Resurgent Financial Advisors LLC

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CIK 1912339

13F portfolio (2026-Q1)

$274M

Positions

256

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

256

Top 5

20.2%

Top 10

29.0%

Effective N

70.6

HHI

0.014

This quarter

53 new · 0 exit →

By sector

Unclassified35.2%

Information Technology19.8%

Financials10.7%

Health Care7.0%

Consumer Discretionary7.0%

Communication Services6.8%

Industrials4.9%

Energy4.4%

Other4.4%

By market cap

Mega (>$200B)42.2%

Unknown35.9%

Large ($10–200B)21.0%

Mid ($2–10B)0.6%

Small ($300M–2B)0.2%

Micro (<$300M)0.0%

By region

North America64.2%

Other35.2%

Asia-Pacific0.4%

Europe0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	37.86%	129
Semiconductors & Semiconductor Equipment	7.37%	11
Software & IT Services	6.40%	4
Software	6.10%	6
Pharmaceuticals & Biotechnology	5.57%	12
Technology Hardware & Equipment	5.38%	10
Specialty Retail	4.27%	8
Oil, Gas & Consumable Fuels	4.26%	6
Commercial Services & Supplies	4.06%	6
Capital Markets	2.38%	6
Banks	2.20%	5
Distributors	2.10%	2
Utilities	1.68%	8
Machinery	1.44%	2
Health Care Equipment & Supplies	1.40%	3
Aerospace & Defense	1.10%	4
Construction & Engineering	0.87%	2
Equity Real Estate Investment Trusts (REITs)	0.79%	5
Diversified Telecommunication Services	0.74%	4
Chemicals	0.71%	4
Insurance	0.68%	3
Tobacco	0.61%	2
Automobiles & Components	0.33%	1
Beverages	0.31%	2
Communications Equipment	0.26%	1
Metals & Mining	0.20%	2
Road & Rail	0.20%	1
Electrical Equipment & Components	0.16%	2
Hotels, Restaurants & Leisure	0.14%	1
Textiles, Apparel & Luxury Goods	0.14%	1
Media & Entertainment	0.12%	1
Coal & Consumable Fuels	0.10%	1
Food & Staples Retailing	0.09%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	GOOGL	Alphabet Inc.	Communication Services	4.63%
2	NVDA	NVIDIA CORP	Information Technology	4.44%
3	MSFT	MICROSOFT CORP	Information Technology	4.44%
4	AAPL	Apple Inc.	Information Technology	4.07%
5	BRK.B	BERKSHIRE HATHAWAY INC	Financials	2.64%
6	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	1.86%
7	JNJ	JOHNSON & JOHNSON	Health Care	1.75%
8	VIG	VANGUARD SPECIALIZED FUNDS	Unclassified	1.75%
9	JPM	JPMORGAN CHASE & CO	Financials	1.73%
10	V	VISA INC.	Financials	1.65%

128/256 names classified · sector 64.8% of weight · industry 62.1% · mkt cap 64.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 18 quarters

Information TechnologyMSFT, AAPL, NVDA, AVGO, CSCO · other

FinancialsBRK.B, JPM, TPL, V, SYBT · other

Consumer DiscretionaryHD, AMZN, WMT, MCK, GWW · other

Health CareJNJ, PFE, MRK, MDT, LLY · other

EnergyCVX, COP, XOM, MPC, VLO · other

IndustrialsETN, PWR, UNP, DE, RTX · other

Communication ServicesGOOGL, DIS, META, CMCSA, NFLX · other

Consumer StaplesMDLZ, PEP, MO, CVS, CELH · other

UtilitiesNEE, WTRG, DUK, KMI, AWK · other

MaterialsPG, APD, FCX, NTR, NEM · other

Real EstateCCI, HIW, EQIX, O, SPG · other

UnclassifiedSPY, VIG, QQQ, IWD, IWM · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 64.8% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (111 classified)Resurgent Financial Advisors LLC centroid (Large Core)

Information TechnologyFinancialsConsumer DiscretionaryHealth CareCommunication ServicesIndustrialsEnergyUtilitiesConsumer StaplesMaterialsReal Estate

Style box summary for Resurgent Financial Advisors LLC: centroid Large Core. Heaviest cells: Large Growth 29.2%, Large Core 16.5%, Large Value 9.4%.

