Resonant Capital Advisors, LLC holds a diversified book of 538 stocks worth $2.1B as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Pimco Intermediate Municipal and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 8% of the equity book.
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.
30% 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
Other tracked managers holding the same core names as Resonant Capital Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $87.3B |
| MORGAN STANLEY | 79 / 80 | $580.8B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $17.5B |
| Global Retirement Partners, LLC | 79 / 80 | $1.9B |
| HARBOUR INVESTMENTS, INC. | 79 / 80 | $1.2B |
| JPMORGAN CHASE & CO | 78 / 80 | $537.5B |
| ROYAL BANK OF CANADA | 78 / 80 | $165.7B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $92.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Resonant Capital Advisors, 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 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 | $176.6M | 235.8K | 8.4% | ▼−2.6% Reduced · −6K sh | |
| 2 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $93.9M | 1.84M | 4.5% | ▲+7.1% Added · +123K sh | |
| 3 | Ishares U S ETF TR SHOR MAT MUN ETF | $90.9M | 1.80M | 4.3% | ▲+8.2% Added · +137K sh | |
| 4 | ETF Ser Solutions DISTILLATE US | $68.8M | 1.15M | 3.3% | ▼−1.0% Reduced · −12K sh | |
| 5 | Schwab Strategic TR INT-TRM U.S TRES | $66.6M | 2.70M | 3.2% | ▼−10% Reduced · −301K sh | |
| 6 | Ishares TR MSCI US GARP ETF | $65.4M | 791.8K | 3.1% | ▲+0.9% Added · +7K sh | |
| 7 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $62.0M | 784.4K | 3.0% | ▲+1.9% Added · +15K sh | |
| 8 | Ishares TR CORE S&P MCP ETF | $60.0M | 777.5K | 2.9% | ▲+0.2% Added · +2K sh | |
| 9 | Schwab Strategic TR FUNDAMENTAL US L | $44.3M | 1.42M | 2.1% | ▼−2.8% Reduced · −40K sh | |
| 10 | Ishares TR CORE MSCI EAFE | $38.8M | 402.0K | 1.9% | ▼−1.1% Reduced · −4K sh | |
| 11 | Ishares TR CORE S&P SCP ETF | $33.5M | 226.1K | 1.6% | ▼−0.5% Reduced · −1K sh | |
| 12 | Schwab Strategic TR FUNDAMENTAL INTL | $33.3M | 631.8K | 1.6% | ▼−1.3% Reduced · −9K sh | |
| 13 | Apple Inc COM | $32.4M | 111.9K | 1.5% | ▲+2.1% Added · +2K sh | |
| 14 | State STR SPDR S&P 500 ETF T TR UNIT | $31.7M | 42.4K | 1.5% | ▼−0.1% Reduced · −57 sh | |
| 15 | Vanguard Specialized Funds DIV APP ETF | $30.6M | 129.5K | 1.5% | ▼−3.3% Reduced · −4K sh | |
| 16 | Vanguard Mun BD FDS TAX EXEMPT BD | $30.1M | 596.0K | 1.4% | ▼−15% Reduced · −106K sh | |
| 17 | Schwab Strategic TR FUNDAMENTAL US S | $29.0M | 763.1K | 1.4% | ▼−1.1% Reduced · −9K sh | |
| 18 | Nvidia Corporation COM | $28.8M | 143.8K | 1.4% | ▲+3.4% Added · +5K sh | |
| 19 | Ishares TR 0-3 MTH TREASURY | $28.2M | 279.7K | 1.3% | ▼−0.5% Reduced · −1K sh | |
| 20 | Ishares TR NATIONAL MUN ETF | $27.4M | 254.4K | 1.3% | ▲+23% Added · +47K sh | |
| 21 | Ishares Inc CORE MSCI EMKT | $26.2M | 315.7K | 1.2% | ▲+0.3% Added · +845 sh | |
