Resonant Capital Advisors, LLC holds a diversified book of 495 stocks worth $1.9B as of Q1 2026 (disclosed Apr 29, 2026, a ~45-day 13F lag). This quarter they opened Ishares Msci USA Quality Gar and trimmed Vanguard S/T Corp Bond ETF. Their largest long position is Ishares Core S&P 500 ETF at 8% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1803236/holdings"
Use Arkolith to show Resonant Capital Advisors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
29% mapped to company sectors
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, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $158.1M | 242.1K | 8.3% | ▲+16% Added · +33K sh | |
| 2 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $87.6M | 1.72M | 4.6% | ▲+20% Added · +287K sh | |
| 3 | Ishares U S ETF TR SHORT MATURITY M | $83.9M | 1.67M | 4.4% | ▲+21% Added · +293K sh | |
| 4 | Schwab Strategic TR INT-TRM U.S TRES | $74.8M | 3.00M | 3.9% | ▲+4.7% Added · +134K sh | |
| 5 | ETF Ser Solutions DISTILLATE US | $67.2M | 1.16M | 3.5% | ▲+11% Added · +115K sh | |
| 6 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $61.0M | 769.7K | 3.2% | ▼−11% Reduced · −94K sh | |
| 7 | Ishares TR CORE S&P MCP ETF | $52.4M | 776.0K | 2.8% | ▲+0.5% Added · +4K sh | |
| 8 | Ishares TR MSCI USA QUALITY | $50.2M | 784.6K | 2.6% | ▲New New position | |
| 9 | Schwab Strategic TR FUNDAMENTAL US L | $40.8M | 1.47M | 2.1% | ▲+7.1% Added · +97K sh | |
| 10 | Ishares TR CORE MSCI EAFE | $36.8M | 406.3K | 1.9% | ▼−10% Reduced · −46K sh | |
| 11 | Vanguard Mun BD FDS TAX EXEMPT BD | $35.0M | 702.0K | 1.8% | ▲+0.3% Added · +2K sh | |
| 12 | Schwab Strategic TR FUNDAMENTAL INTL | $31.3M | 640.3K | 1.6% | ▼−14% Reduced · −106K sh | |
| 13 | Vanguard Specialized Funds DIV APP ETF | $28.8M | 133.9K | 1.5% | ▲+6.6% Added · +8K sh | |
| 14 | Ishares TR 0-3 MNTH TREASRY | $28.3M | 281.1K | 1.5% | ▼−44% Reduced · −225K sh | |
| 15 | Ishares TR CORE S&P SCP ETF | $28.3M | 227.3K | 1.5% | ▼−17% Reduced · −48K sh | |
| 16 | Apple Inc COM | $27.8M | 109.6K | 1.5% | ▲+10% Added · +10K sh | |
| 17 | State STR SPDR S&P 500 ETF T TR UNIT | $27.7M | 42.4K | 1.5% | ▲+0.5% Added · +200 sh | |
| 18 | Schwab Strategic TR FUNDAMENTAL US S | $25.0M | 771.7K | 1.3% | ▼−16% Reduced · −149K sh | |
| 19 | J P Morgan Exchange Traded F INCOME ETF | $25.0M | 542.4K | 1.3% | ▲New New position | |
| 20 | Graniteshares ETF TR BBG COMMD K 1 | $24.3M | 926.9K | 1.3% | ▲+24% Added · +178K sh | |
| 21 | Nvidia Corporation COM | $24.3M | 139.1K | 1.3% | ▲+27% Added · +29K sh | |
| 22 | Vanguard Whitehall FDS INTL DVD ETF | $23.9M | 270.4K | 1.3% | ▼−9.7% Reduced · −29K sh | |
| 23 | Ishares TR NATIONAL MUN ETF | $22.0M | 207.5K | 1.2% | ▲+8.5% Added · +16K sh | |
| 24 | Ishares Inc CORE MSCI EMKT | $22.0M | 314.9K | 1.2% | ▼−13% Reduced · −45K sh | |
| 25 | Invesco Exch Traded FD TR II S&P MDCP 400 REV | $21.9M | 170.9K | 1.2% | ▲+4.0% Added · +7K sh | |
| 26 | Schwab Strategic TR FUNDAMENTAL EMER | $21.3M | 557.0K | 1.1% | ▼−13% Reduced · −83K sh | |
| 27 | Janus Detroit STR TR HENDERSN SML ETF | $20.1M | 253.1K | 1.1% | ▲+4.8% Added · +12K sh | |
| 28 | Microsoft Corp COM | $17.6M | 47.6K | 0.9% | ▲+3.0% Added · +1K sh | |
| 29 | Ishares Gold TR ISHARES NEW | $16.3M | 184.4K | 0.9% | ▼−27% Reduced · −69K sh | |
| 30 | Alphabet Inc CAP STK CL A | $13.8M | 48.1K | 0.7% | ▲+14% Added · +6K sh | |
| 31 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $13.8M | 272.9K | 0.7% | ▼−41% Reduced · −188K sh | |
