RDA Financial Network
Sector Allocation
- Other40.7%$186.6M
- Technology31.8%$145.8M
- Financials10.9%$50.0M
- Healthcare4.7%$21.5M
- Consumer Discretionary4.3%$19.6M
- Consumer Staples2.0%$9.0M
- Industrials1.7%$7.8M
- Utilities1.1%$5.0M
- Energy1.1%$4.9M
- Materials0.7%$3.4M
AUM History
13fpro.ai/research/fund/rda-financial-network-1774086
Conviction and streaks
Concentrating · top 10 = 31.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$22.6MMSFT
$17.5MGOOGL
$14.5MAAPL
$14.4MMETA
$14.1MAMZN
$13.9MAVGO
$13.7MQQQ
$13.6M- VANGUARD$9.8M
JPM
$9.8MV
$9.6MMU
$7.4MASML
$6.9MTSM
$6.1MANET
$6.0M- SPDR$5.7M
- FIDELITY$5.6M
- PUTNAM$5.4M
LLY
$5.1M- ISHARES$5.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/rda-financial-network-1774086
RDA Financial Network 13F holdings — Q3 2026
$459.0M portfolio (+0.1% QoQ) · 267 holdings · Q3 2026 13F · top 10 are 31% of the stock portfolio
Includes $33K of put/call options ($33K puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $458.9M. Weights use the stock portfolio.
$22.6M
4.9% of stocks
+0.5%This quarter-0.6%Since filed11+ qtrsHeld$17.5M
3.8% of stocks
-6%This quarter-1.3%Since filed11+ qtrsHeld$14.5M
3.1% of stocks
-5%This quarter-8.9%Since filed11+ qtrsHeld$14.4M
3.1% of stocks
-3%This quarter+0.6%Since filed11+ qtrsHeld$14.1M
3.1% of stocks
+3%This quarter-14.4%Since filed11+ qtrsHeld$13.9M
3.0% of stocks
+0.5%This quarter-2.2%Since filed11+ qtrsHeld$13.7M
3.0% of stocks
-2%This quarter-4.4%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$13.6M
3.0% of stocks
+4%This quarter-2.2%Since filed11+ qtrsHeld- 9
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$9.8M
2.1% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $9.8M
2.1% of stocks
-1%This quarter-0.4%Since filed11+ qtrsHeld
All holdings — RDA Financial Network (Q3 2026)
267 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | VISA INC. | Financials | $9.6M | 2.1% | 27K | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | MICRON TECHNOLOGY INC | Technology | $7.4M | 1.6% | 6,990 | +46% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ASML HOLDING NV | Technology | $6.9M | 1.5% | 3,831 | -0.0% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $6.1M | 1.3% | 13K | -4% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Arista Networks, Inc. | Technology | $6.0M | 1.3% | 29K | -5% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | SPDR SERIES TRUST - ST STR P500GRWetf/fund | — | $5.7M | 1.2% | 46K | +4% | — | — | 13F |
| 17 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETFetf/fund | — | $5.6M | 1.2% | 130K | +0.8% | — | — | 13F |
| 18 | — | PUTNAM ETF TRUST - FOCUSED LAR CAPetf/fund | — | $5.4M | 1.2% | 104K | -4% | — | — | 13F |
| 19 | ELI LILLY & Co | Healthcare | $5.1M | 1.1% | 4,434 | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $5.0M | 1.1% | 70K | +2% | — | — | 13F |
| 21 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $5.0M | 1.1% | 89K | +13% | — | — | 13F |
| 22 | BERKSHIRE HATHAWAY INC | Financials | $4.8M | 1.1% | 9,674 | +4% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | COLUMBIA ETF TR I - RESH ENHNC CORetf/fund | — | $4.8M | 1.0% | 106K | -2% | — | — | 13F |
| 24 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $4.5M | 1.0% | 50K | -0.6% | — | — | 13F |
| 25 | — | ISHARES TR - FLTG RATE NT ETFetf/fund | — | $4.4M | 0.9% | 86K | +340% | — | — | 13F |
