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CIK: 0001774086
Total reported value
$459.0M
$459.0M
265 檔
16.2%
In Q4 2025, RDA Financial Network's U.S. equity holdings reached a combined market value of $459.0M, distributed across 265 disclosed stock positions.
In Q4 2025, RDA Financial Network displayed an active expansion posture, initiating 16 new positions and adding to 92 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 265 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.03% | +0.63% | +0.46% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.71% | -0.30% | -1.34% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.62% | +0.86% | +1.56% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.39% | -0.31% | +8.79% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.10% | +0.33% | -0.47% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.06% | +0.15% | +2.40% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.67% | +0.11% | -1.25% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.28% | — | -1.73% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.24% | +0.76% | +3.44% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.08% | +0.02% | +0.70% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.65% | +0.04% | +3.28% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.58% | -0.13% | +11.83% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.23% | -0.06% | +5.72% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.18% | -0.11% | -5.06% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | +0.04% | -0.30% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.07% | +0.09% | -2.01% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.07% | +0.12% | -0.83% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.04% | -0.05% | +1.07% | |
| 19 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.03% | -0.01% | — | |
| 20 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.01% | +0.02% | +0.11% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.94% | -0.02% | +0.31% | |
| 22 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.93% | +0.10% | -35.46% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 0.91% | — | +2.70% | |
| 24 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.88% | +0.05% | +1.51% | |
| 25 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.86% | -0.63% | -0.21% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | -0.06% | -0.34% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | — | -21.13% | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.76% | -0.01% | -1.80% | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.75% | -0.17% | +1.94% | |
| 30 | ADBE | Adobe Inc | Stock-Tech | 0.74% | — | +2.08% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.09% | +0.84% | |
| 32 | IDMO | Invesco S&p International De | ETF-Other | 0.72% | +0.05% | +10.65% | |
| 33 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.66% | -0.17% | +1.84% | |
| 34 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.65% | -0.10% | -6.47% | |
| 35 | BDYN | Ishares Dyn Act ETF | ETF-Other | 0.64% | +0.04% | +14.47% | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.62% | -0.09% | +0.33% | |
| 37 | DNP | Dnp Select Income Fund Inc | Stock-Financials | 0.62% | -0.02% | +46.83% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.60% | -0.04% | +157.51% | |
| 39 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.60% | — | +0.19% | |
| 40 | MU | Micron Technology Inc | Stock-Tech | 0.59% | +0.41% | -3.83% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | -0.03% | +1.85% | |
| 42 | ELV | Elevance Health Inc | Stock-Healthcare | 0.58% | +0.01% | -0.16% | |
| 43 | KKR | Kkr & Co Inc | Stock-Financials | 0.58% | — | +2.82% | |
| 44 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.58% | -0.01% | +2.12% | |
| 45 | ANET | Arista Networks Inc | Stock-Tech | 0.58% | +0.15% | +5.56% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.56% | +0.10% | +24.76% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | -0.28% | -0.69% | |
