Resonant Capital Advisors, LLC

CIK 1803236 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped: $1.9B
every reported holding for this filer and quarter, including ones with no disclosed value: 495
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 85
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 30

Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Position changes into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: CORE S&P500 ETF · position key `pos:10307` · issuer key `iss:1012`	ADD	+$15.1M	+33,296	$143M	$158M	208,786	242,082
—	share class as filed: ULTRA SHT MUNCPL · position key `sid:sec:prov:ef912dff846ec8e01a7c18bd575e3523` · issuer key `iss:2408`	ADD	+$14.6M	+287,225	$73.1M	$87.6M	1,432,023	1,719,248
—	share class as filed: SHORT MATURITY M · position key `sid:sec:prov:0cd57333ca53ac18da6fde09f5357539` · issuer key `cusip6:46431W`	ADD	+$14.8M	+293,492	$69.1M	$83.9M	1,373,218	1,666,710
—	share class as filed: INT-TRM U.S TRES · position key `pos:13840` · issuer key `iss:1633`	ADD	+$2.9M	+134,150	$71.9M	$74.8M	2,867,615	3,001,765
—	share class as filed: DISTILLATE US · position key `sid:sec:prov:b1fe67c6b74f3cfb0038ac4ebf3c1558` · issuer key `iss:2377`	ADD	+$5.6M	+114,932	$61.6M	$67.2M	1,045,286	1,160,218
—	share class as filed: SHRT TRM CORP BD · position key `sid:sec:prov:3a69ff5ca4f41bbce8dbd9c569fbb075` · issuer key `iss:2482`	TRIM	−$7.8M	−93,618	$68.8M	$61.0M	863,328	769,710
—	share class as filed: CORE S&P MCP ETF · position key `pos:16868` · issuer key `iss:1012`	ADD	+$1.5M	+4,182	$50.9M	$52.4M	771,777	775,959
—	share class as filed: MSCI USA QUALITY · position key `sid:sec:prov:46709d12e1d4b32fb896a46993fb5714` · issuer key `iss:2406`	NEW	+$50.2M	+784,592	$0	$50.2M	—	784,592
—	share class as filed: FUNDAMENTAL US L · position key `pos:14444` · issuer key `iss:1633`	ADD	+$3.6M	+97,328	$37.2M	$40.8M	1,367,927	1,465,255
—	share class as filed: CORE MSCI EAFE · position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F`	TRIM	−$3.7M	−46,436	$40.5M	$36.8M	452,772	406,336
—	share class as filed: TAX EXEMPT BD · position key `sid:sec:prov:3befb2dfacacebff62a1d992609b2891` · issuer key `cusip6:922907`	ADD	−$177K	+2,056	$35.2M	$35.0M	699,992	702,048
—	share class as filed: FUNDAMENTAL INTL · position key `pos:16724` · issuer key `iss:1633`	TRIM	−$2.4M	−106,374	$33.8M	$31.3M	746,700	640,326
—	share class as filed: DIV APP ETF · position key `pos:16249` · issuer key `iss:2476`	ADD	+$1.2M	+8,317	$27.6M	$28.8M	125,624	133,941
—	share class as filed: 0-3 MNTH TREASRY · position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `iss:2406`	TRIM	−$22.5M	−225,039	$50.8M	$28.3M	506,100	281,061
—	share class as filed: CORE S&P SCP ETF · position key `pos:14033` · issuer key `iss:1012`	TRIM	−$4.8M	−47,500	$33.0M	$28.3M	274,785	227,285
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13215` · issuer key `iss:144`	ADD	+$731K	+9,974	$27.1M	$27.8M	99,610	109,584
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: TR UNIT · position key `pos:11570` · issuer key `iss:1599`	ADD	−$1.2M	+200	$28.9M	$27.7M	42,223	42,423
—	share class as filed: FUNDAMENTAL US S · position key `pos:12630` · issuer key `iss:1633`	TRIM	−$4.0M	−149,129	$29.0M	$25.0M	920,862	771,733
—	share class as filed: INCOME ETF · position key `sid:sec:prov:3c753a612d22675d643fa8bd5b65d80e` · issuer key `iss:2408`	NEW	+$25.0M	+542,367	$0	$25.0M	—	542,367
—	share class as filed: BBG COMMD K 1 · position key `sid:sec:prov:b070adf11eb2bed53cff487561bbd512` · issuer key `cusip6:38747R`	ADD	+$8.5M	+177,903	$15.8M	$24.3M	748,980	926,883

