Resonant Capital Advisors, LLC

$1.9B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1803236 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $1.9B
ALL retained default holdings for this (filer, period), including NULL-value ones: 495
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 85
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 30

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	+$15.1M	+33,296	$143M	$158M	208,786	242,082
position key `sid:sec:prov:ef912dff846ec8e01a7c18bd575e3523` · issuer key `cusip6:46641Q` ULTRA SHT MUNCPL	ADD	+$14.6M	+287,225	$73.1M	$87.6M	1,432,023	1,719,248
position key `sid:sec:prov:0cd57333ca53ac18da6fde09f5357539` · issuer key `cusip6:46431W` SHORT MATURITY M	ADD	+$14.8M	+293,492	$69.1M	$83.9M	1,373,218	1,666,710
position key `pos:13840` · issuer key `iss:1633` INT-TRM U.S TRES	ADD	+$2.9M	+134,150	$71.9M	$74.8M	2,867,615	3,001,765
position key `sid:sec:prov:b1fe67c6b74f3cfb0038ac4ebf3c1558` · issuer key `cusip6:26922A` DISTILLATE US	ADD	+$5.6M	+114,932	$61.6M	$67.2M	1,045,286	1,160,218
position key `sid:sec:prov:3a69ff5ca4f41bbce8dbd9c569fbb075` · issuer key `cusip6:92206C` SHRT TRM CORP BD	TRIM	−$7.8M	−93,618	$68.8M	$61.0M	863,328	769,710
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	ADD	+$1.5M	+4,182	$50.9M	$52.4M	771,777	775,959
position key `sid:sec:prov:46709d12e1d4b32fb896a46993fb5714` · issuer key `cusip6:46436E` MSCI USA QUALITY	NEW	+$50.2M	+784,592	$0	$50.2M	—	784,592
position key `pos:14444` · issuer key `iss:1633` FUNDAMENTAL US L	ADD	+$3.6M	+97,328	$37.2M	$40.8M	1,367,927	1,465,255
position key `sid:sec:prov:f1fd766d326ca552a85c000a4415c3d6` · issuer key `cusip6:46432F` CORE MSCI EAFE	TRIM	−$3.7M	−46,436	$40.5M	$36.8M	452,772	406,336
position key `sid:sec:prov:3befb2dfacacebff62a1d992609b2891` · issuer key `cusip6:922907` TAX EXEMPT BD	ADD	−$177K	+2,056	$35.2M	$35.0M	699,992	702,048
position key `pos:16724` · issuer key `iss:1633` FUNDAMENTAL INTL	TRIM	−$2.4M	−106,374	$33.8M	$31.3M	746,700	640,326
position key `pos:16249` · issuer key `cusip6:921908` DIV APP ETF	ADD	+$1.2M	+8,317	$27.6M	$28.8M	125,624	133,941
position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `cusip6:46436E` 0-3 MNTH TREASRY	TRIM	−$22.5M	−225,039	$50.8M	$28.3M	506,100	281,061
position key `pos:14033` · issuer key `iss:1012` CORE S&P SCP ETF	TRIM	−$4.8M	−47,500	$33.0M	$28.3M	274,785	227,285
position key `pos:13215` · issuer key `iss:144` COM	ADD	+$731K	+9,974	$27.1M	$27.8M	99,610	109,584
position key `pos:11570` · issuer key `iss:1599` TR UNIT	ADD	−$1.2M	+200	$28.9M	$27.7M	42,223	42,423
position key `pos:12630` · issuer key `iss:1633` FUNDAMENTAL US S	TRIM	−$4.0M	−149,129	$29.0M	$25.0M	920,862	771,733
position key `sid:sec:prov:3c753a612d22675d643fa8bd5b65d80e` · issuer key `cusip6:46641Q` INCOME ETF	NEW	+$25.0M	+542,367	$0	$25.0M	—	542,367
position key `sid:sec:prov:b070adf11eb2bed53cff487561bbd512` · issuer key `cusip6:38747R` BBG COMMD K 1	ADD	+$8.5M	+177,903	$15.8M	$24.3M	748,980	926,883
