Resonant Capital Advisors, LLC

13F filer · CIK 0001803236

Reported Jul 27, 2026

Net buyer this quarter

13F portfolio value$2.09BU.S. long equity reported on 13F

Positions42976 new · 40 closed

Net flow last quarter+$19MBuys minus sells

Top 10 positions weight11.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 2026429 positions
FNDFSchwab Strategic Trust	$33.3M	1.59%	Not reported	-1.3%	Q4 2019
AAPLApple Inc.	$32.4M	1.55%	0.00%	+2.1%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$31.7M	1.52%	Not reported	-0.1%	Q4 2019
NVDANvidia Corp	$28.8M	1.37%	0.00%	+3.4%	Q3 2021
COMBCommunity Bancshares Inc	$22.8M	1.09%	Not reported	+2.4%	Q3 2022
MSFTMicrosoft Corp	$17.7M	0.85%	0.00%	-0.4%	Q4 2019
GOOGLAlphabet Inc.	$17.7M	0.85%	0.00%	+3.0%	Q4 2019
GOOGAlphabet Inc.	$16.8M	0.80%	Not reported	-1.1%	Q4 2019
AMZNAmazon Com Inc	$16.3M	0.78%	0.00%	+3.5%	Q4 2019
IAUIshares Gold Trust	$13.9M	0.66%	0.02%	-0.1%	Q1 2020
AVGOBroadcom Inc.	$13.6M	0.65%	0.00%	+1.3%	Q4 2019
BRK.BBerkshire Hathaway Inc	$12.8M	0.61%	Not reported	+3.6%	Q4 2019
JPMJPMorgan Chase & Co	$11.7M	0.56%	0.00%	-0.2%	Q4 2019
CSCOCisco Systems, Inc.	$9.31M	0.44%	0.00%	+1.0%	Q4 2019
IDEVEndo Pharmaceuticals Solutions Inc.	$8.57M	0.41%	Not reported	+3.8%	Q1 2022
ADIAnalog Devices Inc	$8.46M	0.40%	0.00%	-0.4%	Q4 2019
VVisa Inc.	$8.32M	0.40%	0.00%	+1.3%	Q4 2019
METAMeta Platforms, Inc.	$8.19M	0.39%	Not reported	-3.8%	Q4 2019
LLYELI LILLY & Co	$7.67M	0.37%	0.00%	+4.4%	Q4 2019
SPMDSupermedia Inc.	$7.55M	0.36%	Not reported	+4.8%	Q1 2022
XOMExxonMobil Holdings Corp	$7.5M	0.36%	0.00%	-10.6%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$6.57M	0.31%	Not reported	-0.2%	Q4 2019
