Institutional Fund
Resolute Wealth Advisor, Inc.
Findlay, OHCIK 20052921 filings on record
Portfolio Value
$175.66M
Q1 2026
Holdings
78
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr8.5%
- Ishares Tr6.7%
- Ishares Tr6.5%
- Trust For Professional Manag6.2%
- Ishares Tr6.0%
- Blackrock ETF Trust5.7%
- Other60.4%
Portfolio Holdings
78 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 23.0K | $15.00M | 8.5% | +23.0K | First Filing |
| 2 | Ishares Tr | 254.5K | $11.75M | 6.7% | +254.5K | First Filing |
| 3 | Ishares Tr | 53.9K | $11.39M | 6.5% | +53.9K | First Filing |
| 4 | Trust For Professional Manag | 271.2K | $10.87M | 6.2% | +271.2K | First Filing |
| 5 | Ishares Tr | 92.9K | $10.51M | 6.0% | +92.9K | First Filing |
| 6 | Blackrock ETF Trust | 173.2K | $10.07M | 5.7% | +173.2K | First Filing |
| 7 | Ishares Inc | 127.6K | $8.90M | 5.1% | +127.6K | First Filing |
| 8 | Ishares Tr | 106.8K | $7.94M | 4.5% | +106.8K | First Filing |
| 9 | Ishares Tr | 44.4K | $4.94M | 2.8% | +44.4K | First Filing |
| 10 | Blackrock ETF Trust | 148.9K | $4.91M | 2.8% | +148.9K | First Filing |
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