Classified: 60.9% of book weight (111/256 names) · unclassified 39.1%: BRK.B, SPY, VIG, IWD, FXE, IVV, SPHQ, SPYM, JEPQ, USFR +135 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 256 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	GOOGLALPHABET INC	44,171	$13M	4.6%	ADD 159%
2	NVDANVIDIA CORPORATION	69,829	$12M	4.4%	ADD 128%
3	MSFTMICROSOFT CORP	32,877	$12M	4.4%	ADD 62%
4	AAPLAPPLE INC	43,983	$11M	4.1%	ADD 32%
5	BRK.BBERKSHIRE HATHAWAY INC DEL	15,127	$7M	2.6%	ADD 31%
6	SPYSTATE STR SPDR S&P 500 ETF T	7,846	$5M	1.9%	ADD 49%
7	JNJJOHNSON & JOHNSON	19,700	$5M	1.8%	ADD 61%
8	VIGVANGUARD SPECIALIZED FUNDS	22,336	$5M	1.8%	ADD 4%
9	JPMJPMORGAN CHASE & CO	16,156	$5M	1.7%	TRIM −4%
10	VVISA INC	15,002	$5M	1.7%	ADD 312%
11	LLYELI LILLY & CO	4,745	$4M	1.6%	ADD 392%
12	AVGOBROADCOM INC	12,640	$4M	1.4%	ADD 151%
13	XOMEXXON MOBIL CORP	22,929	$4M	1.4%	ADD 9%
14	TPLTEXAS PACIFIC LAND CORPORATI	8,040	$4M	1.4%	HOLD
15	AMZNAMAZON COM INC	17,227	$4M	1.3%	ADD 6%
16	WMTWALMART INC	28,017	$3M	1.3%	ADD 3%
17	IWDISHARES TR	16,027	$3M	1.2%	TRIM −6%
18	MCKMCKESSON CORP	3,884	$3M	1.2%	NEW
19	ETNEATON CORP PLC	9,149	$3M	1.2%	ADD 69%
20	METAMETA PLATFORMS INC	5,587	$3M	1.2%	ADD 174%
21	MAMASTERCARD INCORPORATED	6,267	$3M	1.1%	ADD 293%
22	COPCONOCOPHILLIPS	21,460	$3M	1.0%	TRIM −5%
23	SYKSTRYKER CORPORATION	8,369	$3M	1.0%	NEW
24	CVXCHEVRON CORP NEW	12,852	$3M	1.0%	ADD 10%
25	FXEINVESCO CURRENCYSHARES EURO	23,857	$3M	0.9%	HOLD
26	IVVISHARES TR	3,875	$3M	0.9%	ADD 7%
27	GWWWW GRAINGER INC	2,194	$2M	0.9%	NEW
28	INTUINTUIT	5,466	$2M	0.9%	NEW
29	PWRQUANTA SVCS INC	3,663	$2M	0.7%	TRIM −4%
30	SPHQINVESCO EXCHANGE TRADED FD T	26,729	$2M	0.7%	HOLD
31	SPYMSPDR SERIES TRUST	25,375	$2M	0.7%	ADD 71%
32	JEPQJ P MORGAN EXCHANGE TRADED F	34,320	$2M	0.7%	HOLD
33	USFRWISDOMTREE TR	36,267	$2M	0.7%	HOLD
34	RTXRTX CORPORATION	9,458	$2M	0.7%	NEW
35	DLNWISDOMTREE TR	19,713	$2M	0.6%	HOLD
36	SGOVISHARES TR	17,147	$2M	0.6%	ADD 539%
37	IUSBISHARES TR	36,148	$2M	0.6%	ADD 3%
38	SPGIS&P GLOBAL INC	3,835	$2M	0.6%	NEW
39	MLPXGLOBAL X FDS	22,027	$2M	0.6%	ADD 30%
40	NEENEXTERA ENERGY INC	16,644	$2M	0.6%	ADD 7%
41	IVWISHARES TR	13,463	$2M	0.6%	HOLD
42	MPCMARATHON PETE CORP	6,188	$2M	0.6%	HOLD
43	IVEISHARES TR	7,092	$1M	0.5%	TRIM −13%