PANWPalo Alto Networks Inc	$6.57M	0.31%	0.00%	-1.2%	Q1 2020
MCKMckesson Corp	$6.55M	0.31%	0.01%	-2.8%	Q4 2019
QCOMQualcomm Inc	$6.53M	0.31%	0.00%	+6.4%	Q4 2019
CVXChevron Corp	$6.35M	0.30%	0.00%	-9.8%	Q4 2019
PGRProgressive Corp	$5.85M	0.28%	0.00%	+1.4%	Q4 2019
AMGNAmgen Inc	$5.72M	0.27%	0.00%	+3.6%	Q4 2019
AXPAmerican Express Co	$5.71M	0.27%	0.00%	+1.4%	Q1 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.62M	0.27%	0.00%	+90.2%	Q3 2021
MPCMarathon Petroleum Corp	$5.61M	0.27%	0.01%	+1.6%	Q2 2022
MUMicron Technology Inc	$5.51M	0.26%	0.00%	+10.3%	Q2 2024
ASMLAsml Holding NV	$5.34M	0.26%	0.00%	+104.2%	Q2 2023
AMDAdvanced Micro Devices Inc	$5.31M	0.25%	0.00%	+6.9%	Q4 2021
COSTCostco Wholesale Corp	$5.06M	0.24%	0.00%	-3.9%	Q4 2019
TSLATesla, Inc.	$4.87M	0.23%	0.00%	+7.5%	Q4 2021
JNJJohnson & Johnson	$4.86M	0.23%	0.00%	-1.5%	Q4 2019
APHAmphenol Corp	$4.83M	0.23%	0.00%	+33.2%	Q4 2019
UNHUnitedhealth Group Inc	$4.71M	0.23%	0.00%	+20.7%	Q4 2021
AZOAutozone Inc	$4.49M	0.21%	0.01%	+2.6%	Q4 2019
MAMastercard Inc	$4.45M	0.21%	0.00%	-5.3%	Q2 2022
PNCPNC Financial Services Group, Inc.	$4.37M	0.21%	0.00%	+1.0%	Q4 2019
PGPROCTER & GAMBLE Co	$4.3M	0.21%	0.00%	+7.5%	Q4 2019
ABBVAbbVie Inc.	$4.13M	0.20%	0.00%	-2.6%	Q4 2019
NTRSNorthern Trust Corp	$4.11M	0.20%	0.01%	+0.7%	Q4 2019
MRKMerck & Co., Inc.	$4.1M	0.20%	0.00%	+1.7%	Q4 2019
ADPAutomatic Data Processing Inc	$4.05M	0.19%	0.00%	+10.1%	Q4 2019
EAElectronic Arts Inc.	$3.91M	0.19%	Not reported	+3.0%	Q2 2020
GILDGilead Sciences, Inc.	$3.8M	0.18%	0.00%	+0.2%	Q2 2022
MCDMcdonalds Corp	$3.79M	0.18%	0.00%	0.0%	Q4 2019

