DOSSIER · 13F-HR · Q3 2026

RESOLUTE WEALTH ADVISOR, INC.

$219M in tracked AUM across 753 positions as of Q3 2026.

RW
CIK 0002005292 · last filed Sep 30, 2026
Total AUM
$219M
as of Q3 2026
Holdings
753
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

RESOLUTE WEALTH ADVISOR, INC. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$32M42K14.7%
02
IUSB
ISHARES TR
$21M471K9.6%
03
IVW
ISHARES TR
$13M97K6.1%
04
DYNF
BLACKROCK ETF TRUST
$13M185K5.8%
05
IVE
ISHARES TR
$12M48K5.3%
06
APUE
TRUST FOR PROFESSIONAL MANAG
$10M217K4.7%
07
CORO
BLACKROCK ETF TRUST
$7M210K3.4%
08
BLCR
BLACKROCK ETF TRUST
$6M130K2.9%
09
ACWX
ISHARES TR
$6M78K2.6%
10
EFG
ISHARES TR
$5M41K2.2%

Filing history

2026Q3Sep 30
$219M▲ 24.5%
753 positionsView →
2026Q2Jun 30
$176M▼ 0.0%
94 positionsView →
2026Q1Mar 31
$176M▲ 0.0%
94 positionsView →
2025Q2Jun 30
$176M—
94 positionsLocked