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Portfolio (Quarterly) Guide ↗

RDA Financial Network

· CIK 0001774086
13F Portfolio $415M AUM Filed Jan 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 265 New
Page 1 of 14  ·  265 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 89,746.0 $16.7M 4.03% NEW $186.50 +14.6%
2 GOOGL ALPHABET INC Communication Services 49,267.0 $15.4M 3.71% NEW $313.00 +23.7%
3 MSFT MICROSOFT CORP Technology 31,056.0 $15.0M 3.62% NEW $483.62 -14.2%
4 AVGO BROADCOM INC Technology 40,717.0 $14.1M 3.39% NEW $346.10 +22.0%
5 AAPL APPLE INC Technology 47,297.0 $12.9M 3.10% NEW $271.86 +14.0%
6 AMZN AMAZON COM INC Consumer Cyclical 55,112.0 $12.7M 3.06% NEW $230.82 +14.1%
7 QQQ INVESCO QQQ TR Financial Services 18,070.0 $11.1M 2.67% NEW $614.32 +18.7%
8 JPM JPMORGAN CHASE & CO. Financial Services 29,407.0 $9.5M 2.28% NEW $322.22 -4.9%
9 META META PLATFORMS INC Communication Services 14,115.0 $9.3M 2.24% NEW $660.08 -7.6%
10 VYM VANGUARD WHITEHALL FDS 60,184.0 $8.6M 2.08% NEW $143.52 +10.6%
11 V VISA INC Financial Services 19,517.0 $6.8M 1.65% NEW $350.70 -7.0%
12 BIL SPDR SERIES TRUST 71,640.0 $6.5M 1.58% NEW $91.38 +0.2%
13 FBND FIDELITY MERRIMACK STR TR 110,834.0 $5.1M 1.23% NEW $46.04 -1.1%
14 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 16,148.0 $4.9M 1.18% NEW $303.89 +35.8%
15 BERKSHIRE HATHAWAY INC DEL 8,968.0 $4.5M 1.08% NEW $502.65
16 SPYG SPDR SERIES TRUST 41,640.0 $4.4M 1.07% NEW $106.70 +12.0%
17 JEPI J P MORGAN EXCHANGE TRADED F 77,589.0 $4.4M 1.07% NEW $57.24 -1.7%
18 IJH ISHARES TR 65,554.0 $4.3M 1.04% NEW $66.00 +12.9%
19 PVAL PUTNAM ETF TRUST 93,797.0 $4.3M 1.03% NEW $45.57 +10.6%
20 RECS COLUMBIA ETF TR I 102,434.0 $4.2M 1.01% NEW $40.84 +6.1%
Page 1 of 14  ·  265 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.4%
Financial Services 20.8%
Communication Services 12.7%
Healthcare 7.3%
Consumer Cyclical 6.8%
Industrials 6.0%
Consumer Defensive 3.6%
Energy 3.1%
Utilities 2.6%
Real Estate 1.5%