| 22 | Janus Detroit STR TR HENDERSN SML ETF | $26.0M | 256.4K | 1.2% | ▲+1.3% Added · +3K sh | |
| 23 | J P Morgan Exchange Traded F INCOME ETF | $25.9M | 563.0K | 1.2% | ▲+3.8% Added · +21K sh | |
| 24 | Invesco Exch Traded FD TR II S&P MDCP 400 REV | $25.3M | 172.7K | 1.2% | ▲+1.0% Added · +2K sh | |
| 25 | Vanguard Whitehall FDS INTL DVD ETF | $25.0M | 267.7K | 1.2% | ▼−1.0% Reduced · −3K sh | |
| 26 | Graniteshares ETF TR BBG COMMD K 1 | $22.8M | 948.9K | 1.1% | ▲+2.4% Added · +22K sh | |
| 27 | Schwab Strategic TR FUND EM EQUI ETF | $22.6M | 570.1K | 1.1% | ▲+2.4% Added · +13K sh | |
| 28 | Vanguard Index FDS S&P 500 ETF SHS | $18.4M | 26.7K | 0.9% | ▲+24% Added · +5K sh | |
| 29 | Microsoft Corp COM | $17.7M | 47.4K | 0.8% | ▼−0.4% Reduced · −184 sh | |
| 30 | Alphabet Inc CAP STK CL A | $17.7M | 49.5K | 0.8% | ▲+3.0% Added · +1K sh | |
| 31 | Alphabet Inc CAP STK CL C | $16.8M | 47.5K | 0.8% | ▼−1.1% Reduced · −543 sh | |
| 32 | Amazon Com Inc COM | $16.3M | 68.4K | 0.8% | ▲+3.5% Added · +2K sh | |
| 33 | Ishares Gold TR ISHARES NEW | $13.9M | 184.2K | 0.7% | ▼−0.1% Reduced · −117 sh | |
| 34 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $13.8M | 273.2K | 0.7% | ▲+0.1% Added · +230 sh | |
| 35 | Ishares TR ULTRA SHORT DUR | $13.7M | 270.3K | 0.7% | ▲+6.6% Added · +17K sh | |
| 36 | Dimensional ETF Trust NATL MUN BD ETF | $13.6M | 280.9K | 0.6% | ▲+3.9% Added · +10K sh | |
| 37 | Broadcom Inc COM | $13.6M | 35.9K | 0.6% | ▲+1.3% Added · +472 sh | |
| 38 | Berkshire Hathaway Inc Del CL B NEW | $12.8M | 25.5K | 0.6% | ▲+3.6% Added · +890 sh | |
| 39 | ETF Ser Solutions DISTILLATE SMLMD | $12.0M | 297.9K | 0.6% | ▲+0.9% Added · +3K sh | |
| 40 | JPMorgan Chase & Co COM | $11.7M | 35.9K | 0.6% | ▼−0.2% Reduced · −75 sh | |
| 41 | Harbor ETF Trust COMM ALL WEA ETF | $11.1M | 377.4K | 0.5% | ▲+16% Added · +53K sh | |
| 42 | Vanguard Index FDS TOTAL STK MKT | $9.5M | 25.7K | 0.5% | ▲+0.3% Added · +71 sh | |
| 43 | BlackRock ETF Trust II ISHAR INTER ETF | $9.5M | 391.2K | 0.5% | ▼−23% Reduced · −118K sh | |
| 44 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $9.3M | 72.9K | 0.4% | —Held | |
| 45 | Cisco Sys Inc COM | $9.3M | 79.3K | 0.4% | ▲+1.0% Added · +768 sh | |
| 46 | Invesco Exchange Traded FD T RAFI US 1000 ETF | $9.2M | 170.2K | 0.4% | —Held | |
| 47 | Invesco Exchange Traded FD T BUYBACK ACHIEV | $8.7M | 61.4K | 0.4% | —Held | |
| 48 | Ishares TR CORE MSCI INTL | $8.6M | 96.3K | 0.4% | ▲+3.8% Added · +4K sh | |
| 49 | Analog Devices Inc COM | $8.5M | 21.3K | 0.4% | ▼−0.4% Reduced · −78 sh | |
| 50 | Visa Inc COM CL A | $8.3M | 24.3K | 0.4% | ▲+1.3% Added · +301 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund 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/1803236/holdings"
Use Arkolith to show Resonant Capital Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 538 | $2.1B | 13F-HR |
| 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 |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.