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Resolute Wealth Strategies, LLC
Resolute Wealth Strategies, LLC is an SEC Registered Investment Advisory firm headquartered in Jackson, Mississippi. The firm was formed, owned, and operated by three industry veterans to be a resource for wealthy families and private businesses, providing consistent and transparent financial advice and services. With a team size of 11–50 employees, Resolute Wealth Strategies focuses on delivering custom, purpose-driven wealth strategies for its clients.
Investment Strategy
Resolute Wealth Strategies pursues a client-centric, purpose-driven approach, creating customized wealth solutions for wealthy families and private businesses. Their strategy emphasizes transparency, consistency, and tailored planning, while actively managing diversified portfolios (including equities, bonds, and other assets) as evidenced by their 13F filings, to meet clients’ unique financial goals over time.
Latest 13F Filing Activity
Resolute Wealth Strategies, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 100 equity positions with a total 13F market value of $187M. The fund increased holdings in Nvidia Corporation Com, PIMCO Enhanced Short Maturity Active Exchange-traded Fund, Microsoft Corp. Com among other positions. Resolute Wealth Strategies, LLC reduced exposure to Blackstone Secd Lending FD Common Stock, Apple Inc. Com, Diamondback Energy Inc. Com among others.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC COM | 14.28% | $26.6M | 129,842 | $164.90 | $205.17 | -$2.5M |
J JAVA | JPMORGAN ACTIVE VALUE ETF | 6.02% | $11.2M | 171,641 | $62.26 | $65.50 | +$656.1K |
F FBND | FIDELITY TOTAL BOND ETF | 5.76% | $10.7M | 234,839 | $45.02 | $45.75 | +$395.5K |
A AMZN | AMAZON COM INC COM | 5.33% | $9.9M | 45,322 | $105.91 | $219.39 | +$1.4M |
M MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 5.25% | $9.8M | 97,361 | $100.41 | $100.54 | +$1.7M |
Industry Allocation
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