Resurgent Financial Advisors LLC
309 holdingsFiling period: 2026-06-30Current AUM: $371.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 54.0K | $19.3M | $18.6M | 5.01% | +9.8K | 2026-06-30 |
| 2 | NVDA | NVIDIA CORPORATION | 86.3K | $17.3M | $18.3M | 4.93% | +15.9K | 2026-06-30 |
| 3 | AAPL | APPLE INC | 55.1K | $16.0M | $18.3M | 4.92% | +11.2K | 2026-06-30 |
| 4 | MSFT | MICROSOFT CORP | 40.0K | $14.9M | $19.9M | 5.35% | +7.1K | 2026-06-30 |
| 5 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 18.9K | $9.4M | $9.4M | 2.54% | +3.7K | 2026-06-30 |
| 6 | V | VISA INC | 19.8K | $6.8M | $7.4M | 2.00% | +4.8K | 2026-06-30 |
| 7 | LLY | ELI LILLY & CO | 5.6K | $6.7M | $6.3M | 1.71% | +835 | 2026-06-30 |
| 8 | AVGO | BROADCOM INC | 17.1K | $6.5M | $5.8M | 1.56% | +4.5K | 2026-06-30 |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 24.2K | $5.7M | $5.8M | 1.55% | +1.9K | 2026-06-30 |
| 10 | JNJ | JOHNSON & JOHNSON | 22.4K | $5.7M | $6.0M | 1.61% | +2.7K | 2026-06-30 |
| 11 | JPM | JPMORGAN CHASE & CO | 16.7K | $5.5M | $5.9M | 1.58% | +499 | 2026-06-30 |
| 12 | AMZN | AMAZON COM INC | 21.0K | $5.0M | $5.2M | 1.40% | +3.7K | 2026-06-30 |
| 13 | META | META PLATFORMS INC | 8.5K | $4.8M | $5.7M | 1.53% | +2.9K | 2026-06-30 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | 6.1K | $4.6M | $4.6M | 1.25% | -2,809 | 2026-06-30 |
| 15 | — | EATON CORP PLC | 10.5K | $4.5M | $4.5M | 1.20% | +1.3K | 2026-06-30 |
| 16 | GWW | WW GRAINGER INC | 3.1K | $4.3M | $4.0M | 1.07% | +938 | 2026-06-30 |
| 17 | MA | MASTERCARD INCORPORATED | 7.4K | $3.8M | $4.2M | 1.14% | +1.1K | 2026-06-30 |
| 18 | MCK | MCKESSON CORP | 4.9K | $3.7M | $4.4M | 1.19% | +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 | $3.1M | 0.85% | +2.8K | 2026-06-30 |
| 21 | TPL | TEXAS PACIFIC LAND CORPORATI | 8.0K | $3.5M | $3.0M | 0.80% | -86 | 2026-06-30 |
| 22 | WMT | WALMART INC | 30.4K | $3.4M | $3.3M | 0.89% | +2.4K | 2026-06-30 |
| 23 | IVV | ISHARES TR | 4.6K | $3.4M | $3.5M | 0.93% | +702 | 2026-06-30 |
| 24 | XOM | EXXON MOBIL CORP | 24.9K | $3.4M | $4.2M | 1.13% | +2.0K | 2026-06-30 |
| 25 | XOM | EXXON MOBIL CORP | 24.9K | $3.4M | $4.2M | 1.13% | +2.0K | 2026-06-30 |
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