13F Insight
DOSSIER · 13F-HR · Q1 2026

Resonant Capital Advisors, LLC

$1.9B in tracked AUM across 495 positions as of Q1 2026.

RC
CIK 0001803236 · last filed Mar 31, 2026
Total AUM
$1.9B
as of Q1 2026
Holdings
495
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2025Q1Mar 31
$1.4B▲ 4.6%
370 positionsLocked2024Q4Dec 31
$1.4B▲ 0.7%
345 positionsLocked2024Q3Sep 30
$1.4B▲ 10.4%
352 positionsLocked2024Q2Jun 30
$1.2B▲ 5.3%
336 positionsLocked2024Q1Mar 31
$1.2B▲ 13.0%
342 positionsLocked2023Q4Dec 31
$1.0B▲ 10.3%
287 positionsLocked2023Q3Sep 30
$938M▲ 1.9%
270 positionsLocked2023Q2Jun 30
$920M▲ 4.4%
269 positionsLocked
Showing 12 of 26