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 ↓
FILING WINDOW OPEN
Q3 2026 filings are due by 2026-11-16 — figures for that quarter will change; missing filers are not zeros.

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

by shares · How classified ↗
Period
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 matchNEW / 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 CHANGEderived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricatedPrev valueCurr valuePrev sharesCurr shares
—share class as filed: CORE S&P500 ETF · position key pos:10307 · issuer key iss:1012ADD+$15.1M+33,296$143M$158M208,786242,082
—share class as filed: ULTRA SHT MUNCPL · position key sid:sec:prov:ef912dff846ec8e01a7c18bd575e3523 · issuer key iss:2408ADD+$14.6M+287,225$73.1M$87.6M1,432,0231,719,248
—share class as filed: SHORT MATURITY M · position key sid:sec:prov:0cd57333ca53ac18da6fde09f5357539 · issuer key cusip6:46431WADD+$14.8M+293,492$69.1M$83.9M1,373,2181,666,710
—share class as filed: INT-TRM U.S TRES · position key pos:13840 · issuer key iss:1633ADD+$2.9M+134,150$71.9M$74.8M2,867,6153,001,765
—share class as filed: DISTILLATE US · position key sid:sec:prov:b1fe67c6b74f3cfb0038ac4ebf3c1558 · issuer key iss:2377ADD+$5.6M+114,932$61.6M$67.2M1,045,2861,160,218
—share class as filed: SHRT TRM CORP BD · position key sid:sec:prov:3a69ff5ca4f41bbce8dbd9c569fbb075 · issuer key iss:2482TRIM−$7.8M−93,618$68.8M$61.0M863,328769,710
—share class as filed: CORE S&P MCP ETF · position key pos:16868 · issuer key iss:1012ADD+$1.5M+4,182$50.9M$52.4M771,777775,959
—share class as filed: MSCI USA QUALITY · position key sid:sec:prov:46709d12e1d4b32fb896a46993fb5714 · issuer key iss:2406NEW+$50.2M+784,592$0$50.2M—784,592
—share class as filed: FUNDAMENTAL US L · position key pos:14444 · issuer key iss:1633ADD+$3.6M+97,328$37.2M$40.8M1,367,9271,465,255
—share class as filed: CORE MSCI EAFE · position key sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6 · issuer key cusip6:46432FTRIM−$3.7M−46,436$40.5M$36.8M452,772406,336
—share class as filed: TAX EXEMPT BD · position key sid:sec:prov:3befb2dfacacebff62a1d992609b2891 · issuer key cusip6:922907ADD−$177K+2,056$35.2M$35.0M699,992702,048
—share class as filed: FUNDAMENTAL INTL · position key pos:16724 · issuer key iss:1633TRIM−$2.4M−106,374$33.8M$31.3M746,700640,326
—share class as filed: DIV APP ETF · position key pos:16249 · issuer key iss:2476ADD+$1.2M+8,317$27.6M$28.8M125,624133,941
—share class as filed: 0-3 MNTH TREASRY · position key sid:sec:prov:e38118ea8b169e3aaee9194c66190079 · issuer key iss:2406TRIM−$22.5M−225,039$50.8M$28.3M506,100281,061
—share class as filed: CORE S&P SCP ETF · position key pos:14033 · issuer key iss:1012TRIM−$4.8M−47,500$33.0M$28.3M274,785227,285
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:144ADD+$731K+9,974$27.1M$27.8M99,610109,584
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:1599ADD−$1.2M+200$28.9M$27.7M42,22342,423
—share class as filed: FUNDAMENTAL US S · position key pos:12630 · issuer key iss:1633TRIM−$4.0M−149,129$29.0M$25.0M920,862771,733
—share class as filed: INCOME ETF · position key sid:sec:prov:3c753a612d22675d643fa8bd5b65d80e · issuer key iss:2408NEW+$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 cusip6:38747RADD+$8.5M+177,903$15.8M$24.3M748,980926,883

Flags: no row carries a flag.

