Resonant Capital Advisors, LLC
•CIK: 1803236•Filing: Q4 2025
**Resonant Capital Advisors, LLC** manages $1.8B across a diversified portfolio of 440 positions. The firm maintains significant exposure to core indices and fixed income, notably holding $143.0M in IVV and $50.8M in SGOV. Top allocations also include $73.1M in JMST and $71.9M in SCHR, indicating a strategic blend of equity market participation and defensive asset positioning. This structure suggests a systematic, large-cap oriented approach to capital deployment.
Total AUM
$1.8B
QoQ Performance
+6.0%
Positions
365
Top 10 Concentration
38.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV7.9%
JMST4.0%
SCHR4.0%
MEAR3.8%
VCSH3.8%
DSTL3.4%
IJH2.8%
SGOV2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.1%
ETF10.7%
Technology8.5%
Financial2.9%
Healthcare2.5%
Consumer2.1%
Energy0.8%
Consumer Staples0.4%
🚪 Exited Positionssold since Q3 2025
—
INVESCO EXCH TRD SLF IDX FD
SOLD
$1.5M
+232 more exited positions
Changes from Q3 2025
↑134 increased
↓55 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023