Resonant Capital Advisors, LLC Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$1.8T
Holdings
440
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (440 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 208,786 | $143.0B | 7.86% | |
| 2 | JMSTJ P MORGAN EXCHANGE TRADED F | 1,432,023 | $73.1B | 4.02% | |
| 3 | SCHRSCHWAB STRATEGIC TR | 2,867,615 | $71.9B | 3.95% | |
| 4 | MEARISHARES U S ETF TR | 1,373,218 | $69.1B | 3.80% | |
| 5 | VCSHVANGUARD SCOTTSDALE FDS | 863,328 | $68.8B | 3.78% | |
| 6 | DSTLETF SER SOLUTIONS | 1,045,286 | $61.6B | 3.38% | |
| 7 | IJHISHARES TR | 771,777 | $50.9B | 2.80% | |
| 8 | SGOVISHARES TR | 506,100 | $50.8B | 2.79% | |
| 9 | AQLTISHARES TR | 452,772 | $40.5B | 2.23% | |
| 10 | FNDXSCHWAB STRATEGIC TR | 1,367,927 | $37.2B | 2.05% | |
| 11 | VTEBVANGUARD MUN BD FDS | 699,992 | $35.2B | 1.93% | |
| 12 | FNDFSCHWAB STRATEGIC TR | 746,700 | $33.8B | 1.86% | |
| 13 | IJRISHARES TR | 274,785 | $33.0B | 1.81% | |
| 14 | FNDASCHWAB STRATEGIC TR | 920,862 | $29.0B | 1.59% | |
| 15 | SPYSPDR S&P 500 ETF TR | 42,223 | $28.9B | 1.59% | |
| 16 | VIGVANGUARD SPECIALIZED FUNDS | 125,624 | $27.6B | 1.52% | |
| 17 | VIGIVANGUARD WHITEHALL FDS | 299,590 | $27.4B | 1.51% | |
| 18 | AAPLAPPLE INC | 99,610 | $27.1B | 1.49% | |
| 19 | IEMGISHARES INC | 360,082 | $24.2B | 1.33% | |
| 20 | JPSTJ P MORGAN EXCHANGE TRADED F | 460,712 | $23.4B | 1.29% | |
| 21 | FNDESCHWAB STRATEGIC TR | 639,617 | $23.1B | 1.27% | |
| 22 | ICSHISHARES TR | 455,775 | $23.1B | 1.27% | |
| 23 | MSFTMICROSOFT CORP | 46,248 | $22.4B | 1.23% | |
| 24 | RWKINVESCO EXCH TRADED FD TR II | 164,309 | $20.8B | 1.14% | |
| 25 | IAU*ISHARES GOLD TR | 252,938 | $20.5B | 1.13% | |
| 26 | MUBISHARES TR | 191,279 | $20.5B | 1.13% | |
| 27 | NVDANVIDIA CORPORATION | 109,783 | $20.5B | 1.13% | |
| 28 | JSMDJANUS DETROIT STR TR | 241,490 | $19.7B | 1.08% | |
| 29 | XLESELECT SECTOR SPDR TR | 412,584 | $18.4B | 1.01% | |
| 30 | SCHOSCHWAB STRATEGIC TR | 671,112 | $16.4B | 0.90% | |
| 31 | COMBGRANITESHARES ETF TR | 748,980 | $15.8B | 0.87% | |
| 32 | GOOGALPHABET INC | 47,152 | $14.8B | 0.81% | |
| 33 | VOOVANGUARD INDEX FDS | 22,145 | $13.9B | 0.76% | |
| 34 | AMZNAMAZON COM INC | 60,098 | $13.9B | 0.76% | |
| 35 | DFNMDIMENSIONAL ETF TRUST | 286,265 | $13.8B | 0.76% | |
| 36 | GOOGLALPHABET INC | 42,185 | $13.2B | 0.73% | |
| 37 | DSMCETF SER SOLUTIONS | 348,238 | $12.4B | 0.68% | |
| 38 | BRK/BBERKSHIRE HATHAWAY INC DEL | 23,607 | $11.9B | 0.65% | |
| 39 | AVGOBROADCOM INC | 33,821 | $11.7B | 0.64% | |
| 40 | JPMJPMORGAN CHASE & CO. | 35,033 | $11.3B | 0.62% | |
| 41 | JEPIJ P MORGAN EXCHANGE TRADED F | 183,602 | $10.6B | 0.58% | |
| 42 | VTIVANGUARD INDEX FDS | 25,678 | $8.6B | 0.47% | |
| 43 | METAMETA PLATFORMS INC | 12,676 | $8.4B | 0.46% | |
| 44 | IDEVISHARES TR | 101,071 | $8.3B | 0.46% | |
| 45 | RWLINVESCO EXCH TRADED FD TR II | 71,003 | $8.1B | 0.45% | |
| 46 | PKWINVESCO EXCHANGE TRADED FD T | 59,999 | $8.1B | 0.44% | |
| 47 | PRFINVESCO EXCHANGE TRADED FD T | 166,132 | $7.8B | 0.43% | |
