13F filer

Resonant Capital Advisors

As of Sep 30, 2026 Filed Oct 15, 2026 CIK 1803236 SEC filings ↗

13F Value

$2.08B

Positions

551

Top Position

IVV8.6%

Top 5

21.9%

Latest filing changes

vs Jun 30, 2026

1 SCHP Schwab U.S. TIPS ETF +838.2%+$21.4M

2 JMUB JPMorgan Municipal ETF +268.2%+$10.0M

3 SCMB Schwab Municipal Bond ETF >999%+$10.0M

4 MSFT Microsoft +13.8%+$3.4M

5 GARP iShares MSCI USA Quality GARP ETF +3.8%+$2.6M

Holdings551

#
1	IVV iShares Core S&P 500 ETF	8.6%	$180.0M	-0.3%	235.0K	8.4%	ETF
2	DSTL Distillate U.S. Fundamental Stability & Value ETF	3.6%	$74.5M	+1.4%	1.16M	3.3%	ETF
3	GARP iShares MSCI USA Quality GARP ETF	3.4%	$70.1M	+3.8%	821.7K	3.1%	ETF
4	JMST JPMorgan Ultra-Short Municipal Income ETF	3.2%	$67.7M	-27.4%	1.34M	4.5%	ETF
5	MEAR iShares Short Maturity Municipal Bond Active ETF	3.1%	$64.7M	-27.8%	1.30M	4.3%	ETF
6	VCSH Vanguard Short-Term Corporate Bond Index Fund — ETF Shares	3.0%	$62.6M	+3.3%	810.7K	3.0%	ETF
7	IJH iShares Core S&P Mid-Cap ETF	2.7%	$56.5M	+1.0%	785.7K	2.9%	ETF
8	FNDX Schwab Fundamental U.S. Large Company ETF	2.1%	$43.8M	-2.3%	1.39M	2.1%	ETF
9	SCHR Schwab Intermediate-Term U.S. Treasury ETF	2.0%	$42.3M	-33.9%	1.78M	3.2%	ETF
10	AAPL Apple	1.9%	$39.3M	+5.5%	118.0K	1.5%	Common Stock
11	IEFA iShares Core MSCI EAFE ETF	1.9%	$38.6M	-0.8%	398.9K	1.9%	ETF
12	NVDA NVIDIA	1.7%	$34.7M	+5.5%	151.7K	1.4%	Common Stock
13	FNDF Schwab Fundamental International Equity ETF	1.6%	$33.6M	-1.1%	624.8K	1.6%	ETF
14	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.6%	$32.5M	+0.2%	42.5K	1.5%	ETF
15	IJR iShares Core S&P Small-Cap ETF	1.5%	$30.4M	-1.3%	223.1K	1.6%	ETF
16	VIG Vanguard Dividend Appreciation Index Fund — ETF Shares	1.5%	$30.3M	+0.3%	129.9K	1.5%	ETF
17	COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF	1.3%	$27.9M	+5.7%	1.00M	1.1%	ETF
18	MSFT Microsoft	1.3%	$27.7M	+13.8%	54.0K	0.8%	Common Stock
19	JPIE JPMorgan Income ETF	1.3%	$27.3M	+8.0%	607.9K	1.2%	ETF
20	FNDA Schwab Fundamental U.S. Small Company ETF	1.3%	$26.5M	-0.8%	757.3K	1.4%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing33

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.