Resonant Capital Advisors, LLC

RIA/Wealth

Resonant Capital Advisors, LLC is a RIA/Wealth based in Madison, WI led by Benjamin Nathan Dickey, reporting $2.2B in AUM as of Q3 2025 with 69% ETF concentration.

CEOBenjamin Nathan Dickey

Portfolio Value: $1.7B
Positions: 437
Top Holding: IVV at 7.92%
Last Reported: Q3 2025

Address33 E. Main Street, Suite 440, Madison, WI, 53703, United States

Top Holdings

Largest long holdings in Resonant Capital Advisors, LLC's portfolio (36.9% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$135.8M	7.92%	+$30.0M Bought	— 203.0K shares	Q4 2019 Held for 5y 11m
2 JPMorgan Ultra-Short Municipal Income JMST	ETF ETF	$72.5M	4.22%	+$6.6M Bought	— 1.4M shares	Q4 2020 Held for 4y 11m
3 BlackRock Short Maturity Municipal Bond MEAR	ETF ETF	$69.3M	4.04%	+$7.0M Bought	— 1.4M shares	Q3 2023 Held for 2y 2m
4 SCHR Schwab Intermediately-Term U.S. Treasury SCHR	ETF ETF	$66.6M	3.88%	+$7.7M Bought	— 2.6M shares	Q4 2019 Held for 5y 11m
5 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$65.8M	3.83%	+$16.0M Bought	— 822.8K shares	Q4 2019 Held for 5y 11m
6 Distillate U.S. Fundamental Stability & Value DSTL	ETF ETF	$58.9M	3.43%	+$1.8M Bought	— 1.0M shares	Q2 2020 Held for 5y 5m
7 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$48.4M	2.82%	+$3.0M Bought	— 742.4K shares	Q4 2019 Held for 5y 11m
8 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$45.7M	2.66%	+$3.6M Bought	— 454.1K shares	Q1 2023 Held for 2y 8m
9 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$35.3M	2.06%	+$3.6M Bought	— 404.8K shares	Q4 2019 Held for 5y 11m
10 Schwab Fundamental U.S. Large Company FNDX	ETF ETF	$35.3M	2.06%	+$557.3K Bought	— 1.3M shares	Q4 2019 Held for 5y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Resonant Capital Advisors, LLC's latest filing

See all changes

GthenC

Market Value

$1.7B

Prior: $1.6B

Q/Q Change

+9.56%

+$149.8M

Net Flows % of MV

+4.08%

Turnover Ratio

5.87%

New Purchases

37 stocks

$10.8M

Added To

208 stocks

+$123.8M

Sold Out Of

22 stocks

$5.3M

Reduced Holdings

148 stocks

-$59.3M

Increased Positions

Position	Shares Δ	Change
1 Check Point Software Technologies CHKP	New	0 → 6.7K +$1.4M
2 iShares Core Dividend Growth DGRO	New	0 → 13.9K +$943.5K
3 iShares iBonds Dec 2031 Term Corporate IBDW	New	0 → 32.7K +$694.0K
4 Schwab International Equity SCHF	New	0 → 15.9K +$369.2K
5 Sea Limited SE	New	0 → 1.8K +$321.7K

Decreased Positions

Position	Shares Δ	Change
1 Texas Instruments TXN	Sold	1.9K → 0 −$397.6K
2 Zoetis ZTS	Sold	2.4K → 0 −$371.5K
3 Lockheed Martin LMT	Sold	796.0 → 0 −$368.7K
4 Chipotle Mexican Grill CMG	Sold	5.3K → 0 −$297.3K
5 CyberArk Software CYBR	Sold	724.0 → 0 −$294.6K