Resurgent Financial Advisors LLC
•CIK: 1912339•Filing: Q4 2025
**Resurgent Financial Advisors LLC** manages $199M across a diversified portfolio of 216 positions. The fund maintains significant exposure to mega-cap technology and financial names, notably holding MSFT ($9.8M) and AAPL ($9.1M). Key allocations also include BRK/B ($5.8M), NVDA ($5.7M), and JPM ($5.4M). This concentrated approach signals a focus on established market leaders across technology, industrials, and finance.
Total AUM
$199.4M
QoQ Performance
-2.1%
Positions
151
Top 10 Concentration
28.8%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT4.9%
AAPL4.5%
BRK/B2.9%
NVDA2.9%
JPM2.7%
GOOGL2.7%
VIG2.4%
AMZN1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.9%
Technology18.6%
Financial8.1%
Consumer5.6%
Healthcare4.7%
ETF3.3%
Energy2.9%
Industrial0.9%
🚪 Exited Positionssold since Q3 2025
+14 more exited positions
Changes from Q3 2025
NEW12 new positions
↑89 increased
↓87 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023