Institutional Manager · CIK 0001774086
RDA Financial Network
AKRON, IA · File #028-19480
Latest AUM
$415.4M
Positions
265
Top-10 Concentration
48.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025265 pos · $415.4M
- 13F HOLDINGS REPORTQ/E Sep 2025257 pos · $405.5M
- 13F HOLDINGS REPORTQ/E Jun 2025256 pos · $370.2M
- 13F HOLDINGS REPORTQ/E Mar 2025243 pos · $335.4M
- 13F HOLDINGS REPORTQ/E Dec 2024239 pos · $343.0M
- 13F HOLDINGS REPORTQ/E Sep 2024229 pos · $322.3M
- 13F HOLDINGS REPORTQ/E Jun 2024228 pos · $305.2M
- 13F HOLDINGS REPORTQ/E Mar 2024224 pos · $291.8M
- 13F HOLDINGS REPORTQ/E Dec 2023219 pos · $231.0M
- 13F HOLDINGS REPORTQ/E Sep 2023228 pos · $237.8M
- 13F HOLDINGS REPORTQ/E Jun 2023221 pos · $219.2M
- 13F HOLDINGS REPORTQ/E Mar 2023213 pos · $198.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 89,746 | $16.7M | 6.44% |
| 2 | ALPHABET INC | GOOG | 49,267 | $15.4M | 5.93% |
| 3 | MICROSOFT CORP | MSFT | 31,056 | $15.0M | 5.77% |
| 4 | BROADCOM INC | AVGO | 40,717 | $14.1M | 5.42% |
| 5 | APPLE INC | AAPL | 47,297 | $12.9M | 4.94% |
| 6 | AMAZON COM INC | AMZN | 55,112 | $12.7M | 4.89% |
| 7 | INVESCO QQQ TR | IVZ | 18,070 | $11.1M | 4.27% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 29,407 | $9.5M | 3.64% |
| 9 | META PLATFORMS INC | META | 14,115 | $9.3M | 3.58% |
| 10 | VANGUARD WHITEHALL FDS | 921946406 | 60,184 | $8.6M | 3.32% |
| 11 | VISA INC | V | 19,517 | $6.8M | 2.63% |
| 12 | SPDR SERIES TRUST | 78468R663 | 71,640 | $6.5M | 2.52% |
| 13 | FIDELITY MERRIMACK STR TR | 316188309 | 110,834 | $5.1M | 1.96% |
| 14 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 16,148 | $4.9M | 1.89% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 8,968 | $4.5M | 1.73% |
| 16 | SPDR SERIES TRUST | 78464A409 | 41,640 | $4.4M | 1.71% |
| 17 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 77,589 | $4.4M | 1.71% |
| 18 | ISHARES TR | 464287507 | 65,554 | $4.3M | 1.66% |
| 19 | PUTNAM ETF TRUST | 746729300 | 93,797 | $4.3M | 1.64% |
| 20 | COLUMBIA ETF TR I | 19761L706 | 102,434 | $4.2M | 1.61% |