Funds · 13F filer · San Francisco, CA

Resolute Advisors LLC

$417.3M in 81 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+34.8%S&P 500 +20.9%
3y return−3.0%S&P 500 +68.5%
5y return−60.9%S&P 500 +74.5%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since December 31, 2020: $45 against $200 in the S&P 500.2

Resolute Advisors LLCS&P 500 (SPY)
$24$100$20020202026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
UUnity Software Inc$136.2M32.6%+473.3%
VOOVanguard S&P 500 ETF$54.4M13.0%
ACWXiShares MSCI ACWI ex US ETF$35.0M8.4%−3.0%
QQQInvesco QQQ Trust ETF$29.8M7.1%
SPYSpdr S&p 500 Etf$21.6M5.2%−5.7%
MGKVanguard Mega Cap Growth ETF$11.1M2.7%
VEAVanguard FTSE Developed Markets ETF$10.4M2.5%
MRVLMarvell Technology Inc$9.5M2.3%New
RBLXRoblox Corp Class A$7.9M1.9%−3.8%
WDCWestern Digital Corporation CMN$7.9M1.9%New
BEBloom Energy Corp Class A$7.2M1.7%New
EFAiShares MSCI EAFE ETF$6.7M1.6%−17.7%
MGVVanguard Mega Cap Value ETF$6.6M1.6%
IJRiShares Core S&P Small-Cap ETF$6.3M1.5%−3.9%
Electronic ArtsCUSIP 285512109$5.7M1.4%New
FRVOFervo Energy Co CL A$5.3M1.3%New
IWMiShares Russell 2000 ETF$4.0M1.0%
ECHOEchostar Corp CL A$3.8M0.9%New
VPLVanguard FTSE Pacific ETF$3.6M0.9%
GOOGAlphabet Inc. CMN Class C$3.5M0.8%+14.2%
IDEViShares Core MSCI Intrl DVLP MKT ETF$3.3M0.8%+1.5%
GOOGLAlphabet Inc. CMN Class A$2.6M0.6%+1.4%
SHOPShopify Inc F Class A$2.4M0.6%
VGTVanguard Information Technology ETF$2.1M0.5%
VWOVanguard FTSE Emerging Markets ETF$1.9M0.4%−16.5%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
NVDANvidia Corp CMNDecember 31, 2020+1432.6%$929K
VGTVanguard Information Technology ETFDecember 31, 2020+170.3%$2.1M
QQQInvesco QQQ Trust ETFDecember 31, 2020+134.7%$29.8M
MGKVanguard Mega Cap Growth ETFDecember 31, 2020+115.7%$11.1M
VOOVanguard S&P 500 ETFDecember 31, 2020+99.8%$54.4M
SPYSpdr S&p 500 EtfDecember 31, 2020+99.7%$21.6M
MGVVanguard Mega Cap Value ETFDecember 31, 2020+88.3%$6.6M
GOOGAlphabet Inc. CMN Class CDecember 31, 2024+85.5%$3.5M
VBRVanguard Small Cap Value ETFDecember 31, 2020+70.9%$767K
MSFTMicrosoft Corporation CMNDecember 31, 2020+67.7%$706K

Sold off last quarter

  • AVGOBroadcom Inc was $831K
  • Aercap Holdings NV Ord CMNCUSIP N00985106 was $476K
  • JPMJPMorgan Chase & Co CMN was $416K
  • BRK/BBerkshire Hathaway Inc. Class B was $380K
  • LLYEli Lilly & Co CMN was $351K
  • WMTWal Mart Stores Inc CMN was $324K
  • SPIRSpire Global Inc Class A was $289K
  • GEGeneral Electric Company Com was $263K
  • AMDAdvanced Micro Devices was $262K
  • BABAAlibaba Group Holding F Sponsored ADR was $251K

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+15.4%+14.8%
March 31, 2026−15.5%−4.6%
December 31, 2025+2.4%+2.4%
September 30, 2025+34.9%+7.8%
June 30, 2025+21.2%+10.5%
March 31, 2025−9.7%−4.6%
December 31, 2024+1.0%+2.1%
September 30, 2024+26.1%+5.4%
June 30, 2024−27.6%+4.0%
March 31, 2024−27.0%+10.0%
December 31, 2023+28.1%+11.2%
September 30, 2023−23.7%−3.6%
June 30, 2023+28.1%+8.3%
March 31, 2023+13.7%+7.0%
December 31, 2022−7.9%+7.1%
September 30, 2022−12.1%−5.3%
June 30, 2022−58.8%−16.5%
March 31, 2022−29.4%−4.9%
December 31, 2021+9.7%+10.7%
September 30, 2021+7.1%+0.3%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1800217
  2. 2
    Filed August 14, 2026 · accession 0001800217-26-000004