Institutional Manager · CIK 0001803236
Resonant Capital Advisors, LLC
Madison, WI · File #028-20156
Latest AUM
$1.82B
Positions
440
Top-10 Concentration
48.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025440 pos · $1.82B
- 13F HOLDINGS REPORTQ/E Sep 2025437 pos · $1.72B
- 13F HOLDINGS REPORTQ/E Jun 2025413 pos · $1.57B
- 13F HOLDINGS REPORTQ/E Mar 2025370 pos · $1.43B
- 13F HOLDINGS REPORTQ/E Dec 2024345 pos · $1.37B
- 13F HOLDINGS REPORTQ/E Sep 2024352 pos · $1.36B
- 13F HOLDINGS REPORTQ/E Jun 2024336 pos · $1.23B
- 13F HOLDINGS REPORTQ/E Mar 2024342 pos · $1.17B
- 13F HOLDINGS REPORTQ/E Dec 2023270 pos · $937.9M
- 13F HOLDINGS REPORTQ/E Sep 2023269 pos · $920.0M
- 13F HOLDINGS REPORTQ/E Jun 2023251 pos · $881.0M
- 13F HOLDINGS REPORTQ/E Mar 2023258 pos · $801.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 208,786 | $143.0M | 10.39% |
| 2 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 1,432,023 | $73.1M | 5.31% |
| 3 | SCHWAB STRATEGIC TR | 808524854 | 2,867,615 | $71.9M | 5.23% |
| 4 | ISHARES U S ETF TR | 46431W838 | 1,373,218 | $69.1M | 5.02% |
| 5 | VANGUARD SCOTTSDALE FDS | 92206C409 | 863,328 | $68.8M | 5.00% |
| 6 | ETF SER SOLUTIONS | 26922A321 | 1,045,286 | $61.6M | 4.47% |
| 7 | ISHARES TR | 464287507 | 771,777 | $50.9M | 3.70% |
| 8 | ISHARES TR | 46436E718 | 506,100 | $50.8M | 3.69% |
| 9 | ISHARES TR | 46432F842 | 452,772 | $40.5M | 2.94% |
| 10 | SCHWAB STRATEGIC TR | 808524771 | 1,367,927 | $37.2M | 2.71% |
| 11 | VANGUARD MUN BD FDS | 922907746 | 699,992 | $35.2M | 2.56% |
| 12 | SCHWAB STRATEGIC TR | 808524755 | 746,700 | $33.8M | 2.45% |
| 13 | ISHARES TR | 464287804 | 274,785 | $33.0M | 2.40% |
| 14 | SCHWAB STRATEGIC TR | 808524763 | 920,862 | $29.0M | 2.11% |
| 15 | SPDR S&P 500 ETF TR | SPY | 42,223 | $28.9M | 2.10% |
| 16 | VANGUARD SPECIALIZED FUNDS | 921908844 | 125,624 | $27.6M | 2.01% |
| 17 | VANGUARD WHITEHALL FDS | 921946810 | 299,590 | $27.4M | 1.99% |
| 18 | APPLE INC | AAPL | 99,610 | $27.1M | 1.97% |
| 19 | ISHARES INC | 46434G103 | 360,082 | $24.2M | 1.76% |
| 20 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 460,712 | $23.4M | 1.70% |