| 26 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $4.0M | 0.9% | 4,358 | +0.8% | |||
| 27 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $3.9M | 0.8% | 37K | +4% | |||
| 28 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $3.9M | 0.8% | 9,528 | +12% | |||
| 29 | $IVZ | Invesco Ltd. | Financials | $3.9M | 0.8% | 63K | +5% | |||
| 30 | $WMT | Walmart Inc. | Consumer Staples | $3.8M | 0.8% | 37K | -1% | |||
| 31 | $DNP | DNP SELECT INCOME FUND INC | Other | $3.6M | 0.8% | 379K | +10% | |||
| 32 | — | ISHARES TR - MSCI ACWI ETF | — | $3.6M | 0.8% | 23K | -3% | |||
| 33 | — | ISHARES TR - CORE UNIVRSL USD | — | $3.4M | 0.8% | 78K | +28% | |||
| 34 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $3.4M | 0.7% | 6,477 | -23% | |||
| 35 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $3.4M | 0.7% | 63K | +0.1% | |||
| 36 | — | BLACKROCK ETF TRUST - DYNAMIC EQTY ACT | — | $3.3M | 0.7% | 118K | +5% | |||
| 37 | $NET | Cloudflare, Inc. | Technology | $3.2M | 0.7% | 9,224 | -44% | |||
| 38 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $3.1M | 0.7% | 34K | -16% | |||
| 39 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $3.1M | 0.7% | 12K | +246% | |||
| 40 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $3.0M | 0.7% | 16K | -7% | |||
| 41 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $3.0M | 0.6% | 25K | -6% | |||
| 42 | — | ISHARES TR - MSCI ACWI EX US | — | $2.8M | 0.6% | 37K | +90% | |||
| 43 | $IVZ | Invesco Ltd. | Financials | $2.8M | 0.6% | 9,111 | -7% | |||
| 44 | $ELV | Elevance Health, Inc. | Healthcare | $2.7M | 0.6% | 6,940 | +0.3% | |||
| 45 | $BFLX | Cann American Corp. | Materials | $2.7M | 0.6% | 105K | +195% | |||
| 46 | $GOOG | Alphabet Inc. | Technology | $2.7M | 0.6% | 7,903 | +3% | |||
| 47 | — | GLOBAL X FDS - NASDAQ 100 COVER | — | $2.6M | 0.6% | 141K | — | |||
| 48 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $2.6M | 0.6% | 116K | +20% | |||
| 49 | — | PGIM ETF TR - AAA CLO ETF | — | $2.5M | 0.6% | 49K | New | |||
| 50 | — | HORIZON FDS - ANFIELD UNIVERSL | — | $2.5M | 0.5% | 269K | +2% | |||
| 51 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $2.4M | 0.5% | 75K | -5% | |||
| 52 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $2.4M | 0.5% | 67K | +17% | |||
| 53 | $GE | GENERAL ELECTRIC CO | Industrials | $2.4M | 0.5% | 7,618 | +0.2% | |||
| 54 | $OUNZ | VanEck Merk Gold ETF | Financials | $2.2M | 0.5% | 56K | -19% | |||
| 55 | $MA | Mastercard Inc | Financials | $2.2M | 0.5% | 3,986 | +4% | |||
| 56 | $WM | WASTE MANAGEMENT INC | Utilities | $2.2M | 0.5% | 11K | -4% | |||
| 57 | — | ISHARES TR - CORE HIGH DV ETF | — | $2.1M | 0.5% | 74K | +5% | |||
| 58 | — | BLACKROCK ETF TRUST - DISC VOLA EQ ETF | — | $2.0M | 0.4% | 78K | -2% | |||
| 59 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $1.9M | 0.4% | 6,083 | -3% | |||
| 60 | $PFE | PFIZER INC | Healthcare | $1.9M | 0.4% | 67K | -3% | |||
| 61 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | — | $1.9M | 0.4% | 41K | +4% | |||
| 62 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $1.9M | 0.4% | 27K | -4% | |||
| 63 | $WELL | WELLTOWER INC. | Real Estate | $1.8M | 0.4% | 8,027 | -16% | |||
| 64 | $NOW | ServiceNow, Inc. | Technology | $1.8M | 0.4% | 13K | -8% | |||
| 65 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.7M | 0.4% | 13K | +6% | |||