Q1 2026Reported Apr 29, 2026391 positions
FNDFSchwab Strategic Trust	$31.3M	1.65%	Not reported	-14.3%	Q4 2019
AAPLApple Inc.	$27.8M	1.46%	0.00%	+10.0%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$27.7M	1.45%	Not reported	+0.5%	Q4 2019
COMBCommunity Bancshares Inc	$24.3M	1.28%	Not reported	+23.8%	Q3 2022
NVDANvidia Corp	$24.3M	1.27%	0.00%	+26.7%	Q3 2021
MSFTMicrosoft Corp	$17.6M	0.93%	0.00%	+3.0%	Q4 2019
IAUIshares Gold Trust	$16.3M	0.85%	0.02%	-27.1%	Q1 2020
GOOGLAlphabet Inc.	$13.8M	0.73%	0.00%	+13.9%	Q4 2019
GOOGAlphabet Inc.	$13.8M	0.72%	Not reported	+1.9%	Q4 2019
AMZNAmazon Com Inc	$13.8M	0.72%	0.00%	+9.9%	Q4 2019
BRK.BBerkshire Hathaway Inc	$11.8M	0.62%	Not reported	+4.4%	Q4 2019
AVGOBroadcom Inc.	$11M	0.58%	0.00%	+4.8%	Q4 2019
JPMJPMorgan Chase & Co	$10.6M	0.56%	0.00%	+2.6%	Q4 2019
XOMExxonMobil Holdings Corp	$10.4M	0.55%	0.00%	+2.8%	Q4 2019
CVXChevron Corp	$8.79M	0.46%	0.00%	+4.5%	Q4 2019
METAMeta Platforms, Inc.	$8.65M	0.45%	Not reported	+19.3%	Q4 2019
IDEVEndo Pharmaceuticals Solutions Inc.	$7.76M	0.41%	Not reported	-8.2%	Q1 2022
MCKMckesson Corp	$7.71M	0.40%	0.01%	-0.3%	Q4 2019
VVisa Inc.	$7.24M	0.38%	0.00%	+18.1%	Q4 2019
ADIAnalog Devices Inc	$6.8M	0.36%	0.00%	+1.5%	Q4 2019
SPMDSupermedia Inc.	$6.32M	0.33%	Not reported	-0.7%	Q1 2022
CSCOCisco Systems, Inc.	$6.09M	0.32%	0.00%	+3.8%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$5.77M	0.30%	Not reported	+1.5%	Q4 2019
LLYELI LILLY & Co	$5.63M	0.30%	0.00%	+7.2%	Q4 2019
COSTCostco Wholesale Corp	$5.61M	0.29%	0.00%	+12.3%	Q4 2019
AMGNAmgen Inc	$5.37M	0.28%	0.00%	+2.8%	Q4 2019
MPCMarathon Petroleum Corp	$5.27M	0.28%	0.01%	+0.9%	Q2 2022
PGRProgressive Corp	$5.23M	0.27%	0.00%	+5.1%	Q4 2019
AXPAmerican Express Co	$5.03M	0.26%	0.00%	+0.7%	Q1 2020
JNJJohnson & Johnson	$4.75M	0.25%	0.00%	-41.0%	Q4 2019
AZOAutozone Inc	$4.63M	0.24%	0.01%	+0.7%	Q4 2019
MAMastercard Inc	$4.57M	0.24%	0.00%	+10.3%	Q2 2022
EBAYEbay Inc	$4.4M	0.23%	0.01%	-1.8%	Q4 2019
MCDMcdonalds Corp	$4.36M	0.23%	0.00%	+5.7%	Q4 2019
QCOMQualcomm Inc	$4.27M	0.22%	0.00%	-0.5%	Q4 2019
GILDGilead Sciences, Inc.	$4.19M	0.22%	0.00%	+7.7%	Q2 2022
KRKroger Co	$4.04M	0.21%	0.01%	+1.0%	Q4 2019
TSLATesla, Inc.	$4.01M	0.21%	0.00%	+18.4%	Q4 2021
PGPROCTER & GAMBLE Co	$3.94M	0.21%	0.00%	+8.3%	Q4 2019
EOGEog Resources Inc	$3.91M	0.21%	0.01%	+5.9%	Q4 2019
MRKMerck & Co., Inc.	$3.77M	0.20%	0.00%	+129.9%	Q4 2019
EAElectronic Arts Inc.	$3.77M	0.20%	Not reported	+0.2%	Q2 2020
PEPPepsico Inc	$3.76M	0.20%	0.00%	+3.0%	Q4 2019
ABBVAbbVie Inc.	$3.66M	0.19%	0.00%	+9.6%	Q4 2019
PNCPNC Financial Services Group, Inc.	$3.66M	0.19%	0.00%	+2.0%	Q4 2019
LOWLowes Companies Inc	$3.49M	0.18%	0.00%	+3.2%	Q4 2019
SYKStryker Corp	$3.42M	0.18%	0.00%	+4.7%	Q4 2019
SCHWSchwab Charles Corp	$3.35M	0.18%	0.00%	+3.6%	Q1 2023
ADPAutomatic Data Processing Inc	$3.34M	0.18%	0.00%	+11.0%	Q4 2019
NTRSNorthern Trust Corp	$3.28M	0.17%	0.01%	+1.6%	Q4 2019