44	DYNFBLACKROCK ETF TRUST	25,670	$1M	0.5%	TRIM −14%
45	DONWISDOMTREE TR	27,470	$1M	0.5%	TRIM −3%
46	PFEPFIZER INC	50,987	$1M	0.5%	ADD 35%
47	IJRISHARES TR	11,466	$1M	0.5%	TRIM −7%
48	MOALTRIA GROUP INC	21,313	$1M	0.5%	ADD 5%
49	COSTCOSTCO WHSL CORP NEW	1,379	$1M	0.5%	ADD 19%
50	HDHOME DEPOT INC	4,166	$1M	0.5%	TRIM −9%
51	ADPAUTOMATIC DATA PROCESSING IN	6,417	$1M	0.5%	NEW
52	SHYGISHARES TR	30,003	$1M	0.5%	TRIM −4%
53	AMGNAMGEN INC	3,583	$1M	0.5%	ADD 32%
54	GNRSPDR INDEX SHS FDS	15,730	$1M	0.4%	NEW
55	NOWSERVICENOW INC	11,177	$1M	0.4%	NEW
56	VIGIVanguard Whitehall Int'l Div. Apprec. ETF	13,063	$1M	0.4%	ADD 5%
57	SGOLETFS GOLD TR	25,741	$1M	0.4%	HOLD
58	TSMTAIWAN SEMICONDUCTOR MFG LTD	3,375	$1M	0.4%	ADD 20%
59	VBRVANGUARD INDEX FDS	5,239	$1M	0.4%	HOLD
60	PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	41,046	$1M	0.4%	HOLD
61	XLESELECT SECTOR SPDR TR	17,209	$1M	0.4%	ADD 37%
62	APHAMPHENOL CORP	8,276	$1M	0.4%	NEW
63	CSCOCISCO SYS INC	13,444	$1M	0.4%	ADD 35%
64	COWZPACER FDS TR	16,106	$1M	0.4%	ADD 283%
65	VZVERIZON COMMUNICATIONS INC	19,595	$983,661	0.4%	ADD 4%
66	OREALTY INCOME CORP	14,962	$915,375	0.3%	ADD 4%
67	VTIVANGUARD INDEX FDS	2,852	$915,071	0.3%	TRIM −5%
68	TSLATESLA INC	2,431	$903,724	0.3%	TRIM −14%
69	TJXTJX COS INC NEW	5,625	$898,313	0.3%	HOLD
70	SPDWSPDR INDEX SHS FDS	19,606	$895,014	0.3%	TRIM −3%
71	DHRDANAHER CORP DEL	4,718	$894,533	0.3%	TRIM −11%
72	CBCHUBB LIMITED	2,733	$890,767	0.3%	ADD 28%
73	MSMORGAN STANLEY	5,322	$875,842	0.3%	TRIM −13%
74	UBERUBER TECHNOLOGIES INC	12,070	$868,195	0.3%	NEW
75	CMECME GROUP INC	2,936	$867,148	0.3%	HOLD
76	XBISPDR SERIES TRUST	6,755	$862,821	0.3%	ADD 255%
77	ABBVABBVIE INC	3,946	$858,216	0.3%	ADD 43%
78	MBBISHARES TR	8,955	$850,277	0.3%	TRIM −2%
79	SDIVGLOBAL X FDS	32,879	$830,524	0.3%	ADD 3%
80	IWMISHARES TR	3,296	$817,408	0.3%	HOLD
81	SPYINEOS ETF TRUST	16,540	$816,580	0.3%	ADD 3%
82	UTESETFIS SER TR I	10,198	$814,820	0.3%	ADD 3%
83	PFFISHARES TR	26,587	$806,118	0.3%	ADD 3%
84	RYLDGLOBAL X FDS	51,654	$772,227	0.3%	ADD 4%
85	SCHZSCHWAB STRATEGIC TR	32,799	$761,593	0.3%	ADD 5%
86	PDIPIMCO DYNAMIC INCOME FD	44,409	$759,838	0.3%	ADD 3%
87	KMIKINDER MORGAN INC DEL	22,632	$758,851	0.3%	TRIM −5%
88	MKLMARKEL GROUP INC	395	$756,058	0.3%	HOLD
89	EFVISHARES TR	10,107	$751,455	0.3%	TRIM −30%
