☆RESOLUTE WEALTH ADVISOR, INC.
Quality Q
0.573
AUM ($M)
176
Positions
78
Turnover
0.00
Top-10 wt
55%
Herfindahl
0.040
History (qtrs)
3
Excess Return
not eligible
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Holdings · 78 positions · portfolio value $176M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IVV funds › | ISHARES TR | HOLD | — | 8.5% | +0.0% | 15.0 | 22,968 | +0 | 1 | — |
| ☆IUSB funds › | ISHARES TR | HOLD | — | 6.7% | +0.0% | 11.8 | 254,454 | +0 | 1 | — |
| ☆IVE funds › | ISHARES TR | HOLD | — | 6.5% | +0.0% | 11.4 | 53,933 | +0 | 1 | — |
| ☆APUE funds › | TRUST FOR PROFESSIONAL MANAG | HOLD | — | 6.2% | +0.0% | 10.9 | 271,164 | +0 | 1 | — |
| ☆IVW funds › | ISHARES TR | HOLD | — | 6.0% | +0.0% | 10.5 | 92,942 | +0 | 1 | — |
| ☆DYNF funds › | BLACKROCK ETF TRUST | HOLD | — | 5.7% | +0.0% | 10.1 | 173,151 | +0 | 1 | — |
| ☆IEMG funds › | ISHARES INC | HOLD | — | 5.1% | +0.0% | 8.9 | 127,621 | +0 | 1 | — |
| ☆EFV funds › | ISHARES TR | HOLD | — | 4.5% | +0.0% | 7.9 | 106,795 | +0 | 1 | — |
| ☆EFG funds › | ISHARES TR | HOLD | — | 2.8% | +0.0% | 4.9 | 44,368 | +0 | 1 | — |
| ☆BAI funds › | BLACKROCK ETF TRUST | HOLD | — | 2.8% | +0.0% | 4.9 | 148,946 | +0 | 1 | — |
| ☆QUAL funds › | ISHARES TR | HOLD | — | 2.8% | +0.0% | 4.8 | 25,266 | +0 | 1 | — |
| ☆APIE funds › | TRUST FOR PROFESSIONAL MANAG | HOLD | — | 2.7% | +0.0% | 4.7 | 132,128 | +0 | 1 | — |
| ☆TLH funds › | ISHARES TR | HOLD | — | 2.6% | +0.0% | 4.6 | 45,370 | +0 | 1 | — |
| ☆MTUM funds › | ISHARES TR | HOLD | — | 2.6% | +0.0% | 4.5 | 18,790 | +0 | 1 | — |
| ☆APCB funds › | TRUST FOR PROFESSIONAL MANAG | HOLD | — | 2.5% | +0.0% | 4.5 | 152,046 | +0 | 1 | — |
| ☆THRO funds › | BLACKROCK ETF TRUST | HOLD | — | 2.3% | +0.0% | 4.1 | 113,339 | +0 | 1 | — |
| ☆QEFA funds › | SPDR INDEX SHS FDS | HOLD | — | 2.0% | +0.0% | 3.5 | 37,711 | +0 | 1 | — |
| ☆MBB funds › | ISHARES TR | HOLD | — | 1.8% | +0.0% | 3.2 | 33,935 | +0 | 1 | — |
| ☆IDEF funds › | BLACKROCK ETF TRUST | HOLD | — | 1.7% | +0.0% | 3.0 | 92,066 | +0 | 1 | — |
| ☆BLCR funds › | BLACKROCK ETF TRUST | HOLD | — | 1.7% | +0.0% | 3.0 | 72,870 | +0 | 1 | — |
| ☆GOVT funds › | ISHARES TR | HOLD | — | 1.6% | +0.0% | 2.8 | 121,386 | +0 | 1 | — |
| ☆IAGG funds › | ISHARES TR | HOLD | — | 1.4% | +0.0% | 2.4 | 47,973 | +0 | 1 | — |
| ☆VFMF funds › | VANGUARD WELLINGTON FD | HOLD | — | 1.3% | +0.0% | 2.2 | 14,185 | +0 | 1 | — |
| ☆BINC funds › | BLACKROCK ETF TRUST II | HOLD | — | 1.1% | +0.0% | 1.9 | 36,036 | +0 | 1 | — |
| ☆SPAB funds › | SPDR SERIES TRUST | HOLD | — | 1.0% | +0.0% | 1.8 | 69,823 | +0 | 1 | — |
| ☆HD funds › | HOME DEPOT INC | HOLD | — | 1.0% | +0.0% | 1.8 | 5,345 | +0 | 1 | — |
| ☆MUB funds › | ISHARES TR | HOLD | — | 0.8% | +0.0% | 1.4 | 13,510 | +0 | 1 | — |
| ☆BDYN funds › | BLACKROCK ETF TRUST | HOLD | — | 0.8% | +0.0% | 1.4 | 57,883 | +0 | 1 | — |
| ☆BNDX funds › | VANGUARD CHARLOTTE FDS | HOLD | — | 0.7% | +0.0% | 1.2 | 25,834 | +0 | 1 | — |
| ☆IAU funds › | ISHARES GOLD TR | HOLD | — | 0.7% | +0.0% | 1.2 | 13,904 | +0 | 1 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.6% | +0.0% | 1.0 | 26,619 | +0 | 1 | — |
| ☆IWF funds › | ISHARES TR | HOLD | — | 0.6% | +0.0% | 1.0 | 2,403 | +0 | 1 | — |
| ☆AVEM funds › | AMERICAN CENTY ETF TR | HOLD | — | 0.6% | +0.0% | 1.0 | 12,049 | +0 | 1 | — |
| ☆IWB funds › | ISHARES TR | HOLD | — | 0.5% | +0.0% | 0.9 | 2,629 | +0 | 1 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.5% | +0.0% | 0.9 | 6,783 | +0 | 1 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.5% | +0.0% | 0.9 | 30,919 | +0 | 1 | — |
| ☆AAPL funds › | APPLE INC | HOLD | — | 0.4% | +0.0% | 0.7 | 2,803 | +0 | 1 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | HOLD | — | 0.4% | +0.0% | 0.7 | 4,051 | +0 | 1 | — |
| ☆URTH funds › | ISHARES INC | TRIM | — | 0.4% | -0.0% | 0.7 | 3,894 | -33 | 1 | — |
| ☆DFAS funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.4% | +0.0% | 0.7 | 9,741 | +0 | 1 | — |