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 34

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
The reviewed ticker for the filed issuer name and share class, the same mapping the Reported positions table uses. Symbols are never inferred from names; — means no reviewed mapping.	position matched across quarters by exact reported CUSIP over a registry gap — never a name match	NEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE	derived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
—	share class as filed: RUS MID CAP ETF · position key `pos:16063` · issuer key `iss:1012`	NO CHANGE	+$25.3K	$2.5M	$2.6M	26,391	26,391
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: UNIT SER 1 · position key `pos:11173` · issuer key `iss:995`	NO CHANGE	−$149K	$2.5M	$2.3M	4,000	4,000
—	share class as filed: 3 7 YR TREAS BD · position key `pos:18044` · issuer key `iss:1013`	NO CHANGE	−$13.7K	$2.2M	$2.2M	18,225	18,225
—	share class as filed: RUS 1000 GRW ETF · position key `pos:11528` · issuer key `iss:1012`	NO CHANGE	−$192K	$1.9M	$1.7M	4,102	4,102
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: UT SER 1 · position key `pos:17452` · issuer key `iss:1604`	NO CHANGE	−$57.5K	$1.6M	$1.5M	3,300	3,300
—	share class as filed: MTG-BKD SECS ETF · position key `sid:sec:prov:3e8440a4e05faf828ae027dc10359b61` · issuer key `iss:2482`	NO CHANGE	−$4.1K	$1.5M	$1.5M	31,160	31,160
—	share class as filed: STATE STREET SPD · position key `pos:14221` · issuer key `iss:1602`	NO CHANGE	−$64.5K	$1.4M	$1.3M	17,515	17,515
—	share class as filed: STATE STREET UTI · position key `pos:17300` · issuer key `iss:2454`	NO CHANGE	+$86.2K	$1.1M	$1.2M	26,930	26,930
—	share class as filed: SELECT DIVID ETF · position key `pos:11901` · issuer key `iss:1012`	NO CHANGE	+$71.9K	$988K	$1.1M	7,000	7,000
—	share class as filed: CORE DIV GRWTH · position key `pos:18043` · issuer key `iss:2405`	NO CHANGE	+$9.6K	$873K	$883K	12,579	12,579
—	share class as filed: VAN FTSE DEV MKT · position key `pos:17409` · issuer key `iss:2478`	NO CHANGE	+$20.9K	$812K	$833K	13,000	13,000
—	share class as filed: HIGH DIV YLD · position key `pos:12412` · issuer key `iss:2479`	NO CHANGE	+$25.6K	$804K	$829K	5,600	5,600
—	share class as filed: ESG AWR MSCI USA · position key `sid:sec:prov:b488cb5faaba6d66a8a9fd5a3f84f4af` · issuer key `cusip6:46435G`	NO CHANGE	−$38.2K	$752K	$714K	5,048	5,048
—	share class as filed: IBONDS DEC 26 · position key `sid:sec:prov:f0c68ddad0862e688f7470495d324cf9` · issuer key `cusip6:46435U`	NO CHANGE	−$193	$704K	$704K	27,461	27,461
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: GOLD SHS · position key `pos:11237` · issuer key `iss:1601`	NO CHANGE	+$51.1K	$596K	$647K	1,503	1,503
—	share class as filed: RUS 2000 GRW ETF · position key `pos:16516` · issuer key `iss:1012`	NO CHANGE	−$16.6K	$581K	$565K	1,800	1,800
