Resolute Wealth Strategies, LLC
SEC Form 13F institutional filer · CIK 0001973981
13F-HR · 75 reported holdings · 2026-03-31
Reported long-US-equity value
$0.16B
Top-10 concentration
59.5%
Resolute Wealth Strategies, LLC — $162M AUM allocation strategy
Resolute Wealth Strategies, LLC files SEC Form 13F and reports $162M of long US equity value across 75 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 30.7%, followed by Financials 14.6% and Communication Services 8.7%.
The top 10 holdings account for 59% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Resolute Wealth Strategies, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$162M
total across 75 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
59% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IYY +11.1K sh · +$2.37M+$MSFT +9.53K sh · +$2.28M+$WBD +6.2K sh · +$161K
Biggest trims (shares)
−$XLK −6.36K sh · −$955K−$EDOW −735 sh · −$419K−$AMZN −661 sh · −$1.17M
Exited to nil (held last quarter, gone now)
$XLF ($675K last qtr)$ISRG ($261K last qtr)$CMG ($224K last qtr)$DG ($201K last qtr)$XLV ($201K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals20.2%—
- Interactive Media & Services6.3%—
- Semiconductors5.9%—
- Broadline Retail5.8%—
- Asset Management & Custody Banks5.7%—
- Construction Machinery & Heavy Transportation Equipment5.6%—
- Systems Software4.7%—
- Multi-Sector Holdings3.3%—
- Other holdings42.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 129K | $32.7M | +2.13K | 20.2% |
| $NVDA | NVIDIA Corporation | 54.5K | $9.5M | +1.83K | 5.9% |
| $AMZN | Amazon.com Inc | 45.2K | $9.4M | -661 | 5.8% |
| $CAT | Caterpillar Inc | 12.8K | $9.05M | -51 | 5.6% |
| $MSFT | Microsoft Corporation | 20.5K | $7.59M | +9.53K | 4.7% |
| $GOOGL | Alphabet Inc | 23.4K | $6.72M | +193 | 4.1% |
| $BLK | BlackRock Inc | 47.9K | $6.07M | -238 | 3.8% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 11.1K | $5.33M | -74 | 3.3% |
| $SPGI | S&P Global Inc | 22.8K | $4.82M | -354 | 3.0% |
…and 66 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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