RESOLUTE WEALTH ADVISOR, INC.
CIK 2005292 · Holdings on Jun 30, 2026 · First reported Aug 19, 2026
Top ten holdings
Q2 2026- IVV8.54%
- IUSB6.69%
- IVE6.48%
- APUE6.19%
- IVW5.98%
- DYNF5.74%
- IEMG5.07%
- EFV4.52%
- EFG2.81%
- BAI2.79%
Share classes counted separately54.81%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DYNFWeight increased · +0.01 pp5.73% → 5.74%Shares 0 (0.00%)
- IVVWeight increased · +0.00 pp8.54% → 8.54%Shares 0 (0.00%)
- IUSBWeight increased · +0.00 pp6.69% → 6.69%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $15.00M | 8.54% | 22.97K shares | 8.54% → 8.54%+0.00 pp 0 (0.00%) | Unchanged | ▾ |
| 02 | IUSBISHR CR UNVRSE USD BD ETF-UICORE UNIVRSL USD View history and evidence | $11.75M | 6.69% | 254.45K shares | 6.69% → 6.69%+0.00 pp 0 (0.00%) | Unchanged | ▾ |
| 03 | IVEISHARES S&P 500 VALUE ETFS&P 500 VAL ETF View history and evidence | $11.39M | 6.48% | 53.93K shares | 6.48% → 6.48%+0.00 pp 0 (0.00%) | Unchanged | ▾ |
| 04 | APUEACTIVEPASSIVE US EQUITY ETFACTIVEPASSIVE US View history and evidence | $10.87M | 6.19% | 271.16K shares | 6.19% → 6.19%+0.00 pp 0 (0.00%) | Unchanged | ▾ |
| 05 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $10.51M | 5.98% | 92.94K shares | 5.98% → 5.98%+0.00 pp 0 (0.00%) | Unchanged | ▾ |
| 06 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $10.07M | 5.74% | 173.15K shares | 5.73% → 5.74%+0.01 pp 0 (0.00%) | Unchanged | ▾ |
| 07 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $8.90M | 5.07% | 127.62K shares | 5.07% → 5.07%+0.00 pp 0 (0.00%) | Unchanged | ▾ |
| 08 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $7.94M | 4.52% | 106.80K shares | 4.52% → 4.52%+0.00 pp 0 (0.00%) | Unchanged | ▾ |
| 09 | EFGISHARES MSCI EAFE GROWTH ETFEAFE GRWTH ETF View history and evidence | $4.94M | 2.81% | 44.37K shares | 2.81% → 2.81%+0.00 pp 0 (0.00%) | Unchanged | ▾ |
| 10 | BAIISHRS AI IN AND TECH ACT ETFISHA I IN TE ETF View history and evidence | $4.91M | 2.79% | 148.95K shares | 2.79% → 2.79%+0.00 pp 0 (0.00%) | Unchanged | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2005292 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-19
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 175655298
}Research all 78 reported holdings.
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