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CIK: 0001774086
Total reported value
$458.8M
$458.8M
265 檔
16.2%
In Q4 2025, RDA Financial Network's U.S. equity holdings reached a combined market value of $458.8M, distributed across 265 disclosed stock positions.
RDA Financial Network executed strategic sector rebalancing during Q4 2025, establishing 11 new positions while fully exiting 6 holdings and trimming 16 positions.
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% | +0.40% | +0.46% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.71% | -0.08% | -1.34% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.62% | -0.03% | +1.56% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.39% | +0.10% | +8.79% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.10% | -0.11% | -0.47% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.06% | +0.01% | +2.40% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.67% | +0.26% | -1.25% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.28% | -0.05% | -1.73% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.24% | +0.30% | +3.44% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.08% | -0.16% | +0.70% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.65% | +0.19% | +3.28% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.58% | +0.04% | +11.83% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.23% | -0.05% | +5.72% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.18% | +0.06% | -5.06% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.09% | -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% | -0.13% | -0.83% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.04% | +0.01% | +1.07% | |
| 19 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.03% | +0.05% | — | |
| 20 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.01% | — | +0.11% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.94% | -0.24% | +0.31% | |
| 22 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.93% | -0.08% | -35.46% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 0.91% | -0.07% | +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% | -0.02% | -0.21% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | +0.44% | -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% | +0.11% | +1.94% | |
| 30 | ADBE | Adobe Inc | Stock-Tech | 0.74% | -0.59% | EXIT | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.30% | +0.84% | |
| 32 | IDMO | Invesco S&p International De | ETF-Other | 0.72% | +0.01% | +10.65% | |
| 33 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.66% | +0.09% | +1.84% | |
| 34 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.65% | -0.14% | -6.47% | |
| 35 | BDYN | Ishares Dyn Act ETF | ETF-Other | 0.64% | +0.03% | +14.47% | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.62% | +0.01% | +0.33% | |
| 37 | DNP | Dnp Select Income Fund Inc | Stock-Financials | 0.62% | +0.10% | +46.83% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.60% | +0.09% | +157.51% | |
| 39 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.60% | -0.02% | +0.19% | |
| 40 | MU | Micron Technology Inc | Stock-Tech | 0.59% | +0.54% | -3.83% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | -0.02% | +1.85% | |
| 42 | ELV | Elevance Health Inc | Stock-Healthcare | 0.58% | +0.07% | -0.16% | |
| 43 | KKR | Kkr & Co Inc | Stock-Financials | 0.58% | -0.32% | +2.82% | |
| 44 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.58% | -0.14% | +2.12% | |
| 45 | ANET | Arista Networks Inc | Stock-Tech | 0.58% | +0.54% | +5.56% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.56% | +0.03% | +24.76% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.01% | -0.69% | |
| 48 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.56% | +0.08% | -2.92% | |
| 49 | GE | General Electric | Stock-Industrials | 0.55% | +0.08% | +1.35% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.53% | -0.06% | +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 | WELL | Welltower Inc | -0.1% | -16.18% | Trim |
| 18 | HD | Home Depot Inc | -0.1% | -0.46% | Trim |
| 19 | UBER | Uber Technologies Inc | -0.1% | +1.56% | Add |
| 20 | MBB | Ishares Mbs ETF | -0.1% | -18.95% | Trim |
| 21 | NFLX | Netflix Inc | -0.1% | +882.69% | Add |
| 22 | MPWR | Monolithic Power Systems Inc | -0.1% | -25.69% | Trim |
| 23 | IVV | Ishares Core S&p 500 ETF | -0.1% | -47.42% | Trim |
| 24 | AXON | Axon Enterprise Inc | -0.2% | — | Unchanged |
| 25 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.2% | -70.60% | Trim |
| 26 | META | Meta Platforms Inc-class A | -0.2% | +3.44% | Add |
| 27 | ISRG | Intuitive Surgical Inc | -0.2% | -35.46% | Trim |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.3% | -62.02% | Trim |
| 29 | ORCL | Oracle CORP | -0.3% | -8.97% | Trim |
| 30 | MSFT | Microsoft CORP | -0.3% | +1.56% | Add |
| 31 | SEIX | Virtus Seix Senior Loan ETF | -0.3% | -84.28% | Trim |
| 32 | FIXD | First Trust Smith Opportunis | -0.5% | -84.98% | Trim |
| 33 | IUSV | Ishares Core S&p U.s. Value | -0.7% | -82.57% | Trim |
| 34 | PVAL | Putnam Focused Lrg Cap Value | — | NEW | New buy |
| 35 | AFIF | Anfield Universal Fixed Inco | — | NEW | New buy |
| 36 | NOW | Servicenow Inc | — | NEW | New buy |
| 37 | PYLD | Pimco Multisector Bond Actv | — | NEW | New buy |
| 38 | BKNG | Booking Holdings Inc | — | EXIT | Sold out |
| 39 | PAYX | Paychex Inc | — | EXIT | Sold out |
| 40 | NLR | Vaneck Urani & Nuclr Etf-usd | — | NEW | New buy |
| 41 | URTH | Ishares Msci World ETF | — | EXIT | Sold out |
| 42 | MDT | Medtronic plc | — | NEW | New buy |
| 43 | VONE | Vanguard Russell 1000 | — | EXIT | Sold out |
| 44 | RVTY | Revvity Inc | — | EXIT | Sold out |
| 45 | SLGN | Silgan Holdings Inc | — | EXIT | Sold out |
| 46 | BLK | Blackrock Inc | — | NEW | New buy |
| 47 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 48 | NI | Nisource Inc | — | NEW | New buy |
| 49 | HON | Honeywell International Inc | — | NEW | New buy |
| 50 | PEG | Public Service Enterprise Gp | — | 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 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 49 total portfolio adjustments, initiating 11 new buys, adding to 16 positions, trimming 16 holdings, and fully liquidating 6 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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