Q4 2025Reported Jan 29, 2026340 positions
FNDFSchwab Strategic Trust	$33.8M	1.86%	Not reported	+8.0%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$28.9M	1.59%	Not reported	-0.2%	Q4 2019
AAPLApple Inc.	$27.1M	1.49%	0.00%	+4.5%	Q4 2019
MSFTMicrosoft Corp	$22.4M	1.23%	0.00%	+1.7%	Q4 2019
IAUIshares Gold Trust	$20.5M	1.13%	0.03%	-0.1%	Q1 2020
NVDANvidia Corp	$20.5M	1.13%	0.00%	+0.3%	Q3 2021
COMBCommunity Bancshares Inc	$15.8M	0.87%	Not reported	+4.9%	Q3 2022
GOOGAlphabet Inc.	$14.8M	0.81%	Not reported	-1.2%	Q4 2019
AMZNAmazon Com Inc	$13.9M	0.76%	0.00%	+9.8%	Q4 2019
GOOGLAlphabet Inc.	$13.2M	0.73%	0.00%	+7.0%	Q4 2019
BRK.BBerkshire Hathaway Inc	$11.9M	0.65%	Not reported	+1.9%	Q4 2019
AVGOBroadcom Inc.	$11.7M	0.64%	0.00%	-3.0%	Q4 2019
JPMJPMorgan Chase & Co	$11.3M	0.62%	0.00%	-0.4%	Q4 2019
METAMeta Platforms, Inc.	$8.37M	0.46%	Not reported	-3.5%	Q4 2019
IDEVEndo Pharmaceuticals Solutions Inc.	$8.34M	0.46%	Not reported	0.0%	Q1 2022
MCKMckesson Corp	$7.33M	0.40%	0.01%	-1.2%	Q4 2019
XOMExxonMobil Holdings Corp	$7.19M	0.39%	0.00%	+7.3%	Q4 2019
VVisa Inc.	$7.11M	0.39%	0.00%	-5.5%	Q4 2019
JNJJohnson & Johnson	$6.81M	0.37%	0.00%	+4.0%	Q4 2019
SPMDSupermedia Inc.	$6.22M	0.34%	Not reported	+0.2%	Q1 2022
CVXChevron Corp	$6.19M	0.34%	0.00%	+3.2%	Q4 2019
LLYELI LILLY & Co	$6.14M	0.34%	0.00%	+2.9%	Q4 2019
AXPAmerican Express Co	$6.11M	0.34%	0.00%	-1.3%	Q1 2020
CSCOCisco Systems, Inc.	$5.82M	0.32%	0.00%	+3.0%	Q4 2019
PGRProgressive Corp	$5.72M	0.31%	0.00%	+4.9%	Q4 2019
ADIAnalog Devices Inc	$5.71M	0.31%	0.00%	+3.1%	Q4 2019
QCOMQualcomm Inc	$5.71M	0.31%	0.00%	+3.7%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$5.57M	0.31%	Not reported	+0.2%	Q4 2019
AMGNAmgen Inc	$4.86M	0.27%	0.00%	+10.0%	Q4 2019
MAMastercard Inc	$4.73M	0.26%	0.00%	+25.7%	Q2 2022
AZOAutozone Inc	$4.62M	0.25%	0.01%	+0.7%	Q4 2019
COSTCostco Wholesale Corp	$4.32M	0.24%	0.00%	-1.3%	Q4 2019
EBAYEbay Inc	$4.29M	0.24%	0.01%	-1.3%	Q4 2019
TSLATesla, Inc.	$4.09M	0.22%	0.00%	+6.1%	Q4 2021
MCDMcdonalds Corp	$4.05M	0.22%	0.00%	+3.4%	Q4 2019
ADPAutomatic Data Processing Inc	$3.8M	0.21%	0.00%	+4.3%	Q4 2019
ACNAccenture plc	$3.8M	0.21%	0.00%	+15.0%	Q4 2019
EAElectronic Arts Inc.	$3.77M	0.21%	Not reported	+2.4%	Q2 2020
DHRDanaher Corp	$3.76M	0.21%	0.00%	+14.8%	Q4 2019
PGPROCTER & GAMBLE Co	$3.61M	0.20%	0.00%	+3.8%	Q4 2019
USBUS Bancorp \de\	$3.61M	0.20%	0.00%	+0.1%	Q4 2019
PNCPNC Financial Services Group, Inc.	$3.6M	0.20%	0.00%	+1.3%	Q4 2019
SPGIS&P Global Inc.	$3.52M	0.19%	0.00%	+6.8%	Q1 2022
ABBVAbbVie Inc.	$3.51M	0.19%	0.00%	-1.6%	Q4 2019
SYKStryker Corp	$3.49M	0.19%	0.00%	+1.4%	Q4 2019
MPCMarathon Petroleum Corp	$3.48M	0.19%	0.01%	+0.5%	Q2 2022
LOWLowes Companies Inc	$3.45M	0.19%	0.00%	+4.9%	Q4 2019
KRKroger Co	$3.45M	0.19%	0.01%	+1.2%	Q4 2019
PFEPfizer Inc	$3.45M	0.19%	0.00%	+8.3%	Q4 2019
SCHWSchwab Charles Corp	$3.44M	0.19%	0.00%	+1.9%	Q1 2023