position key `pos:15642` · issuer key `iss:1334` COM	ADD	+$3.8M	+29,318	$20.5M	$24.3M	109,783	139,101
position key `sid:sec:prov:b60a9240834e9618fc717604b8d917cd` · issuer key `cusip6:921946` INTL DVD ETF	TRIM	−$3.5M	−29,183	$27.4M	$23.9M	299,590	270,407
position key `pos:16556` · issuer key `iss:1013` NATIONAL MUN ETF	ADD	+$1.5M	+16,190	$20.5M	$22.0M	191,279	207,469
position key `pos:13905` · issuer key `iss:1016` CORE MSCI EMKT	TRIM	−$2.2M	−45,218	$24.2M	$22.0M	360,082	314,864
position key `sid:sec:prov:0e87799667b06d0382ba9b6155cc423d` · issuer key `cusip6:46138G` S&P MDCP 400 REV	ADD	+$1.1M	+6,621	$20.8M	$21.9M	164,309	170,930
position key `pos:17066` · issuer key `iss:1633` FUNDAMENTAL EMER	TRIM	−$1.8M	−82,632	$23.1M	$21.3M	639,617	556,985
position key `sid:sec:prov:0b2d9b244125fd95a985b965af4e3cb3` · issuer key `cusip6:47103U` HENDERSN SML ETF	ADD	+$411K	+11,658	$19.7M	$20.1M	241,490	253,148
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$4.7M	+1,383	$22.4M	$17.6M	46,248	47,631
position key `pos:11871` · issuer key `iss:1011` ISHARES NEW	TRIM	−$4.3M	−68,578	$20.5M	$16.3M	252,938	184,360
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	+$618K	+5,881	$13.2M	$13.8M	42,185	48,066
position key `sid:sec:prov:da76927ea7bfa34385e39a3ae24e4aeb` · issuer key `cusip6:46641Q` ULTRA SHRT ETF	TRIM	−$9.6M	−187,787	$23.4M	$13.8M	460,712	272,925
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	−$1.0M	+911	$14.8M	$13.8M	47,152	48,063
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$113K	+5,964	$13.9M	$13.8M	60,098	66,062
position key `sid:sec:prov:379ffeb6f59ef303d6f66f356baeff27` · issuer key `cusip6:25434V` NATL MUN BD ETF	TRIM	−$827K	−15,815	$13.8M	$13.0M	286,265	270,450
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	TRIM	−$983K	−549	$13.9M	$12.9M	22,145	21,596
position key `sid:sec:prov:b058eb8ae00a9b90aca8057d6931e98e` · issuer key `cusip6:46434V` ULTRA SHORT DUR	TRIM	−$10.2M	−202,149	$23.1M	$12.8M	455,775	253,626
position key `pos:14943` · issuer key `iss:280` ISHARES INTERMED	NEW	+$12.2M	+509,341	$0	$12.2M	—	509,341
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	−$54.3K	+1,042	$11.9M	$11.8M	23,607	24,649
position key `sid:sec:prov:befa6c4fb00ba8a6951bc8657d78770e` · issuer key `cusip6:26922B` DISTILLATE SMLMD	TRIM	−$1.3M	−52,862	$12.4M	$11.1M	348,238	295,376
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$732K	+1,633	$11.7M	$11.0M	33,821	35,454
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$711K	+924	$11.3M	$10.6M	35,033	35,957
position key `pos:14552` · issuer key `iss:711` COM	ADD	+$3.2M	+1,652	$7.2M	$10.4M	59,707	61,359
position key `sid:sec:prov:94299ee9dec5c86232c898a78b2e6edc` · issuer key `cusip6:41151J` HARBOR COMMODITY	NEW	+$10.1M	+324,751	$0	$10.1M	—	324,751
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$2.6M	+1,844	$6.2M	$8.8M	40,625	42,469
