DOSSIER · 13F-HR · Q3 2026

Resonant Capital Advisors, LLC

$2.1B in tracked AUM across 551 positions as of Q3 2026.

RC
CIK 0001803236 · last filed Sep 30, 2026
Total AUM
$2.1B
as of Q3 2026
Holdings
551
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Resonant Capital Advisors, LLC 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.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$180M235K8.6%
02
DSTL
ETF SER SOLUTIONS
$74M1.2M3.6%
03
GARP
ISHARES TR
$70M822K3.4%
04
JMST
J P MORGAN EXCHANGE TRADED F
$68M1.3M3.2%
05
MEAR
ISHARES U S ETF TR
$65M1.3M3.1%
06
VCSH
VANGUARD SCOTTSDALE FDS
$63M811K3.0%
07
IJH
ISHARES TR
$57M786K2.7%
08
FNDX
SCHWAB STRATEGIC TR
$44M1.4M2.1%
09
SCHR
SCHWAB STRATEGIC TR
$42M1.8M2.0%
10
AAPL
APPLE INC
$39M118K1.9%

Filing history

2026Q3Sep 30
$2.1B▼ 0.4%
551 positionsView →
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 positionsLocked
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
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