Resonant Capital Advisors, LLC
CIK: 1803236
Holdings (551)
Q3 2026 13F, quarter ended Sep 30, 2026, filed Oct 15, 2026
- IVV
ISHARES TR
$179.97M
234,989 sh8.64%-0.3% - DSTL
ETF SER SOLUTIONS
$74.49M
1.16M sh3.57%+1.4% - GARP
ISHARES TR
$70.06M
821,730 sh3.36%+3.8% - JMST
J P MORGAN EXCHANGE TRADED F
$67.65M
1.34M sh3.25%-27.4% - MEAR
ISHARES U S ETF TR
$64.68M
1.30M sh3.10%-27.8% - VCSH
VANGUARD SCOTTSDALE FDS
$62.62M
810,657 sh3.01%+3.4% - IJH
ISHARES TR
$56.53M
785,672 sh2.71%+1.0% - FNDX
SCHWAB STRATEGIC TR
$43.82M
1.39M sh2.10%-2.3% - SCHR
SCHWAB STRATEGIC TR
$42.28M
1.78M sh2.03%-34.0% - AAPL
APPLE INC
$39.31M
118,043 sh1.89%+5.5% - IEFA
ISHARES TR
$38.65M
398,925 sh1.85%-0.8% - NVDA
NVIDIA CORPORATION
$34.68M
151,685 sh1.66%+5.5% - FNDF
SCHWAB STRATEGIC TR
$33.58M
624,771 sh1.61%-1.1% - SPY
STATE STR SPDR S&P 500 ETF T
$32.47M
42,469 sh1.56%+0.2% - IJR
ISHARES TR
$30.35M
223,110 sh1.46%-1.3% - VIG
VANGUARD SPECIALIZED FUNDS
$30.31M
129,893 sh1.45%+0.3% - COMB
GRANITESHARES ETF TR
$27.94M
1.00M sh1.34%+5.7% - MSFT
MICROSOFT CORP
$27.69M
53,990 sh1.33%+13.8% - JPIE
J P MORGAN EXCHANGE TRADED F
$27.29M
607,907 sh1.31%+8.0% - FNDA
SCHWAB STRATEGIC TR
$26.51M
757,337 sh1.27%-0.8% - IEMG
ISHARES INC
$26.33M
324,433 sh1.26%+2.8% - VIGI
VANGUARD WHITEHALL FDS
$25.28M
267,713 sh1.21%-0.0% - FNDE
SCHWAB STRATEGIC TR
$24.58M
587,121 sh1.18%+3.0% - SGOV
ISHARES TR
$24.19M
240,245 sh1.16%-14.1% - SCHP
SCHWAB STRATEGIC TR
$23.94M
952,750 sh1.15%+838.2% - RWK
INVESCO EXCH TRADED FD TR II
$23.78M
171,809 sh1.14%-0.5% - JSMD
JANUS DETROIT STR TR
$22.94M
256,732 sh1.10%+0.1% - VTEB
VANGUARD MUN BD FDS
$18.86M
398,221 sh0.91%-33.2% - VOO
VANGUARD INDEX FDS
$18.67M
26,643 sh0.90%-0.3% - AMZN
AMAZON COM INC
$18.03M
72,377 sh0.87%+5.8% - GOOGL
ALPHABET INC
$17.4M
50,569 sh0.84%+2.2% - MUB
ISHARES TR
$17.35M
171,590 sh0.83%-32.5% - IAU
ISHARES GOLD TR
$16.48M
211,021 sh0.79%+14.5% - GOOG
ALPHABET INC
$16.31M
47,879 sh0.78%+0.8% - HGER
HARBOR ETF TRUST
$15.2M
431,048 sh0.73%+14.2% - JPST
J P MORGAN EXCHANGE TRADED F
$13.76M
273,270 sh0.66%+0.0% - JMUB
J P MORGAN EXCHANGE TRADED F
$13.7M
287,986 sh0.66%+268.2% - ICSH
ISHARES TR
$13.29M
263,708 sh0.64%-2.5% - AVGO
BROADCOM INC
$12.69M
36,127 sh0.61%+0.6% - DSMC
ETF SER SOLUTIONS
$12.56M
301,287 sh0.60%+1.1% - BRK.B
BERKSHIRE HATHAWAY INC DEL
$12.19M
24,483 sh0.59%-4.1% - JPM
JPMORGAN CHASE & CO
$12.15M
36,714 sh0.58%+2.3% - META
META PLATFORMS INC
$11.83M
16,309 sh0.57%+12.1% - SCMB
SCHWAB STRATEGIC TR
$10.16M
420,371 sh0.49%+4935.0% - DFNM
DIMENSIONAL ETF TRUST
$10.04M
218,100 sh0.48%-22.4% - VTI
VANGUARD INDEX FDS