| ☆IEFA funds › | ISHARES TR | HOLD | — | 0.4% | +0.0% | 0.7 | 7,528 | +0 | 1 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.4% | +0.0% | 0.6 | 12,765 | +0 | 1 | — |
| ☆AMZN funds › | AMAZON COM INC | HOLD | — | 0.3% | +0.0% | 0.5 | 2,635 | +0 | 1 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | HOLD | — | 0.3% | +0.0% | 0.5 | 6,708 | +0 | 1 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | HOLD | — | 0.3% | +0.0% | 0.5 | 2,613 | +0 | 1 | — |
| ☆OEF funds › | ISHARES TR | HOLD | — | 0.3% | +0.0% | 0.5 | 1,542 | +0 | 1 | — |
| ☆MSFT funds › | MICROSOFT CORP | HOLD | — | 0.3% | +0.0% | 0.5 | 1,291 | +0 | 1 | — |
| ☆GOOGL funds › | ALPHABET INC | HOLD | — | 0.3% | +0.0% | 0.5 | 1,628 | +0 | 1 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | HOLD | — | 0.3% | +0.0% | 0.4 | 683 | +0 | 1 | — |
| ☆BDEC funds › | INNOVATOR ETFS TRUST | HOLD | — | 0.2% | +0.0% | 0.4 | 8,555 | +0 | 1 | — |
| ☆IEUR funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.4 | 5,398 | +0 | 1 | — |
| ☆DEEF funds › | DBX ETF TR | HOLD | — | 0.2% | +0.0% | 0.4 | 9,608 | +0 | 1 | — |
| ☆XLI funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.2% | +0.0% | 0.4 | 2,237 | +0 | 1 | — |
| ☆GOOG funds › | ALPHABET INC | HOLD | — | 0.2% | +0.0% | 0.3 | 1,156 | +0 | 1 | — |
| ☆BDVL funds › | BLACKROCK ETF TRUST | HOLD | — | 0.2% | +0.0% | 0.3 | 13,394 | +0 | 1 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | HOLD | — | 0.2% | +0.0% | 0.3 | 941 | +0 | 1 | — |
| ☆IYW funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.3 | 1,748 | +0 | 1 | — |
| ☆APMU funds › | TRUST FOR PROFESSIONAL MANAG | HOLD | — | 0.2% | +0.0% | 0.3 | 12,517 | +0 | 1 | — |
| ☆QUS funds › | SPDR SERIES TRUST | HOLD | — | 0.2% | +0.0% | 0.3 | 1,804 | +0 | 1 | — |
| ☆LMUB funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.3 | 6,130 | +0 | 1 | — |
| ☆META funds › | META PLATFORMS INC | HOLD | — | 0.2% | +0.0% | 0.3 | 521 | +0 | 1 | — |
| ☆XLV funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.2% | +0.0% | 0.3 | 1,986 | +0 | 1 | — |
| ☆NJAN funds › | INNOVATOR ETFS TRUST | HOLD | — | 0.2% | +0.0% | 0.3 | 5,058 | +0 | 1 | — |
| ☆DUHP funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.2% | +0.0% | 0.3 | 7,288 | +0 | 1 | — |
| ☆TFI funds › | SPDR SERIES TRUST | HOLD | — | 0.1% | +0.0% | 0.3 | 5,623 | +0 | 1 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | HOLD | — | 0.1% | +0.0% | 0.3 | 1,738 | +0 | 1 | — |
| ☆PAPR funds › | INNOVATOR ETFS TRUST | HOLD | — | 0.1% | +0.0% | 0.2 | 6,197 | +0 | 1 | — |
| ☆ITA funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.2 | 1,105 | +0 | 1 | — |
| ☆IWD funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.2 | 1,112 | +0 | 1 | — |
| ☆EMGF funds › | ISHARES INC | HOLD | — | 0.1% | +0.0% | 0.2 | 3,906 | +0 | 1 | — |
| ☆SUSC funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.2 | 9,976 | +0 | 1 | — |
| ☆XLC funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.1% | +0.0% | 0.2 | 2,067 | +0 | 1 | — |
| ☆AVUS funds › | AMERICAN CENTY ETF TR | HOLD | — | 0.1% | +0.0% | 0.2 | 2,041 | +0 | 1 | — |
| ☆EAGG funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.2 | 4,772 | +0 | 1 | — |
| ☆XLY funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.1% | +0.0% | 0.2 | 2,027 | +0 | 1 | — |
| ☆IGM funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.2 | 1,850 | +0 | 1 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | HOLD | — | 0.1% | +0.0% | 0.2 | 2,749 | +0 | 1 | — |
| ☆NRO funds › | NEUBERGER R/EST SECS INC FD | HOLD | — | 0.0% | +0.0% | 0.1 | 30,792 | +0 | 1 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 176 | 78 | 0.00 | 55% | 0.040 | 0.572 | — | entered |
| 2026Q1 | 176 | 78 | 0.00 | 55% | 0.040 | 0.000 | — | out |
| 2025Q2 | 176 | 78 | 0.00 | 55% | 0.040 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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