| 66 | — | SPDR INDEX SHS FDS - ST MAR DIVID ETF | — | $1.7M | 0.4% | 43K | +0.2% | |||
| 67 | $LRCX | LAM RESEARCH CORP | Technology | $1.7M | 0.4% | 5,212 | -5% | |||
| 68 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $1.7M | 0.4% | 7,705 | -0.2% | |||
| 69 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $1.6M | 0.3% | 7,742 | +0.5% | |||
| 70 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.6M | 0.3% | 23K | +3% | |||
| 71 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.6M | 0.3% | 12K | -7% | |||
| 72 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.6M | 0.3% | 6,688 | +0.0% | |||
| 73 | $IVZ | Invesco Ltd. | Financials | $1.5M | 0.3% | 7,426 | -1% | |||
| 74 | $AXON | AXON ENTERPRISE, INC. | Industrials | $1.5M | 0.3% | 3,600 | +1.0% | |||
| 75 | — | PIMCO ETF TR - MULTISECTOR BD | — | $1.5M | 0.3% | 58K | +1% | |||
| 76 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $1.5M | 0.3% | 29K | -66% | |||
| 77 | $ARCC | ARES CAPITAL CORP | Other | $1.5M | 0.3% | 76K | -0.3% | |||
| 78 | $HYT | BLACKROCK CORPORATE HIGH YIELD FUND, INC. | Other | $1.4M | 0.3% | 182K | -0.1% | |||
| 79 | $SNPS | SYNOPSYS INC | Technology | $1.4M | 0.3% | 3,218 | -2% | |||
| 80 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.4M | 0.3% | 6,028 | +4% | |||
| 81 | — | BLACKROCK ETF TRUST - ISHARES US LARG | — | $1.4M | 0.3% | 40K | +91% | |||
| 82 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.3M | 0.3% | 29K | +0.6% | |||
| 83 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.3M | 0.3% | 3,520 | -50% | |||
| 84 | — | ISHARES TR - CORE MSCI EAFE | — | $1.3M | 0.3% | 13K | +143% | |||
| 85 | $INTU | INTUIT INC. | Technology | $1.3M | 0.3% | 4,546 | +4% | |||
| 86 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $1.3M | 0.3% | 34K | +0.9% | |||
| 87 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.2M | 0.3% | 4,657 | -13% | |||
| 88 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.3% | 25K | -4% | |||
| 89 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $1.2M | 0.3% | 24K | -10% | |||
| 90 | $ROP | ROPER TECHNOLOGIES INC | Technology | $1.2M | 0.3% | 3,449 | -5% | |||
| 91 | $TDG | TransDigm Group INC | Industrials | $1.2M | 0.3% | 1,110 | -2% | |||
| 92 | — | ISHARES TR - US TREAS BD ETF | — | $1.2M | 0.3% | 55K | -3% | |||
| 93 | — | ISHARES TR - CORE 40 MODE ETF | — | $1.2M | 0.3% | 24K | — | |||
| 94 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $1.2M | 0.3% | 875 | -2% | |||
| 95 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $1.1M | 0.2% | 1,837 | +18% | |||
| 96 | — | ISHARES TR - ISHARES SEMICDTR | — | $1.1M | 0.2% | 1,956 | — | |||
| 97 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | — | $1.1M | 0.2% | 22K | +35% | |||
| 98 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.0M | 0.2% | 2,892 | +7% | |||
| 99 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | — | $1.0M | 0.2% | 20K | +31% | |||
| 100 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $996K | 0.2% | 9,993 | -18% | |||
| 101 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $972K | 0.2% | 12K | -6% | |||
| 102 | — | ISHARES TR - CORE S&P500 ETF | — | $954K | 0.2% | 1,246 | -1% | |||
| 103 | $BX | Blackstone Inc. | Financials | $936K | 0.2% | 8,348 | -15% | |||
| 104 | — | ISHARES TR - 1 3 YR TREAS BD | — | $930K | 0.2% | 11K | -13% | |||
| 105 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $911K | 0.2% | 31K | -0.1% | |||