1–20 of the 100 changes on this page

1–100 of 491 changes
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 matchNEW / 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 CHANGEderived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricatedPrev valueCurr valuePrev sharesCurr shares
—share class as filed: RUS MID CAP ETF · position key pos:16063 · issuer key iss:1012NO CHANGE+$25.3K0$2.5M$2.6M26,39126,391
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:995NO CHANGE−$149K0$2.5M$2.3M4,0004,000
—share class as filed: 3 7 YR TREAS BD · position key pos:18044 · issuer key iss:1013NO CHANGE−$13.7K0$2.2M$2.2M18,22518,225
—share class as filed: RUS 1000 GRW ETF · position key pos:11528 · issuer key iss:1012NO CHANGE−$192K0$1.9M$1.7M4,1024,102
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:1604NO CHANGE−$57.5K0$1.6M$1.5M3,3003,300
—share class as filed: MTG-BKD SECS ETF · position key sid:sec:prov:3e8440a4e05faf828ae027dc10359b61 · issuer key iss:2482NO CHANGE−$4.1K0$1.5M$1.5M31,16031,160
—share class as filed: STATE STREET SPD · position key pos:14221 · issuer key iss:1602NO CHANGE−$64.5K0$1.4M$1.3M17,51517,515
—share class as filed: STATE STREET UTI · position key pos:17300 · issuer key iss:2454NO CHANGE+$86.2K0$1.1M$1.2M26,93026,930
—share class as filed: SELECT DIVID ETF · position key pos:11901 · issuer key iss:1012NO CHANGE+$71.9K0$988K$1.1M7,0007,000
—share class as filed: CORE DIV GRWTH · position key pos:18043 · issuer key iss:2405NO CHANGE+$9.6K0$873K$883K12,57912,579
—share class as filed: VAN FTSE DEV MKT · position key pos:17409 · issuer key iss:2478NO CHANGE+$20.9K0$812K$833K13,00013,000
—share class as filed: HIGH DIV YLD · position key pos:12412 · issuer key iss:2479NO CHANGE+$25.6K0$804K$829K5,6005,600
—share class as filed: ESG AWR MSCI USA · position key sid:sec:prov:b488cb5faaba6d66a8a9fd5a3f84f4af · issuer key cusip6:46435GNO CHANGE−$38.2K0$752K$714K5,0485,048
—share class as filed: IBONDS DEC 26 · position key sid:sec:prov:f0c68ddad0862e688f7470495d324cf9 · issuer key cusip6:46435UNO CHANGE−$1930$704K$704K27,46127,461
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:1601NO CHANGE+$51.1K0$596K$647K1,5031,503
—share class as filed: RUS 2000 GRW ETF · position key pos:16516 · issuer key iss:1012NO CHANGE−$16.6K0$581K$565K1,8001,800
—share class as filed: S&P MC 400GR ETF · position key pos:12699 · issuer key iss:1012NO CHANGE+$20.6K0$533K$553K5,5005,500
—share class as filed: MORNSTAR UPSTR · position key sid:sec:prov:963e6ee2489ee1e4d72ca0024ec5c72f · issuer key cusip6:33939LNO CHANGE+$78.8K0$388K$467K8,4678,467
—share class as filed: U.S. TECH ETF · position key pos:11514 · issuer key iss:1012NO CHANGE−$44.0K0$481K$437K2,4072,407
—share class as filed: TT WRLD ST ETF · position key pos:11199 · issuer key iss:2480NO CHANGE−$8.2K0$423K$415K3,0003,000
—share class as filed: ABACUS FCF LEADE · position key sid:sec:prov:2e772b0cd5c25a143ac82a6eda5345a3 · issuer key cusip6:89628WNO CHANGE−$1.3K0$396K$394K5,5445,544
—share class as filed: 1 3 YR TREAS BD · position key pos:13422 · issuer key iss:1012NO CHANGE−$1.2K0$384K$383K4,6354,635
—share class as filed: STATE STREET FIN · position key sid:sec:prov:b3a0a6a2c27537b284e1347fab5f8f28 · issuer key iss:2454NO CHANGE−$39.5K0$400K$361K7,3107,310
—share class as filed: IBONDS DEC 27 · position key sid:sec:prov:64078a2716b1458cc42a783ce3f92a82 · issuer key cusip6:46435UNO CHANGE+$6960$353K$354K13,91413,914
—share class as filed: SMALL CP ETF · position key pos:17231 · issuer key iss:2483NO CHANGE+$5.2K0$336K$341K1,3021,302
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:666NO CHANGE+$46.2K0$256K$303K8,0008,000
—share class as filed: IBONDS 29 TRM TS · position key sid:sec:prov:17753c4d7b1a4c6a9096a312a7f86b0b · issuer key iss:2406NO CHANGE−$1.2K0$265K$264K12,07912,079
—share class as filed: IBONDS 27 TRM TS · position key sid:sec:prov:be332591a56bef4dbf18730507a4b1e6 · issuer key iss:2406NO CHANGE−$4590$258K$258K11,48311,483
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:2264NO CHANGE+$86.5K0$143K$229K34,58534,585
—share class as filed: VALUE ETF · position key pos:10986 · issuer key iss:2483NO CHANGE+$5.9K0$215K$221K1,1281,128
—share class as filed: BULSHS 2027 CB · position key sid:sec:prov:2e8ea4dfad91693247c3944f4886e768 · issuer key cusip6:46138JNO CHANGE−$1.3K0$222K$221K11,25911,259
