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Rebecca A. Schmidt

Resonant Capital Advisors, Llc

Assets Managed
$1.904B
Holdings
495
Last Quarter
2026 - Q1
Filed Date
1mo 26d ago
Growth Rate
4.63%(2Q avg: 5.33%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Resonant Capital Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 495 positions.

Assets under management

The assets under management (AUM) of Resonant Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.904B in assets, with a quarterly growth rate of 4.63% and a 2-quarter average growth rate of 5.33%. The portfolio is managed by Rebecca A. Schmidt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 15.95%
8.31%
$158.13M
242,082 shares@ $653.21 avg price
JMST
Jpm Ultra-short Muni Income
Recent Activity
Increased 20.06%
4.61%
$87.647M
1.719M shares@ $50.98 avg price
MEAR
Ishrs Short Mmba Etf Usd Inc
Recent Activity
Increased 21.38%
4.41%
$83.902M
1.667M shares@ $50.35 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 4.68%
3.93%
$74.774M
3.002M shares@ $24.91 avg price
DSTL
Distillate Us Fundamental St
Recent Activity
Increased 11%
3.53%
$67.153M
1.16M shares@ $57.88 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Decreased -10.84%
3.21%
$61.015M
769,710 shares@ $79.28 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.55%
2.76%
$52.4M
775,959 shares@ $67.53 avg price
GARP
Ishares Msci Usa Quality Gar
Recent Activity
New Position
2.64%
$50.19M
784,592 shares@ $63.98 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 7.12%
2.15%
$40.807M
1.465M shares@ $27.86 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -10.25%
1.94%
$36.786M
406,336 shares@ $90.54 avg price

1-10 of 495