Resurgent Financial Advisors LLC ETF holdings
Atlanta, GA
Reported $105.3M in 127 ETFs in its Form 13F for June 30, 2026.
ETF value
$105.3M
ETFs held
127
Change from prior quarter
+13.3%
With price moves
ETFs as a share of its 13F
29.4%
of $357.7M
Top 10 of 127 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VIG | Vanguard Dividend Appreciation ETF | $5.7M | 24,228 | +1,892 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $4.6M | 6,137 | −1,709 shares |
| IWD | iShares Russell 1000 Value ETF | $3.6M | 14,929 | −1,098 shares |
| IVV | iShares Core S&P 500 ETF | $3.4M | 4,577 | +702 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $3.3M | 37,161 | +11,786 shares |
| IUSB | iShares Core Universal USD Bond ETF | $2.6M | 55,822 | +19,674 shares |
| SPHQ | Invesco S&P 500 Quality ETF | $2.5M | 27,964 | +1,235 shares |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | $2.2M | 35,269 | +949 shares |
| FXE | Invesco CurrencyShares Euro Currency Trust | $2.1M | 20,347 | −3,510 shares |
| DLN | WisdomTree U.S. LargeCap Dividend Fund | $1.9M | 19,569 | −144 shares |
117 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001912339. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Resurgent Financial Advisors LLC own?
Resurgent Financial Advisors LLC reported 127 ETF positions worth $105.3M in its Form 13F for June 30, 2026. The largest was VIG, at $5.7M.
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.