RESOLUTE WEALTH ADVISOR, INC.

CIK 0002005292 · Q1 2026

13F Equity AUM

$175.7M

Positions

AUM Rank

#7,930

Top 64%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 33.9%Top 10: 54.8%Top 20: 77.5%

IVV8.5%

IUSB6.7%

IVE6.5%

APUE6.2%

IVW6.0%

DYNF5.7%

IEMG5.1%

EFV4.5%

EFG2.8%

BAI2.8%

Others (68)45.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services94.2%

Other5.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 78Median: 0.40%Avg: 1.28%

0–0.5%

42(8.9%)

0.5–1%

10(6.3%)

1–3%

18(35.6%)

3–5%

1(4.5%)

5%+

7(44.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 70Unique: 8vs 20 funds

1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.3%

JPMORGAN CHASE & CO

1.4%

BANK OF AMERICA CORP /DE/

1.3%

BlackRock, Inc.

1.4%

FMR LLC

1.8%

STATE STREET CORP

0.6%

VANGUARD CAPITAL MANAGEMENT LLC

0.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.3%

GEODE CAPITAL MANAGEMENT, LLC

0.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New76Increased0Decreased0Exited0

New Positions

IVV8.5%

+23K

IUSB6.7%

+254K

IVE6.5%

+54K

APUE6.2%

+271K

IVW6.0%

+93K

DYNF5.7%

+173K

IEMG5.1%

+128K

EFV4.5%

+107K

EFG2.8%

+44K

BAI2.8%

+149K

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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