Q3 2025Reported Oct 29, 2025337 positions
FNDFSchwab Strategic Trust	$29.7M	1.73%	Not reported	+1.0%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$28.3M	1.65%	Not reported	-3.0%	Q4 2019
AAPLApple Inc.	$24.3M	1.41%	0.00%	+3.3%	Q4 2019
MSFTMicrosoft Corp	$23.6M	1.37%	0.00%	-0.7%	Q4 2019
NVDANvidia Corp	$20.4M	1.19%	0.00%	+0.5%	Q3 2021
IAUIshares Gold Trust	$18.4M	1.07%	0.03%	-0.9%	Q1 2020
COMBCommunity Bancshares Inc	$15.6M	0.91%	Not reported	+8.8%	Q3 2022
AMZNAmazon Com Inc	$12M	0.70%	0.00%	+0.7%	Q4 2019
BRK.BBerkshire Hathaway Inc	$11.6M	0.68%	Not reported	+1.0%	Q4 2019
GOOGAlphabet Inc.	$11.6M	0.68%	Not reported	-1.9%	Q4 2019
AVGOBroadcom Inc.	$11.5M	0.67%	0.00%	-2.7%	Q4 2019
JPMJPMorgan Chase & Co	$11.1M	0.65%	0.00%	-0.4%	Q4 2019
METAMeta Platforms, Inc.	$9.65M	0.56%	Not reported	+2.0%	Q4 2019
GOOGLAlphabet Inc.	$9.58M	0.56%	0.00%	+1.4%	Q4 2019
IDEVEndo Pharmaceuticals Solutions Inc.	$8.1M	0.47%	Not reported	-1.8%	Q1 2022
VVisa Inc.	$7.33M	0.43%	0.00%	-2.6%	Q4 2019
ORCLOracle Corp	$7.1M	0.41%	0.00%	-1.4%	Q4 2019
MCKMckesson Corp	$6.99M	0.41%	0.01%	+1.3%	Q4 2019
XOMExxonMobil Holdings Corp	$6.27M	0.37%	0.00%	+2.6%	Q4 2019
SPMDSupermedia Inc.	$6.13M	0.36%	Not reported	-2.1%	Q1 2022
CVXChevron Corp	$6.11M	0.36%	0.00%	+5.0%	Q4 2019
PGRProgressive Corp	$5.91M	0.34%	0.00%	-6.8%	Q4 2019
JNJJohnson & Johnson	$5.87M	0.34%	0.00%	+5.6%	Q4 2019
AZOAutozone Inc	$5.8M	0.34%	0.01%	+3.0%	Q4 2019
AXPAmerican Express Co	$5.56M	0.32%	0.00%	-4.0%	Q1 2020
MDYSPDR S&P Midcap 400 ETF Trust	$5.49M	0.32%	Not reported	-2.9%	Q4 2019
QCOMQualcomm Inc	$5.35M	0.31%	0.00%	+4.0%	Q4 2019
CSCOCisco Systems, Inc.	$5.02M	0.29%	0.00%	+2.1%	Q4 2019
ADIAnalog Devices Inc	$5.02M	0.29%	0.00%	+1.0%	Q4 2019
COSTCostco Wholesale Corp	$4.7M	0.27%	0.00%	-7.6%	Q4 2019
EBAYEbay Inc	$4.54M	0.26%	0.01%	-3.1%	Q4 2019
LLYELI LILLY & Co	$4.24M	0.25%	0.00%	-5.0%	Q4 2019
ADPAutomatic Data Processing Inc	$4.15M	0.24%	0.00%	-1.1%	Q4 2019
MPCMarathon Petroleum Corp	$4.11M	0.24%	0.01%	-2.0%	Q2 2022
MCDMcdonalds Corp	$3.9M	0.23%	0.00%	+2.4%	Q4 2019
TSLATesla, Inc.	$3.81M	0.22%	0.00%	+0.3%	Q4 2021
AMGNAmgen Inc	$3.81M	0.22%	0.00%	+2.5%	Q4 2019
MAMastercard Inc	$3.75M	0.22%	0.00%	-4.3%	Q2 2022
PGPROCTER & GAMBLE Co	$3.73M	0.22%	0.00%	-12.1%	Q4 2019
KRKroger Co	$3.68M	0.21%	0.01%	-1.4%	Q4 2019
EAElectronic Arts Inc.	$3.64M	0.21%	Not reported	+3.8%	Q2 2020
SYKStryker Corp	$3.62M	0.21%	0.00%	+1.7%	Q4 2019
ABBVAbbVie Inc.	$3.61M	0.21%	0.00%	+0.3%	Q4 2019
PANWPalo Alto Networks Inc	$3.49M	0.20%	0.00%	+2.5%	Q1 2020
LOWLowes Companies Inc	$3.43M	0.20%	0.00%	+6.2%	Q4 2019
PNCPNC Financial Services Group, Inc.	$3.42M	0.20%	0.00%	-3.6%	Q4 2019
USBUS Bancorp \de\	$3.26M	0.19%	0.00%	+22.5%	Q4 2019
PFEPfizer Inc	$3.26M	0.19%	0.00%	+9.1%	Q4 2019
DISWalt Disney Co	$3.25M	0.19%	0.00%	+0.5%	Q4 2019
PEPPepsico Inc	$3.23M	0.19%	0.00%	+11.7%	Q4 2019

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