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CIK: 0001774086
Total reported value
$458.8M
$458.8M
256 檔
13.4%
As reported in its official Q2 2025 Form 13F filing, RDA Financial Network's tracked investment portfolio stood at $458.8M with 256 total positions.
In Q2 2025, RDA Financial Network displayed an active expansion posture, initiating 11 new positions and adding to 21 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AMZN) accounted for 13.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
IDMO
市值: $2.2M
Top Position Liquidated / Trimmed
VTEB
前期市值: $793.0K
Showing top 200 holdings (of 256 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.96% | +0.40% | -0.57% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.96% | -0.03% | +0.48% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.05% | +0.01% | +1.94% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 2.90% | +0.10% | -20.59% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.77% | +0.26% | -15.16% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.61% | -0.11% | +1.13% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.60% | +0.30% | -0.88% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.47% | -0.08% | +0.13% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.45% | -0.05% | +2.60% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.20% | -0.16% | +0.16% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.64% | +0.19% | -0.36% | |
| 12 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.47% | -0.08% | -0.40% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.17% | -0.13% | +8.77% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.16% | +0.01% | +2.84% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.13% | +0.09% | +2.51% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.13% | -0.05% | +3.08% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.12% | -0.24% | -1.64% | |
| 18 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.05% | — | +6.41% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | -0.09% | +49.74% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.98% | +0.04% | +0.94% | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.94% | -0.05% | +2.73% | |
| 22 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.88% | -0.05% | -0.97% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.88% | -0.02% | +4.07% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.85% | +0.02% | +8.90% | |
| 25 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.84% | +0.05% | — | |
| 26 | XLF | Ss Financial Select Sector | ETF-Other | 0.84% | -0.07% | -0.63% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.81% | +0.01% | +0.79% | |
| 28 | FISV | Fiserv Inc | Stock-Other | 0.80% | — | +10.19% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.76% | -0.01% | -36.87% | |
| 30 | ADBE | Adobe Inc | Stock-Tech | 0.76% | -0.59% | EXIT | |
| 31 | ELV | Elevance Health Inc | Stock-Healthcare | 0.74% | +0.07% | +8.63% | |
| 32 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.71% | — | -3.07% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.70% | -0.20% | EXIT | |
| 34 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.67% | -0.14% | +2.93% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.44% | -1.08% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.30% | -0.58% | |
| 37 | GE | General Electric | Stock-Industrials | 0.65% | +0.08% | +1.09% | |
| 38 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.64% | -0.02% | +5.16% | |
| 39 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.61% | -0.02% | +4.20% | |
| 40 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.61% | +0.01% | +5.66% | |
| 41 | KKR | Kkr & Co Inc | Stock-Financials | 0.60% | -0.32% | +301.61% | |
| 42 | IDMO | Invesco S&p International De | ETF-Other | 0.59% | +0.01% | — | |
| 43 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.58% | +0.11% | -4.09% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | +0.01% | -0.44% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | -0.36% | +7.83% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | -0.05% | -0.17% | |
| 47 | WELL | Welltower Inc | Stock-Real Estate | 0.54% | -0.07% | -5.65% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | — | +5.26% | |
| 49 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.53% | -0.01% | -5.31% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | -0.02% | +339.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -0.57% | Trim |
| 2 | MSFT | Microsoft CORP | +0.7% | +0.48% | Add |
| 3 | IDMO | Invesco S&p International De | +0.6% | NEW | New buy |
| 4 | UBER | Uber Technologies Inc | +0.5% | NEW | New buy |
| 5 | QQQM | Invesco Nasdaq 100 ETF | +0.5% | NEW | New buy |
| 6 | KKR | Kkr & Co Inc | +0.5% | +301.61% | Add |
| 7 | NFLX | Netflix Inc | +0.5% | NEW | New buy |
| 8 | AVGO | Broadcom Inc | +0.5% | -20.59% | Trim |
| 9 | CSCO | Cisco Systems Inc | +0.4% | +339.19% | Add |
| 10 | TDG | Transdigm Group Inc | +0.4% | NEW | New buy |
| 11 | META | Meta Platforms Inc-class A | +0.3% | -0.88% | Trim |
| 12 | OUNZ | Vaneck Merk Gold ETF | +0.3% | +178.57% | Add |
| 13 | DUK | Duke Energy CORP | +0.3% | +346.31% | Add |
| 14 | AXON | Axon Enterprise Inc | +0.3% | — | Unchanged |
| 15 | PG | Procter & Gamble Co/the | +0.3% | +323.81% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | +2.60% | Add |
| 17 | XLG | Invesco S&p 500 Top 50 ETF | +0.2% | +150.21% | Add |
| 18 | AMZN | Amazon.com Inc | +0.2% | +1.94% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +49.74% | Add |
| 20 | ASML | ASML Holding N.V. | +0.2% | NEW | New buy |
| 21 | IAGG | Ishares Intl Aggregate Bond | +0.2% | NEW | New buy |
| 22 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.2% | +111.46% | Add |
| 23 | THRO | Ishares U.s. Thematic Rotati | +0.2% | NEW | New buy |
| 24 | DGRO | Ishares Core Dividend Growth | +0.2% | +178.95% | Add |
| 25 | IEMG | Ishares Core Msci Emerging | +0.1% | +95.88% | Add |
| 26 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +46.67% | Add |
| 27 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | NEW | New buy |
| 28 | RSG | Republic Services Inc | +0.1% | NEW | New buy |
| 29 | XLC | Ss Comm Select Sector Spdr | +0.1% | NEW | New buy |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +2.51% | Add |
| 31 | GE | General Electric | +0.1% | +1.09% | Add |
| 32 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.13% | Add |
| 33 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +6.41% | Add |
| 34 | ISRG | Intuitive Surgical Inc | 0% | -0.40% | Trim |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.1% | EXIT | Sold out |
| 36 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.2% | -31.80% | Trim |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.2% | -18.77% | Trim |
| 38 | CMG | Chipotle Mexican Grill Inc | -0.2% | -69.00% | Trim |
| 39 | FISV | Fiserv Inc | -0.2% | +10.19% | Add |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | EXIT | Sold out |
| 41 | CAT | Caterpillar Inc | -0.3% | -82.90% | Trim |
| 42 | GLD | Spdr Gold Shares | -0.3% | -66.66% | Trim |
| 43 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | -62.38% | Trim |
| 44 | CRM | Salesforce Inc | -0.4% | -83.21% | Trim |
| 45 | BAC | Bank Of America CORP | -0.4% | -59.14% | Trim |
| 46 | ADI | Analog Devices Inc | -0.4% | -80.00% | Trim |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.5% | -55.00% | Trim |
| 48 | AAPL | Apple Inc | -0.5% | +1.13% | Add |
| 49 | UNH | Unitedhealth Group Inc | -0.6% | +8.90% | Add |
| 50 | IOO | Ishares Global 100 ETF | -0.7% | -85.12% | Trim |
According to official SEC Form 13F filings, RDA Financial Network reported a total U.S. public equity portfolio value of $458.8M across 256 disclosed positions in Q2 2025.
During Q2 2025, RDA Financial Network's top holdings by market value included NVDA (4.0%)、MSFT (4.0%)、AMZN (3.0%). The largest single position, NVDA, represented 4.0% of total portfolio value.
In Q2 2025, RDA Financial Network made 49 total portfolio adjustments, initiating 11 new buys, adding to 21 positions, trimming 15 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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