Resonant Capital Advisors, LLC - Portfolio overview

Resonant Capital Advisors, LLC has 550 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 8.20%
2. JMST - J P MORGAN EXCHANGE TRADED F, 4.55%
3. MEAR - ISHARES U S ETF TR, 4.35%

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

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