position key `pos:11390` · issuer key `iss:720` CL A	ADD	+$284K	+2,445	$8.4M	$8.7M	12,676	15,121
position key `sid:sec:prov:11dffc33c80c14a94cfc7691071c9bc1` · issuer key `cusip6:46138G` S&P 500 REVENUE	ADD	+$244K	+1,874	$8.1M	$8.4M	71,003	72,877
position key `pos:12944` · issuer key `cusip6:922908` TOTAL STK MKT	TRIM	−$391K	−63	$8.6M	$8.2M	25,678	25,615
position key `pos:13240` · issuer key `iss:1000` RAFI US 1000 ETF	ADD	+$295K	+4,075	$7.8M	$8.1M	166,132	170,207
position key `pos:15811` · issuer key `iss:1000` BUYBACK ACHIEV	ADD	+$227	+1,406	$8.1M	$8.1M	59,999	61,405
position key `sid:sec:prov:29f8d97ab26dd0c9ac1e35bec6ed33b8` · issuer key `cusip6:46435G` CORE MSCI INTL	TRIM	−$581K	−8,265	$8.3M	$7.8M	101,071	92,806
position key `pos:17201` · issuer key `iss:1208` COM	TRIM	+$376K	−30	$7.3M	$7.7M	8,932	8,902
position key `pos:12848` · issuer key `iss:1921` COM CL A	ADD	+$129K	+3,679	$7.1M	$7.2M	20,277	23,956
position key `pos:14307` · issuer key `iss:127` COM	ADD	+$1.1M	+319	$5.7M	$6.8M	21,059	21,378
position key `pos:12291` · issuer key `iss:1633` SHT TM US TRES	TRIM	−$9.9M	−406,247	$16.4M	$6.4M	671,112	264,865
position key `pos:14252` · issuer key `iss:1602` STATE STREET SPD	TRIM	+$98.0K	−721	$6.2M	$6.3M	107,417	106,696
position key `sid:sec:prov:18b24b40b9b042d1996f48cc2c275a28` · issuer key `cusip6:46435G` IBONDS DEC2026	TRIM	−$23.6K	−1,079	$6.3M	$6.2M	258,186	257,107
position key `pos:11944` · issuer key `iss:454` COM	ADD	+$268K	+2,905	$5.8M	$6.1M	75,591	78,496
position key `pos:17758` · issuer key `iss:1605` UTSER1 S&PDCRP	ADD	+$205K	+141	$5.6M	$5.8M	9,198	9,339
position key `sid:sec:prov:4cb6a3f06761d13528088c4eb3d37c8e` · issuer key `cusip6:46435U` IBONDS 27 ETF	ADD	+$141K	+6,196	$5.5M	$5.7M	227,156	233,352
position key `pos:15863` · issuer key `iss:1123` COM	ADD	−$508K	+410	$6.1M	$5.6M	5,713	6,123
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$1.3M	+616	$4.3M	$5.6M	5,015	5,631
position key `pos:11671` · issuer key `iss:122` COM	ADD	+$511K	+416	$4.9M	$5.4M	14,845	15,261
position key `pos:14787` · issuer key `iss:1180` COM	ADD	+$1.8M	+184	$3.5M	$5.3M	21,412	21,596
position key `pos:11683` · issuer key `iss:1491` COM	ADD	−$487K	+1,281	$5.7M	$5.2M	25,123	26,404
position key `sid:sec:prov:d9630d732c8106ea2c2292ccbf2714c4` · issuer key `cusip6:003261` BBRG ALL COMD K1	TRIM	+$699K	−15,096	$4.4M	$5.1M	223,906	208,810
position key `pos:11849` · issuer key `iss:104` COM	ADD	−$1.1M	+121	$6.1M	$5.0M	16,522	16,643
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	−$2.1M	−13,483	$6.8M	$4.7M	32,912	19,429
position key `pos:14497` · issuer key `iss:197` COM	ADD	+$11.7K	+9	$4.6M	$4.6M	1,361	1,370
position key `pos:14231` · issuer key `iss:1013` ISHS 1-5YR INVS	TRIM	−$698K	−12,660	$5.3M	$4.6M	100,521	87,861
position key `pos:16053` · issuer key `cusip6:78468R` STATE STREET SPD	TRIM	−$1.1M	−26,498	$5.7M	$4.6M	121,692	95,194
position key `pos:14206` · issuer key `iss:1193` CL A	ADD	−$165K	+852	$4.7M	$4.6M	8,293	9,145
