Resurgent Financial Advisors LLC
309 holdingsFiling period: 2026-06-30Current AUM: $377.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc | 54.0K | $19.3M | $18.4M | 4.86% | +9.8K | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 86.3K | $17.3M | $18.7M | 4.95% | +15.9K | 2026-06-30 |
| 3 | AAPL | Apple Inc | 55.1K | $16.0M | $18.7M | 4.96% | +11.2K | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 40.0K | $14.9M | $21.3M | 5.64% | +7.1K | 2026-06-30 |
| 5 | BRK-B | Berkshire Hathaway Inc Del | 18.9K | $9.4M | $9.4M | 2.50% | +3.7K | 2026-06-30 |
| 6 | V | Visa Inc | 19.8K | $6.8M | $8.0M | 2.13% | +4.8K | 2026-06-30 |
| 7 | LLY | Eli Lilly & Co | 5.6K | $6.7M | $7.2M | 1.90% | +835 | 2026-06-30 |
| 8 | AVGO | Broadcom Inc | 17.1K | $6.5M | $5.7M | 1.51% | +4.5K | 2026-06-30 |
| 9 | VIG | Vanguard Specialized Funds | 24.2K | $5.7M | $5.9M | 1.56% | +1.9K | 2026-06-30 |
| 10 | JNJ | Johnson & Johnson | 22.4K | $5.7M | $5.8M | 1.54% | +2.7K | 2026-06-30 |
| 11 | JPM | JPMorgan Chase & Co | 16.7K | $5.5M | $5.6M | 1.48% | +499 | 2026-06-30 |
| 12 | AMZN | Amazon.com Inc | 21.0K | $5.0M | $5.5M | 1.46% | +3.7K | 2026-06-30 |
| 13 | META | Meta Platforms Inc | 8.5K | $4.8M | $5.9M | 1.56% | +2.9K | 2026-06-30 |
| 14 | SPY | State Str Spdr S&P 500 ETF T | 6.1K | $4.6M | $4.7M | 1.25% | -2,809 | 2026-06-30 |
| 15 | — | Eaton Corp PLC | 10.5K | $4.5M | $4.5M | 1.18% | +1.3K | 2026-06-30 |
| 16 | GWW | WW Grainger Inc | 3.1K | $4.3M | $4.2M | 1.11% | +938 | 2026-06-30 |
| 17 | MA | Mastercard Incorporated | 7.4K | $3.8M | $4.6M | 1.21% | +1.1K | 2026-06-30 |
| 18 | MCK | McKesson Corp | 4.9K | $3.7M | $5.1M | 1.35% | +1.0K | 2026-06-30 |
| 19 | IWD | iShares TR | 14.9K | $3.6M | $3.8M | 1.02% | -1,098 | 2026-06-30 |
| 20 | SYK | Stryker Corporation | 11.2K | $3.5M | $3.4M | 0.90% | +2.8K | 2026-06-30 |
| 21 | TPL | Texas Pacific Land Corporati | 8.0K | $3.5M | $2.7M | 0.72% | -86 | 2026-06-30 |
| 22 | WMT | Walmart Inc | 30.4K | $3.4M | $3.6M | 0.95% | +2.4K | 2026-06-30 |
| 23 | IVV | iShares TR | 4.6K | $3.4M | $3.5M | 0.94% | +702 | 2026-06-30 |
| 24 | XOM | Exxon Mobil Corp | 24.9K | $3.4M | $4.4M | 1.17% | +2.0K | 2026-06-30 |
| 25 | XOM | Exxon Mobil Corp | 24.9K | $3.4M | $4.4M | 1.17% | +2.0K | 2026-06-30 |
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