1y return+15.8%S&P 500 +20.9%
3y return+50.1%S&P 500 +68.5%
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, 2021: $138 against $157 in the S&P 500.2
Resurgent Financial Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGLAlphabet Inc | $19.2M | 5.4% | +21.7% |
| NVDANvidia Corporation | $17.3M | 4.8% | +23.6% |
| AAPLApple Inc | $16.0M | 4.5% | +25.4% |
| MSFTMicrosoft Corp | $14.9M | 4.2% | +21.7% |
| BRK/BBerkshire Hathaway Inc Del | $9.4M | 2.6% | +24.7% |
| VVisa Inc | $6.8M | 1.9% | +31.7% |
| LLYEli Lilly & Co | $6.7M | 1.9% | +17.6% |
| AVGOBroadcom Inc | $6.5M | 1.8% | +35.3% |
| VIGVanguard Specialized Funds | $5.7M | 1.6% | +8.5% |
| JNJJohnson & Johnson | $5.7M | 1.6% | +13.5% |
| JPMJpmorgan Chase & Co | $5.5M | 1.5% | +3.1% |
| AMZNAmazon Com Inc | $4.9M | 1.4% | +19.3% |
| METAMeta Platforms Inc | $4.8M | 1.3% | +51.4% |
| SPYState Str Spdr S&p 500 Etf T | $4.6M | 1.3% | −21.8% |
| Eaton Corp PLCCUSIP G29183103 | $4.5M | 1.2% | +14.5% |
| GWWWw Grainger Inc | $4.3M | 1.2% | +42.8% |
| MAMastercard Incorporated | $3.8M | 1.1% | +17.7% |
| MCKMckesson Corp | $3.7M | 1.0% | +27.0% |
| IWDIshares Tr | $3.6M | 1.0% | −6.9% |
| SYKStryker Corporation | $3.5M | 1.0% | +33.6% |
| TPLTexas Pacific Land Corporati | $3.5M | 1.0% | −1.1% |
| IVVIshares Tr | $3.4M | 1.0% | +18.1% |
| Exxon Mobil CorpCUSIP 30231G102 | $3.4M | 1.0% | +8.6% |
| WMTWalmart Inc | $3.4M | 1.0% | +7.2% |
| SPYMSpdr Series Trust | $3.3M | 0.9% | +46.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $17.3M |
| PWRQuanta Svcs Inc | June 30, 2022 | +474.5% | $2.5M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $6.5M |
| LLYEli Lilly & Co | September 30, 2022 | +270.9% | $6.7M |
| TPLTexas Pacific Land Corporati | December 31, 2021 | +215.4% | $3.5M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $19.2M |
| Eaton Corp PLCCUSIP G29183103 | December 31, 2021 | +146.6% | $4.5M |
| WMTWalmart Inc | December 31, 2021 | +134.8% | $3.4M |
| IVWIshares Tr | June 30, 2022 | +127.9% | $1.9M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2021 | +123.4% | $3.4M |
Sold off last quarter
- INTUIntuit was $2.4M
- ADPAutomatic Data Processing In was $1.3M
- MKLMarkel Group Inc was $756K
- EFVIshares Tr was $751K
- QUALIshares Tr was $732K
- ITOTIshares Tr was $640K
- VRTXVertex Pharmaceuticals Inc was $563K
- CLIPGlobal X Fds was $555K
- MINTPimco Etf Tr was $515K
- IAGGIshares Tr was $508K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.0% | +14.8% |
| March 31, 2026 | −0.0% | −4.6% |
| December 31, 2025 | +0.6% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +7.1% | +10.5% |
| March 31, 2025 | −1.8% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | +2.1% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +8.4% | +11.2% |
| September 30, 2023 | −2.9% | −3.6% |
| June 30, 2023 | +5.2% | +8.3% |
| March 31, 2023 | +3.6% | +7.0% |
| December 31, 2022 | +7.8% | +7.1% |
| September 30, 2022 | −4.5% | −5.3% |
| June 30, 2022 | −15.4% | −16.5% |
| March 31, 2022 | −3.3% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Resurgent Financial Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1912339&type=13F-HR&dateb=&owner=include&count=40CIK 1912339
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1912339/000191233926000004/Filed August 14, 2026 · accession 0001912339-26-000004