Resonant Capital Advisors, LLC
Q3 2025 13F Holdings
- Locationmadison, WI
- Num holdings
437
- Value ($000)
$1,716,313
- Date Filed10/29/2025
- Form type13F-HR
- CIK0001803236
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $135.85 M | 8 % | 202,970 | ||
JMST J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | $72.50 M | 4 % | 1,420,403 | ||
MEAR ISHARES U S ETF TR | SHORT MATURITY M | 46431W838 | $69.33 M | 4 % | 1,372,596 | ||
SCHR SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | $66.57 M | 4 % | 2,648,929 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $65.77 M | 4 % | 822,802 | ||
DSTL ETF SER SOLUTIONS | DISTILLATE US | 26922A321 | $58.87 M | 3 % | 1,015,720 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $48.45 M | 3 % | 742,372 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $45.73 M | 3 % | 454,080 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $35.34 M | 2 % | 404,763 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $35.32 M | 2 % | 1,342,981 |
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