account_balance
Investment manager · 13F filer · SEC CIK 1803236
Resonant Capital Advisors, LLC
Reported value$2.08Bas of Sep 30, 2026
Positions551 46 new, 33 sold out
Top 10 weight33.7%IVV alone is 9%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
8.6%
DSTLETF Ser Solutions
3.6%
GARPiShares Tr
3.4%Added +4%
JMSTJ P Morgan Exchange Traded F
3.2%Trimmed −27%
MEARiShares U S ETF Tr
3.1%Trimmed −28%
VCSHVanguard Scottsdale FDS
3.0%Added +3%
IJHiShares Tr
2.7%
FNDXSchwab Strategic Tr
2.1%Trimmed −2%
SCHRSchwab Strategic Tr
2.0%Trimmed −34%
AAPLApple Inc.
1.9%Added +6%
IEFAiShares Tr
1.9%
NVDANVIDIA Corp
1.7%
IVViShares Tr
8.6%
DSTLETF Ser Solutions
3.6%
GARPiShares Tr
3.4%+4%
JMSTJ P Morgan Exchange Traded F
3.2%−27%
MEARiShares U S ETF Tr
3.1%−28%
VCSHVanguard Scottsdale FDS
3.0%
IJHiShares Tr
2.7%
FNDXSchwab Strategic Tr
2.1%
SCHRSchwab Strategic Tr
2.0%
IEFA1.9%
NVDA1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 8.6% Held
DSTL ETF Ser Solutions 3.6% Held
GARP iShares Tr 3.4% Added +4%
JMST J P Morgan Exchange Traded F 3.2% Trimmed −27%
MEAR iShares U S ETF Tr 3.1% Trimmed −28%
VCSH Vanguard Scottsdale FDS 3.0% Added +3%
IJH iShares Tr 2.7% Held
FNDX Schwab Strategic Tr 2.1% Trimmed −2%
SCHR Schwab Strategic Tr 2.0% Trimmed −34%
AAPL Apple Inc. 1.9% Added +6%IEFA iShares Tr 1.9% Held
NVDA NVIDIA Corp 1.7% Added +5%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.