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Livermore
Livermore
ZHEN

Resurgent Financial Advisors LLC

SEC CIK
0001912339
Latest filing
Aug 14, 2026

The latest 13F from Resurgent Financial Advisors LLC covers Q2 2026 (filed Aug 14, 2026): 308 long positions worth $357.7M. The top 10 holdings make up 30.2% of the portfolio, and the largest is Alphabet Inc. (GOOGL) at 5.4%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
70
Est. +$27.0M
Added
157
Est. +$51.2M
Reduced
66
Est. −$8.83M
Sold out
18
Est. −$10.4M

Top 5 holdings

Share of this quarter's portfolio value

  1. GOOGLAlphabet Inc.
    5.4%$19.2MHistory
  2. NVDANVIDIA Corp
    4.8%$17.3MHistory
  3. AAPLApple Inc.
    4.5%$16.0MHistory
  4. MSFTMicrosoft Corp
    4.2%$14.9MHistory
  5. BRK.BBerkshire Hathaway Inc
    2.6%$9.44MHistory

Share of portfolio

Top 5 holdings and the other 303 positions, by share of portfolio value

  1. GOOGL5.4%
  2. NVDA4.8%
  3. AAPL4.5%
  4. MSFT4.2%
  5. BRK.B2.6%
  6. Other 303 positions78.5%

Biggest buys

New and added positions, by estimated amount bought

  1. GOOGLAlphabet Inc.
    +$3.43MAddedHistory
  2. NVDANVIDIA Corp
    +$3.30MAddedHistory
  3. AMATApplied Materials Inc
    +$3.26MNewHistory
  4. AAPLApple Inc.
    +$3.23MAddedHistory
  5. MSFTMicrosoft Corp
    +$2.66MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AMATApplied Materials Inc
    +0.91 pp0.0% → 0.9%History
  2. MUMicron Technology Inc
    +0.78 pp0.1% → 0.9%History
  3. GOOGLAlphabet Inc.
    +0.74 pp4.6% → 5.4%History
  4. ASMLASML Holding NV
    +0.49 pp0.0% → 0.5%History
  5. AAPLApple Inc.
    +0.39 pp4.1% → 4.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. INTUIntuit Inc.
    −$2.36MSold outHistory
  2. ADPAutomatic Data Processing Inc
    −$1.30MSold outHistory
  3. SPYSPDR S&P 500 ETF Trust
    −$1.28MReducedHistory
  4. iShares Tr46436E718
    −$1.18MReduced
  5. MKLMarkel Group Inc.
    −$756.1KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. INTUIntuit Inc.
    −0.86 pp0.9% → 0.0%History
  2. SPYSPDR S&P 500 ETF Trust
    −0.58 pp1.9% → 1.3%History
  3. ADPAutomatic Data Processing Inc
    −0.48 pp0.5% → 0.0%History
  4. iShares Tr46436E718
    −0.47 pp0.6% → 0.2%
  5. COPConocoPhillips
    −0.44 pp1.0% → 0.6%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$357.7M
+$83.3M (+30.3%) vs. prior quarter
Positions
308
+52 vs. prior quarter
Top 10 concentration
30.2%
Top 10 as share of value
Turnover
6.1%
Q2 2026, one quarter
Average holding period
13.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $357.7M (Q2 2026)

Q4 2021: $121.4MQ1 2022: $157.2MQ2 2022: $149.7MQ3 2022: $144.8MQ4 2022: $187.0MQ1 2023: $148.7MQ2 2023: $150.9MQ3 2023: $146.3MQ4 2023: $162.5MQ1 2024: $187.4MQ2 2024: $160.8MQ3 2024: $170.9MQ4 2024: $169.8MQ1 2025: $166.5MQ2 2025: $182.1MQ3 2025: $203.7MQ4 2025: $199.4MQ1 2026: $274.4MQ2 2026: $357.7M
Q4 2021Q2 2026
13F filings of Resurgent Financial Advisors LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 2026308$357.7MGOOGLNVDAAAPLvs. Q1 2026SEC
Q1 2026May 13, 2026256$274.4MGOOGLNVDAMSFTvs. Q4 2025SEC
Q4 2025Feb 12, 2026216$199.4MMSFTAAPLBRK.Bvs. Q3 2025SEC
Q3 2025Nov 13, 2025207$203.7MMSFTAAPLBRK.Bvs. Q2 2025SEC
Q2 2025Aug 11, 2025186$182.1MMSFTAAPLJPMvs. Q1 2025SEC
Q1 2025May 5, 2025181$166.5MAAPLMSFTBRK.Bvs. Q4 2024SEC
Q4 2024Feb 13, 2025175$169.8MAAPLMSFTBRK.Bvs. Q3 2024SEC
Q3 2024Nov 14, 2024177$170.9MMSFTAAPLBRK.Bvs. Q2 2024SEC
Q2 2024Aug 14, 2024172$160.8MMSFTAAPLNVDAvs. Q1 2024SEC
Q1 2024May 10, 2024189$187.4MMSFTAAPLiShares Russell 1000 Value ETFvs. Q4 2023SEC
Q4 2023Feb 9, 2024495$162.5MMSFTAAPLiShares Core S&P 500 ETFvs. Q3 2023SEC
Q3 2023Nov 13, 2023479$146.3MAAPLMSFTiShares Core S&P 500 ETFvs. Q2 2023SEC
Q2 2023Aug 14, 2023497$150.9MAAPLMSFTiShares Core S&P 500 ETFvs. Q1 2023SEC
Q1 2023May 15, 2023483$148.7MMSFTAAPLiShares Core S&P 500 ETFvs. Q4 2022SEC
Q4 2022Feb 15, 2023623$187.0MMSFTAAPLSPYvs. Q3 2022SEC
Q3 2022Nov 14, 2022194$144.8MAAPLMSFTInvesco QQQ Trust Series Ivs. Q2 2022SEC
Q2 2022Aug 15, 2022185$149.7MAAPLMSFTInvesco QQQ Trust Series Ivs. Q1 2022SEC
Q1 2022May 16, 2022187$157.2MInvesco QQQ Trust Series IAAPLMSFTvs. Q4 2021SEC
Q4 2021May 16, 2022125$121.4MInvesco QQQ Trust Series IAAPLMSFT–SEC