90	PGPROCTER AND GAMBLE CO	5,103	$737,077	0.3%	ADD 3%
91	QUALISHARES TR	3,814	$731,563	0.3%	ADD 3%
92	IBITISHARES BITCOIN TRUST ETF	18,900	$726,138	0.3%	TRIM −25%
93	MSIMOTOROLA SOLUTIONS INC	1,658	$719,522	0.3%	HOLD
94	BOTZGLOBAL X FDS	21,190	$703,932	0.3%	TRIM −9%
95	JPIEJ P MORGAN EXCHANGE TRADED F	15,148	$697,868	0.3%	HOLD
96	GOVTISHARES TR	30,253	$693,096	0.3%	NEW
97	SCHXSCHWAB U.S. LARGE-CAP ETF	27,027	$692,966	0.3%	ADD 14%
98	DEDEERE & CO	1,229	$692,296	0.3%	HOLD
99	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	23,574	$686,723	0.3%	TRIM −16%
100	MRKMERCK & CO INC	5,453	$655,943	0.2%	ADD 47%
101	MDTMEDTRONIC PLC	7,536	$652,994	0.2%	ADD 62%
102	FXUFIRST TR EXCHANGE TRADED FD	13,062	$647,745	0.2%	ADD 28%
103	ITOTISHARES TR	4,493	$639,938	0.2%	HOLD
104	NUKZEXCHANGE TRADED CONCEPTS TRU	9,684	$636,915	0.2%	ADD 8%
105	TXNTEXAS INSTRS INC	3,253	$631,537	0.2%	ADD 9%
106	BANK AMERICA CORP	528	$628,841	0.2%	HOLD
107	BAIBLACKROCK ETF TRUST	18,570	$611,882	0.2%	HOLD
108	XTENBONDBLOXX ETF TRUST	13,296	$609,755	0.2%	HOLD
109	GRIDFIRST TR EXCHANGE TRADED FD	3,689	$603,447	0.2%	TRIM −2%
110	PEPPEPSICO INC	3,884	$603,146	0.2%	ADD 138%
111	VOTVANGUARD INDEX FDS	2,334	$600,655	0.2%	ADD 3%
112	TAT&T INC	20,412	$591,744	0.2%	HOLD
113	BINCBLACKROCK ETF TRUST II	11,287	$586,134	0.2%	TRIM −8%
114	IEMGISHARES INC	8,382	$584,671	0.2%	TRIM −49%
115	IHIISHARES TR	10,931	$583,148	0.2%	ADD 17%
116	MOATVANECK ETF TRUST	6,030	$583,140	0.2%	HOLD
117	WTRGESSENTIAL UTILS INC	14,413	$580,412	0.2%	HOLD
118	THROBLACKROCK ETF TRUST	15,963	$578,180	0.2%	ADD 6%
119	VRTXVERTEX PHARMACEUTICALS INC	1,260	$562,640	0.2%	ADD 10%
120	IGIBISHARES TR	10,492	$558,384	0.2%	HOLD
121	CLIPGLOBAL X FDS	5,529	$554,890	0.2%	TRIM −31%
122	UNPUNION PAC CORP	2,252	$546,380	0.2%	ADD 7%
123	SLVISHARES SILVER TR	8,008	$545,665	0.2%	NEW
124	CASYCASEYS GEN STORES INC	741	$539,344	0.2%	ADD 13%
125	COROBLACKROCK ETF TRUST	16,231	$521,875	0.2%	NEW
126	AIQGLOBAL X FDS	11,164	$521,024	0.2%	TRIM −8%
127	MGKVanguard Mega Cap Growth ETF	1,415	$519,928	0.2%	TRIM −12%
128	INTCINTEL CORP	11,696	$516,144	0.2%	HOLD
129	MINTPIMCO ETF TR	5,120	$514,918	0.2%	HOLD
130	EMXCISHARES INC	6,516	$512,549	0.2%	ADD 9%
131	GLWCORNING INC	3,761	$511,383	0.2%	TRIM −4%
