Holdings

Resonant Capital Advisors, LLC

As of Sep 30, 2026, Resonant Capital Advisors, LLC reported 522 positions worth US$1.98B. Largest: iShares Core S&P 500 ETF, Distillate US Fundamental Stability & Value ETF and iShares MSCI USA Quality GARP ETF. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
iShares Core S&P 500 ETF235KUS$180MnewSep 30, 2026
Distillate US Fundamental Stability & Value ETF1.16MUS$74.5MnewSep 30, 2026
iShares MSCI USA Quality GARP ETF822KUS$70.1MnewSep 30, 2026
iShares Short Maturity Municipal Bond Active ETF1.3MUS$64.7MnewSep 30, 2026
Vanguard Short-Term Corporate Bond ETF811KUS$62.6MnewSep 30, 2026
iShares Core S&P Mid-Cap ETF786KUS$56.5MnewSep 30, 2026
Schwab Fundamental U.S. Large Company ETF1.39MUS$43.8MnewSep 30, 2026
Schwab Intermediate-Term US Treasury ETF1.78MUS$42.3MnewSep 30, 2026
Apple Inc118KUS$39.3M+6,163Sep 30, 2026
iShares Core MSCI EAFE ETF399KUS$38.6MnewSep 30, 2026