—share class as filed: MUN BD ETF · position key pos:11009 · issuer key iss:1633NO CHANGE−$2.3K0$215K$213K8,3498,349
—share class as filed: MSCI PAC JP ETF · position key sid:sec:prov:1b5743af783a25466b9adb0437dd0e26 · issuer key cusip6:464286NO CHANGE+$10.7K0$202K$213K4,0004,000
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:245NO CHANGE+$15.5K0$40.6K$56.1K12,49812,498

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.
Positions Resonant Capital Advisors, LLC reported for the quarter ended 2026-03-31, as that filer reported them
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 filingShare 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 $0SharesWt
—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 — $158M242,082
ISHARES TR · CORE S&P MCP ETF CUSIP — $52.4M775,959
ISHARES TR · CORE S&P SCP ETF CUSIP — $28.3M227,285
ISHARES TR · RUS MID CAP ETF CUSIP — $2.6M26,391
ISHARES TR · MSCI EAFE ETF CUSIP — $2.1M21,767
ISHARES TR · 7-10 YR TRSY BD CUSIP — $1.9M19,572
ISHARES TR · RUS 1000 GRW ETF CUSIP — $1.7M4,102
ISHARES TR · SELECT DIVID ETF CUSIP — $1.1M7,000
ISHARES TR · RUS 1000 VAL ETF CUSIP — $890K4,165
ISHARES TR · MSCI EMG MKT ETF CUSIP — $783K13,783
ISHARES TR · RUS 2000 GRW ETF CUSIP — $565K1,800
ISHARES TR · S&P MC 400GR ETF CUSIP — $553K5,500
ISHARES TR · U.S. TECH ETF CUSIP — $437K2,407
ISHARES TR · 1 3 YR TREAS BD CUSIP — $383K4,635
ISHARES TR · S&P 500 GRWT ETF CUSIP — $257K2,276
ticker not yet mapped
$252M1,358,72413.2%
—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 — $74.8M3,001,765
SCHWAB STRATEGIC TR · FUNDAMENTAL US L CUSIP — $40.8M1,465,255
SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — $31.3M640,326
SCHWAB STRATEGIC TR · FUNDAMENTAL US S CUSIP — $25.0M771,733
SCHWAB STRATEGIC TR · FUNDAMENTAL EMER CUSIP — $21.3M556,985
SCHWAB STRATEGIC TR · SHT TM US TRES CUSIP — $6.4M264,865
SCHWAB STRATEGIC TR · US TIPS ETF CUSIP — $2.8M104,527
SCHWAB STRATEGIC TR · FUNDAMENTAL US B CUSIP — $2.5M93,719
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — $478K15,569
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — $369K14,922
SCHWAB STRATEGIC TR · MUN BD ETF CUSIP — $213K8,349
ticker not yet mapped
$206M6,938,01510.8%
—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 $87.6M1,719,248
J P MORGAN EXCHANGE TRADED F · INCOME ETF CUSIP 46641Q159 $25.0M542,367
J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837 $13.8M272,925
J P MORGAN EXCHANGE TRADED F · MUNICIPAL ETF CUSIP 46641Q647 $3.9M78,223
J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — $3.0M52,313
ticker not yet mapped
$133M2,665,0767.0%
—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 $50.2M784,592
ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718 $28.3M281,061
ISHARES TR · IBONDS DEC 29 CUSIP 46436E205 $2.2M95,276
ISHARES TR · IBONDS DEC 2030 CUSIP 46436E726 $1.9M88,825
ISHARES TR · IBONDS DEC 2031 CUSIP 46436E486 $1.6M76,605
ISHARES TR · IBONDS 29 TRM TS CUSIP 46436E825 $264K12,079
ISHARES TR · IBONDS 27 TRM TS CUSIP 46436E841 $258K11,483
ticker not yet mapped
$84.8M1,349,9214.5%
—ISHARES U S ETF TR · SHORT MATURITY M CUSIP 46431W838
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$83.9M1,666,7104.4%
—ETF SER SOLUTIONS · DISTILLATE US CUSIP 26922A321
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$67.2M1,160,2183.5%
—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 $61.0M769,710
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 $3.4M57,484
VANGUARD SCOTTSDALE FDS · MTG-BKD SECS ETF CUSIP 92206C771 $1.5M31,160
ticker not yet mapped
$65.9M858,3543.5%
—ISHARES TR · CORE MSCI EAFE CUSIP 46432F842
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$36.8M406,3361.9%
—VANGUARD MUN BD FDS · TAX EXEMPT BD CUSIP 922907746
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$35.0M702,0481.8%
—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 — $22.0M207,469
ISHARES TR · ISHS 1-5YR INVS CUSIP — $4.6M87,861
ISHARES TR · 3 7 YR TREAS BD CUSIP — $2.2M18,225
ISHARES TR · ESG OPTIMIZED CUSIP — $1.6M12,030
ticker not yet mapped
$30.4M325,5851.6%
—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 $21.9M170,930
INVESCO EXCH TRADED FD TR II · S&P 500 REVENUE CUSIP 46138G698 $8.4M72,877
ticker not yet mapped
$30.3M243,8071.6%
—VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$28.8M133,9411.5%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$27.8M109,5841.5%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$27.7M42,4231.5%
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 — $13.8M48,066
ALPHABET INC · CAP STK CL C CUSIP — $13.8M48,063
$27.6M96,1291.5%
—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 $23.9M270,407
VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — $829K5,600
ticker not yet mapped
$24.7M276,0071.3%
—GRANITESHARES ETF TR · BBG COMMD K 1 CUSIP 38747R108
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$24.3M926,8831.3%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$24.3M139,1011.3%
—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 $12.9M21,596
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — $8.2M25,615
VANGUARD INDEX FDS · GROWTH ETF CUSIP — $348K797
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — $341K1,302
VANGUARD INDEX FDS · VALUE ETF CUSIP — $221K1,128
ticker not yet mapped
$22.0M50,4381.2%
—ISHARES INC · CORE MSCI EMKT CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$22.0M314,8641.2%
—JANUS DETROIT STR TR · HENDERSN SML ETF CUSIP 47103U209
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$20.1M253,1481.1%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$17.6M47,6310.9%
—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 — $8.1M170,207
INVESCO EXCHANGE TRADED FD T · BUYBACK ACHIEV CUSIP — $8.1M61,405
INVESCO EXCHANGE TRADED FD T · RAFI US 1500 CUSIP — $1.4M30,390
ticker not yet mapped
$17.5M262,0020.9%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$16.3M184,3600.9%
—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 $13.0M270,450
DIMENSIONAL ETF TRUST · US SMALL CAP ETF CUSIP 25434V500 $1.8M25,088
DIMENSIONAL ETF TRUST · INTERNATNAL VAL CUSIP 25434V807 $467K8,844
ticker not yet mapped
$15.2M304,3820.8%
—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 $7.8M92,806
ISHARES TR · IBONDS DEC2026 CUSIP 46435GAA0 $6.2M257,107
ISHARES TR · ESG AWR MSCI USA CUSIP 46435G425 $714K5,048
ISHARES TR · ESG AWRE 1 5 YR CUSIP 46435G243 $404K16,136
ticker not yet mapped
$15.1M371,0970.8%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$13.8M66,0620.7%
—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 $12.8M253,626
ISHARES TR · CORE DIV GRWTH CUSIP — $883K12,579
ticker not yet mapped
$13.7M266,2050.7%
—BLACKROCK ETF TRUST II · ISHARES INTERMED CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$12.2M509,3410.6%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$11.8M24,6490.6%
—ETF SER SOLUTIONS · DISTILLATE SMLMD CUSIP 26922B667
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$11.1M295,3760.6%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$11.0M35,4540.6%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$10.6M35,9570.6%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$10.4M61,3590.5%
—HARBOR ETF TRUST · HARBOR COMMODITY CUSIP 41151J505
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$10.1M324,7510.5%
—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 — $6.3M106,696
SPDR SERIES TRUST · STATE STREET SPD CUSIP — $1.3M17,515
SPDR SERIES TRUST · STATE STREET SPD CUSIP — $589K6,142
SPDR SERIES TRUST · STATE STREET SPD CUSIP — $589K6,915
SPDR SERIES TRUST · STATE STREET SPD CUSIP — $385K2,640
SPDR SERIES TRUST · STATE STREET SPD CUSIP — $269K9,390
ticker not yet mapped
$9.5M149,2980.5%
—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 $5.7M233,352
ISHARES TR · IBDS DEC28 ETF CUSIP 46435U515 $2.7M106,798
ISHARES TR · IBONDS DEC 26 CUSIP 46435U259 $704K27,461
ISHARES TR · IBONDS DEC 27 CUSIP 46435U283 $354K13,914
ticker not yet mapped
$9.4M381,5250.5%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$8.8M42,4690.5%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$8.7M15,1210.5%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$7.7M8,9020.4%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$7.2M23,9560.4%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$6.8M21,3780.4%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$6.1M78,4960.3%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$5.8M9,3390.3%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$5.6M6,1230.3%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$5.6M5,6310.3%
—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 $4.0M65,244