position key `pos:17525` · issuer key `iss:631` COM	TRIM	+$111K	−897	$4.3M	$4.4M	49,224	48,327
position key `pos:16096` · issuer key `iss:1206` COM	ADD	+$303K	+754	$4.1M	$4.4M	13,260	14,014
position key `pos:17533` · issuer key `iss:1509` COM	TRIM	−$1.4M	−180	$5.7M	$4.3M	33,373	33,193
position key `pos:10600` · issuer key `iss:821` COM	ADD	+$763K	+2,146	$3.4M	$4.2M	27,900	30,046
position key `pos:10263` · issuer key `iss:1078` COM	ADD	+$585K	+536	$3.5M	$4.0M	55,239	55,775
position key `pos:10357` · issuer key `iss:1786` COM	ADD	−$87.4K	+1,674	$4.1M	$4.0M	9,102	10,776
position key `sid:sec:prov:4ee13837c201cea05a3fc8a370f61521` · issuer key `cusip6:81369Y` STATE STREET ENE	TRIM	−$14.4M	−347,340	$18.4M	$4.0M	412,584	65,244
position key `pos:14992` · issuer key `iss:1485` COM	ADD	+$330K	+2,089	$3.6M	$3.9M	25,178	27,267
position key `sid:sec:prov:88cde289eea317fd1ce748f7b69ce026` · issuer key `cusip6:46641Q` MUNICIPAL ETF	TRIM	−$159K	−2,140	$4.1M	$3.9M	80,363	78,223
position key `pos:12449` · issuer key `iss:621` COM	ADD	+$1.2M	+1,504	$2.7M	$3.9M	25,511	27,015
position key `pos:17751` · issuer key `iss:1214` COM	ADD	+$2.3M	+17,614	$1.4M	$3.8M	13,562	31,176
position key `pos:11166` · issuer key `iss:640` COM	ADD	+$69	+42	$3.8M	$3.8M	18,463	18,505
position key `pos:13833` · issuer key `iss:1435` COM	ADD	+$353K	+697	$3.4M	$3.8M	23,505	24,202
position key `pos:15499` · issuer key `iss:23` COM	ADD	+$153K	+1,480	$3.5M	$3.7M	15,355	16,835
position key `pos:13363` · issuer key `iss:1393` COM	ADD	+$61.4K	+348	$3.6M	$3.7M	17,227	17,575
position key `pos:16172` · issuer key `iss:1141` COM	ADD	+$37.7K	+455	$3.5M	$3.5M	14,313	14,768
position key `sid:sec:prov:7175357d7c86ef92a73a4c94c374b858` · issuer key `cusip6:92206C` INTER TERM TREAS	TRIM	−$612K	−9,840	$4.0M	$3.4M	67,324	57,484
position key `pos:15220` · issuer key `iss:1725` COM	ADD	−$74.8K	+461	$3.5M	$3.4M	9,911	10,372
position key `pos:16131` · issuer key `iss:1632` COM	ADD	−$88.5K	+1,233	$3.4M	$3.4M	34,458	35,691
position key `pos:10793` · issuer key `iss:195` COM	ADD	−$465K	+1,610	$3.8M	$3.3M	14,696	16,306
position key `pos:12281` · issuer key `iss:1321` COM	ADD	+$119K	+360	$3.2M	$3.3M	23,001	23,361
position key `pos:10854` · issuer key `iss:300` COM	ADD	−$130K	+139	$3.3M	$3.2M	625	764
position key `pos:15008` · issuer key `iss:318` COM	ADD	+$505K	+2,913	$2.6M	$3.1M	49,003	51,916
position key `pos:16667` · issuer key `iss:362` COM	ADD	+$448K	+2,212	$2.7M	$3.1M	74,489	76,701
position key `pos:14782` · issuer key `iss:1406` COM	ADD	−$133K	+1,806	$3.3M	$3.1M	17,674	19,480
position key `pos:17400` · issuer key `cusip6:46641Q` EQUITY PREMIUM	TRIM	−$7.6M	−131,289	$10.6M	$3.0M	183,602	52,313
position key `pos:13406` · issuer key `iss:2156` SHS	ADD	−$199K	+1,237	$3.2M	$3.0M	32,573	33,810
position key `pos:17429` · issuer key `iss:2052` SHS CLASS A	ADD	−$851K	+712	$3.8M	$3.0M	14,170	14,882
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$844K	+8,233	$2.1M	$2.9M	21,936	30,169

