13F filer

Resurgent Financial Advisors

As of Jun 30, 2026 Filed Aug 14, 2026 CIK 1912339 SEC filings ↗
13F Value
$359.5M
Positions
316
Top Position
GOOGL5.3%
Top 5
21.4%

Latest filing changes

vs Mar 31, 2026
1 GOOGL Alphabet Class A +21.7%+$3.4M
2 NVDA NVIDIA +23.6%+$3.3M
3 AAPL Apple +25.4%+$3.2M
4 MSFT Microsoft +21.7%+$2.7M
Holdings316
# Trend (4Q)
1 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 53,756 reported quantity $19,210,820 reported value
5.3% $19.2M +21.7% 53.8K 4.6% Common Stock
2 NVDA 4.8% $17.3M +23.6% 86.3K 4.4% Common Stock
3 AAPL 4.4% $16.0M +25.4% 55.1K 4.0% Common Stock
4 MSFT 4.2% $14.9M +21.7% 40.0K 4.4% Common Stock
5 BRK.B
Filing details
  • 084670702 Jun 30, 2026 18,866 reported quantity $9,440,358 reported value
2.6% $9.4M +24.7% 18.9K 2.6% Common Stock
6 V 1.9% $6.8M +31.7% 19.8K 1.6% Common Stock
7 LLY 1.9% $6.7M +17.6% 5.6K 1.6% Common Stock
8 AVGO 1.8% $6.5M +35.3% 17.1K 1.4% Common Stock
9 VIG 1.6% $5.7M +8.5% 24.2K 1.7% ETF
10 JNJ 1.6% $5.7M +13.5% 22.4K 1.7% Common Stock
11 JPM 1.5% $5.5M +3.1% 16.7K 1.7% Common Stock
12 AMZN 1.4% $4.9M +19.3% 20.6K 1.3% Common Stock
13 META 1.3% $4.8M +51.4% 8.5K 1.2% Common Stock
14 SPY 1.3% $4.6M -21.8% 6.1K 1.8% ETF
15 ETN 1.2% $4.5M +14.5% 10.5K 1.2% Common Stock
16 GWW 1.2% $4.3M +42.8% 3.1K 0.9% Common Stock
17 MA 1.1% $3.8M +17.7% 7.4K 1.1% Common Stock
18 MCK 1.0% $3.7M +27.0% 4.9K 1.2% Common Stock
19 IWD 1.0% $3.6M -6.9% 14.9K 1.2% ETF
20 SYK 1.0% $3.5M +33.6% 11.2K 1.0% Common Stock
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 Filing19
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.