CIK: 1803236
RESONANT CAPITAL ADVISORS, LLC
Address: 33 East Main Street, Suite 440, Madison, WI 53703
α Alpha 0.7800↭ Flow 0.2900Pure Active
479holdings (Q4 2025)
$1.82B13F reported value
+42 NEW+214 INCREASED-125 DECREASED-39 EXITED59 UNCHANGED
Total (Q4 25): $1,819,828,140
Top Holdings by Value
Position Changes (Q4 vs Q3)
Top 15 Positions ($)
Historical AUM (13F Reported)
$1.17B+$0.29B QoQPortfolio Value History (13F Reported)
Quarterly 13F portfolio value. QoQ change reflects value of disclosed long equity positions (new buys, sells, and price movements combined).
| Quarter | Portfolio Value | QoQ Change | QoQ % |
|---|---|---|---|
| Q4 25 | $1.82B | +$0.10B | +6.0% |
| Q3 25 | $1.72B | +$0.15B | +9.6% |
| Q2 25 | $1.57B | +$0.13B | +9.3% |
| Q1 25 | $1.43B | +$0.06B | +4.6% |
| Q4 24 | $1.37B | +$0.01B | +0.7% |
| Q3 24 | $1.36B | +$0.13B | +10.4% |
| Q2 24 | $1.23B | +$0.06B | +5.3% |
| Q1 24 | $1.17B | +$0.13B | +13.0% |
| Q4 23 | $1.03B | +$0.10B | +10.3% |
| Q3 23 | $0.94B | +$0.02B | +1.9% |
| Q2 23 | $0.92B | +$0.04B | +4.4% |
| Q1 23 | $0.88B | — | — |
QoQ = (quarter 13F value − prior quarter value) ÷ prior quarter value. Includes position changes, new buys, and exits. Not investment advice.
Information for Viewing 13F Reports:
- Name: The name of the company.
- CUSIP: A unique 9-character alphanumeric code that identifies a specific stock or security in the U.S.
- Class: The investment company's series name. A registered investment company may have multiple series, each with a separate securities portfolio.
- Value: The monetary value of the holdings in USD.
- Shares: The number of shares held.
- Share Price: The price of shares at the time of filing.
- Investment: The type of investment.
- % of Portfolio: The percentage that this position represents in the total portfolio.
| Quarter | Period of Report | Holdings | Value | Type | Filling Date | Filling ID |
|---|---|---|---|---|---|---|
| Q4 25 | 31-Dec-2025 | 440 | $1,819,828,140 | 13F-HR | 29-Jan-2026 | 0002085853-26-000137 |
| Q3 25 | 30-Sep-2025 | 437 | $1,716,312,647 | 13F-HR | 29-Oct-2025 | 0002085853-25-000183 |
| Q2 25 | 30-Jun-2025 | 413 | $1,566,487,082 | 13F-HR | 31-Jul-2025 | 0001667731-25-001034 |
| Q1 25 | 31-Mar-2025 | 370 | $1,433,527,065 | 13F-HR | 28-Apr-2025 | 0001667731-25-000543 |
| Q4 24 | 31-Dec-2024 | 345 | $1,369,959,976 | 13F-HR | 24-Jan-2025 | 0001667731-25-000129 |
| Q3 24 | 30-Sep-2024 | 352 | $1,360,270,416 | 13F-HR | 18-Oct-2024 | 0001803236-24-000005 |
| Q2 24 | 30-Jun-2024 | 336 | $1,231,664,289 | 13F-HR | 1-Aug-2024 | 0001803236-24-000004 |
| Q1 24 | 31-Mar-2024 | 342 | $1,169,293,257 | 13F-HR | 1-May-2024 | 0001803236-24-000003 |
| Q4 23 | 31-Dec-2023 | 287 | $1,034,741,498 | 13F-HR | 31-Jan-2024 | 0001803236-24-000001 |
| Q3 23 | 30-Sep-2023 | 270 | $937,869,910 | 13F-HR | 31-Oct-2023 | 0001803236-23-000005 |
| Q2 23 | 30-Jun-2023 | 269 | $920,021,099 | 13F-HR | 25-Jul-2023 | 0001803236-23-000003 |
| Q1 23 | 31-Mar-2023 | 251 | $881,012,689 | 13F-HR | 21-Apr-2023 | 0001803236-23-000002 |
| Q4 22 | 31-Dec-2022 | 258 | $801,856,473 | 13F-HR | 23-Jan-2023 | 0001803236-23-000001 |
| Q3 22 | 30-Sep-2022 | 224 | $658,011,000 | 13F-HR | 20-Oct-2022 | 0001803236-22-000004 |
| Q2 22 | 30-Jun-2022 | 237 | $640,267,000 | 13F-HR | 12-Jul-2022 | 0001803236-22-000003 |
| Q1 22 | 31-Mar-2022 | 224 | $674,436,000 | 13F-HR | 19-Apr-2022 | 0001803236-22-000002 |
| Q4 21 | 31-Dec-2021 | 204 | $664,710,000 | 13F-HR | 26-Jan-2022 | 0001803236-22-000001 |
| Q3 21 | 30-Sep-2021 | 190 | $574,661,000 | 13F-HR | 18-Oct-2021 | 0001803236-21-000004 |
| Q2 21 | 30-Jun-2021 | 170 | $517,245,000 | 13F-HR | 16-Jul-2021 | 0001803236-21-000003 |
| Q1 21 | 31-Mar-2021 | 166 | $486,253,000 | 13F-HR | 28-Apr-2021 | 0001803236-21-000002 |
| Q4 20 | 31-Dec-2020 | 171 | $422,369,000 | 13F-HR | 15-Jan-2021 | 0001803236-21-000001 |
| Q3 20 | 30-Sep-2020 | 157 | $350,894,000 | 13F-HR | 3-Nov-2020 | 0001803236-20-000002 |
| Q2 20 | 30-Jun-2020 | 177 | $344,395,000 | 13F-HR | 5-Aug-2020 | 0001221073-20-000127 |
| Q1 20 | 31-Mar-2020 | 188 | $274,374,000 | 13F-HR | 14-May-2020 | 0001221073-20-000106 |
| Q4 19 | 31-Dec-2019 | 202 | $316,987,000 | 13F-HR | 18-Feb-2020 | 0001221073-20-000046 |