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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 5 of 14  ·  273 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VZ VERIZON COMMUNICATIONS INC Communication Services 27,807.0 $1.4M 0.35% -3K -9.0% $50.20 -3.7%
82 VIG VANGUARD SPECIALIZED FUNDS 6,414.0 $1.4M 0.34% -43.0 -0.7% $215.06 +8.5%
83 ARCC ARES CAPITAL CORP Financial Services 76,263.0 $1.4M 0.34% -4K -4.8% $18.02 +4.4%
84 PYLD PIMCO ETF TR 51,840.0 $1.4M 0.34% +3K +7.1% $26.20 +0.8%
85 SPHD INVESCO EXCH TRADED FD TR II 26,872.0 $1.3M 0.33% $49.61 +1.2%
86 ADP AUTOMATIC DATA PROCESSING IN Industrials 6,554.0 $1.3M 0.33% -321.0 -4.7% $203.19 +7.5%
87 INTU INTUIT Technology 3,077.0 $1.3M 0.33% NEW $432.32 -29.6%
88 STIP ISHARES TR 12,855.0 $1.3M 0.33% +142.0 +1.1% $103.43 -0.0%
89 JNJ JOHNSON & JOHNSON Healthcare 5,395.0 $1.3M 0.33% -201.0 -3.6% $244.44 -5.8%
90 VEA VANGUARD TAX-MANAGED FDS 20,486.0 $1.3M 0.33% +4K +27.6% $64.08 +12.0%
91 LULU LULULEMON ATHLETICA INC Consumer Cyclical 8,341.0 $1.3M 0.32% NEW $153.10 -16.8%
92 NOW SERVICENOW INC Technology 12,166.0 $1.3M 0.32% +2K +16.4% $104.55 -4.4%
93 ROP ROPER TECHNOLOGIES INC Industrials 3,584.0 $1.3M 0.32% -174.0 -4.6% $353.83 -9.5%
94 AOM ISHARES TR 24,270.0 $1.1M 0.29% -400.0 -1.6% $47.37 +5.0%
95 KMI KINDER MORGAN INC DEL Energy 34,149.0 $1.1M 0.29% -53K -60.8% $33.53 -2.0%
96 BX BLACKSTONE INC Financial Services 9,770.0 $1.1M 0.28% -83.0 -0.8% $114.99 +2.7%
97 GOVT ISHARES TR 48,642.0 $1.1M 0.28% NEW $22.91 -0.9%
98 XLP SELECT SECTOR SPDR TR 12,833.0 $1.1M 0.26% -78.0 -0.6% $81.98 +2.0%
99 O REALTY INCOME CORP Real Estate 16,566.0 $1.0M 0.25% -469.0 -2.8% $61.18 +2.1%
100 BLACKROCK ETF TRUST 31,376.0 $1.0M 0.25% NEW $32.15
Page 5 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%