Institutional Fund
Resolute Wealth Strategies, LLC
Jackson, MSCIK 19739815 filings on record
Portfolio Value
$231.76M
Q1 2026
Holdings
114
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+1.6%
from $228.08M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc14.1%
- J P Morgan Exchange Traded F5.9%
- Fidelity Merrimack Str Tr5.0%
- Nvidia Corporation4.1%
- Amazon Com Inc4.1%
- Pimco ETF Tr4.0%
- Other62.9%
Portfolio Holdings
114 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 128.9K | $32.72M | 14.1% | +2.1K | Added |
| 2 | J P Morgan Exchange Traded F | 160.8K | $13.59M | 5.9% | +8.6K | Added |
| 3 | Fidelity Merrimack Str Tr | 251.5K | $11.48M | 5.0% | +1.6K | Added |
| 4 | Nvidia Corporation | 54.5K | $9.50M | 4.1% | +1.8K | Added |
| 5 | Amazon Com Inc | 45.2K | $9.40M | 4.1% | −661 | Reduced |
| 6 | Pimco ETF Tr | 92.0K | $9.26M | 4.0% | +9.2K | Added |
| 7 | Caterpillar Inc | 12.8K | $9.05M | 3.9% | −51 | Reduced |
| 8 | J P Morgan Exchange Traded F | 112.1K | $8.04M | 3.5% | +5.7K | Added |
| 9 | Microsoft Corp | 20.5K | $7.59M | 3.3% | +9.5K | Added |
| 10 | Spdr Gold Tr | 16.3K | $7.02M | 3.0% | −341 | Reduced |
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