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Resonant Capital Advisors, LLC
CIK:0001803236
Investment Adviser
$2B AUM
413 holdings
Madison, WI, USA
Resonant Capital Advisors serves institutional and high net-worth clients, with an emphasis on multi-generational family businesses and entrepreneurs. They are an independent, employee-owned firm acting as fiduciaries for their clients.
Latest 13F Filing Activity
Resonant Capital Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 411 equity positions with a total 13F market value of $2B. The fund increased holdings in Ishares TR, Microsoft Corp., Nvidia Corporation among other positions. Resonant Capital Advisors, LLC reduced exposure to Ishares TR, J P Morgan Exchange Traded F, Ishares TR among others.
Top Holdings
Equity Positions (411)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 6.27% | $98.2M | 158,138 | $403.48 | $620.90 | +$14.3M |
J JMST | J P MORGAN EXCHANGE TRADED F | 4.20% | $65.8M | 1,291,697 | $50.62 | $50.92 | +$697.6K |
M MEAR | ISHARES U S ETF TR | 3.96% | $62.0M | 1,233,046 | $50.01 | $50.27 | +$77.2K |
S SCHR | SCHWAB STRATEGIC TR | 3.74% | $58.6M | 2,342,662 | $25.16 | $25.03 | +$4.4M |
V VIG | VANGUARD SPECIALIZED FUNDS | 3.53% | $55.3M | 269,307 | $142.24 | $204.67 | +$4.8M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+2.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.6%
SEMICONDUCTORS & RELATED DEVICES
+2.5%
PHARMACEUTICAL PREPARATIONS
+1.5%
SERVICES-BUSINESS SERVICES, NEC
+1.4%
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Analyst | Madison, WI , United States | |
 | Portfolio Manager, Alternatives Sourcing Manager | Madison, WI , United States | |
 | Portfolio Manager | Milwaukee, WI , United States |
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