132	SCHYSCHWAB STRATEGIC TR	16,092	$509,473	0.2%	HOLD
133	IAGGISHARES TR	10,151	$507,956	0.2%	ADD 8%
134	RSGREPUBLIC SVCS INC	2,313	$506,593	0.2%	HOLD
135	SPEMSPDR INDEX SHS FDS	10,750	$504,260	0.2%	TRIM −9%
136	ACWXISHARES TR	7,309	$500,447	0.2%	NEW
137	BDVLBLACKROCK ETF TRUST	19,952	$491,817	0.2%	TRIM −9%
138	HOODROBINHOOD MKTS INC	7,065	$489,605	0.2%	TRIM −32%
139	BDYNBLACKROCK ETF TRUST	19,923	$484,328	0.2%	HOLD
140	AGGISHARES TR	4,844	$480,864	0.2%	TRIM −5%
141	SMHVANECK ETF TRUST	1,231	$471,784	0.2%	HOLD
142	SHELSHELL PLC	5,001	$465,068	0.2%	HOLD
143	PREFPRINCIPAL EXCHANGE TRADED FD	24,441	$459,980	0.2%	HOLD
144	IWRISHARES TR	4,722	$459,120	0.2%	HOLD
145	WMWASTE MGMT INC DEL	1,997	$458,891	0.2%	NEW
146	SOSOUTHERN CO	4,723	$455,878	0.2%	NEW
147	MOOVANECK ETF TRUST	5,376	$454,272	0.2%	NEW
148	LMTLOCKHEED MARTIN CORP	746	$450,798	0.2%	TRIM −5%
149	HONHONEYWELL INTL INC	1,958	$442,529	0.2%	HOLD
150	ISRGINTUITIVE SURGICAL INC	957	$441,167	0.2%	HOLD
151	AMDADVANCED MICRO DEVICES INC	2,140	$435,340	0.2%	HOLD
152	TOLLTEMA ETF TRUST	12,899	$435,083	0.2%	ADD 2%
153	LINLINDE PLC	870	$431,311	0.2%	HOLD
154	PBTPERMIAN BASIN RTY TR	20,000	$430,400	0.2%	HOLD
155	TLHISHARES TR	4,238	$426,851	0.2%	TRIM −2%
156	BLCRBLACKROCK ETF TRUST	10,389	$426,572	0.2%	NEW
157	TMOTHERMO FISHER SCIENTIFIC INC	861	$423,207	0.2%	ADD 25%
158	APDAIR PRODS & CHEMS INC	1,454	$422,372	0.2%	HOLD
159	AVEMAMERICAN CENTY ETF TR	5,179	$417,324	0.2%	ADD 21%
160	XLUSELECT SECTOR SPDR TR	9,080	$416,676	0.2%	NEW
161	DUKDUKE ENERGY CORP NEW	3,162	$414,040	0.2%	HOLD
162	TMUST-MOBILE US INC	1,970	$413,759	0.2%	HOLD
163	GEVGE VERNOVA INC	473	$412,466	0.2%	NEW
164	SPMOInvesco ETF Trust II - S&P500 Momentum ETF	3,675	$412,004	0.2%	ADD 6%
165	QQQMINVESCO EXCH TRADED FD TR II	1,727	$410,370	0.1%	HOLD
166	HIWHIGHWOODS PPTYS INC	19,153	$410,061	0.1%	HOLD
167	PANWPALO ALTO NETWORKS INC	2,538	$406,892	0.1%	ADD 79%
168	VYMVANGUARD WHITEHALL FDS	2,738	$405,498	0.1%	HOLD
169	UTHRUnited Therapeutics Corp.	677	$401,447	0.1%	NEW
170	PLTRPALANTIR TECHNOLOGIES INC	2,730	$399,344	0.1%	ADD 78%
171	SCHMSCHWAB STRATEGIC TR	12,760	$395,059	0.1%	TRIM −16%
172	SYBTSTOCK YDS BANCORP INC	5,954	$394,668	0.1%	HOLD
173	IBMINTERNATIONAL BUSINESS MACHS	1,627	$394,422	0.1%	TRIM −4%
