Institutional Fund
Resonant Capital Advisors, LLC
Madison, WICIK 18032365 filings on record
Portfolio Value
$1.90B
Q1 2026
Holdings
495
Reported positions
New Buys
85
Opened this quarter
QoQ Change
+4.6%
from $1.82B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr8.3%
- J P Morgan Exchange Traded F4.6%
- Ishares U S ETF Tr4.4%
- Schwab Strategic Tr3.9%
- ETF Ser Solutions3.5%
- Vanguard Scottsdale Fds3.2%
- Other72.0%
Portfolio Holdings
495 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 242.1K | $158.13M | 8.3% | +33.3K | Added |
| 2 | J P Morgan Exchange Traded F | 1.72M | $87.65M | 4.6% | +287.2K | Added |
| 3 | Ishares U S ETF Tr | 1.67M | $83.90M | 4.4% | +293.5K | Added |
| 4 | Schwab Strategic Tr | 3.00M | $74.77M | 3.9% | +134.2K | Added |
| 5 | ETF Ser Solutions | 1.16M | $67.15M | 3.5% | +114.9K | Added |
| 6 | Vanguard Scottsdale Fds | 769.7K | $61.01M | 3.2% | −93.6K | Reduced |
| 7 | Ishares Tr | 776.0K | $52.40M | 2.8% | +4.2K | Added |
| 8 | Ishares Tr | 784.6K | $50.19M | 2.6% | +784.6K | New |
| 9 | Schwab Strategic Tr | 1.47M | $40.81M | 2.1% | +97.3K | Added |
| 10 | Ishares Tr | 406.3K | $36.79M | 1.9% | −46.4K | Reduced |
485 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio