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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 1 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 89,352.0 $15.6M 3.90% $174.40 +23.2%
2 GOOGL ALPHABET INC Communication Services 49,064.0 $14.1M 3.53% $287.56 +35.2%
3 AVGO BROADCOM INC Technology 41,302.0 $12.8M 3.20% +585.0 +1.4% $309.51 +36.3%
4 MSFT MICROSOFT CORP Technology 32,067.0 $11.9M 2.97% +1K +3.3% $370.17 +12.4%
5 AAPL APPLE INC Technology 45,761.0 $11.6M 2.91% -2K -3.2% $253.79 +21.5%
6 AMZN AMAZON COM INC Consumer Cyclical 55,268.0 $11.5M 2.88% $208.27 +27.4%
7 QQQ INVESCO QQQ TR Financial Services 18,035.0 $10.4M 2.60% $577.19 +26.5%
8 VYM VANGUARD WHITEHALL FDS 61,506.0 $9.1M 2.28% +1K +2.2% $148.10 +7.1%
9 JPM JPMORGAN CHASE & CO Financial Services 29,795.0 $8.8M 2.19% +388.0 +1.3% $294.16 +4.3%
10 META META PLATFORMS INC Communication Services 14,103.0 $8.1M 2.02% $572.13 +7.0%
11 V VISA INC Financial Services 24,730.0 $7.5M 1.87% +5K +26.7% $302.24 +8.1%
12 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 16,271.0 $5.5M 1.38% +123.0 +0.8% $337.95 +22.0%
13 FBND FIDELITY MERRIMACK STR TR 116,664.0 $5.3M 1.33% +6K +5.3% $45.62 -0.2%
14 WMT WALMART INC Consumer Defensive 39,109.0 $4.9M 1.22% +12K +42.5% $124.28 -4.6%
15 PVAL PUTNAM ETF TRUST 99,432.0 $4.6M 1.15% +6K +6.0% $46.40 +8.7%
16 IJH ISHARES TR 67,289.0 $4.5M 1.14% +2K +2.6% $67.53 +10.5%
17 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,487.0 $4.5M 1.12% $996.47 +0.6%
18 BERKSHIRE HATHAWAY INC DEL 9,195.0 $4.4M 1.10% +227.0 +2.5% $479.20
19 JEPI J P MORGAN EXCHANGE TRADED F 77,557.0 $4.4M 1.10% $56.68 -0.8%
20 SPYG SPDR SERIES TRUST 43,208.0 $4.2M 1.06% +2K +3.8% $97.91 +22.3%
Page 1 of 14  ·  273 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 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%