Resolute Wealth Advisor

FINDLAY, OHfiles as RESOLUTE WEALTH ADVISOR, INC.

$176m in 78 US stocks at the end of 30 June 2026. The top 10 are 54.8% of the money. It changed about 0.0% of the portfolio this quarter.

Value

$176m

Stocks

Top 10 share

54.8%

Turnover

0.0%

What changed this quarter

New

Bought for the first time this quarter.

None this quarter.

Added

Bought more of a stock they already held.

None this quarter.

Cut

Sold some of their stake.

None this quarter.

Sold out

Sold their entire stake.

None this quarter.

Holdings

Ishares TRIVV
Share
8.5%
Value
$15m
Shares
22,968
Held
Ishares TRIUSB
Share
6.7%
Value
$12m
Shares
254,454
Held
Ishares TRIVE
Share
6.5%
Value
$11m
Shares
53,933
Held
Trust FOR Professional ManagAPUE
Share
6.2%
Value
$11m
Shares
271,164
Held
Ishares TRIVW
Share
6.0%
Value
$11m
Shares
92,942
Held
Blackrock ETF TrustDYNF
Share
5.7%
Value
$10m
Shares
173,151
Held
IsharesIEMG
Share
5.1%
Value
$9m
Shares
127,621
Held
Ishares TREFV
Share
4.5%
Value
$8m
Shares
106,795
Held
Ishares TREFG
Share
2.8%
Value
$5m
Shares
44,368
Held
Blackrock ETF TrustBAI
Share
2.8%
Value
$5m
Shares
148,946
Held
Ishares TRQUAL
Share
2.8%
Value
$5m
Shares
25,266
Held
Trust FOR Professional ManagAPIE
Share
2.7%
Value
$5m
Shares
132,128
Held
Ishares TRTLH
Share
2.6%
Value
$5m
Shares
45,370
Held
Ishares TRMTUM
Share
2.6%
Value
$5m
Shares
18,790
Held
Trust FOR Professional ManagAPCB
Share
2.5%
Value
$4m
Shares
152,046
Held
Blackrock ETF TrustTHRO
Share
2.3%
Value
$4m
Shares
113,339
Held
Spdr Index SHS FDSQEFA
Share
2.0%
Value
$4m
Shares
37,711
Held
Ishares TRMBB
Share
1.8%
Value
$3m
Shares
33,935
Held
Blackrock ETF TrustIDEF
Share
1.7%
Value
$3m
Shares
92,066
Held
Blackrock ETF TrustBLCR
Share
1.7%
Value
$3m
Shares
72,870
Held
Ishares TRGOVT
Share
1.6%
Value
$3m
Shares
121,386
Held
Ishares TRIAGG
Share
1.4%
Value
$2m
Shares
47,973
Held
Vanguard Wellington FDVFMF
Share
1.3%
Value
$2m
Shares
14,185
Held
Blackrock ETF Trust IIBINC
Share
1.1%
Value
$2m
Shares
36,036
Held
Spdr Series TrustSPAB
Share
1.0%
Value
$2m
Shares
69,823
Held
Home DepotHD
Share
1.0%
Value
$2m
Shares
5,345
Held
Ishares TRMUB
Share
0.8%
Value
$1m
Shares
13,510
Held
Blackrock ETF TrustBDYN
Share
0.8%
Value
$1m
Shares
57,883
Held
Vanguard Charlotte FDSBNDX
Share
0.7%
Value
$1m
Shares
25,834
Held
Ishares Gold TRIAU
Share
0.7%
Value
$1m
Shares
13,904
Held
Dimensional ETF TrustDFAC
Share
0.6%
Value
$1m
Shares
26,619
Held
Ishares TRIWF
Share
0.6%
Value
$1m
Shares
2,403
Held
American Centy ETF TRAVEM
Share
0.6%
Value
$970,909
Shares
12,049
Held
Ishares TRIWB
Share
0.5%
Value
$937,397
Shares
2,629
Held
Select Sector Spdr TRXLK
Share
0.5%
Value
$901,461
Shares
6,783
Held
Schwab Strategic TRSCHG
Share
0.5%
