13F Filings History of Resonant Capital Advisors, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$1,819,828,140
Signature - Title
Rebecca A. Schmidt - CCO
Location
Madison, WI
Summary
This page shows a list of all the recent 13F filings made by Resonant Capital Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Resonant Capital Advisors, LLC reported 440 stock holdings with total value $1,819,828,140 as of Q4 2025. Top holdings included IVV, JMST, SCHR, MEAR, and VCSH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 440 $1,819,828,140 +$121,792,568 -$27,497,055 +$94,295,513 IVV, JMST, SCHR, MEAR, VCSH 13F-HR 29 Jan 2026, 08:34
Q3 2025 437 $1,716,312,647 +$136,850,099 -$64,522,290 +$72,327,809 IVV, JMST, MEAR, SCHR, VCSH 13F-HR 29 Oct 2025, 08:38
Q2 2025 413 $1,566,487,082 +$95,025,356 -$28,125,540 +$66,899,816 IVV, JMST, MEAR, SCHR, VIG 13F-HR 31 Jul 2025, 17:23
Q1 2025 370 $1,433,527,065 +$98,881,154 -$23,049,532 +$75,831,622 IVV, JMST, MEAR, SGOV, SCHR 13F-HR 28 Apr 2025, 15:59
Q4 2024 345 $1,369,959,976 +$111,938,706 -$23,232,985 +$88,705,721 IVV, SGOV, JMST, MEAR, VIG 13F-HR 24 Jan 2025, 15:37
Q3 2024 352 $1,360,270,416 +$92,246,284 -$18,465,819 +$73,780,465 IVV, SGOV, JMST, MEAR, DSTL 13F-HR 18 Oct 2024, 15:52
Q2 2024 336 $1,231,664,289 +$94,884,269 -$25,029,774 +$69,854,495 IVV, SGOV, JMST, VIG, DSTL 13F-HR 01 Aug 2024, 15:33
Q1 2024 342 $1,169,293,257 +$108,701,171 -$4,673,802 +$104,027,369 IVV, SGOV, DSTL, VIG, JMST 13F-HR 01 May 2024, 16:45
Q4 2023 287 $1,034,741,498 +$72,523,867 -$41,188,805 +$31,335,062 IVV, SGOV, DSTL, VIG, JMST 13F-HR 31 Jan 2024, 13:37
Q3 2023 270 $937,869,910 +$107,327,584 -$61,696,265 +$45,631,319 SGOV, IVV, VIG, DSTL, JMST 13F-HR 31 Oct 2023, 14:04
Q2 2023 269 $920,021,099 +$57,074,534 -$45,534,298 +$11,540,236 IVV, SGOV, VCSH, VIG, DSTL 13F-HR 25 Jul 2023, 12:05
Q1 2023 251 $881,012,689 +$84,489,261 -$28,364,723 +$56,124,538 IVV, VIG, DSTL, VCSH, JMST 13F-HR 21 Apr 2023, 15:06
Q4 2022 258 $801,856,473 +$116,833,267 -$24,646,021 +$92,187,246 IVV, VIG, JMST, DSTL, VCSH 13F-HR 23 Jan 2023, 15:49
Q3 2022 224 $658,011,000 +$91,139,158 -$36,138,888 +$55,000,270 IVV, VIG, DSTL, VCSH, IJH 13F-HR 20 Oct 2022, 08:01
Q2 2022 237 $640,267,000 +$75,988,585 -$25,628,327 +$50,360,258 IVV, VIG, DSTL, IJH, VCSH 13F-HR 12 Jul 2022, 16:31
Q1 2022 224 $674,436,000 +$59,997,307 -$28,426,574 +$31,570,733 IVV, VIG, DSTL, IJH, VCSH 13F-HR 19 Apr 2022, 12:27
Q4 2021 204 $664,710,000 +$57,277,589 -$7,357,685 +$49,919,904 IVV, VIG, IJH, DSTL, VCSH 13F-HR 26 Jan 2022, 14:11
Q3 2021 190 $574,661,000 +$80,405,202 -$18,407,286 +$61,997,916 IVV, VIG, IJH, VCSH, DSTL 13F-HR 18 Oct 2021, 13:44
Q2 2021 170 $517,245,000 +$27,092,604 -$23,495,245 +$3,597,359 IVV, FNDX, VIG, IJH, VCSH 13F-HR 16 Jul 2021, 12:55
Q1 2021 166 $476,080,000 +$34,601,731 -$5,520,547 +$29,081,184 IVV, FNDX, IJH, VIG, VCSH 13F-HR 27 Apr 2021, 18:36
Q4 2020 171 $422,007,000 +$31,267,053 -$5,605,720 +$25,661,333 IVV, FNDX, VCSH, VIG, IJH 13F-HR 15 Jan 2021, 11:30
Q3 2020 157 $350,894,000 +$30,497,071 -$39,343,161 -$8,846,090 IVV, VCSH, VIG, FNDX, IJH 13F-HR 03 Nov 2020, 12:06
Q2 2020 177 $344,395,000 +$106,299,936 -$80,184,587 +$26,115,349 IVV, VCSH, FNDX, VIG, IJH 13F-HR 05 Aug 2020, 17:05
Q1 2020 187 $274,371,000 +$41,820,323 -$18,795,961 +$23,024,362 IVV, JPST, FNDX, VCSH, PKW 13F-HR 14 May 2020, 14:15
Q4 2019 202 $316,987,000 $0 $0 $0 PKW, IVV, JPST, FNDX, SPY 13F-HR 14 Feb 2020, 18:02