| 48 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.56% | -0.05% | -2.92% | |
| 49 | GE | General Electric | Stock-Industrials | 0.55% | -0.10% | +1.35% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.53% | -0.01% | +10.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | -1.34% | Trim |
| 2 | AVGO | Broadcom Inc | +0.3% | +8.79% | Add |
| 3 | LLY | Eli Lilly & Co | +0.2% | -0.34% | Trim |
| 4 | MU | Micron Technology Inc | +0.2% | -3.83% | Trim |
| 5 | DNP | Dnp Select Income Fund Inc | +0.2% | +46.83% | Add |
| 6 | AMZN | Amazon.com Inc | +0.2% | +2.40% | Add |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +11.83% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.1% | +157.51% | Add |
| 9 | AAPL | Apple Inc | +0.1% | -0.47% | Trim |
| 10 | SCHG | Schwab US Large-cap Growth | +0.1% | +24.76% | Add |
| 11 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +1.94% | Add |
| 12 | BDYN | Ishares Dyn Act ETF | +0.1% | +14.47% | Add |
| 13 | IDMO | Invesco S&p International De | +0.1% | +10.65% | Add |
| 14 | XLV | Ss Health Care Select Sector | +0.1% | +56.63% | Add |
| 15 | V | Visa Inc-class A Shares | +0.1% | +3.28% | Add |
| 16 | CSCO | Cisco Systems Inc | +0.1% | +1.85% | Add |
| 17 | OKE | Oneok Inc | +0.1% | +51.13% | Add |
| 18 | TDG | Transdigm Group Inc | +0.1% | +15.59% | Add |
| 19 | WMT | Walmart Inc | +0.1% | +0.84% | Add |
| 20 | BDVL | Ishares Dv Equity Active ETF | +0.1% | +15.22% | Add |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +62.90% | Add |
| 22 | SCHD | Schwab US Dvd Equity ETF | 0% | +10.11% | Add |
| 23 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +11.25% | Add |
| 24 | TLH | Ishares 10-20 Year Treasury | 0% | +62.36% | Add |
| 25 | MLN | Vaneck Long Muni ETF | 0% | +45.34% | Add |
| 26 | FBND | Fidelity Total Bond ETF | 0% | +5.72% | Add |
| 27 | MOAT | Vaneck Morningstar Wide Moat | 0% | +1.51% | Add |
| 28 | ELV | Elevance Health Inc | 0% | -0.16% | Trim |
| 29 | VHT | Vanguard Health Care ETF | 0% | -0.32% | Trim |
| 30 | IEUR | Ishares Core Msci Europe ETF | 0% | +13.28% | Add |
| 31 | SCHQ | Schwab Long-term US Treasury | 0% | +48.48% | Add |
| 32 | BIIB | Biogen Inc | 0% | — | Unchanged |
| 33 | XLF | Ss Financial Select Sector | 0% | +2.70% | Add |
| 34 | ASML | ASML Holding N.V. | 0% | +2.20% | Add |
| 35 | WM | Waste Management Inc | 0% | +7.39% | Add |
| 36 | JNJ | Johnson & Johnson | 0% | -1.74% | Trim |
| 37 | VEA | Vanguard Ftse Developed ETF | 0% | +6.10% | Add |
| 38 | IEFA | Ishares Core Msci Eafe ETF | 0% | +17.71% | Add |
| 39 | RING | Ishares Msci Global Gold Min | 0% | +24.53% | Add |
| 40 | GLD | Spdr Gold Shares | 0% | +5.00% | Add |
| 41 | SMH | Vaneck Semiconductor ETF | 0% | +4.50% | Add |
| 42 | BAC | Bank Of America CORP | 0% | +1.47% | Add |
| 43 | WFC | Wells Fargo & Co | 0% | +11.45% | Add |
| 44 | GLDM | Spdr Gold Minishares Trust | 0% | -1.04% | Trim |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 0% | -5.06% | Trim |
| 46 | OUNZ | Vaneck Merk Gold ETF | 0% | -6.47% | Trim |
| 47 | EFV | Ishares Msci Eafe Value ETF | 0% | +1.43% | Add |
| 48 | QYLD | Global X Nasd 100 Cov Call | 0% | +0.19% | Add |
| 49 | GE | General Electric | 0% | +1.35% | Add |
| 50 | SPMO | Invesco S&p 500 Momentum ETF | 0% | +18.58% | Add |
According to official SEC Form 13F filings, RDA Financial Network reported a total U.S. public equity portfolio value of $459.0M across 265 disclosed positions in Q4 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, GOOGL, MSFT) accounted for 16.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
PVAL
市值: $4.3M
Top Position Liquidated / Trimmed
BKNG
前期市值: $1.3M
During Q4 2025, RDA Financial Network's top holdings by market value included NVDA (4.0%)、GOOGL (3.7%)、MSFT (3.6%). The largest single position, NVDA, represented 4.0% of total portfolio value.
In Q4 2025, RDA Financial Network made 190 total portfolio adjustments, initiating 16 new buys, adding to 92 positions, trimming 74 holdings, and fully liquidating 8 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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