| 32 | Alphabet Inc CAP STK CL C | $13.8M | 48.1K | 0.7% | ▲+1.9% Added · +911 sh | |
| 33 | Amazon Com Inc COM | $13.8M | 66.1K | 0.7% | ▲+9.9% Added · +6K sh | |
| 34 | Dimensional ETF Trust NATL MUN BD ETF | $13.0M | 270.4K | 0.7% | ▼−5.5% Reduced · −16K sh | |
| 35 | Vanguard Index FDS S&P 500 ETF SHS | $12.9M | 21.6K | 0.7% | ▼−2.5% Reduced · −549 sh | |
| 36 | Ishares TR ULTRA SHORT DUR | $12.8M | 253.6K | 0.7% | ▼−44% Reduced · −202K sh | |
| 37 | BlackRock ETF Trust II ISHARES INTERMED | $12.2M | 509.3K | 0.6% | ▲New New position | |
| 38 | Berkshire Hathaway Inc Del CL B NEW | $11.8M | 24.6K | 0.6% | ▲+4.4% Added · +1K sh | |
| 39 | ETF Ser Solutions DISTILLATE SMLMD | $11.1M | 295.4K | 0.6% | ▼−15% Reduced · −53K sh | |
| 40 | Broadcom Inc COM | $11.0M | 35.5K | 0.6% | ▲+4.8% Added · +2K sh | |
| 41 | JPMorgan Chase & Co COM | $10.6M | 36.0K | 0.6% | ▲+2.6% Added · +924 sh | |
| 42 | Exxon Mobil Corp COM | $10.4M | 61.4K | 0.5% | ▲+2.8% Added · +2K sh | |
| 43 | Harbor ETF Trust HARBOR COMMODITY | $10.1M | 324.8K | 0.5% | ▲New New position | |
| 44 | Chevron Corporation COM | $8.8M | 42.5K | 0.5% | ▲+4.5% Added · +2K sh | |
| 45 | Meta Platforms Inc CL A | $8.7M | 15.1K | 0.5% | ▲+19% Added · +2K sh | |
| 46 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $8.4M | 72.9K | 0.4% | ▲+2.6% Added · +2K sh | |
| 47 | Vanguard Index FDS TOTAL STK MKT | $8.2M | 25.6K | 0.4% | ▼−0.2% Reduced · −63 sh | |
| 48 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $8.1M | 170.2K | 0.4% | ▲+2.5% Added · +4K sh | |
| 49 | Invesco Exchange Traded FD T BUYBACK ACHIEV | $8.1M | 61.4K | 0.4% | ▲+2.3% Added · +1K sh | |
| 50 | Ishares TR CORE MSCI INTL | $7.8M | 92.8K | 0.4% | ▼−8.2% Reduced · −8K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 495 | $1.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 440 | $1.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 437 | $1.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 413 | $1.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 370 | $1.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 345 | $1.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 352 | $1.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 1, 2024 | 336 | $1.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 1, 2024 | 342 | $1.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 31, 2024 | 287 | $1.0B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 31, 2023 | 270 | $937.9M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 25, 2023 | 269 | $920.0M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 21, 2023 | 251 | $881.0M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 23, 2023 | 258 | $801.9M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 20, 2022 | 224 | $658.0M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 12, 2022 | 237 | $640.3M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 19, 2022 | 224 | $674.4M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 26, 2022 | 204 | $664.7M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 18, 2021 | 190 | $574.7M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 16, 2021 | 170 | $517.2M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 28, 2021 | 166 | $486.3M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 15, 2021 | 171 | $422.4M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 3, 2020 | 157 | $350.9M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 5, 2020 | 177 | $344.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.