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CIK: 0001774086
Total reported value
$459.0M
$459.0M
284 檔
16.9%
According to the latest 13F quarterly dataset, RDA Financial Network managed an equity portfolio of $459.0M at the end of Q2 2026, spanning 284 distinct U.S. exchange-listed positions.
In Q2 2026, RDA Financial Network displayed an active expansion posture, initiating 29 new positions and adding to 90 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 284 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.30% | +0.63% | +10.37% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.45% | -0.30% | -9.76% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.30% | -0.31% | -3.09% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.94% | +0.86% | +12.72% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.89% | +0.15% | +0.73% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.86% | +0.11% | -1.33% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.80% | +0.33% | -3.05% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.32% | +0.76% | +33.85% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.14% | — | +0.67% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.12% | +0.02% | +0.10% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.06% | +0.04% | +11.63% | |
| 12 | ASML | ASML Holding N.V. | Stock-Tech | 1.66% | -0.15% | +89.89% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.44% | -0.11% | -14.77% | |
| 14 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.28% | -0.06% | +10.39% | |
| 15 | MU | Micron Technology Inc | Stock-Tech | 1.21% | +0.41% | -39.77% | |
| 16 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.20% | -0.01% | +8.47% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.18% | -0.06% | +40.19% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.15% | -0.05% | +1.63% | |
| 19 | ANET | Arista Networks Inc | Stock-Tech | 1.15% | +0.15% | +57.39% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.15% | +0.09% | +2.37% | |
| 21 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.02% | +0.02% | +3.65% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | +0.04% | +1.05% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.97% | +0.12% | +1.63% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.01% | +76.29% | |
| 25 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.95% | -0.63% | +12.03% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.92% | -0.09% | -4.83% | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.91% | -0.17% | +17.21% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.02% | -3.68% | |
| 29 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.87% | -0.17% | +8.19% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.82% | -0.13% | +19.20% | |
| 31 | DNP | Dnp Select Income Fund Inc | Stock-Financials | 0.81% | -0.02% | +24.61% | |
| 32 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.80% | +0.05% | +0.43% | |
| 33 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.79% | -0.01% | +2.44% | |
| 34 | IDMO | Invesco S&p International De | ETF-Other | 0.79% | +0.05% | +6.11% | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.74% | — | -3.37% | |
| 36 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.74% | +0.10% | +18.57% | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.73% | -0.09% | +3.18% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.70% | -0.04% | -8.64% | |
| 39 | BDYN | Ishares Dyn Act ETF | ETF-Other | 0.68% | +0.04% | +5.67% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.65% | -0.05% | +2.29% | |
| 41 | GE | General Electric | Stock-Industrials | 0.62% | -0.10% | -0.48% | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.61% | +0.14% | +82.96% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | — | -6.29% | |
| 44 | ELV | Elevance Health Inc | Stock-Healthcare | 0.58% | +0.01% | -1.00% | |
| 45 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.58% | -0.10% | +7.77% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.57% | -0.28% | +2.46% | |
| 47 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.57% | — | +2.08% | |
| 48 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.56% | +0.12% | -5.36% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.54% | -0.01% | +0.75% | |
| 50 | ✓ | Stock-Other | 0.54% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ASML | ASML Holding N.V. | +1% | +89.89% | Add |
| 2 | ANET | Arista Networks Inc | +0.5% | +57.39% | Add |
| 3 | MU | Micron Technology Inc | +0.5% | -39.77% | Trim |
| 4 | ✓ | +0.5% | NEW | New buy | |
| 5 | LRCX | Lam Research CORP | +0.5% | NEW | New buy |
| 6 | LLY | Eli Lilly & Co | +0.4% | +40.19% | Add |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +76.29% | Add |
| 8 | NVDA | Nvidia CORP | +0.4% | +10.37% | Add |
| 9 | MCD | Mcdonald's CORP | +0.3% | NEW | New buy |
| 10 | SNPS | Synopsys Inc | +0.3% | NEW | New buy |
| 11 | META | Meta Platforms Inc-class A | +0.3% | +33.85% | Add |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | -1.33% | Trim |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +82.96% | Add |
| 14 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -5.36% | Trim |
| 15 | ✓ | +0.2% | NEW | New buy | |
| 16 | V | Visa Inc-class A Shares | +0.2% | +11.63% | Add |
| 17 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | NEW | New buy |
| 18 | SPHQ | Invesco S&p 500 Quality ETF | +0.2% | NEW | New buy |
| 19 | IALT | Ishrs Sys Alt Act ETF | +0.2% | NEW | New buy |
| 20 | GGOV | Ishares Global Gb Usd Ha ETF | +0.2% | NEW | New buy |
| 21 | BALI | Is US Lrg Cp Pre Inc Act-usd | +0.2% | NEW | New buy |
| 22 | TSLA | Tesla Inc | +0.1% | +105.87% | Add |
| 23 | SPGI | S&p Global Inc | +0.1% | NEW | New buy |
| 24 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 25 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +17.21% | Add |
| 26 | AVGO | Broadcom Inc | +0.1% | -3.09% | Trim |
| 27 | DNP | Dnp Select Income Fund Inc | +0.1% | +24.61% | Add |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +2.37% | Add |
| 29 | NET | Cloudflare Inc - Class A | +0.1% | +8.19% | Add |
| 30 | XLK | Ss Technology Select Sector | +0.1% | -8.64% | Trim |
| 31 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +2.29% | Add |
| 32 | GE | General Electric | +0.1% | -0.48% | Trim |
| 33 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +40.74% | Add |
| 34 | SOXX | Ishares Semiconductor ETF | +0.1% | -13.37% | Trim |
| 35 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 36 | ELV | Elevance Health Inc | +0.1% | -1.00% | Trim |
| 37 | SCHO | Schwab Short-term US Treas | +0.1% | NEW | New buy |
| 38 | AGG | Ishares Core U.s. Aggregate | +0.1% | NEW | New buy |
| 39 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 40 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -14.77% | Trim |
| 41 | ARM | Arm Holdings Plc-adr | +0.1% | +1.16% | Add |
| 42 | FIVA | Fidelity Intl Val Fact ETF | +0.1% | NEW | New buy |
| 43 | SNOW | Snowflake Inc | +0.1% | NEW | New buy |
| 44 | PVAL | Putnam Focused Lrg Cap Value | +0.1% | +8.47% | Add |
| 45 | AXON | Axon Enterprise Inc | +0.1% | -3.39% | Trim |
| 46 | SMH | Vaneck Semiconductor ETF | +0.1% | -13.61% | Trim |
| 47 | GLW | Corning Inc | +0.1% | +6.91% | Add |
| 48 | SKYY | First Trust Cloud Computing | +0.1% | NEW | New buy |
| 49 | NTRS | Northern Trust CORP | +0.1% | NEW | New buy |
| 50 | SCHR | Schwab Intermediate-term US | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, RDA Financial Network reported a total U.S. public equity portfolio value of $459.0M across 284 disclosed positions in Q2 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.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOGL, AVGO) accounted for 16.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $2.5M
Top Position Liquidated / Trimmed
ADBE
前期市值: $2.4M
During Q2 2026, RDA Financial Network's top holdings by market value included NVDA (4.3%)、GOOGL (3.5%)、AVGO (3.3%). The largest single position, NVDA, represented 4.3% of total portfolio value.
In Q2 2026, RDA Financial Network made 199 total portfolio adjustments, initiating 29 new buys, adding to 90 positions, trimming 62 holdings, and fully liquidating 18 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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