Resonant Capital Advisors 13F Holdings & Latest Moves

13F filer · Latest filing Oct 15, 2026

Latest 13F moves (filed Oct 15, 2026): 4 new positions, 27 added, 16 reduced. Largest change by value: reduced $JMST ($67.65M held).

New positions
4
Added / reduced
27 / 16
Sold out
0

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VCSH Added +26.27K (+3.35%) 810.66K $62.62M —
$IJH Added +8.12K (+1.04%) 785.67K $56.53M —
$AAPL Added +6.16K (+5.51%) 118.04K $39.31M —
$NVDA Added +7.89K (+5.49%) 151.69K $34.68M —
$MSFT Added +6.54K (+13.79%) 53.99K $27.69M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$JMST Reduced -503.86K (-27.35%) 1.34M $67.65M Read
$FNDX Reduced -32.28K (-2.27%) 1.39M $43.82M —
$SGOV Reduced -39.48K (-14.11%) 240.25K $24.19M —
$VTEB Reduced -197.78K (-33.18%) 398.22K $18.86M —
$MUB Reduced -82.79K (-32.55%) 171.59K $17.35M —

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$INTU New +7.44K 7.44K $2.05M Read
$PSA New +4.58K 4.58K $1.31M Read
$PYLD New +36.42K 36.42K $924.83K Read
$SPIP New +34.70K 34.70K $845.69K Read

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VCSH Added +26.27K (+3.35%) 810.66K $62.62M —
$IJH Added +8.12K (+1.04%) 785.67K $56.53M —
$AAPL Added +6.16K (+5.51%) 118.04K $39.31M —
$NVDA Added +7.89K (+5.49%) 151.69K $34.68M —
$MSFT Added +6.54K (+13.79%) 53.99K $27.69M —
$IEMG Added +8.72K (+2.76%) 324.43K $26.33M —
$FNDE Added +17.04K (+2.99%) 587.12K $24.58M —
$SCHP Added +851.20K (+838.23%) 952.75K $23.94M —
$AMZN Added +3.98K (+5.83%) 72.38K $18.03M —
$IAU Added +26.78K (+14.53%) 211.02K $16.48M —
$JMUB Added +209.76K (+268.16%) 287.99K $13.70M —
$META Added +1.76K (+12.11%) 16.31K $11.83M —
$SCMB Added +412.02K (+4934.99%) 420.37K $10.16M —
$IGSB Added +44.93K (+51.17%) 132.75K $6.80M —
$MUNI Added +13.82K (+11.37%) 135.38K $6.73M —
$TSM Added +1.31K (+11.12%) 13.05K $5.97M —
$APH Added +34.67K (+126.80%) 62.01K $5.23M —
$VGIT Added +21.09K (+31.53%) 87.96K $4.98M —
$GEV Added +2.19K (+147.61%) 3.67K $3.49M —
$NFLX Added +19.43K (+67.57%) 48.19K $3.35M —
$NOW Added +13.72K (+287.92%) 18.49K $2.48M —
$EME Added +2K (+162.79%) 3.23K $2.43M —
$GD Added +4.73K (+239.22%) 6.70K $2.22M —
$DVN Added +32.10K (+203.95%) 47.83K $2.20M —
$ABNB Added +10.98K (+673.97%) 12.61K $2.03M —
$LULU Added +5.26K (+42.73%) 17.56K $1.69M —
$CRWD Added +2.19K (+388.99%) 2.75K $728.86K —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$JMST Reduced -503.86K (-27.35%) 1.34M $67.65M Read
$FNDX Reduced -32.28K (-2.27%) 1.39M $43.82M —
$SGOV Reduced -39.48K (-14.11%) 240.25K $24.19M —
$VTEB Reduced -197.78K (-33.18%) 398.22K $18.86M —
$MUB Reduced -82.79K (-32.55%) 171.59K $17.35M —
$BRK.B Reduced -1.06K (-4.13%) 24.48K $12.19M —
$CVX Reduced -13.41K (-34.99%) 24.92K $5.09M —
$SCHO Reduced -93.40K (-32.60%) 193.14K $4.61M —
$PG Reduced -13.71K (-46.77%) 15.61K $2.27M —
$AZO Reduced -720 (-51.25%) 685 $1.94M —
$PEP Reduced -11.94K (-50.94%) 11.50K $1.46M —
$ACN Reduced -7.86K (-55.79%) 6.23K $1.14M —
$JEPI Reduced -18.04K (-50.71%) 17.53K $985.60K —
$MDT Reduced -21.16K (-67.35%) 10.26K $892.63K —
$PYPL Reduced -35.96K (-74.78%) 12.13K $637.09K —
$CHKP Reduced -9.74K (-82.60%) 2.05K $263.37K —

