Resolute Wealth Strategies, LLC holds a focused book of 132 reported positions worth $258.1M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened ExxonMobil Holdings Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 14% of the reported non-option book. Cloning the disclosed picks since 2024 would be +28% (+14.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Resolute Wealth Strategies, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Resolute Wealth Strategies, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
65% mapped to company sectors
+5 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Resolute Wealth Strategies, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Swiss Re Ltd | 42 / 80 | $1.1B |
| Prospect Hill Management, LLC | 10 / 80 | $242.6M |
| Draper Asset Management, LLC | 11 / 80 | $181.6M |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| 9823 Capital, L.P. | 9 / 80 | $126.3M |
| H&H International Investment, LLC | 8 / 80 | $16.3B |
| Hoey Investments, Inc | 50 / 80 | $654.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Resolute Wealth Strategies, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc Com Stock | $36.8M | 127.2K | 14.3% | ▼−1.4% Reduced · −2K sh | |
| 2 | JPMorgan Active Growth ETF ETF | $16.4M | 166.5K | 6.4% | ▲+3.5% Added · +6K sh | |
| 3 | Caterpillar Inc Com Stock | $13.1M | 12.3K | 5.1% | ▼−3.9% Reduced · −499 sh | |
| 4 | Fidelity Total Bond ETF ETF | $11.9M | 260.9K | 4.6% | ▲+3.7% Added · +9K sh | |
| 5 | Amazon Com Inc Com Stock | $11.1M | 46.4K | 4.3% | ▲+2.8% Added · +1K sh | |
| 6 | Nvidia Corporation Com Stock | $11.0M | 55.1K | 4.3% | ▲+1.2% Added · +644 sh | |
| 7 | Pimco Enhanced Short Maturity Active Exchange-Traded Fund ETF | $10.8M | 107.3K | 4.2% | ▲+17% Added · +15K sh | |
| 8 | JPMorgan Active Value ETF ETF | $9.3M | 116.6K | 3.6% | ▲+4.0% Added · +4K sh | |
| 9 | Alphabet Inc Cap STK CL C Stock | $8.5M | 24.0K | 3.3% | ▲+2.5% Added · +576 sh | |
| 10 | Microsoft Corp Com Stock | $7.4M | 19.8K | 2.9% | ▼−3.5% Reduced · −714 sh | |
| 11 | Ishares S&P 500 Growth ETF ETF | $6.3M | 45.6K | 2.4% | ▲+1.7% Added · +766 sh | |
| 12 | SPDR Gold Shares ETF | $6.2M | 16.7K | 2.4% | ▲+2.6% Added · +419 sh | |
| 13 | Berkshire Hathaway Inc Del CL B New Stock | $5.7M | 11.3K | 2.2% | ▲+1.9% Added · +217 sh | |
| 14 | Ishares S&P 500 Value ETF ETF | $5.4M | 23.8K | 2.1% | ▲+4.2% Added · +955 sh | |
| 15 | JPMorgan Chase & Co Com Stock | $4.9M | 15.1K | 1.9% | ▲+3.5% Added · +507 sh | |
| 16 | State Street SPDR S&P 500 ETF ETF | $4.9M | 6.5K | 1.9% | ▼−8.3% Reduced · −593 sh | |
| 17 | Alphabet Inc Cap STK CL A Stock | $4.2M | 11.9K | 1.6% | ▲+0.3% Added · +42 sh | |
| 18 | Shopify Inc CL A Sub VTG SHS Stock | $3.8M | 33.0K | 1.5% | ▲+5.7% Added · +2K sh | |
| 19 | Amgen Inc Com Stock | $3.4M | 9.4K | 1.3% | ▼−3.8% Reduced · −369 sh | |
| 20 | Blackstone Inc Com Stock | $3.2M | 27.6K | 1.3% | ▲+1.3% Added · +343 sh | |
| 21 | Renasant Corp Com Stock | $3.1M | 72.4K | 1.2% | ▲+0.4% Added · +264 sh | |
| 22 | AT&T Inc Com Stock | $2.8M | 133.4K | 1.1% | ▲~0% Added · +27 sh | |
| 23 | ExxonMobil Holdings Corp Com SHS Stock | $2.7M | 19.9K | 1.1% | ▲New New position | |
