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Andy Warning

Resolute Wealth Strategies, Llc

Assets Managed
$231.755M
Holdings
114
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
1.62%(2Q avg: 3%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Resolute Wealth Strategies, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 114 positions.

Assets under management

The assets under management (AUM) of Resolute Wealth Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 231.755M in assets, with a quarterly growth rate of 1.62% and a 2-quarter average growth rate of 3%. The portfolio is managed by Andy Warning, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 1.69%
14.12%
$32.723M
128,935 shares@ $253.8 avg price
JGRO
Jpmorgan Active Growth Etf
Recent Activity
Increased 5.64%
5.87%
$13.59M
160,789 shares@ $84.53 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 0.66%
4.96%
$11.475M
251,544 shares@ $45.63 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.49%
4.1%
$9.499M
54,466 shares@ $174.41 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.44%
4.06%
$9.405M
45,155 shares@ $208.28 avg price
MINT
Pimco Enhanced Short Maturit
Recent Activity
Increased 11.05%
4%
$9.257M
92,043 shares@ $100.58 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -0.39%
3.91%
$9.048M
12,772 shares@ $708.45 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
Increased 5.41%
3.48%
$8.044M
112,106 shares@ $71.76 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 86.86%
3.28%
$7.588M
20,498 shares@ $370.17 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -2.04%
3.03%
$7.015M
16,304 shares@ $430.29 avg price

1-10 of 114