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Portfolio (Quarterly) Guide ↗

RDA Financial Network

· CIK 0001774086
13F Portfolio $459M AUM 286 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 117 Added 99 Reduced 18 Exited
Page 1 of 15  ·  286 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 98,615.0 $19.7M 4.30% +9K +10.4% $200.09 +5.5%
2 GOOGL ALPHABET INC Communication Services 44,277.0 $15.8M 3.45% -5K -9.8% $357.37 -3.1%
3 AVGO BROADCOM INC Technology 40,025.0 $15.1M 3.30% -1K -3.1% $377.75 -4.5%
4 MSFT MICROSOFT CORP Technology 36,145.0 $13.5M 2.94% +4K +12.7% $373.02 +31.1%
5 AMZN AMAZON COM INC Consumer Cyclical 55,672.0 $13.3M 2.89% +404.0 +0.7% $238.34 +9.3%
6 QQQ INVESCO QQQ TR Financial Services 17,795.0 $13.1M 2.86% -240.0 -1.3% $736.42 -3.5%
7 AAPL APPLE INC Technology 44,367.0 $12.8M 2.80% -1K -3.0% $289.36 +6.9%
8 META META PLATFORMS INC Communication Services 18,877.0 $10.6M 2.32% +5K +33.9% $563.30 +0.0%
9 JPM JPMORGAN CHASE & CO Financial Services 29,995.0 $9.8M 2.14% +200.0 +0.7% $327.33 +8.4%
10 VYM VANGUARD WHITEHALL FDS 61,570.0 $9.7M 2.12% $158.03 +4.3%
11 V VISA INC Financial Services 27,605.0 $9.5M 2.06% +3K +11.6% $343.09 +11.4%
12 ASML ASML HLDG NV Technology 3,832.0 $7.6M 1.66% +2K +89.9% $1989.44 -11.9%
13 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 13,868.0 $6.6M 1.44% -2K -14.8% $477.57 -13.0%
14 FBND FIDELITY MERRIMACK STR TR 128,789.0 $5.9M 1.28% +12K +10.4% $45.49 -0.8%
15 MU MICRON TECHNOLOGY INC Technology 4,796.0 $5.5M 1.21% -3K -39.8% $1154.21 -19.1%
16 PVAL PUTNAM ETF TRUST 107,851.0 $5.5M 1.20% +8K +8.5% $50.95 +6.8%
17 LLY ELI LILLY & CO Healthcare 4,517.0 $5.4M 1.18% +1K +40.2% $1199.40 +5.3%
18 IJH ISHARES TR 68,383.0 $5.3M 1.15% +1K +1.6% $77.11 -1.2%
19 ANET ARISTA NETWORKS INC Technology 31,032.0 $5.3M 1.15% +11K +57.4% $169.88 +12.1%
20 SPYG SPDR SERIES TRUST 44,233.0 $5.3M 1.15% +1K +2.4% $118.99 +0.9%
Page 1 of 15  ·  286 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 39.8%
Financial Services 20.5%
Communication Services 10.7%
Healthcare 8.4%
Consumer Cyclical 7.4%
Industrials 5.2%
Consumer Defensive 3.6%
Energy 1.6%
Real Estate 1.4%
Utilities 1.2%