| 24 | Eli Lilly & Co Com Stock | $2.4M | 2.0K | 0.9% | ▲+22% Added · +352 sh | |
| 25 | FT Vest Rising Dividend Achievers Target Income ETF ETF | $2.3M | 79.5K | 0.9% | ▲+12% Added · +8K sh | |
| 26 | Vanguard S&P 500 ETF ETF | $2.3M | 3.4K | 0.9% | ▲+0.3% Added · +9 sh | |
| 27 | Walmart Inc Com Stock | $2.2M | 19.6K | 0.9% | ▼−2.5% Reduced · −508 sh | |
| 28 | Reddit Inc CL A Stock | $1.9M | 11.2K | 0.8% | ▲+3.4% Added · +373 sh | |
| 29 | Ishares TR Ishares Semicdtr ETF | $1.9M | 3.0K | 0.8% | ▲+0.1% Added · +2 sh | |
| 30 | FT Vest S&P 500 Dividend Aristocrats Target Income ETF ETF | $1.7M | 33.7K | 0.7% | ▲+11% Added · +3K sh | |
| 31 | First Trust Dow Jones Internet Index Fund ETF | $1.7M | 6.3K | 0.6% | ▼−0.6% Reduced · −35 sh | |
| 32 | Advanced Micro Devices Inc Com Stock | $1.4M | 2.5K | 0.6% | ▼−6.3% Reduced · −168 sh | |
| 33 | Vanguard Russell 1000 Growth ETF ETF | $1.3M | 10.3K | 0.5% | ▼−0.2% Reduced · −18 sh | |
| 34 | Visa Inc Com CL A Stock | $1.3M | 3.8K | 0.5% | ▲+6.1% Added · +218 sh | |
| 35 | Invesco QQQ Trust Series I ETF | $1.2M | 1.6K | 0.5% | ▲+6.6% Added · +100 sh | |
| 36 | American Express Co Com Stock | $1.2M | 3.5K | 0.5% | ▼−1.9% Reduced · −68 sh | |
| 37 | Abbvie Inc Com Stock | $1.2M | 4.7K | 0.5% | ▼−7.3% Reduced · −367 sh | |
| 38 | Ishares U.S. Aerospace & Defense ETF ETF | $1.1M | 4.7K | 0.4% | ▼−58% Reduced · −6K sh | |
| 39 | Palantir Technologies Inc CL A Stock | $1.1M | 9.3K | 0.4% | ▼−6.9% Reduced · −687 sh | |
| 40 | State Street Materials Select Sector SPDR ETF ETF | $990K | 19.5K | 0.4% | ▲+26% Added · +4K sh | |
| 41 | Murphy Oil Corp Com Stock | $990K | 30.4K | 0.4% | ▲+0.9% Added · +263 sh | |
| 42 | Broadcom Inc Com Stock | $920K | 2.4K | 0.4% | ▲+26% Added · +500 sh | |
| 43 | Merck & Co Inc Com Stock | $918K | 7.1K | 0.4% | ▲+1.0% Added · +69 sh | |
| 44 | Ishares Silver Trust ETF | $833K | 15.6K | 0.3% | ▼−0.1% Reduced · −10 sh | |
| 45 | JPMorgan Equity Premium Income ETF ETF | $757K | 13.4K | 0.3% | ▼−5.6% Reduced · −795 sh | |
| 46 | Ishares Core S&P 500 ETF ETF | $739K | 987 | 0.3% | ▲+0.1% Added · +1 sh | |
| 47 | Johnson & Johnson Com Stock | $732K | 2.9K | 0.3% | ▲+3.7% Added · +102 sh | |
| 48 | Tesla Inc Com Stock | $693K | 1.6K | 0.3% | ▲+9.6% Added · +144 sh | |
| 49 | Unitedhealth Group Inc Com Stock | $689K | 1.7K | 0.3% | ▼−18% Reduced · −374 sh | |
| 50 | Murphy USA Inc Com Stock | $667K | 1.2K | 0.3% | ▲+0.2% Added · +2 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1973981/holdings"
Use Arkolith to show Resolute Wealth Strategies, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 43d | 132 | $258.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 37d | 114 | $231.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 37d | 109 | $228.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 105 | $218.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 43d | 101 | $186.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 37d | 100 | $179.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 37d | 94 | $194.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 99 | $192.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.