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Portfolio (Quarterly) Guide ↗

RDA Financial Network

· CIK 0001774086
13F Portfolio $400M AUM 273 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 102 Added 96 Reduced 21 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 SNAP SNAP INC Communication Services 13,884 $112K 0.03% SOLD
Page 2 of 2  ·  21 positions
Sector Allocation
Technology 34.4%
Financial Services 20.7%
Communication Services 11.4%
Consumer Cyclical 7.9%
Healthcare 7.7%
Industrials 5.8%
Consumer Defensive 4.8%
Energy 2.7%
Utilities 2.7%
Real Estate 1.6%