Value
$900,671
Shares
30,919
Held
AppleAAPL
Share
0.4%
Value
$711,374
Shares
2,803
Held
NvidiaNVDA
Share
0.4%
Value
$706,531
Shares
4,051
Held
IsharesURTH
Share
0.4%
Value
$700,998
Shares
3,894
Held
Dimensional ETF TrustDFAS
Share
0.4%
Value
$692,878
Shares
9,741
Held
Ishares TRIEFA
Share
0.4%
Value
$681,510
Shares
7,528
Held
Select Sector Spdr TRXLF
Share
0.4%
Value
$630,209
Shares
12,765
Held
Amazon.comAMZN
Share
0.3%
Value
$548,792
Shares
2,635
Held
Vanguard Scottsdale FDSVCSH
Share
0.3%
Value
$531,712
Shares
6,708
Held
Vanguard Index FDSVTV
Share
0.3%
Value
$512,671
Shares
2,613
Held
Ishares TROEF
Share
0.3%
Value
$490,482
Shares
1,542
Held
MicrosoftMSFT
Share
0.3%
Value
$477,845
Shares
1,291
Held
AlphabetGOOGL
Share
0.3%
Value
$468,148
Shares
1,628
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$444,384
Shares
683
Held
Innovator Etfs TrustBDEC
Share
0.2%
Value
$410,647
Shares
8,555
Held
Ishares TRIEUR
Share
0.2%
Value
$379,318
Shares
5,398
Held
DBX ETF TRDEEF
Share
0.2%
Value
$363,166
Shares
9,608
Held
Select Sector Spdr TRXLI
Share
0.2%
Value
$361,791
Shares
2,237
Held
AlphabetGOOG
Share
0.2%
Value
$331,595
Shares
1,156
Held
Blackrock ETF TrustBDVL
Share
0.2%
Value
$330,163
Shares
13,394
Held
Micron TechnologyMU
Share
0.2%
Value
$318,044
Shares
941
Held
Ishares TRIYW
Share
0.2%
Value
$317,123
Shares
1,748
Held
Trust FOR Professional ManagAPMU
Share
0.2%
Value
$311,554
Shares
12,517
Held
Spdr Series TrustQUS
Share
0.2%
Value
$309,639
Shares
1,804
Held
Ishares TRLMUB
Share
0.2%
Value
$306,071
Shares
6,130
Held
Meta PlatformsMETA
Share
0.2%
Value
$298,080
Shares
521
Held
Select Sector Spdr TRXLV
Share
0.2%
Value
$291,168
Shares
1,986
Held
Innovator Etfs TrustNJAN
Share
0.2%
Value
$269,946
Shares
5,058
Held
Dimensional ETF TrustDUHP
Share
0.2%
Value
$267,910
Shares
7,288
Held
Spdr Series TrustTFI
Share
0.1%
Value
$254,947
Shares
5,623
Held
Palantir TechnologiesPLTR
Share
0.1%
Value
$254,235
Shares
1,738
Held
Innovator Etfs TrustPAPR
Share
0.1%
Value
$246,641
Shares
6,197
Held
Ishares TRITA
Share
0.1%
Value
$241,719
Shares
1,105
Held
Ishares TRIWD
Share
0.1%
Value
$237,602
Shares
1,112
Held
IsharesEMGF
Share
0.1%
Value
$236,040
Shares
3,906
Held
Ishares TRSUSC
Share
0.1%
Value
$230,822
Shares
9,976
Held
Select Sector Spdr TRXLC
Share
0.1%
Value
$229,148
Shares
2,067
Held
American Centy ETF TRAVUS
Share
0.1%
Value
$226,919
Shares
2,041
Held
Ishares TREAGG
Share
0.1%
Value
$226,909
Shares
4,772
Held
Select Sector Spdr TRXLY
Share
0.1%
Value
$220,903
Shares
2,027
Held
Ishares TRIGM
Share
0.1%
Value
$219,244
Shares
1,850
Held
Vanguard BD Index FDSBND
Share
0.1%
Value
$202,437
Shares
2,749
Held
Neuberger R/est Secs INC FDXNROX
Share
<0.1%
Value
$87,450
Shares
30,792
Held