—	share class as filed: S&P MC 400GR ETF · position key `pos:12699` · issuer key `iss:1012`	NO CHANGE	+$20.6K	$533K	$553K	5,500	5,500
—	share class as filed: MORNSTAR UPSTR · position key `sid:sec:prov:963e6ee2489ee1e4d72ca0024ec5c72f` · issuer key `cusip6:33939L`	NO CHANGE	+$78.8K	$388K	$467K	8,467	8,467
—	share class as filed: U.S. TECH ETF · position key `pos:11514` · issuer key `iss:1012`	NO CHANGE	−$44.0K	$481K	$437K	2,407	2,407
—	share class as filed: TT WRLD ST ETF · position key `pos:11199` · issuer key `iss:2480`	NO CHANGE	−$8.2K	$423K	$415K	3,000	3,000
—	share class as filed: ABACUS FCF LEADE · position key `sid:sec:prov:2e772b0cd5c25a143ac82a6eda5345a3` · issuer key `cusip6:89628W`	NO CHANGE	−$1.3K	$396K	$394K	5,544	5,544
—	share class as filed: 1 3 YR TREAS BD · position key `pos:13422` · issuer key `iss:1012`	NO CHANGE	−$1.2K	$384K	$383K	4,635	4,635
—	share class as filed: STATE STREET FIN · position key `sid:sec:prov:b3a0a6a2c27537b284e1347fab5f8f28` · issuer key `iss:2454`	NO CHANGE	−$39.5K	$400K	$361K	7,310	7,310
—	share class as filed: IBONDS DEC 27 · position key `sid:sec:prov:64078a2716b1458cc42a783ce3f92a82` · issuer key `cusip6:46435U`	NO CHANGE	+$696	$353K	$354K	13,914	13,914
—	share class as filed: SMALL CP ETF · position key `pos:17231` · issuer key `iss:2483`	NO CHANGE	+$5.2K	$336K	$341K	1,302	1,302
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:13340` · issuer key `iss:666`	NO CHANGE	+$46.2K	$256K	$303K	8,000	8,000
—	share class as filed: IBONDS 29 TRM TS · position key `sid:sec:prov:17753c4d7b1a4c6a9096a312a7f86b0b` · issuer key `iss:2406`	NO CHANGE	−$1.2K	$265K	$264K	12,079	12,079
—	share class as filed: IBONDS 27 TRM TS · position key `sid:sec:prov:be332591a56bef4dbf18730507a4b1e6` · issuer key `iss:2406`	NO CHANGE	−$459	$258K	$258K	11,483	11,483
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: REGISTERED SHS · position key `pos:17624` · issuer key `iss:2264`	NO CHANGE	+$86.5K	$143K	$229K	34,585	34,585
—	share class as filed: VALUE ETF · position key `pos:10986` · issuer key `iss:2483`	NO CHANGE	+$5.9K	$215K	$221K	1,128	1,128
—	share class as filed: BULSHS 2027 CB · position key `sid:sec:prov:2e8ea4dfad91693247c3944f4886e768` · issuer key `cusip6:46138J`	NO CHANGE	−$1.3K	$222K	$221K	11,259	11,259
—	share class as filed: MUN BD ETF · position key `pos:11009` · issuer key `iss:1633`	NO CHANGE	−$2.3K	$215K	$213K	8,349	8,349
—	share class as filed: MSCI PAC JP ETF · position key `sid:sec:prov:1b5743af783a25466b9adb0437dd0e26` · issuer key `cusip6:464286`	NO CHANGE	+$10.7K	$202K	$213K	4,000	4,000
a reviewed mapping row for this filed issuer name and share class (never inferred from the name)	share class as filed: COM · position key `pos:15490` · issuer key `iss:245`	NO CHANGE	+$15.5K	$40.6K	$56.1K	12,498	12,498

