Resonant Capital Advisors, LLC

Q3 2025 13F Holdings

  • Location
    madison, WI
  • Num holdings

    437

  • Value ($000)

    $1,716,313

  • Date Filed
    10/29/2025
  • Form type
    13F-HR
  • CIK
    0001803236
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$135.85M
8 %

202,970

J
JMST

J P MORGAN EXCHANGE TRADED F

ULTRA SHT MUNCPL
46641Q654
$72.50M
4 %

1,420,403

M
MEAR

ISHARES U S ETF TR

SHORT MATURITY M
46431W838
$69.33M
4 %

1,372,596

S
SCHR

SCHWAB STRATEGIC TR

INT-TRM U.S TRES
808524854
$66.57M
4 %

2,648,929

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$65.77M
4 %

822,802

D
DSTL

ETF SER SOLUTIONS

DISTILLATE US
26922A321
$58.87M
3 %

1,015,720

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$48.45M
3 %

742,372

S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$45.73M
3 %

454,080

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$35.34M
2 %

404,763

F
FNDX

SCHWAB STRATEGIC TR

FUNDAMENTAL US L
808524771
$35.32M
2 %

1,342,981

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