13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001774086
Total reported value
$458.8M
$458.8M
257 檔
15.1%
At the close of Q3 2025, RDA Financial Network disclosed equity holdings valued at approximately $458.8M, spread across 257 reported holdings.
In Q3 2025, RDA Financial Network displayed an active expansion posture, initiating 12 new positions and adding to 20 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 257 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.11% | +0.40% | -3.78% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.91% | -0.03% | +3.79% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.05% | +0.10% | -3.96% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.99% | -0.08% | -3.76% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.98% | -0.11% | +0.74% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.91% | +0.01% | +4.58% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.71% | +0.26% | -1.60% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.47% | +0.30% | +4.50% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.33% | -0.05% | -4.44% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.08% | -0.16% | -2.23% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.59% | +0.19% | +10.64% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.45% | +0.04% | +61.47% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.20% | -0.05% | +14.69% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.17% | +0.06% | +266.31% | |
| 15 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.17% | -0.08% | +5.50% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | -0.09% | +17.03% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.10% | -0.13% | +3.07% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.10% | +0.09% | -3.34% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.04% | +0.01% | -6.15% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.03% | -0.24% | +7.18% | |
| 21 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.02% | — | -3.04% | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 0.89% | -0.07% | +13.36% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.88% | -0.02% | +9.90% | |
| 24 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.87% | -0.05% | -3.01% | |
| 25 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.85% | -0.05% | -0.35% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | — | +21.69% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.77% | +0.01% | -3.12% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 0.75% | -0.59% | EXIT | |
| 29 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.72% | +0.09% | — | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.72% | -0.01% | -19.75% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.30% | +10.28% | |
| 32 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.67% | +0.05% | — | |
| 33 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.65% | +0.11% | +38.30% | |
| 34 | IDMO | Invesco S&p International De | ETF-Other | 0.65% | +0.01% | +13.99% | |
| 35 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.64% | -0.14% | +13.26% | |
| 36 | ANET | Arista Networks Inc | Stock-Tech | 0.62% | +0.54% | — | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.62% | +0.01% | +1.53% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.36% | +10.04% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.44% | +4.19% | |
| 40 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.60% | -0.14% | +0.39% | |
| 41 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.59% | -0.02% | -1.09% | |
| 42 | KKR | Kkr & Co Inc | Stock-Financials | 0.59% | -0.32% | +9.95% | |
| 43 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.57% | +0.08% | +16.03% | |
| 44 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.57% | -0.02% | +0.67% | |
| 45 | BDYN | Ishares Dyn Act ETF | ETF-Other | 0.57% | +0.03% | — | |
| 46 | UBER | Uber Technologies Inc | Stock-Industrials | 0.57% | -0.01% | +18.56% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.01% | -0.11% | |
| 48 | WELL | Welltower Inc | Stock-Real Estate | 0.56% | -0.07% | -2.38% | |
| 49 | ELV | Elevance Health Inc | Stock-Healthcare | 0.55% | +0.07% | -1.72% | |
| 50 | GE | General Electric | Stock-Industrials | 0.54% | +0.08% | -21.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -3.78% | Trim |
| 2 | MSFT | Microsoft CORP | +0.6% | +3.79% | Add |
| 3 | AVGO | Broadcom Inc | +0.6% | -3.96% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | -3.76% | Trim |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +266.31% | Add |
| 6 | KKR | Kkr & Co Inc | +0.5% | +9.95% | Add |
| 7 | OUNZ | Vaneck Merk Gold ETF | +0.4% | +13.26% | Add |
| 8 | DUK | Duke Energy CORP | +0.4% | +39.81% | Add |
| 9 | CSCO | Cisco Systems Inc | +0.4% | +9.15% | Add |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | +0.4% | +54.69% | Add |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.4% | +61.47% | Add |
| 12 | PG | Procter & Gamble Co/the | +0.3% | +42.33% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.3% | +21.69% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +17.03% | Add |
| 15 | PGR | Progressive CORP | +0.3% | +477.58% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.2% | +4.50% | Add |
| 17 | SCHG | Schwab US Large-cap Growth | +0.2% | +40.27% | Add |
| 18 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.2% | +7.80% | Add |
| 19 | MU | Micron Technology Inc | +0.2% | +5.89% | Add |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | -4.44% | Trim |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -3.34% | Trim |
| 22 | AMZN | Amazon.com Inc | +0.1% | +4.58% | Add |
| 23 | RECS | Columbia Resear Enh Cor ETF | 0% | -3.04% | Add |
| 24 | FBND | Fidelity Total Bond ETF | 0% | +14.69% | Add |
| 25 | AAPL | Apple Inc | -0.1% | +0.74% | Add |
| 26 | GLD | Spdr Gold Shares | -0.3% | -14.71% | Trim |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.4% | +17.35% | Trim |
| 28 | ADI | Analog Devices Inc | -0.4% | -32.67% | Trim |
| 29 | BAC | Bank Of America CORP | -0.4% | -21.20% | Trim |
| 30 | IOO | Ishares Global 100 ETF | -0.7% | -49.27% | Trim |
| 31 | UNH | Unitedhealth Group Inc | -1.3% | -86.21% | Trim |
| 32 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 33 | NET | Cloudflare Inc - Class A | — | NEW | New buy |
| 34 | IDMO | Invesco S&p International De | — | NEW | New buy |
| 35 | ANET | Arista Networks Inc | — | NEW | New buy |
| 36 | EW | Edwards Lifesciences CORP | — | EXIT | Sold out |
| 37 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | New buy |
| 38 | BDYN | Ishares Dyn Act ETF | — | NEW | New buy |
| 39 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 40 | TMO | Thermo Fisher Scientific Inc | — | EXIT | Sold out |
| 41 | MPWR | Monolithic Power Systems Inc | — | NEW | New buy |
| 42 | NFLX | Netflix Inc | — | NEW | New buy |
| 43 | BDVL | Ishares Dv Equity Active ETF | — | NEW | New buy |
| 44 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 45 | CPRT | Copart Inc | — | EXIT | Sold out |
| 46 | CRM | Salesforce Inc | — | EXIT | Sold out |
| 47 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 48 | CAT | Caterpillar Inc | — | EXIT | Sold out |
| 49 | CMG | Chipotle Mexican Grill Inc | — | EXIT | Sold out |
| 50 | ASML | ASML Holding N.V. | — | NEW | New buy |
According to official SEC Form 13F filings, RDA Financial Network reported a total U.S. public equity portfolio value of $458.8M across 257 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AVGO) accounted for 15.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
NET
市值: $2.9M
Top Position Liquidated / Trimmed
FISV
前期市值: $3.4M
During Q3 2025, RDA Financial Network's top holdings by market value included NVDA (4.1%)、MSFT (3.9%)、AVGO (3.0%). The largest single position, NVDA, represented 4.1% of total portfolio value.
In Q3 2025, RDA Financial Network made 50 total portfolio adjustments, initiating 12 new buys, adding to 20 positions, trimming 11 holdings, and fully liquidating 7 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.