| 106 | — | FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF | — | $889K | 0.2% | 4,992 | — | |||
| 107 | — | AMPLIFY ETF TR - BLACKSWAN GRWT | — | $887K | 0.2% | 28K | -8% | |||
| 108 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $884K | 0.2% | 2,511 | -1% | |||
| 109 | $O | REALTY INCOME CORP | Real Estate | $864K | 0.2% | 16K | -0.3% | |||
| 110 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | — | $853K | 0.2% | 20K | -6% | |||
| 111 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $848K | 0.2% | 5,037 | +71% | |||
| 112 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $839K | 0.2% | 14K | -3% | |||
| 113 | $OKE | ONEOK INC /NEW/ | Energy | $834K | 0.2% | 9,782 | -1% | |||
| 114 | — | SPDR SERIES TRUST - ST STR SP500DIV | — | $834K | 0.2% | 18K | -4% | |||
| 115 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $833K | 0.2% | 9,242 | +31% | |||
| 116 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $812K | 0.2% | 4,988 | -5% | |||
| 117 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $807K | 0.2% | 17K | -16% | |||
| 118 | $SPY | SPDR S&P 500 ETF TRUST | — | $802K | 0.2% | 1,052 | +1.0% | |||
| 119 | $ABBV | AbbVie Inc. | Healthcare | $790K | 0.2% | 3,019 | -3% | |||
| 120 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.2% | 1 | — | |||
| 121 | — | ISHARES TR - US HOME CONS ETF | — | $741K | 0.2% | 8,515 | -2% | |||
| 122 | — | ISHARES TR - CORE 30 70 ETF | — | $734K | 0.2% | 18K | +0.0% | |||
| 123 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $692K | 0.1% | 13K | -19% | |||
| 124 | — | ISHARES TR - RUSSELL 2000 ETF | — | $688K | 0.1% | 2,477 | +1% | |||
| 125 | $BIIB | BIOGEN INC. | Healthcare | $682K | 0.1% | 3,020 | +0.7% | |||
| 126 | $GEV | GE Vernova Inc. | Industrials | $678K | 0.1% | 714 | -6% | |||
| 127 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $678K | 0.1% | 11K | +17% | |||
| 128 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $673K | 0.1% | 11K | -4% | |||
| 129 | — | SPDR SERIES TRUST - ST INTER BD ETF | — | $665K | 0.1% | 21K | -11% | |||
| 130 | $KMI | KINDER MORGAN, INC. | Energy | $663K | 0.1% | 22K | -1% | |||
| 131 | — | VANGUARD WORLD FD - MRNGSTR MEGA CAP | — | $656K | 0.1% | 7,079 | -0.1% | |||
| 132 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $652K | 0.1% | 18K | -12% | |||
| 133 | — | PROSHARES TR - S&P MDCP 400 DIV | — | $645K | 0.1% | 7,454 | -9% | |||
| 134 | $PLTR | Palantir Technologies Inc. | Technology | $634K | 0.1% | 3,392 | -2% | |||
| 135 | $CVX | CHEVRON CORP | Energy | $622K | 0.1% | 3,048 | -16% | |||
| 136 | $IVZ | Invesco Ltd. | Financials | $620K | 0.1% | 5,050 | — | |||
| 137 | — | ISHARES TR - IBOXX INV CP ETF | — | $605K | 0.1% | 5,925 | -16% | |||
| 138 | — | VANGUARD WORLD FD - INF TECH ETF | — | $594K | 0.1% | 4,724 | — | |||
| 139 | — | VANECK ETF TRUST - URANI NUCLE ETF | — | $591K | 0.1% | 5,711 | +15% | |||
| 140 | $CSCO | CISCO SYSTEMS, INC. | Technology | $584K | 0.1% | 5,423 | -12% | |||
| 141 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | — | $570K | 0.1% | 13K | -3% | |||
| 142 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $565K | 0.1% | 923 | +0.7% | |||
| 143 | $IVZ | Invesco Ltd. | Financials | $563K | 0.1% | 8,844 | -0.7% | |||
| 144 | $DUK | Duke Energy CORP | Utilities | $558K | 0.1% | 4,898 | -16% | |||