| 48 | MCKMCKESSON CORP | 8,932 | $7.3B | 0.40% | |
| 49 | XOMEXXON MOBIL CORP | 59,707 | $7.2B | 0.39% | |
| 50 | VVISA INC | 20,277 | $7.1B | 0.39% | |
| 51 | JNJJOHNSON & JOHNSON | 32,912 | $6.8B | 0.37% | |
| 52 | IBDRISHARES TR | 258,186 | $6.3B | 0.34% | |
| 53 | SPMDSPDR SERIES TRUST | 107,417 | $6.2B | 0.34% | |
| 54 | CVXCHEVRON CORP NEW | 40,625 | $6.2B | 0.34% | |
| 55 | LLYELI LILLY & CO | 5,713 | $6.1B | 0.34% | |
| 56 | AXPAMERICAN EXPRESS CO | 16,522 | $6.1B | 0.34% | |
| 57 | CSCOCISCO SYS INC | 75,591 | $5.8B | 0.32% | |
| 58 | PGRPROGRESSIVE CORP | 25,123 | $5.7B | 0.31% | |
| 59 | ADIANALOG DEVICES INC | 21,059 | $5.7B | 0.31% | |
| 60 | QCOMQUALCOMM INC | 33,373 | $5.7B | 0.31% | |
| 61 | SPSMSPDR SERIES TRUST | 121,692 | $5.7B | 0.31% | |
| 62 | MDYSPDR S&P MIDCAP 400 ETF TR | 9,198 | $5.6B | 0.31% | |
| 63 | IBDSISHARES TR | 227,156 | $5.5B | 0.30% | |
| 64 | IGSBISHARES TR | 100,521 | $5.3B | 0.29% | |
| 65 | AMGNAMGEN INC | 14,845 | $4.9B | 0.27% | |
| 66 | MAMASTERCARD INCORPORATED | 8,293 | $4.7B | 0.26% | |
| 67 | AZOAUTOZONE INC | 1,361 | $4.6B | 0.25% | |
| 68 | BCIABRDN ETFS | 223,906 | $4.4B | 0.24% | |
| 69 | COSTCOSTCO WHSL CORP NEW | 5,015 | $4.3B | 0.24% | |
| 70 | EBAEBAY INC. | 49,224 | $4.3B | 0.24% | |
| 71 | TSLATESLA INC | 9,102 | $4.1B | 0.22% | |
| 72 | JMUBJ P MORGAN EXCHANGE TRADED F | 80,363 | $4.1B | 0.22% | |
| 73 | MCDMCDONALDS CORP | 13,260 | $4.1B | 0.22% | |
| 74 | VGITVANGUARD SCOTTSDALE FDS | 67,324 | $4.0B | 0.22% | |
| 75 | ADPAUTOMATIC DATA PROCESSING IN | 14,696 | $3.8B | 0.21% | |
| 76 | ACNACCENTURE PLC IRELAND | 14,170 | $3.8B | 0.21% | |
| 77 | EAELECTRONIC ARTS INC | 18,463 | $3.8B | 0.21% | |
| 78 | DHRDANAHER CORPORATION | 16,400 | $3.8B | 0.21% | |
| 79 | PGPROCTER AND GAMBLE CO | 25,178 | $3.6B | 0.20% | |
| 80 | USBUS BANCORP DEL | 66,914 | $3.6B | 0.20% | |
| 81 | PNCPNC FINL SVCS GROUP INC | 17,227 | $3.6B | 0.20% | |
| 82 | SPGIS&P GLOBAL INC | 6,734 | $3.5B | 0.19% | |
| 83 | ABBVABBVIE INC | 15,355 | $3.5B | 0.19% | |
| 84 | SYKSTRYKER CORPORATION | 9,911 | $3.5B | 0.19% | |
| 85 | MPCMARATHON PETE CORP | 21,412 | $3.5B | 0.19% | |
| 86 | LOWLOWES COS INC | 14,313 | $3.5B | 0.19% | |
| 87 | KRKROGER CO | 55,239 | $3.5B | 0.19% | |
| 88 | PFEPFIZER INC | 138,491 | $3.4B | 0.19% | |
| 89 | SCHWSCHWAB CHARLES CORP | 34,458 | $3.4B | 0.19% | |
| 90 | GILDGILEAD SCIENCES INC | 27,900 | $3.4B | 0.19% | |
| 91 | ORCLORACLE CORP | 17,518 | $3.4B | 0.19% | |
| 92 | PEPPEPSICO INC | 23,505 | $3.4B | 0.19% | |
| 93 | ADBEADOBE INC | 9,642 | $3.4B | 0.19% | |
| 94 | BKNGBOOKING HOLDINGS INC | 625 | $3.3B | 0.18% | |
| 95 | PANWPALO ALTO NETWORKS INC | 17,674 | $3.3B | 0.18% | |
| 96 | NTRSNORTHERN TR CORP | 23,001 | $3.2B | 0.17% | |
| 97 | MDTMEDTRONIC PLC | 32,573 | $3.2B | 0.17% | |
| 98 | DISDISNEY WALT CO | 27,425 | $3.1B | 0.17% | |
| 99 | CRMSALESFORCE INC | 11,568 | $3.1B | 0.17% | |
| 100 | SCHPSCHWAB STRATEGIC TR | 109,761 | $2.9B | 0.16% |
Page 1 of 5Next