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — $1.2M26,930
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 $361K7,310
ticker not yet mapped
$5.6M99,4840.3%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$5.4M15,2610.3%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$5.3M21,5960.3%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$5.2M26,4040.3%
—ABRDN ETFS · BBRG ALL COMD K1 CUSIP 003261104
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$5.1M208,8100.3%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$5.0M16,6430.3%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$4.7M19,4290.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$4.6M1,3700.2%
—SPDR SERIES TRUST · STATE STREET SPD CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$4.6M95,1940.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$4.6M9,1450.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$4.4M48,3270.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$4.4M14,0140.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$4.3M33,1930.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$4.2M30,0460.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$4.0M55,7750.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$4.0M10,7760.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$3.9M27,2670.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$3.9M27,0150.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$3.8M31,1760.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$3.8M18,5050.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$3.8M24,2020.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$3.7M16,8350.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$3.7M17,5750.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$3.5M14,7680.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$3.4M10,3720.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$3.4M35,6910.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$3.3M16,3060.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$3.3M23,3610.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$3.2M7640.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$3.1M51,9160.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$3.1M76,7010.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$3.1M19,4800.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$3.0M33,8100.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$3.0M14,8820.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$2.9M30,1690.2%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$2.8M22,7970.1%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$2.7M28,3940.1%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$2.7M6,3530.1%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$2.6M20,5320.1%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$2.5M9,3920.1%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$2.5M12,7660.1%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$2.5M13,1790.1%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$2.5M10,1130.1%
—SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X509
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$2.4M50,4620.1%
—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 — $2.0M49,134
WISDOMTREE TR · US QTLY DIV GRT CUSIP — $383K4,365
ticker not yet mapped
$2.4M53,4990.1%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$2.3M4,0000.1%
—ALPS ETF TR · ALERIAN MLP CUSIP 00162Q452
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$2.3M43,5280.1%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$2.3M43,3050.1%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$2.3M78,5980.1%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$2.2M48,8060.1%
—ETFS GOLD TR · PHYSCL GOLD SHS CUSIP 00326A104
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$2.1M47,6590.1%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$2.1M6,1730.1%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$2.1M2,9070.1%
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 —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$2.0M13,5650.1%

1–20 of the 100 issuers on this page

1–100 of 428 issuers · page 1 of 5
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
PeriodSource
2026-03-31EDGAR ↗
2026-06-30EDGAR ↗
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.