largest was IVV, at $176.6M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.