$9.61M
25,687 sh0.46%+0.0% - RWL
INVESCO EXCH TRADED FD TR II
$9.35M
72,662 sh0.45%-0.3% - PRF
INVESCO EXCHANGE TRADED FD T
$9.26M
170,207 sh0.44%+0.0% - XOM
EXXONMOBIL HOLDINGS CORP
$9.02M
55,419 sh0.43%+1.1% - V
VISA INC
$8.95M
24,914 sh0.43%+2.7%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 IVV ISHARES TR | 234,989 | $179.97M | -0.3% | 8.64% | Q3 2026 |
 DSTL ETF SER SOLUTIONS | 1.16M | $74.49M | +1.4% | 3.57% | Q3 2026 |
 GARP ISHARES TR | 821,730 | $70.06M | +3.8% | 3.36% | Q3 2026 |
 JMST J P MORGAN EXCHANGE TRADED F | 1.34M | $67.65M | -27.4% | 3.25% | Q3 2026 |
 MEAR ISHARES U S ETF TR | 1.30M | $64.68M | -27.8% | 3.10% | Q3 2026 |
 VCSH VANGUARD SCOTTSDALE FDS | 810,657 | $62.62M | +3.4% | 3.01% | Q3 2026 |
 IJH ISHARES TR | 785,672 | $56.53M | +1.0% | 2.71% | Q3 2026 |
 FNDX SCHWAB STRATEGIC TR | 1.39M | $43.82M | -2.3% | 2.10% | Q3 2026 |
 SCHR SCHWAB STRATEGIC TR | 1.78M | $42.28M | -34.0% | 2.03% | Q3 2026 |
 AAPL APPLE INC | 118,043 | $39.31M | +5.5% | 1.89% | Q3 2026 |
 IEFA ISHARES TR | 398,925 | $38.65M | -0.8% | 1.85% | Q3 2026 |
 NVDA NVIDIA CORPORATION | 151,685 | $34.68M | +5.5% | 1.66% | Q3 2026 |
 FNDF SCHWAB STRATEGIC TR | 624,771 | $33.58M | -1.1% | 1.61% | Q3 2026 |
 SPY STATE STR SPDR S&P 500 ETF T | 42,469 | $32.47M | +0.2% | 1.56% | Q3 2026 |
 IJR ISHARES TR | 223,110 | $30.35M | -1.3% | 1.46% | Q3 2026 |
 VIG VANGUARD SPECIALIZED FUNDS | 129,893 | $30.31M | +0.3% | 1.45% | Q3 2026 |
 COMB GRANITESHARES ETF TR | 1.00M | $27.94M | +5.7% | 1.34% | Q3 2026 |
 MSFT MICROSOFT CORP | 53,990 | $27.69M | +13.8% | 1.33% | Q3 2026 |
 JPIE J P MORGAN EXCHANGE TRADED F | 607,907 | $27.29M | +8.0% | 1.31% | Q3 2026 |
 FNDA SCHWAB STRATEGIC TR | 757,337 | $26.51M | -0.8% | 1.27% | Q3 2026 |
 IEMG ISHARES INC | 324,433 | $26.33M | +2.8% | 1.26% | Q3 2026 |
 VIGI VANGUARD WHITEHALL FDS | 267,713 | $25.28M | -0.0% | 1.21% | Q3 2026 |
 FNDE SCHWAB STRATEGIC TR | 587,121 | $24.58M | +3.0% | 1.18% | Q3 2026 |
 SGOV ISHARES TR | 240,245 | $24.19M | -14.1% | 1.16% | Q3 2026 |
 SCHP SCHWAB STRATEGIC TR | 952,750 | $23.94M | +838.2% | 1.15% | Q3 2026 |
 RWK INVESCO EXCH TRADED FD TR II | 171,809 | $23.78M | -0.5% | 1.14% | Q3 2026 |
 JSMD JANUS DETROIT STR TR | 256,732 | $22.94M | +0.1% | 1.10% | Q3 2026 |
 VTEB VANGUARD MUN BD FDS | 398,221 | $18.86M | -33.2% | 0.91% | Q3 2026 |
 VOO VANGUARD INDEX FDS | 26,643 | $18.67M | -0.3% | 0.90% | Q3 2026 |
 AMZN AMAZON COM INC | 72,377 | $18.03M | +5.8% | 0.87% | Q3 2026 |
 GOOGL ALPHABET INC | 50,569 | $17.4M | +2.2% | 0.84% | Q3 2026 |
 MUB ISHARES TR | 171,590 | $17.35M | -32.5% | 0.83% | Q3 2026 |
