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CIK: 0001774086
Total reported value
$458.8M
$458.8M
273 檔
14.4%
The Q1 2026 SEC filing reveals that RDA Financial Network held a total portfolio value of $458.8M, covering 273 public equity positions.
RDA Financial Network executed strategic sector rebalancing during Q1 2026, establishing 29 new positions while fully exiting 21 holdings and trimming 69 positions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOGL, AVGO) accounted for 14.4% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 273 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.90% | +0.40% | -0.44% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.53% | -0.08% | -0.41% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.20% | +0.10% | +1.44% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.97% | -0.03% | +3.26% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.91% | -0.11% | -3.25% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.88% | +0.01% | +0.28% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.60% | +0.26% | -0.19% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.28% | -0.16% | +2.20% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.19% | -0.05% | +1.32% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.02% | +0.30% | -0.09% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.87% | +0.19% | +26.71% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.38% | +0.06% | +0.76% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.33% | -0.05% | +5.26% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.22% | -0.30% | +42.50% | |
| 15 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.15% | +0.05% | +6.01% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.14% | +0.01% | +2.65% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.12% | -0.24% | -0.42% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | -0.09% | +2.53% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.10% | -0.13% | -0.04% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.06% | +0.09% | +3.77% | |
| 21 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.02% | — | +2.21% | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.97% | -0.02% | +9.80% | |
| 23 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.85% | -0.05% | -0.06% | |
| 24 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.82% | -0.08% | +4.84% | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 0.81% | -0.07% | -5.32% | |
| 26 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.80% | +0.11% | +5.03% | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.79% | +0.04% | -52.22% | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.78% | +0.01% | +1.66% | |
| 29 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.78% | +0.09% | +8.74% | |
| 30 | IDMO | Invesco S&p International De | ETF-Other | 0.78% | +0.01% | +5.41% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.44% | -0.68% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.72% | +0.01% | +1.97% | |
| 33 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.72% | -0.14% | -2.20% | |
| 34 | DNP | Dnp Select Income Fund Inc | Stock-Financials | 0.71% | +0.10% | +7.41% | |
| 35 | MU | Micron Technology Inc | Stock-Tech | 0.67% | +0.54% | -6.64% | |
| 36 | ASML | ASML Holding N.V. | Stock-Tech | 0.67% | +0.99% | +97.84% | |
| 37 | BDYN | Ishares Dyn Act ETF | ETF-Other | 0.65% | +0.03% | +2.58% | |
| 38 | DUK | Duke Energy CORP | Stock-Utilities | 0.63% | -0.47% | +8.50% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.61% | +0.09% | +5.44% | |
| 40 | ANET | Arista Networks Inc | Stock-Tech | 0.61% | +0.54% | +7.97% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.60% | -0.06% | -1.96% | |
| 42 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.59% | -0.02% | -2.21% | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.59% | -0.59% | EXIT | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | — | -23.06% | |
| 45 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.57% | +0.08% | +5.57% | |
