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Filers›Asset Manager›Resonant Capital Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

Resonant Capital Advisors, LLC

Resonant's asset manager based in Boston, MA — $1.9B in tracked AUM across 495 positions as of Q1 2026.

R
Resonant·Boston, MA·Asset Manager
CIK 0001803236 · last filed Mar 31, 2026
Total AUM
$1.9B
▼ 15.8%
vs prior
Holdings
495
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
15% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Resonant Capital Advisors, LLC 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
$158M242K8.3%
02
JMST
J P MORGAN EXCHANGE TRADED F
$88M1.7M4.6%
03
MEAR
ISHARES U S ETF TR
$84M1.7M4.4%
04
SCHR
SCHWAB STRATEGIC TR
$75M3.0M3.9%
05
DSTL
ETF SER SOLUTIONS
$67M1.2M3.5%
06
VCSH
VANGUARD SCOTTSDALE FDS
$61M770K3.2%
07
IJH
ISHARES TR
$52M776K2.8%
08
GARP
ISHARES TR
$50M785K2.6%
09
FNDX
SCHWAB STRATEGIC TR
$41M1.5M2.1%
10
IEFA
ISHARES TR
$37M406K1.9%

Filing history

Filing history loading…
AI Agent · grounded in Resonant
haiku-4-5 · 495 positions indexed
Sector mix
  • Tech15%
  • Financials13%
  • Health Care41%
  • Cons. Disc.8%
  • Industrials5%
  • Other18%
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