 IAU ISHARES GOLD TR | 211,021 | $16.48M | +14.5% | 0.79% | Q3 2026 |
 GOOG ALPHABET INC | 47,879 | $16.31M | +0.8% | 0.78% | Q3 2026 |
 HGER HARBOR ETF TRUST | 431,048 | $15.2M | +14.2% | 0.73% | Q3 2026 |
 JPST J P MORGAN EXCHANGE TRADED F | 273,270 | $13.76M | +0.0% | 0.66% | Q3 2026 |
 JMUB J P MORGAN EXCHANGE TRADED F | 287,986 | $13.7M | +268.2% | 0.66% | Q3 2026 |
 ICSH ISHARES TR | 263,708 | $13.29M | -2.5% | 0.64% | Q3 2026 |
 AVGO BROADCOM INC | 36,127 | $12.69M | +0.6% | 0.61% | Q3 2026 |
 DSMC ETF SER SOLUTIONS | 301,287 | $12.56M | +1.1% | 0.60% | Q3 2026 |
 BRK.B BERKSHIRE HATHAWAY INC DEL | 24,483 | $12.19M | -4.1% | 0.59% | Q3 2026 |
 JPM JPMORGAN CHASE & CO | 36,714 | $12.15M | +2.3% | 0.58% | Q3 2026 |
 META META PLATFORMS INC | 16,309 | $11.83M | +12.1% | 0.57% | Q3 2026 |
 SCMB SCHWAB STRATEGIC TR | 420,371 | $10.16M | +4935.0% | 0.49% | Q3 2026 |
 DFNM DIMENSIONAL ETF TRUST | 218,100 | $10.04M | -22.4% | 0.48% | Q3 2026 |
 VTI VANGUARD INDEX FDS | 25,687 | $9.61M | +0.0% | 0.46% | Q3 2026 |
 RWL INVESCO EXCH TRADED FD TR II | 72,662 | $9.35M | -0.3% | 0.45% | Q3 2026 |
 PRF INVESCO EXCHANGE TRADED FD T | 170,207 | $9.26M | +0.0% | 0.44% | Q3 2026 |
 XOM EXXONMOBIL HOLDINGS CORP | 55,419 | $9.02M | +1.1% | 0.43% | Q3 2026 |
 V VISA INC | 24,914 | $8.95M | +2.7% | 0.43% | Q3 2026 |
1-50 of 551 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Resonant Capital Advisors, LLC
Resonant Capital Advisors, LLC is a Trust / Endowment that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1803236). Signal8 holds 15 13F filings from it. Its SEC filings list Wisconsin as its state of incorporation.
Its most recent 13F holdings report covers Q3 2026 (the quarter ended Sep 30, 2026) and was filed on Oct 15, 2026. That report lists 551 securities, not counting options, up from 538 in Q2 2026.
Its five largest reported positions, in order, are ISHARES TR (IVV), ETF SER SOLUTIONS (DSTL), ISHARES TR (GARP), J P MORGAN EXCHANGE TRADED F (JMST) and ISHARES U S ETF TR (MEAR). The next five are VANGUARD SCOTTSDALE FDS (VCSH), ISHARES TR (IJH), SCHWAB STRATEGIC TR (FNDX), SCHWAB STRATEGIC TR (SCHR) and APPLE INC (AAPL).
Recent 13F filings by Resonant Capital Advisors, LLC
- Q3 2026: 13F-HR filed Oct 15, 2026, listing 551 securities.
- Q2 2026: 13F-HR filed Jul 24, 2026, listing 538 securities.
- Q1 2026: 13F-HR filed Apr 29, 2026, listing 495 securities.
- Q4 2025: 13F-HR filed Jan 29, 2026, listing 440 securities.
- Q3 2025: 13F-HR filed Oct 29, 2025, listing 437 securities.
- Q2 2025: 13F-HR filed Jul 31, 2025, listing 413 securities.