RDA Financial Network
CIK: 0001774086SEC EDGAR →
Portfolio Value
$415.4M
Holdings
265
As of
Q4 2025
New Positions
22
Closed Positions
21
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 89,746 | $16.7M | 4.03% |
| 2 | ALPHABET INC | 49,267 | $15.4M | 3.71% |
| 3 | MICROSOFT CORP | 31,056 | $15.0M | 3.62% |
| 4 | BROADCOM INC | 40,717 | $14.1M | 3.39% |
| 5 | APPLE INC | 47,297 | $12.9M | 3.10% |
| 6 | AMAZON COM INC | 55,112 | $12.7M | 3.06% |
| 7 | INVESCO QQQ TR | 18,070 | $11.1M | 2.67% |
| 8 | JPMORGAN CHASE & CO. | 29,407 | $9.5M | 2.28% |
| 9 | META PLATFORMS INC | 14,115 | $9.3M | 2.24% |
| 10 | VANGUARD WHITEHALL FDS | 60,184 | $8.6M | 2.08% |
Quarterly Changes
New Positions (16)
$4.3M · 94K shares
$2.1M · 225K shares
$1.6M · 10K shares
$1.3M · 48K shares
$506K · 4K shares
$427K · 4K shares
$343K · 321 shares
$336K · 2K shares
$333K · 8K shares
$311K · 2K shares
$299K · 4K shares
$246K · 5K shares
$215K · 691 shares
$209K · 1K shares
$206K · 2K shares
$205K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 155 | $191.6M | 46.1% |
| Technology | 28 | $95.0M | 22.9% |
| Communication Services | 8 | $30.6M | 7.4% |
| Unknown | 11 | $21.9M | 5.3% |
| Healthcare | 13 | $18.5M | 4.5% |
| Consumer Cyclical | 8 | $17.2M | 4.1% |
| Industrials | 15 | $13.2M | 3.2% |
| Consumer Defensive | 4 | $8.8M | 2.1% |
| Energy | 8 | $7.7M | 1.9% |
| Utilities | 10 | $6.7M | 1.6% |
| Real Estate | 4 | $3.8M | 0.9% |
| Basic Materials | 1 | $290K | 0.1% |