DOSSIER · 13F-HR · Q2 2026

Resonant Capital Advisors, LLC

$2.1B in tracked AUM across 538 positions as of Q2 2026.

RC
CIK 0001803236 · last filed Jun 30, 2026
Total AUM
$2.1B
as of Q2 2026
Holdings
538
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Resonant Capital Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$177M236K8.4%
02
JMST
J P MORGAN EXCHANGE TRADED F
$94M1.8M4.5%
03
MEAR
ISHARES U S ETF TR
$91M1.8M4.3%
04
DSTL
ETF SER SOLUTIONS
$69M1.1M3.3%
05
SCHR
SCHWAB STRATEGIC TR
$67M2.7M3.2%
06
GARP
ISHARES TR
$65M792K3.1%
07
VCSH
VANGUARD SCOTTSDALE FDS
$62M784K3.0%
08
IJH
ISHARES TR
$60M778K2.9%
09
FNDX
SCHWAB STRATEGIC TR
$44M1.4M2.1%
10
IEFA
ISHARES TR
$39M402K1.9%

Filing history

2026Q2Jun 30
$2.1B 9.9%
538 positionsView →
2026Q1Mar 31
$1.9B 4.6%
495 positionsView →
2025Q4Dec 31
$1.8B 6.0%
440 positionsView →
2025Q3Sep 30
$1.7B 9.6%
437 positionsView →
2025Q2Jun 30
$1.6B 9.3%
413 positionsLocked
2025Q1Mar 31
$1.4B 4.6%
370 positionsLocked
2024Q4Dec 31
$1.4B 0.7%
345 positionsLocked
2024Q3Sep 30
$1.4B 10.4%
352 positionsLocked
2024Q2Jun 30
$1.2B 5.3%
336 positionsLocked
2024Q1Mar 31
$1.2B 13.0%
342 positionsLocked
2023Q4Dec 31
$1.0B 10.3%
287 positionsLocked
2023Q3Sep 30
$938M 1.9%
270 positionsLocked
Showing 12 of 27