Universe · entity
Resonant Capital Advisors, LLC
Institutional manager (13F) · CIK 1803236
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $158M | 242,082 |
| 2 | J P MORGAN EXCHANGE TRADED F | $88M | 1,719,248 |
| 3 | ISHARES U S ETF TR | $84M | 1,666,710 |
| 4 | SCHWAB STRATEGIC TR | $75M | 3,001,765 |
| 5 | ETF SER SOLUTIONS | $67M | 1,160,218 |
| 6 | VANGUARD SCOTTSDALE FDS | $61M | 769,710 |
| 7 | ISHARES TR | $52M | 775,959 |
| 8 | ISHARES TR | $50M | 784,592 |
| 9 | SCHWAB STRATEGIC TR | $41M | 1,465,255 |
| 10 | ISHARES TR | $37M | 406,336 |
| 11 | VANGUARD MUN BD FDS | $35M | 702,048 |
| 12 | SCHWAB STRATEGIC TR | $31M | 640,326 |
| 13 | VANGUARD SPECIALIZED FUNDS | $29M | 133,941 |
| 14 | ISHARES TR | $28M | 281,061 |
| 15 | ISHARES TR | $28M | 227,285 |
| 16 | APPLE INC | $28M | 109,584 |
| 17 | STATE STR SPDR S&P 500 ETF T | $28M | 42,423 |
| 18 | SCHWAB STRATEGIC TR | $25M | 771,733 |
| 19 | J P MORGAN EXCHANGE TRADED F | $25M | 542,367 |
| 20 | GRANITESHARES ETF TR | $24M | 926,883 |
| 21 | NVIDIA CORPORATION | $24M | 139,101 |
| 22 | VANGUARD WHITEHALL FDS | $24M | 270,407 |
| 23 | ISHARES TR | $22M | 207,469 |
| 24 | ISHARES INC | $22M | 314,864 |
| 25 | INVESCO EXCH TRADED FD TR II | $22M | 170,930 |
| 26 | SCHWAB STRATEGIC TR | $21M | 556,985 |
| 27 | JANUS DETROIT STR TR | $20M | 253,148 |
| 28 | MICROSOFT CORP | $18M | 47,631 |
| 29 | ISHARES GOLD TR | $16M | 184,360 |
| 30 | ALPHABET INC | $14M | 48,066 |
| 31 | J P MORGAN EXCHANGE TRADED F | $14M | 272,925 |
| 32 | ALPHABET INC | $14M | 48,063 |
| 33 | AMAZON COM INC | $14M | 66,062 |
| 34 | DIMENSIONAL ETF TRUST | $13M | 270,450 |
| 35 | VANGUARD INDEX FDS | $13M | 21,596 |
| 36 | ISHARES TR | $13M | 253,626 |
| 37 | BLACKROCK ETF TRUST II | $12M | 509,341 |
| 38 | BERKSHIRE HATHAWAY INC DEL | $12M | 24,649 |
| 39 | ETF SER SOLUTIONS | $11M | 295,376 |
| 40 | BROADCOM INC | $11M | 35,454 |
| 41 | JPMORGAN CHASE & CO | $11M | 35,957 |
| 42 | EXXON MOBIL CORP | $10M | 61,359 |
| 43 | HARBOR ETF TRUST | $10M | 324,751 |
| 44 | CHEVRON CORPORATION | $9M | 42,469 |
| 45 | META PLATFORMS INC | $9M | 15,121 |
| 46 | INVESCO EXCH TRADED FD TR II | $8M | 72,877 |
| 47 | VANGUARD INDEX FDS | $8M | 25,615 |
| 48 | INVESCO EXCHANGE TRADED FD T | $8M | 170,207 |
| 49 | INVESCO EXCHANGE TRADED FD T | $8M | 61,405 |
| 50 | ISHARES TR | $8M | 92,806 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.