174	MCDMCDONALDS CORP	1,242	$386,022	0.1%	HOLD
175	FIXCOMFORT SYS USA INC	279	$384,742	0.1%	NEW
176	VTIPVANGUARD MALVERN FDS	7,644	$381,833	0.1%	HOLD
177	CTASCINTAS CORP	2,227	$376,675	0.1%	HOLD
178	GOOGALPHABET INC	1,276	$366,033	0.1%	HOLD
179	ORCLORACLE CORP	2,459	$361,743	0.1%	HOLD
180	MTBM & T BK CORP	1,728	$357,212	0.1%	HOLD
181	VOOVANGUARD INDEX FDS	594	$354,954	0.1%	HOLD
182	PHYSSprott Physical Gold Trust	10,000	$354,400	0.1%	NEW
183	LQDISHARES TR	3,195	$348,223	0.1%	ADD 13%
184	ALBALBEMARLE CORP	1,933	$346,951	0.1%	HOLD
185	LSGRNATIXIS ETF TRUST II	8,754	$344,820	0.1%	ADD 74%
186	XLFSELECT SECTOR SPDR TR	6,948	$343,023	0.1%	TRIM −5%
187	XLISELECT SECTOR SPDR TR	2,089	$337,922	0.1%	NEW
188	CEFSPROTT ASSET MANAGEMENT LP	7,080	$337,858	0.1%	HOLD
189	TTTRANE TECHNOLOGIES PLC	806	$335,892	0.1%	TRIM −9%
190	UTGREAVES UTIL INCOME FD	8,393	$329,677	0.1%	NEW
191	PBRPETROLEO BRASILEIRO S A	15,526	$322,165	0.1%	HOLD
192	IJHISHARES TR	4,759	$321,397	0.1%	HOLD
193	NFLXNETFLIX INC	3,313	$318,545	0.1%	HOLD
194	QTUMETF SER SOLUTIONS	2,958	$317,393	0.1%	ADD 3%
195	ISHGISHARES TR	4,191	$310,884	0.1%	ADD 24%
196	HELOJPMorgan Hedged Equity Laddered Overly ETF	4,861	$310,667	0.1%	ADD 3%
197	XLVSELECT SECTOR SPDR TR	2,100	$307,855	0.1%	NEW
198	WMBWILLIAMS COS INC	4,229	$307,787	0.1%	ADD 8%
199	OHIOMEGA HEALTHCARE INVS INC	7,022	$307,704	0.1%	NEW
200	SCHVSCHWAB STRATEGIC TR	9,824	$299,638	0.1%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

GOOGLALPHABET INC

17K

19K

18K

17K

44K

$13M

NVDANVIDIA CORPORATION

34K

32K

31K

70K

$12M

MSFTMICROSOFT CORP

22K

23K

22K

20K

33K

$12M

AAPLAPPLE INC

39K

38K

39K

37K

33K

44K

$11M

BRK.BBERKSHIRE HATHAWAY INC DEL

12K

15K

$7M

SPYSTATE STR SPDR S&P 500 ETF T

$5M

JNJJOHNSON & JOHNSON

13K

12K

20K

$5M

VIGVANGUARD SPECIALIZED FUNDS

21K

22K

21K

22K

$5M

JPMJPMORGAN CHASE & CO

20K

18K

17K

16K

$5M

VVISA INC

15K

$5M

LLYELI LILLY & CO

698

724

822

962

965

$4M

AVGOBROADCOM INC

13K

$4M

XOMEXXON MOBIL CORP

17K

18K

19K

21K

23K

$4M

TPLTEXAS PACIFIC LAND CORPORATI

$4M

AMZNAMAZON COM INC

15K

16K

17K

16K

17K

$4M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Resurgent Financial Advisors LLC