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 34

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:16063` · issuer key `iss:1012` RUS MID CAP ETF	NO CHANGE	+$25.3K	$2.5M	$2.6M	26,391	26,391
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	NO CHANGE	−$149K	$2.5M	$2.3M	4,000	4,000
position key `pos:18044` · issuer key `iss:1013` 3 7 YR TREAS BD	NO CHANGE	−$13.7K	$2.2M	$2.2M	18,225	18,225
position key `pos:11528` · issuer key `iss:1012` RUS 1000 GRW ETF	NO CHANGE	−$192K	$1.9M	$1.7M	4,102	4,102
position key `pos:17452` · issuer key `iss:1604` UT SER 1	NO CHANGE	−$57.5K	$1.6M	$1.5M	3,300	3,300
position key `sid:sec:prov:3e8440a4e05faf828ae027dc10359b61` · issuer key `cusip6:92206C` MTG-BKD SECS ETF	NO CHANGE	−$4.1K	$1.5M	$1.5M	31,160	31,160
position key `pos:14221` · issuer key `iss:1602` STATE STREET SPD	NO CHANGE	−$64.5K	$1.4M	$1.3M	17,515	17,515
position key `pos:17300` · issuer key `cusip6:81369Y` STATE STREET UTI	NO CHANGE	+$86.2K	$1.1M	$1.2M	26,930	26,930
position key `pos:11901` · issuer key `iss:1012` SELECT DIVID ETF	NO CHANGE	+$71.9K	$988K	$1.1M	7,000	7,000
position key `pos:18043` · issuer key `cusip6:46434V` CORE DIV GRWTH	NO CHANGE	+$9.6K	$873K	$883K	12,579	12,579
position key `pos:17409` · issuer key `cusip6:921943` VAN FTSE DEV MKT	NO CHANGE	+$20.9K	$812K	$833K	13,000	13,000
position key `pos:12412` · issuer key `cusip6:921946` HIGH DIV YLD	NO CHANGE	+$25.6K	$804K	$829K	5,600	5,600
position key `sid:sec:prov:b488cb5faaba6d66a8a9fd5a3f84f4af` · issuer key `cusip6:46435G` ESG AWR MSCI USA	NO CHANGE	−$38.2K	$752K	$714K	5,048	5,048
position key `sid:sec:prov:f0c68ddad0862e688f7470495d324cf9` · issuer key `cusip6:46435U` IBONDS DEC 26	NO CHANGE	−$193	$704K	$704K	27,461	27,461
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	NO CHANGE	+$51.1K	$596K	$647K	1,503	1,503
position key `pos:16516` · issuer key `iss:1012` RUS 2000 GRW ETF	NO CHANGE	−$16.6K	$581K	$565K	1,800	1,800
position key `pos:12699` · issuer key `iss:1012` S&P MC 400GR ETF	NO CHANGE	+$20.6K	$533K	$553K	5,500	5,500
position key `sid:sec:prov:963e6ee2489ee1e4d72ca0024ec5c72f` · issuer key `cusip6:33939L` MORNSTAR UPSTR	NO CHANGE	+$78.8K	$388K	$467K	8,467	8,467
position key `pos:11514` · issuer key `iss:1012` U.S. TECH ETF	NO CHANGE	−$44.0K	$481K	$437K	2,407	2,407
position key `pos:11199` · issuer key `cusip6:922042` TT WRLD ST ETF	NO CHANGE	−$8.2K	$423K	$415K	3,000	3,000
position key `sid:sec:prov:2e772b0cd5c25a143ac82a6eda5345a3` · issuer key `cusip6:89628W` ABACUS FCF LEADE	NO CHANGE	−$1.3K	$396K	$394K	5,544	5,544
position key `pos:13422` · issuer key `iss:1012` 1 3 YR TREAS BD	NO CHANGE	−$1.2K	$384K	$383K	4,635	4,635
position key `sid:sec:prov:b3a0a6a2c27537b284e1347fab5f8f28` · issuer key `cusip6:81369Y` STATE STREET FIN	NO CHANGE	−$39.5K	$400K	$361K	7,310	7,310
position key `sid:sec:prov:64078a2716b1458cc42a783ce3f92a82` · issuer key `cusip6:46435U` IBONDS DEC 27	NO CHANGE	+$696	$353K	$354K	13,914	13,914
position key `pos:17231` · issuer key `cusip6:922908` SMALL CP ETF	NO CHANGE	+$5.2K	$336K	$341K	1,302	1,302
position key `pos:13340` · issuer key `iss:666` COM	NO CHANGE	+$46.2K	$256K	$303K	8,000	8,000
position key `sid:sec:prov:17753c4d7b1a4c6a9096a312a7f86b0b` · issuer key `cusip6:46436E` IBONDS 29 TRM TS	NO CHANGE	−$1.2K	$265K	$264K	12,079	12,079
position key `sid:sec:prov:be332591a56bef4dbf18730507a4b1e6` · issuer key `cusip6:46436E` IBONDS 27 TRM TS	NO CHANGE	−$459	$258K	$258K	11,483	11,483
position key `pos:17624` · issuer key `iss:2264` REGISTERED SHS	NO CHANGE	+$86.5K	$143K	$229K	34,585	34,585
position key `pos:10986` · issuer key `cusip6:922908` VALUE ETF	NO CHANGE	+$5.9K	$215K	$221K	1,128	1,128
position key `sid:sec:prov:2e8ea4dfad91693247c3944f4886e768` · issuer key `cusip6:46138J` BULSHS 2027 CB	NO CHANGE	−$1.3K	$222K	$221K	11,259	11,259
position key `pos:11009` · issuer key `iss:1633` MUN BD ETF	NO CHANGE	−$2.3K	$215K	$213K	8,349	8,349
position key `sid:sec:prov:1b5743af783a25466b9adb0437dd0e26` · issuer key `cusip6:464286` MSCI PAC JP ETF	NO CHANGE	+$10.7K	$202K	$213K	4,000	4,000
position key `pos:15490` · issuer key `iss:245` COM	NO CHANGE	+$15.5K	$40.6K	$56.1K	12,498	12,498

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 428 issuers · $1.9B disclosed value over 495 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