| 145 | $IVZ | Invesco Ltd. | Financials | $544K | 0.1% | 7,125 | +5% | |||
| 146 | $IVZ | Invesco Ltd. | Financials | $543K | 0.1% | 11K | -4% | |||
| 147 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $519K | 0.1% | 3,579 | -0.7% | |||
| 148 | — | ISHARES TR - 0-3 MTH TREASURY | — | $509K | 0.1% | 5,053 | -34% | |||
| 149 | $SPGI | S&P Global Inc. | Financials | $503K | 0.1% | 1,276 | -3% | |||
| 150 | $USB | US BANCORP DE | Financials | $502K | 0.1% | 8,689 | -6% |
What changed in Q3 2026
Against the previous quarter's 13F: 13 new, 93 added to, 142 trimmed, 28 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
- PGIM ETF TR - AAA CLO ETF$2.5M
first bought this quarter
- SCHWAB STRATEGIC TR - LONG TERM US$272K
first bought this quarter
$NFLXNETFLIX INC$262K
first bought this quarter
$PSXPhillips 66$245K
first bought this quarter
$ADPAUTOMATIC DATA PROCESSING INC$223K
first bought this quarter
$ACNAccenture plc$222K
first bought this quarter
+7 more in the Excel export
Added to (93)
- ISHARES TR - FLTG RATE NT ETF+340%
now $4.4M
now $7.4M · held 11+ qtrs
$CRWDCrowdStrike Holdings, Inc.+246%
now $3.1M · held 3 qtrs
$BFLXCann American Corp.+195%
now $2.7M · held 2 qtrs, 2 adds in a row
- ISHARES TR - MSCI ACWI EX US+90%
now $2.8M
- ISHARES TR - CORE UNIVRSL USD+28%
now $3.4M
+87 more in the Excel export
Trimmed (142)
- JANUS DETROIT STR TR - HENDRSON AAA CL-66%
now $1.5M
$NETCloudflare, Inc.-44%
now $3.2M · held 5 qtrs
- VANGUARD INDEX FDS - MRNGSTR TTL STK-50%
now $1.3M
now $17.5M · held 11+ qtrs
$VRTXVERTEX PHARMACEUTICALS INC / MA-23%
now $3.4M · held 11+ qtrs
now $14.5M · held 11+ qtrs, 2 trims in a row
+136 more in the Excel export
Sold out (28)
- ISHARES TR - MBS ETFwas $1.6M
- ISHARES TR - MSCI USA MMENTMwas $866K
- AMERICAN CENTY ETF TR - AVANTIS EMGMKTwas $583K
- SPDR SERIES TRUST - ST STR PR SP1500was $531K
- ISHARES TR - CORE MSCI EUROwas $480K
- ISHARES TR - MSCI USA VALUEwas $349K
+22 more in the Excel export
Holdings by quarter
Every 13F RDA Financial Network has filed, 30 earlier quarters. Pick one to see what it held then.
Is it too late to follow RDA Financial Network?
Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of RDA Financial Network's top 20 holdings: 79/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-3.4%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 26% over the last 4
Top 10 weight
31%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
RDA Financial Network disclosed 267 positions worth $459.0M in its Form 13F-HR for Q3 2026 — $458.9M in common stock plus $33,083 of put/call option positions (reported at underlying notional value, not premium at risk), led by $NVDA (NVIDIA CORP) at 4.9% of the equity portfolio, followed by $MSFT and $GOOGL. During the quarter the fund opened 13 new positions and exited 28. The portfolio is most concentrated in Other (40.7% of disclosed assets). All figures are sourced directly from RDA Financial Network’s Form 13F-HR filing with the SEC under CIK 1774086.
Funds like this
managers whose biggest positions overlap RDA Financial Network'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: RDA Financial Network
13F Pro is an AI hedge fund tracker and stock research platform. For RDA Financial Network (SEC CIK: 1774086), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in RDA Financial Network's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.