DOSSIER · 13F-HR · Q1 2026

RESOLUTE WEALTH ADVISOR, INC.

$176M in tracked AUM across 94 positions as of Q1 2026.

RW
CIK 0002005292 · last filed Mar 31, 2026
Total AUM
$176M
as of Q1 2026
Holdings
94
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

RESOLUTE WEALTH ADVISOR, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$15M23K8.5%
02
IUSB
ISHARES TR
$12M254K6.7%
03
IVE
ISHARES TR
$11M54K6.5%
04
APUE
TRUST FOR PROFESSIONAL MANAG
$11M271K6.2%
05
IVW
ISHARES TR
$11M93K6.0%
06
DYNF
BLACKROCK ETF TRUST
$10M173K5.7%
07
IEMG
ISHARES INC
$9M128K5.1%
08
EFV
ISHARES TR
$8M107K4.5%
09
EFG
ISHARES TR
$5M44K2.8%
10
BAI
BLACKROCK ETF TRUST
$5M149K2.8%

Filing history

2026Q1Mar 31
$176M
94 positionsView →