ISHARES TR

15 positions · 15 reported rows

Rows Resonant Capital Advisors, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$158M	242,082
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$52.4M	775,959
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$28.3M	227,285
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$2.6M	26,391
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$2.1M	21,767
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$1.9M	19,572
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$1.7M	4,102
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$1.1M	7,000
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$890K	4,165
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$783K	13,783
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$565K	1,800
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$553K	5,500
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$437K	2,407
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$383K	4,635
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$257K	2,276

ticker not yet mapped

$252M

1,358,724

13.2%

—

SCHWAB STRATEGIC TR

11 positions · 11 reported rows

Rows Resonant Capital Advisors, LLC reported for SCHWAB STRATEGIC TR, as it reported them
SCHWAB STRATEGIC TR · INT-TRM U.S TRES CUSIP — src ↗	$74.8M	3,001,765
SCHWAB STRATEGIC TR · FUNDAMENTAL US L CUSIP — src ↗	$40.8M	1,465,255
SCHWAB STRATEGIC TR · FUNDAMENTAL INTL CUSIP — src ↗	$31.3M	640,326
SCHWAB STRATEGIC TR · FUNDAMENTAL US S CUSIP — src ↗	$25.0M	771,733
SCHWAB STRATEGIC TR · FUNDAMENTAL EMER CUSIP — src ↗	$21.3M	556,985
SCHWAB STRATEGIC TR · SHT TM US TRES CUSIP — src ↗	$6.4M	264,865
SCHWAB STRATEGIC TR · US TIPS ETF CUSIP — src ↗	$2.8M	104,527
SCHWAB STRATEGIC TR · FUNDAMENTAL US B CUSIP — src ↗	$2.5M	93,719
SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP — src ↗	$478K	15,569
SCHWAB STRATEGIC TR · INTL EQTY ETF CUSIP — src ↗	$369K	14,922
SCHWAB STRATEGIC TR · MUN BD ETF CUSIP — src ↗	$213K	8,349

ticker not yet mapped

$206M

6,938,015

10.8%

—

J P MORGAN EXCHANGE TRADED F

5 positions · 5 reported rows

Rows Resonant Capital Advisors, LLC reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · ULTRA SHT MUNCPL CUSIP 46641Q654 src ↗	$87.6M	1,719,248
J P MORGAN EXCHANGE TRADED F · INCOME ETF CUSIP 46641Q159 src ↗	$25.0M	542,367
J P MORGAN EXCHANGE TRADED F · ULTRA SHRT ETF CUSIP 46641Q837 src ↗	$13.8M	272,925
J P MORGAN EXCHANGE TRADED F · MUNICIPAL ETF CUSIP 46641Q647 src ↗	$3.9M	78,223
J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM CUSIP — src ↗	$3.0M	52,313

ticker not yet mapped

$133M

2,665,076

7.0%

—

ISHARES TR

7 positions · 7 reported rows

Rows Resonant Capital Advisors, LLC reported for ISHARES TR, as it reported them
ISHARES TR · MSCI USA QUALITY CUSIP 46436E403 src ↗	$50.2M	784,592
ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718 src ↗	$28.3M	281,061
ISHARES TR · IBONDS DEC 29 CUSIP 46436E205 src ↗	$2.2M	95,276
ISHARES TR · IBONDS DEC 2030 CUSIP 46436E726 src ↗	$1.9M	88,825
ISHARES TR · IBONDS DEC 2031 CUSIP 46436E486 src ↗	$1.6M	76,605
ISHARES TR · IBONDS 29 TRM TS CUSIP 46436E825 src ↗	$264K	12,079
ISHARES TR · IBONDS 27 TRM TS CUSIP 46436E841 src ↗	$258K	11,483

ticker not yet mapped

$84.8M

1,349,921

4.5%

—

ISHARES U S ETF TR · SHORT MATURITY M CUSIP 46431W838
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$83.9M

1,666,710

4.4%

—

ETF SER SOLUTIONS · DISTILLATE US CUSIP 26922A321
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$67.2M

1,160,218

3.5%

—

VANGUARD SCOTTSDALE FDS

3 positions · 3 reported rows

Rows Resonant Capital Advisors, LLC reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$61.0M	769,710
VANGUARD SCOTTSDALE FDS · INTER TERM TREAS CUSIP 92206C706 src ↗	$3.4M	57,484
VANGUARD SCOTTSDALE FDS · MTG-BKD SECS ETF CUSIP 92206C771 src ↗	$1.5M	31,160

ticker not yet mapped

$65.9M

858,354

3.5%

—

ISHARES TR · CORE MSCI EAFE CUSIP 46432F842
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$36.8M

406,336

1.9%

—

VANGUARD MUN BD FDS · TAX EXEMPT BD CUSIP 922907746
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$35.0M

702,048

1.8%

—

ISHARES TR

4 positions · 4 reported rows

Rows Resonant Capital Advisors, LLC reported for ISHARES TR, as it reported them
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$22.0M	207,469
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$4.6M	87,861
ISHARES TR · 3 7 YR TREAS BD CUSIP — src ↗	$2.2M	18,225
ISHARES TR · ESG OPTIMIZED CUSIP — src ↗	$1.6M	12,030

ticker not yet mapped

$30.4M

325,585

1.6%

—

INVESCO EXCH TRADED FD TR II

2 positions · 2 reported rows

Rows Resonant Capital Advisors, LLC reported for INVESCO EXCH TRADED FD TR II, as it reported them
INVESCO EXCH TRADED FD TR II · S&P MDCP 400 REV CUSIP 46138G672 src ↗	$21.9M	170,930
INVESCO EXCH TRADED FD TR II · S&P 500 REVENUE CUSIP 46138G698 src ↗	$8.4M	72,877

ticker not yet mapped

$30.3M

243,807

1.6%

—

VANGUARD SPECIALIZED FUNDS · DIV APP ETF CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$28.8M