Flags: no row carries a flag.

Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

428 issuers · 495 rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ISHARES TR

15 positions · 15 reported rows

Rows Resonant Capital Advisors, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$158M	242,082
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$52.4M	775,959
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$28.3M	227,285
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$2.6M	26,391
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$2.1M	21,767
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$1.9M	19,572
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$1.7M	4,102
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$1.1M	7,000
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$890K	4,165
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$783K	13,783
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$565K	1,800
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$553K	5,500
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$437K	2,407
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$383K	4,635
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$257K	2,276

ticker not yet mapped

$252M

1,358,724

13.2%

—

SCHWAB STRATEGIC TR

11 positions · 11 reported rows

Rows Resonant Capital Advisors, LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · INT-TRM U.S TRES CUSIP — src ↗	$74.8M	3,001,765
SCHWAB STRATEGIC TR · FUNDAMENTAL US L CUSIP — src ↗	$40.8M	1,465,255
SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — src ↗	$31.3M	640,326
SCHWAB STRATEGIC TR · FUNDAMENTAL US S CUSIP — src ↗	$25.0M	771,733
SCHWAB STRATEGIC TR · FUNDAMENTAL EMER CUSIP — src ↗	$21.3M	556,985
SCHWAB STRATEGIC TR · SHT TM US TRES CUSIP — src ↗	$6.4M	264,865
SCHWAB STRATEGIC TR · US TIPS ETF CUSIP — src ↗	$2.8M	104,527
SCHWAB STRATEGIC TR · FUNDAMENTAL US B CUSIP — src ↗	$2.5M	93,719
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$478K	15,569
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$369K	14,922
SCHWAB STRATEGIC TR · MUN BD ETF CUSIP — src ↗	$213K	8,349

ticker not yet mapped

$206M

6,938,015

10.8%

—

J P MORGAN EXCHANGE TRADED F

5 positions · 5 reported rows

Rows Resonant Capital Advisors, LLC reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · ULTRA SHT MUNCPL CUSIP 46641Q654 src ↗	$87.6M	1,719,248
J P MORGAN EXCHANGE TRADED F · INCOME ETF CUSIP 46641Q159 src ↗	$25.0M	542,367
J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837 src ↗	$13.8M	272,925
J P MORGAN EXCHANGE TRADED F · MUNICIPAL ETF CUSIP 46641Q647 src ↗	$3.9M	78,223
J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — src ↗	$3.0M	52,313

ticker not yet mapped

$133M

2,665,076

7.0%

—

ISHARES TR

7 positions · 7 reported rows

Rows Resonant Capital Advisors, LLC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI USA QUALITY CUSIP 46436E403 src ↗	$50.2M	784,592
ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718 src ↗	$28.3M	281,061
ISHARES TR · IBONDS DEC 29 CUSIP 46436E205 src ↗	$2.2M	95,276
ISHARES TR · IBONDS DEC 2030 CUSIP 46436E726 src ↗	$1.9M	88,825
ISHARES TR · IBONDS DEC 2031 CUSIP 46436E486 src ↗	$1.6M	76,605
ISHARES TR · IBONDS 29 TRM TS CUSIP 46436E825 src ↗	$264K	12,079
ISHARES TR · IBONDS 27 TRM TS CUSIP 46436E841 src ↗	$258K	11,483

ticker not yet mapped

$84.8M

1,349,921

4.5%

—

ISHARES U S ETF TR · SHORT MATURITY M CUSIP 46431W838
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$83.9M

1,666,710

4.4%

—

ETF SER SOLUTIONS · DISTILLATE US CUSIP 26922A321
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$67.2M

1,160,218

3.5%

—

VANGUARD SCOTTSDALE FDS

3 positions · 3 reported rows

Rows Resonant Capital Advisors, LLC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$61.0M	769,710
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$3.4M	57,484
VANGUARD SCOTTSDALE FDS · MTG-BKD SECS ETF CUSIP 92206C771 src ↗	$1.5M	31,160

ticker not yet mapped

$65.9M

858,354

3.5%

—

ISHARES TR · CORE MSCI EAFE CUSIP 46432F842
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$36.8M

406,336

1.9%

—

VANGUARD MUN BD FDS · TAX EXEMPT BD CUSIP 922907746
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$35.0M

702,048

1.8%

—

ISHARES TR

4 positions · 4 reported rows

Rows Resonant Capital Advisors, LLC reported for ISHARES TR, as it reported them
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$22.0M	207,469
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$4.6M	87,861
ISHARES TR · 3 7 YR TREAS BD CUSIP — src ↗	$2.2M	18,225
ISHARES TR · ESG OPTIMIZED CUSIP — src ↗	$1.6M	12,030

ticker not yet mapped

$30.4M

325,585

1.6%

—

INVESCO EXCH TRADED FD TR II

2 positions · 2 reported rows

Rows Resonant Capital Advisors, LLC reported for INVESCO EXCH TRADED FD TR II, as it reported them
INVESCO EXCH TRADED FD TR II · S&P MDCP 400 REV CUSIP 46138G672 src ↗	$21.9M	170,930
INVESCO EXCH TRADED FD TR II · S&P 500 REVENUE CUSIP 46138G698 src ↗	$8.4M	72,877

ticker not yet mapped

$30.3M

243,807

1.6%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$28.8M

133,941

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$27.8M

109,584

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$27.7M

42,423

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Resonant Capital Advisors, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$13.8M	48,066
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$13.8M	48,063

