Resonant Capital Advisors, LLC
Annual return '25
+19.1%
SPY '25
+17.7%
Alpha
+1.3ptsvs SPY
Invested
$1.9B
Holdings
494
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Exited (was 203.0k shares)
8.3%
02
$JMST
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 1.42M shares)
4.6%
03
$MEAR
ISHARES U S ETF TR
Q4 2025: Exited (was 1.37M shares)
4.4%
04
$SCHR
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 2.65M shares)
3.9%
05
$DSTL
ETF SER SOLUTIONS
Q4 2025: Exited (was 1.02M shares)
3.5%
06
$VCSH
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 822.8k shares)
3.2%
07
$IJH
ISHARES TR
Q4 2025: Exited (was 742.4k shares)
2.8%
08
$GARP
ISHARES TR
Held since at least Q1 2024
2.6%
09
$FNDX
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 1.34M shares)
2.1%
10
$IEFA
ISHARES TR
Q4 2025: Exited (was 404.8k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.