133,941

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$27.8M

109,584

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$27.7M

42,423

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Resonant Capital Advisors, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$13.8M	48,066
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$13.8M	48,063

$27.6M

96,129

1.5%

—

VANGUARD WHITEHALL FDS

2 positions · 2 reported rows

Rows Resonant Capital Advisors, LLC reported for VANGUARD WHITEHALL FDS, as it reported them
VANGUARD WHITEHALL FDS · INTL DVD ETF CUSIP 921946810 src ↗	$23.9M	270,407
VANGUARD WHITEHALL FDS · HIGH DIV YLD CUSIP — src ↗	$829K	5,600

ticker not yet mapped

$24.7M

276,007

1.3%

—

GRANITESHARES ETF TR · BBG COMMD K 1 CUSIP 38747R108
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$24.3M

926,883

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$24.3M

139,101

1.3%

—

VANGUARD INDEX FDS

5 positions · 5 reported rows

Rows Resonant Capital Advisors, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$12.9M	21,596
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$8.2M	25,615
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$348K	797
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$341K	1,302
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$221K	1,128

ticker not yet mapped

$22.0M

50,438

1.2%

—

ISHARES INC · CORE MSCI EMKT CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$22.0M

314,864

1.2%

—

JANUS DETROIT STR TR · HENDERSN SML ETF CUSIP 47103U209
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$20.1M

253,148

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$17.6M

47,631

0.9%

—

INVESCO EXCHANGE TRADED FD T

3 positions · 3 reported rows

Rows Resonant Capital Advisors, LLC reported for INVESCO EXCHANGE TRADED FD T, as it reported them
INVESCO EXCHANGE TRADED FD T · RAFI US 1000 ETF CUSIP — src ↗	$8.1M	170,207
INVESCO EXCHANGE TRADED FD T · BUYBACK ACHIEV CUSIP — src ↗	$8.1M	61,405
INVESCO EXCHANGE TRADED FD T · RAFI US 1500 CUSIP — src ↗	$1.4M	30,390

ticker not yet mapped

$17.5M

262,002

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES GOLD TR · ISHARES NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$16.3M

184,360

0.9%

—

DIMENSIONAL ETF TRUST

3 positions · 3 reported rows

Rows Resonant Capital Advisors, LLC reported for DIMENSIONAL ETF TRUST, as it reported them
DIMENSIONAL ETF TRUST · NATL MUN BD ETF CUSIP 25434V849 src ↗	$13.0M	270,450
DIMENSIONAL ETF TRUST · US SMALL CAP ETF CUSIP 25434V500 src ↗	$1.8M	25,088
DIMENSIONAL ETF TRUST · INTERNATNAL VAL CUSIP 25434V807 src ↗	$467K	8,844

ticker not yet mapped

$15.2M

304,382

0.8%

—

ISHARES TR

4 positions · 4 reported rows

Rows Resonant Capital Advisors, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE MSCI INTL CUSIP 46435G326 src ↗	$7.8M	92,806
ISHARES TR · IBONDS DEC2026 CUSIP 46435GAA0 src ↗	$6.2M	257,107
ISHARES TR · ESG AWR MSCI USA CUSIP 46435G425 src ↗	$714K	5,048
ISHARES TR · ESG AWRE 1 5 YR CUSIP 46435G243 src ↗	$404K	16,136

ticker not yet mapped

$15.1M

371,097

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$13.8M

66,062

0.7%

—

ISHARES TR

2 positions · 2 reported rows

Rows Resonant Capital Advisors, LLC reported for ISHARES TR, as it reported them
ISHARES TR · ULTRA SHORT DUR CUSIP 46434V878 src ↗	$12.8M	253,626
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$883K	12,579

ticker not yet mapped

$13.7M

266,205

0.7%

—

BLACKROCK ETF TRUST II · ISHARES INTERMED CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$12.2M

509,341

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$11.8M

24,649

0.6%

—

ETF SER SOLUTIONS · DISTILLATE SMLMD CUSIP 26922B667
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$11.1M

295,376

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$11.0M

35,454

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$10.6M

35,957

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$10.4M

61,359

0.5%

—

HARBOR ETF TRUST · HARBOR COMMODITY CUSIP 41151J505
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$10.1M

324,751

0.5%

—

SPDR SERIES TRUST

6 positions · 6 reported rows

Rows Resonant Capital Advisors, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$6.3M	106,696
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.3M	17,515
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$589K	6,142
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$589K	6,915
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$385K	2,640
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$269K	9,390

