Resurgent Financial Advisors LLC Portfolio Holdings

Resurgent Financial Advisors LLC

  • $189 Million
  • Q3 2025

Resurgent Financial Advisors LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $189 Million distributed in 207 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $11.6M, Apple Inc. with a value of $9.52M, Berkshire Hathaway Inc Class B with a value of $6.12M, Nvidia Corp with a value of $5.91M, and Jpmorgan Chase & CO with a value of $5.58M.

Examining the 13F form we can see an increase of $15.3M in the current position value, from $174M to 189M.

Resurgent Financial Advisors LLC is based out at Atlanta, GA

Below you can find more details about Resurgent Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $189 Million
ETFs: $74 Million
Technology: $37.1 Million
Financial Services: $20.7 Million
Energy: $11.5 Million
Communication Services: $9.87 Million
Consumer Cyclical: $8.95 Million
Healthcare: $8.19 Million
Industrials: $7.64 Million
Other: $10.5 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$92.8M
$29,000 0.02% of portfolio
17,900
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 207
  • Current Value $189 Million
  • Prior Value $174 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 39 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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