$27.6M

96,129

1.5%

—

VANGUARD WHITEHALL FDS

2 positions · 2 reported rows

Rows Resonant Capital Advisors, LLC reported for VANGUARD WHITEHALL FDS, as it reported them
VANGUARD WHITEHALL FDS · INTL DVD ETF CUSIP 921946810 src ↗	$23.9M	270,407
VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — src ↗	$829K	5,600

ticker not yet mapped

$24.7M

276,007

1.3%

—

GRANITESHARES ETF TR · BBG COMMD K 1 CUSIP 38747R108
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$24.3M

926,883

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$24.3M

139,101

1.3%

—

VANGUARD INDEX FDS

5 positions · 5 reported rows

Rows Resonant Capital Advisors, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$12.9M	21,596
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$8.2M	25,615
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$348K	797
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$341K	1,302
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$221K	1,128

ticker not yet mapped

$22.0M

50,438

1.2%

—

ISHARES INC · CORE MSCI EMKT CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$22.0M

314,864

1.2%

—

JANUS DETROIT STR TR · HENDERSN SML ETF CUSIP 47103U209
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$20.1M

253,148

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$17.6M

47,631

0.9%

—

INVESCO EXCHANGE TRADED FD T

3 positions · 3 reported rows

Rows Resonant Capital Advisors, LLC reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · RAFI US 1000 ETF CUSIP — src ↗	$8.1M	170,207
INVESCO EXCHANGE TRADED FD T · BUYBACK ACHIEV CUSIP — src ↗	$8.1M	61,405
INVESCO EXCHANGE TRADED FD T · RAFI US 1500 CUSIP — src ↗	$1.4M	30,390

ticker not yet mapped

$17.5M

262,002

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES GOLD TR · ISHARES NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$16.3M

184,360

0.9%

—

DIMENSIONAL ETF TRUST

3 positions · 3 reported rows

Rows Resonant Capital Advisors, LLC reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · NATL MUN BD ETF CUSIP 25434V849 src ↗	$13.0M	270,450
DIMENSIONAL ETF TRUST · US SMALL CAP ETF CUSIP 25434V500 src ↗	$1.8M	25,088
DIMENSIONAL ETF TRUST · INTERNATNAL VAL CUSIP 25434V807 src ↗	$467K	8,844

ticker not yet mapped

$15.2M

304,382

0.8%

—

ISHARES TR

4 positions · 4 reported rows

Rows Resonant Capital Advisors, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI INTL CUSIP 46435G326 src ↗	$7.8M	92,806
ISHARES TR · IBONDS DEC2026 CUSIP 46435GAA0 src ↗	$6.2M	257,107
ISHARES TR · ESG AWR MSCI USA CUSIP 46435G425 src ↗	$714K	5,048
ISHARES TR · ESG AWRE 1 5 YR CUSIP 46435G243 src ↗	$404K	16,136

ticker not yet mapped

$15.1M

371,097

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$13.8M

66,062

0.7%

—

ISHARES TR

2 positions · 2 reported rows

Rows Resonant Capital Advisors, LLC reported for ISHARES TR, as it reported them
ISHARES TR · ULTRA SHORT DUR CUSIP 46434V878 src ↗	$12.8M	253,626
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$883K	12,579

ticker not yet mapped

$13.7M

266,205

0.7%

—

BLACKROCK ETF TRUST II · ISHARES INTERMED CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$12.2M

509,341

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$11.8M

24,649

0.6%

—

ETF SER SOLUTIONS · DISTILLATE SMLMD CUSIP 26922B667
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$11.1M

295,376

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$11.0M

35,454

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$10.6M

35,957

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$10.4M

61,359

0.5%

—

HARBOR ETF TRUST · HARBOR COMMODITY CUSIP 41151J505
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$10.1M

324,751

0.5%

—

SPDR SERIES TRUST

6 positions · 6 reported rows

Rows Resonant Capital Advisors, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$6.3M	106,696
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.3M	17,515
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$589K	6,142
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$589K	6,915
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$385K	2,640
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$269K	9,390