| 46 | AFIF | Anfield Universal Fixed Inco | ETF-Other | 0.56% | -0.56% | EXIT | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.01% | +0.17% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.42% | +29.74% | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.55% | -0.47% | +5.50% | |
| 50 | GE | General Electric | Stock-Industrials | 0.54% | +0.08% | +3.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +0.5% | +42.50% | Add |
| 2 | ASML | ASML Holding N.V. | +0.4% | +97.84% | Add |
| 3 | TJX | Tjx Companies Inc | +0.4% | +411.33% | Add |
| 4 | V | Visa Inc-class A Shares | +0.2% | +26.71% | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +0.76% | Add |
| 6 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +2.20% | Add |
| 7 | COST | Costco Wholesale CORP | +0.2% | -0.42% | Trim |
| 8 | DUK | Duke Energy CORP | +0.1% | +8.50% | Add |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +29.74% | Add |
| 10 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +30.88% | Add |
| 11 | NET | Cloudflare Inc - Class A | +0.1% | +8.74% | Add |
| 12 | PVAL | Putnam Focused Lrg Cap Value | +0.1% | +6.01% | Add |
| 13 | AVEM | Avantis Emerging Markets Eq | +0.1% | +129.17% | Add |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +9.80% | Add |
| 15 | SO | Southern Co/the | +0.1% | +5.50% | Add |
| 16 | AVUV | Avantis US Small Cap Value | +0.1% | +1.97% | Add |
| 17 | FBND | Fidelity Total Bond ETF | +0.1% | +5.26% | Add |
| 18 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +2.65% | Add |
| 19 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +67.82% | Add |
| 20 | VEA | Vanguard Ftse Developed ETF | +0.1% | +27.58% | Add |
| 21 | DNP | Dnp Select Income Fund Inc | +0.1% | +7.41% | Add |
| 22 | HDV | Ishares Core High Dividend E | +0.1% | +4.33% | Add |
| 23 | MU | Micron Technology Inc | +0.1% | -6.64% | Trim |
| 24 | SHLD | Global X Defense Tech ETF | +0.1% | +109.99% | Add |
| 25 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +51.17% | Add |
| 26 | PFE | Pfizer Inc | +0.1% | +1.04% | Add |
| 27 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -1.96% | Trim |
| 28 | OUNZ | Vaneck Merk Gold ETF | +0.1% | -2.20% | Trim |
| 29 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +41.61% | Add |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +37.52% | Add |
| 31 | WM | Waste Management Inc | +0.1% | +6.02% | Add |
| 32 | XOM | Exxon Mobil CORP | +0.1% | -9.62% | Trim |
| 33 | WELL | Welltower Inc | +0.1% | +2.42% | Add |
| 34 | IDMO | Invesco S&p International De | +0.1% | +5.41% | Add |
| 35 | FLOT | Ishares Floating Rate Bond E | +0.1% | +33.21% | Add |
| 36 | PEG | Public Service Enterprise Gp | +0.1% | +55.20% | Add |
| 37 | JNJ | Johnson & Johnson | +0.1% | -3.59% | Trim |
| 38 | GEV | GE Vernova Inc | +0.1% | +0.14% | Add |
| 39 | VZ | Verizon Communications Inc | +0.1% | -9.03% | Trim |
| 40 | AFIF | Anfield Universal Fixed Inco | +0.1% | +6.78% | Add |
| 41 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +5.03% | Add |
| 42 | OKE | Oneok Inc | 0% | -0.93% | Trim |
| 43 | SPIB | Ss Spdr P Int C CORP ETF | 0% | +20.79% | Add |
| 44 | SPSB | Ss Spdr P St C CORP ETF | 0% | +45.95% | Add |
| 45 | KR | Kroger Co | 0% | +15.47% | Add |
| 46 | PGR | Progressive CORP | 0% | +25.98% | Add |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +8.00% | Add |
| 48 | BKR | Baker Hughes Co | 0% | -4.04% | Trim |
| 49 | SMH | Vaneck Semiconductor ETF | 0% | +14.58% | Add |
| 50 | CASY | Casey's General Stores Inc | 0% | +3.36% | Add |
According to official SEC Form 13F filings, RDA Financial Network reported a total U.S. public equity portfolio value of $458.8M across 273 disclosed positions in Q1 2026.
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.
Top New Position Initiated
CRWD
市值: $1.4M
Top Position Liquidated / Trimmed
NFLX
前期市值: $1.4M
During Q1 2026, RDA Financial Network's top holdings by market value included NVDA (3.9%)、GOOGL (3.5%)、AVGO (3.2%). The largest single position, NVDA, represented 3.9% of total portfolio value.
In Q1 2026, RDA Financial Network made 197 total portfolio adjustments, initiating 29 new buys, adding to 78 positions, trimming 69 holdings, and fully liquidating 21 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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