Resolute Wealth Strategies, LLC has filed its latest 13F-HR report, disclosing a total portfolio value of approximately $271.65 million as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and positions across various sectors.
The report indicates a focus on large-cap stocks and exchange-traded funds (ETFs), reflecting current trends in the financial advisory industry. The filing showcases Resolute's investment choices, which may influence competitors and other market participants.
Background
Resolute Wealth Strategies, LLC is a financial advisory firm incorporated in Mississippi. The company operates under the Central Index Key (CIK) 0001973981. The firm primarily engages in wealth management services, helping clients manage their investments and financial planning. Recent filings include the 13F-HR on November 13, 2026, and an N-PX filing on August 12, 2026.
What the Filing Says
The 13F-HR filing reveals that Resolute Wealth Strategies holds a total of 139 positions, with a combined value of $271,652,624. This report, filed by Chief Compliance Officer Andy Warning, emphasizes the firm’s strategic focus on a diverse range of investments.
Impact
This filing may affect various stakeholders, including clients of Resolute Wealth Strategies, competitors in the wealth management sector, and analysts tracking investment trends. The detailed information on the firm’s holdings can provide valuable insights into market dynamics and investment strategies.
What's Next
The filing does not specify what happens next for Resolute Wealth Strategies, LLC. However, continued monitoring of their future filings may provide further insights into their investment strategies and market positioning.
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