RESOLUTE WEALTH ADVISOR, INC. - Portfolio overview

RESOLUTE WEALTH ADVISOR, INC. has 78 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVW - ISHARES TR, 9.20%
2. APUE - TRUST FOR PROFESSIONAL MANAG, 8.94%
3. EFV - ISHARES TR, 6.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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