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	8.5%	$15m	22,968	Held
Ishares TRIUSB	6.7%	$12m	254,454	Held
Ishares TRIVE	6.5%	$11m	53,933	Held
Trust FOR Professional ManagAPUE	6.2%	$11m	271,164	Held
Ishares TRIVW	6.0%	$11m	92,942	Held
Blackrock ETF TrustDYNF	5.7%	$10m	173,151	Held
IsharesIEMG	5.1%	$9m	127,621	Held
Ishares TREFV	4.5%	$8m	106,795	Held
Ishares TREFG	2.8%	$5m	44,368	Held
Blackrock ETF TrustBAI	2.8%	$5m	148,946	Held
Ishares TRQUAL	2.8%	$5m	25,266	Held
Trust FOR Professional ManagAPIE	2.7%	$5m	132,128	Held
Ishares TRTLH	2.6%	$5m	45,370	Held
Ishares TRMTUM	2.6%	$5m	18,790	Held
Trust FOR Professional ManagAPCB	2.5%	$4m	152,046	Held
Blackrock ETF TrustTHRO	2.3%	$4m	113,339	Held
Spdr Index SHS FDSQEFA	2.0%	$4m	37,711	Held
Ishares TRMBB	1.8%	$3m	33,935	Held
Blackrock ETF TrustIDEF	1.7%	$3m	92,066	Held
Blackrock ETF TrustBLCR	1.7%	$3m	72,870	Held
Ishares TRGOVT	1.6%	$3m	121,386	Held
Ishares TRIAGG	1.4%	$2m	47,973	Held
Vanguard Wellington FDVFMF	1.3%	$2m	14,185	Held
Blackrock ETF Trust IIBINC	1.1%	$2m	36,036	Held
Spdr Series TrustSPAB	1.0%	$2m	69,823	Held
Home DepotHD	1.0%	$2m	5,345	Held
Ishares TRMUB	0.8%	$1m	13,510	Held
Blackrock ETF TrustBDYN	0.8%	$1m	57,883	Held
Vanguard Charlotte FDSBNDX	0.7%	$1m	25,834	Held
Ishares Gold TRIAU	0.7%	$1m	13,904	Held
Dimensional ETF TrustDFAC	0.6%	$1m	26,619	Held
Ishares TRIWF	0.6%	$1m	2,403	Held
American Centy ETF TRAVEM	0.6%	$970,909	12,049	Held
Ishares TRIWB	0.5%	$937,397	2,629	Held
Select Sector Spdr TRXLK	0.5%	$901,461	6,783	Held
Schwab Strategic TRSCHG	0.5%	$900,671	30,919	Held
AppleAAPL	0.4%	$711,374	2,803	Held
NvidiaNVDA	0.4%	$706,531	4,051	Held
IsharesURTH	0.4%	$700,998	3,894	Held
Dimensional ETF TrustDFAS	0.4%	$692,878	9,741	Held
Ishares TRIEFA	0.4%	$681,510	7,528	Held
Select Sector Spdr TRXLF	0.4%	$630,209	12,765	Held
Amazon.comAMZN	0.3%	$548,792	2,635	Held
Vanguard Scottsdale FDSVCSH	0.3%	$531,712	6,708	Held
Vanguard Index FDSVTV	0.3%	$512,671	2,613	Held
Ishares TROEF	0.3%	$490,482	1,542	Held
MicrosoftMSFT	0.3%	$477,845	1,291	Held
AlphabetGOOGL	0.3%	$468,148	1,628	Held
State STR Spdr S&P 500 ETF TSPY	0.3%	$444,384	683	Held
Innovator Etfs TrustBDEC	0.2%	$410,647	8,555	Held
Ishares TRIEUR	0.2%	$379,318	5,398	Held
DBX ETF TRDEEF	0.2%	$363,166	9,608	Held
Select Sector Spdr TRXLI	0.2%	$361,791	2,237	Held
AlphabetGOOG	0.2%	$331,595	1,156	Held
Blackrock ETF TrustBDVL	0.2%	$330,163	13,394	Held
Micron TechnologyMU	0.2%	$318,044	941	Held
Ishares TRIYW	0.2%	$317,123	1,748	Held
Trust FOR Professional ManagAPMU	0.2%	$311,554	12,517	Held
Spdr Series TrustQUS	0.2%	$309,639	1,804	Held
Ishares TRLMUB	0.2%	$306,071	6,130	Held
Meta PlatformsMETA	0.2%	$298,080	521	Held
Select Sector Spdr TRXLV	0.2%	$291,168	1,986	Held
Innovator Etfs TrustNJAN	0.2%	$269,946	5,058	Held
Dimensional ETF TrustDUHP	0.2%	$267,910	7,288	Held
Spdr Series TrustTFI	0.1%	$254,947	5,623	Held
Palantir TechnologiesPLTR	0.1%	$254,235	1,738	Held
Innovator Etfs TrustPAPR	0.1%	$246,641	6,197	Held
Ishares TRITA	0.1%	$241,719	1,105	Held
Ishares TRIWD	0.1%	$237,602	1,112	Held
IsharesEMGF	0.1%	$236,040	3,906	Held
Ishares TRSUSC	0.1%	$230,822	9,976	Held
Select Sector Spdr TRXLC	0.1%	$229,148	2,067	Held
American Centy ETF TRAVUS	0.1%	$226,919	2,041	Held
Ishares TREAGG	0.1%	$226,909	4,772	Held
Select Sector Spdr TRXLY	0.1%	$220,903	2,027	Held
Ishares TRIGM	0.1%	$219,244	1,850	Held
Vanguard BD Index FDSBND	0.1%	$202,437	2,749	Held
Neuberger R/est Secs INC FDXNROX	<0.1%	$87,450	30,792	Held

Over time and by industry

Value over time

Jun '26

Value is down 0.0% since 31 March 2026.

Where the money is

Technology1.4%

Retail & consumer1.3%

Media & telecom0.6%

Other96.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.