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CIK: 0001963326
Total reported value
$3.4B
$3.4B
7 檔
104.7%
In Q2 2026, RPOA Advisors, Inc.'s U.S. equity holdings reached a combined market value of $3.4B, distributed across 7 disclosed stock positions.
In Q2 2026, RPOA Advisors, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 5 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 44.75% | -0.60% | +84.91% | |
| 2 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 24.77% | -24.54% | +0.53% | |
| 3 | BKMC | Bny Mellon US M/c Core ETF | ETF-Other | 12.21% | -0.05% | +93.82% | |
| 4 | BKIE | Bny Mellon Intl Eqty ETF | ETF-Other | 9.29% | +0.39% | +84.49% | |
| 5 | BKUI | Bny Mellon Ultr Shrt Inc ETF | ETF-Other | 8.97% | +6.45% | +0.24% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 0.01% | -0.01% | EXIT | |
| 7 | BKHY | Bny Mellon High Yield ETF | ETF-High Yield | 0.01% | — | -28.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BKLC | Bny Mellon US Lrg Cap Cor | +12.4% | +84.91% | Add |
| 2 | BKMC | Bny Mellon US M/c Core ETF | +3.6% | +93.82% | Add |
| 3 | BKIE | Bny Mellon Intl Eqty ETF | +2.1% | +84.49% | Add |
| 4 | MSFT | Microsoft CORP | 0% | NEW | New buy |
| 5 | BKHY | Bny Mellon High Yield ETF | — | -28.77% | Trim |
| 6 | BKUI | Bny Mellon Ultr Shrt Inc ETF | -4.8% | +0.24% | Add |
| 7 | BKAG | Bny Mellon Core Bond ETF | -13.3% | +0.53% | Add |
According to official SEC Form 13F filings, RPOA Advisors, Inc. reported a total U.S. public equity portfolio value of $3.4B across 7 disclosed positions in Q2 2026.
During Q2 2026, RPOA Advisors, Inc.'s top holdings by market value included BKLC (44.8%)、BKAG (24.8%)、BKMC (12.2%). The largest single position, BKLC, represented 44.8% of total portfolio value.
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 BKLC, BKAG, BKMC) accounted for 104.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
MSFT
市值: $399.5K
Top Position Liquidated / Trimmed
BKHY
前期市值: $300.2K
In Q2 2026, RPOA Advisors, Inc. made 7 total portfolio adjustments, initiating 1 new buys, adding to 5 positions, trimming 1 holdings, and fully liquidating 0 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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