All tracked 13F moves by Resonant Capital Advisors

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$FNDX Reduced -32.28K (-2.27%) 1.39M $43.82M —
$BRK.B Reduced -1.06K (-4.13%) 24.48K $12.19M —
$SPIP New +34.70K 34.70K $845.69K Read
$PYLD New +36.42K 36.42K $924.83K Read
$PSA New +4.58K 4.58K $1.31M Read
$INTU New +7.44K 7.44K $2.05M Read
$VTEB Reduced -197.78K (-33.18%) 398.22K $18.86M —
$PG Reduced -13.71K (-46.77%) 15.61K $2.27M —
$SGOV Reduced -39.48K (-14.11%) 240.25K $24.19M —
$SCHO Reduced -93.40K (-32.60%) 193.14K $4.61M —
$PEP Reduced -11.94K (-50.94%) 11.50K $1.46M —
$PYPL Reduced -35.96K (-74.78%) 12.13K $637.09K —
$MUB Reduced -82.79K (-32.55%) 171.59K $17.35M —
$MDT Reduced -21.16K (-67.35%) 10.26K $892.63K —
$JEPI Reduced -18.04K (-50.71%) 17.53K $985.60K —
$JMST Reduced -503.86K (-27.35%) 1.34M $67.65M Read
$CVX Reduced -13.41K (-34.99%) 24.92K $5.09M —
$CHKP Reduced -9.74K (-82.60%) 2.05K $263.37K —
$AZO Reduced -720 (-51.25%) 685 $1.94M —
$ACN Reduced -7.86K (-55.79%) 6.23K $1.14M —
$VGIT Added +21.09K (+31.53%) 87.96K $4.98M —
$VCSH Added +26.27K (+3.35%) 810.66K $62.62M —
$TSM Added +1.31K (+11.12%) 13.05K $5.97M —
$NOW Added +13.72K (+287.92%) 18.49K $2.48M —
$SCMB Added +412.02K (+4934.99%) 420.37K $10.16M —
$SCHP Added +851.20K (+838.23%) 952.75K $23.94M —
$NVDA Added +7.89K (+5.49%) 151.69K $34.68M —
$NFLX Added +19.43K (+67.57%) 48.19K $3.35M —
$MUNI Added +13.82K (+11.37%) 135.38K $6.73M —
$MSFT Added +6.54K (+13.79%) 53.99K $27.69M —
$META Added +1.76K (+12.11%) 16.31K $11.83M —
$LULU Added +5.26K (+42.73%) 17.56K $1.69M —
$JMUB Added +209.76K (+268.16%) 287.99K $13.70M —
$IJH Added +8.12K (+1.04%) 785.67K $56.53M —
$IGSB Added +44.93K (+51.17%) 132.75K $6.80M —
$IEMG Added +8.72K (+2.76%) 324.43K $26.33M —
$IAU Added +26.78K (+14.53%) 211.02K $16.48M —
$GD Added +4.73K (+239.22%) 6.70K $2.22M —
$GEV Added +2.19K (+147.61%) 3.67K $3.49M —
$FNDE Added +17.04K (+2.99%) 587.12K $24.58M —
$EME Added +2K (+162.79%) 3.23K $2.43M —
$DVN Added +32.10K (+203.95%) 47.83K $2.20M —
$CRWD Added +2.19K (+388.99%) 2.75K $728.86K —
$AAPL Added +6.16K (+5.51%) 118.04K $39.31M —
$APH Added +34.67K (+126.80%) 62.01K $5.23M —
$AMZN Added +3.98K (+5.83%) 72.38K $18.03M —
$ABNB Added +10.98K (+673.97%) 12.61K $2.03M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Resonant Capital Advisors holds or traded

Frequently asked questions

What did Resonant Capital Advisors buy and sell in its latest 13F?

It opened or added to $VCSH, $IJH, $AAPL, $NVDA and $MSFT; it cut or exited $JMST, $FNDX, $SGOV, $VTEB and $MUB.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

Get trade alerts by text