account_balance
Investment manager · 13F filer · SEC CIK 2005292
Resolute Wealth Advisor, Inc.
Reported value$219Mas of Sep 30, 2026
Positions510 434 new, 2 sold out
Top 10 weight57.3%IVV alone is 15%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
14.7%Added +82%
IUSBiShares Tr
9.6%Added +85%
IVWiShares Tr
6.1%Added +4%
DYNFBlackRock ETF Trust
5.8%Added +7%
IVEiShares Tr
5.3%Trimmed −11%
APUETrust for Professional Manag
4.7%Trimmed −20%
COROBlackRock ETF Trust
3.4%New
BLCRBlackRock ETF Trust
2.9%Added +78%
ACWXiShares Tr
2.6%New
EFGiShares Tr
2.2%
BAIBlackRock ETF Trust
2.2%−20%
APIETrust for Professional Manag
2.1%−7%
IVViShares Tr
14.7%Added +82%
IUSBiShares Tr
9.6%+85%
IVWiShares Tr
6.1%
DYNFBlackRock ETF Trust
5.8%
IVEiShares Tr
5.3%−11%
APUETrust for Professional Manag
4.7%
COROBlackRock ETF Trust
3.4%
BLCR2.9%
ACWX2.6%
EFG2.2%
BAI2.2%
APIE
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 14.7% Added +82%
IUSB iShares Tr 9.6% Added +85%
IVW iShares Tr 6.1% Added +4%
DYNF BlackRock ETF Trust 5.8% Added +7%
IVE iShares Tr 5.3% Trimmed −11%
APUE Trust for Professional Manag 4.7% Trimmed −20%
CORO BlackRock ETF Trust 3.4% New
BLCR BlackRock ETF Trust 2.9% Added +78%
ACWX iShares Tr 2.6% New
EFG iShares Tr 2.2% Trimmed −6%
BAI BlackRock ETF Trust 2.2% Trimmed −20%
APIE Trust for Professional Manag 2.1% Trimmed −7%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- CORO $7.43M
- ACWX $5.75M
- IALT $3.34M
- GGOV $3.03M
arrow_upwardAdded
- TFI +474%
- IWF +303%
- IUSB +85%
- IVV +82%
arrow_downwardTrimmed
- QUAL −92%
- MUB −56%
- IEMG −53%
- EFV −50%
remove_circleSold out
- XLC $229K
- BND $202K
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