Resonant Capital Advisors, LLC Portfolio Holdings

Resonant Capital Advisors, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.69 Billion distributed in 437 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $136M, Jp Morgan Ultra Short Mun Inco with a value of $72.5M, Blackrock Short Maturity Munic with a value of $69.3M, Schwab Intermediate Term Us Tr with a value of $66.6M, and Vanguard Sht Term Corp Bd ETF with a value of $65.8M.

Examining the 13F form we can see an increase of $148M in the current position value, from $1.54B to 1.69B.

Below you can find more details about Resonant Capital Advisors, LLC portfolio as well as his latest detailed transactions.