ticker not yet mapped

$9.5M

149,298

0.5%

—

ISHARES TR

4 positions · 4 reported rows

Rows Resonant Capital Advisors, LLC reported for ISHARES TR, as it reported them
ISHARES TR · IBONDS 27 ETF CUSIP 46435UAA9 src ↗	$5.7M	233,352
ISHARES TR · IBDS DEC28 ETF CUSIP 46435U515 src ↗	$2.7M	106,798
ISHARES TR · IBONDS DEC 26 CUSIP 46435U259 src ↗	$704K	27,461
ISHARES TR · IBONDS DEC 27 CUSIP 46435U283 src ↗	$354K	13,914

ticker not yet mapped

$9.4M

381,525

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$8.8M

42,469

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$8.7M

15,121

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$7.7M

8,902

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$7.2M

23,956

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$6.8M

21,378

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$6.1M

78,496

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.8M

9,339

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.6M

6,123

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.6M

5,631

0.3%

—

SELECT SECTOR SPDR TR

3 positions · 3 reported rows

Rows Resonant Capital Advisors, LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$4.0M	65,244
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$1.2M	26,930
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$361K	7,310

ticker not yet mapped

$5.6M

99,484

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.4M

15,261

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARATHON PETE CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.3M

21,596

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROGRESSIVE CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.2M

26,404

0.3%

—

ABRDN ETFS · BBRG ALL COMD K1 CUSIP 003261104
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$5.1M

208,810

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.0M

16,643

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.7M

19,429

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOZONE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.6M

1,370

0.2%

—

SPDR SERIES TRUST · STATE STREET SPD CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$4.6M

95,194

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.6M

9,145

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EBAY INC. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.4M

48,327

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.4M

14,014

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALCOMM INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.3M

33,193

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.2M

30,046

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KROGER CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.0M

55,775

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.0M

10,776

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.9M

27,267

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EOG RES INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.9M

27,015

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.8M

31,176

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELECTRONIC ARTS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.8M

18,505

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.8M

24,202

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.7M

16,835

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PNC FINL SVCS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.7M

17,575

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.5M

14,768

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.4M

10,372

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.4M

35,691

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOMATIC DATA PROCESSING IN · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.3M

16,306

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NORTHERN TR CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.3M

23,361

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOOKING HOLDINGS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.2M

764

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRISTOL-MYERS SQUIBB CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.1M

51,916

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CSX CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.1M

76,701

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALO ALTO NETWORKS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.1M

19,480

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MEDTRONIC PLC · SHS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.0M

33,810

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACCENTURE PLC IRELAND · SHS CLASS A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.0M

14,882

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.9M

30,169

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.8M

22,797

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.7M

28,394

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P GLOBAL INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.7M

6,353

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.6M

20,532

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.5M

9,392

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.5M

12,766

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.5M

13,179

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADOBE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.5M

10,113

0.1%

—

SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X509
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$2.4M

50,462

0.1%

—

WISDOMTREE TR

2 positions · 2 reported rows

Rows Resonant Capital Advisors, LLC reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · INTL QULTY DIV CUSIP — src ↗	$2.0M	49,134
WISDOMTREE TR · US QTLY DIV GRT CUSIP — src ↗	$383K	4,365

ticker not yet mapped

$2.4M

53,499

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.3M

4,000

0.1%

—

ALPS ETF TR · ALERIAN MLP CUSIP 00162Q452
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$2.3M

43,528

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

US BANCORP · COM NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.3M

43,305

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COMCAST CORP NEW · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.3M

78,598

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PAYPAL HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.2M

48,806

0.1%

—

ETFS GOLD TR · PHYSCL GOLD SHS CUSIP 00326A104
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$2.1M

47,659

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.1M

6,173

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.1M

2,907

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.0M

13,565

0.1%

1–20 of the 100 issuers on this page

One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.

share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 58.2%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values: 214 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero: 495 / 495median book 97.5 positions

525 quarter-over-quarter rows

Filing history

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open Resonant Capital Advisors, LLC's 13F filings on SEC EDGAR ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.

Changes · Q1 2026Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Reported positions — 2026-03-31

Book shape

Filing history

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.