ticker not yet mapped

$9.5M

149,298

0.5%

—

ISHARES TR

4 positions · 4 reported rows

Rows Resonant Capital Advisors, LLC reported for ISHARES TR, as it reported them
ISHARES TR · IBONDS 27 ETF CUSIP 46435UAA9 src ↗	$5.7M	233,352
ISHARES TR · IBDS DEC28 ETF CUSIP 46435U515 src ↗	$2.7M	106,798
ISHARES TR · IBONDS DEC 26 CUSIP 46435U259 src ↗	$704K	27,461
ISHARES TR · IBONDS DEC 27 CUSIP 46435U283 src ↗	$354K	13,914

ticker not yet mapped

$9.4M

381,525

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$8.8M

42,469

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$8.7M

15,121

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCKESSON CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$7.7M

8,902

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$7.2M

23,956

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$6.8M

21,378

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$6.1M

78,496

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.8M

9,339

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.6M

6,123

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.6M

5,631

0.3%

—

SELECT SECTOR SPDR TR

3 positions · 3 reported rows

Rows Resonant Capital Advisors, LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$4.0M	65,244
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$1.2M	26,930
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$361K	7,310

ticker not yet mapped

$5.6M

99,484

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.4M

15,261

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARATHON PETE CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.3M

21,596

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROGRESSIVE CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.2M

26,404

0.3%

—

ABRDN ETFS · BBRG ALL COMD K1 CUSIP 003261104
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$5.1M

208,810

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$5.0M

16,643

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.7M

19,429

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOZONE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.6M

1,370

0.2%

—

SPDR SERIES TRUST · STATE STREET SPD CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$4.6M

95,194

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.6M

9,145

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EBAY INC. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.4M

48,327

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.4M

14,014

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALCOMM INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.3M

33,193

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.2M

30,046

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KROGER CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.0M

55,775

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$4.0M

10,776

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.9M

27,267

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EOG RES INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.9M

27,015

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.8M

31,176

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELECTRONIC ARTS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.8M

18,505

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.8M

24,202

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.7M

16,835

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PNC FINL SVCS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.7M

17,575

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.5M

14,768

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.4M

10,372

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.4M

35,691

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AUTOMATIC DATA PROCESSING IN · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.3M

16,306

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NORTHERN TR CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.3M

23,361

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOOKING HOLDINGS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.2M

764

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRISTOL-MYERS SQUIBB CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.1M

51,916

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CSX CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.1M

76,701

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALO ALTO NETWORKS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.1M

19,480

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MEDTRONIC PLC · SHS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.0M

33,810

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACCENTURE PLC IRELAND · SHS CLASS A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$3.0M

14,882

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.9M

30,169

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.8M

22,797

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DISNEY WALT CO · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.7M

28,394

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P GLOBAL INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.7M

6,353

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.6M

20,532

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITEDHEALTH GROUP INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.5M

9,392

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.5M

12,766

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.5M

13,179

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADOBE INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.5M

10,113

0.1%

—

SPDR INDEX SHS FDS · STATE STREET SPD CUSIP 78463X509
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$2.4M

50,462

0.1%

—

WISDOMTREE TR

2 positions · 2 reported rows

Rows Resonant Capital Advisors, LLC reported for WISDOMTREE TR, as it reported them
WISDOMTREE TR · INTL QULTY DIV CUSIP — src ↗	$2.0M	49,134
WISDOMTREE TR · US QTLY DIV GRT CUSIP — src ↗	$383K	4,365

ticker not yet mapped

$2.4M

53,499

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR · UNIT SER 1 CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.3M

4,000

0.1%

—

ALPS ETF TR · ALERIAN MLP CUSIP 00162Q452
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$2.3M

43,528

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

US BANCORP · COM NEW CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.3M

43,305

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COMCAST CORP NEW · CL A CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.3M

78,598

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PAYPAL HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.2M

48,806

0.1%

—

ETFS GOLD TR · PHYSCL GOLD SHS CUSIP 00326A104
2026-03-31 filed 2026-04-29 +29d

src ↗

ticker not yet mapped

$2.1M

47,659

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.1M

6,173

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.1M

2,907

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-04-29 +29d

src ↗

$2.0M

13,565

0.1%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 58.2%below median 80.0%
Concentration index: 214 bpsbelow median 446 bps
Positions with value: 495 / 495median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 58.2% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 214 · QoQ moves: 525

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Resonant Capital Advisors, LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).