RDA Financial Network - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 6, 2026, for the 2025 Q4 period, RDA Financial Network held in its portfolio 255 assets valued at $415,358,943 (i.e. $415.36M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($16.74M), SPDR SERIES TRUST ($16.10M), and ALPHABET INC ($15.42M).
The chart below shows the top 10 valuable assets, and the table below shows the top 255 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
RDA Financial Network - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 89746 | 16737584 | COM |
| SPDR SERIES TRUST | 207833 | 16098310 | STATE STREET SPD |
| ALPHABET INC | 49267 | 15420669 | CAP STK CL A |
| MICROSOFT CORP | 31056 | 15019184 | COM |
| BROADCOM INC | 40717 | 14092321 | COM |
| APPLE INC | 47297 | 12858165 | COM |
| AMAZON COM INC | 55112 | 12721010 | COM |
| INVESCO QQQ TR | 18070 | 11100811 | UNIT SER 1 |
| JPMORGAN CHASE & CO. | 29407 | 9475509 | COM |
| META PLATFORMS INC | 14115 | 9317020 | CL A |
| VANGUARD WHITEHALL FDS | 60184 | 8637548 | HIGH DIV YLD |
| VISA INC | 19517 | 6844660 | COM CL A |
| FIDELITY MERRIMACK STR TR | 110834 | 5102804 | TOTAL BD ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 16148 | 4907216 | SPONSORED ADS |
| BERKSHIRE HATHAWAY INC DEL | 8968 | 4507765 | CL B NEW |
| J P MORGAN EXCHANGE TRADED F | 77589 | 4441194 | EQUITY PREMIUM |
| ISHARES TR | 65554 | 4326577 | CORE S&P MCP ETF |
| PUTNAM ETF TRUST | 93797 | 4274329 | FOCUSED LAR CAP |
| COLUMBIA ETF TR I | 102434 | 4183409 | RESH ENHNC COR |
| COSTCO WHSL CORP NEW | 4506 | 3885965 | COM |
| INTUITIVE SURGICAL INC | 6821 | 3863142 | COM NEW |
| SELECT SECTOR SPDR TR | 69094 | 3784282 | STATE STREET FIN |
| VANECK ETF TRUST | 35284 | 3654036 | MRNGSTR WDE MOAT |
| JANUS DETROIT STR TR | 70438 | 3562740 | HENDRSON AAA CL |
| ELI LILLY & CO | 3244 | 3486642 | COM |
| ALPHABET INC | 10648 | 3341209 | CAP STK CL C |
| ISHARES TR | 22296 | 3154612 | MSCI ACWI ETF |
| VERTEX PHARMACEUTICALS INC | 6839 | 3100529 | COM |
| ADOBE INC | 8829 | 3090062 | COM |
| WALMART INC | 27445 | 3057666 | COM |
| INVESCO EXCH TRADED FD TR II | 53833 | 2991488 | S&P INTL MOMNT |
| CLOUDFLARE INC | 13898 | 2739991 | CL A COM |
| VANECK MERK GOLD ETF | 64873 | 2690932 | GOLD SHS |
| BLACKROCK ETF TRUST | 104406 | 2673849 | DYNAMIC EQTY ACT |
| AMERICAN CENTY ETF TR | 25408 | 2591061 | US SML CP VALU |
| DNP SELECT INCOME FD INC | 257592 | 2573348 | COM |
| SELECT SECTOR SPDR TR | 17413 | 2506950 | STATE STREET TEC |
| GLOBAL X FDS | 141462 | 2499634 | NASDAQ 100 COVER |
| MICRON TECHNOLOGY INC | 8529 | 2434297 | COM |
| CISCO SYS INC | 31448 | 2422453 | COM |
| ELEVANCE HEALTH INC FORMERLY | 6892 | 2415991 | COM |
| KKR & CO INC | 18915 | 2411329 | COM |
| KINDER MORGAN INC DEL | 87099 | 2394359 | COM |
| ARISTA NETWORKS INC | 18262 | 2392870 | COM SHS |
| SCHWAB STRATEGIC TR | 71691 | 2338557 | US LCAP GR ETF |
| VANGUARD INDEX FDS | 6908 | 2316127 | TOTAL STK MKT |
| INVESCO EXCH TRADED FD TR II | 9116 | 2305655 | NASDAQ 100 ETF |
| GE AEROSPACE | 7364 | 2268367 | COM NEW |
| SCHWAB STRATEGIC TR | 79637 | 2184443 | US DIVIDEND EQ |
| CHEVRON CORP NEW | 14215 | 2166476 | COM |
| AXON ENTERPRISE INC | 3765 | 2138256 | COM |
| TWO RDS SHARED TR | 225339 | 2120440 | ANFIELD UNVL ETF |
| SCHWAB STRATEGIC TR | 90653 | 2118561 | US AGGREGATE B |
| HOME DEPOT INC | 6122 | 2106728 | COM |
| QUALCOMM INC | 12294 | 2102972 | COM |
| DUKE ENERGY CORP NEW | 17619 | 2065077 | COM NEW |
| MASTERCARD INCORPORATED | 3566 | 2035965 | CL A |
| BLACKROCK ETF TRUST II | 38408 | 2026797 | ISHARES FLEXIBLE |
| WELLTOWER INC | 10670 | 1980435 | COM |
| INVESCO EXCHANGE TRADED FD T | 33322 | 1975328 | S&P 500 TOP 50 |
| UBER TECHNOLOGIES INC | 23892 | 1952215 | COM |
| BLACKROCK ETF TRUST | 76821 | 1905555 | DISCIPLINED VOLA |
| BLACKROCK ETF TRUST | 31316 | 1904326 | ISHARES US EQUIT |
| AMPLIFY ETF TR | 42770 | 1903259 | CWP ENHANCED DIV |
| TRANSDIGM GROUP INC | 1416 | 1883068 | COM |
| SOUTHERN CO | 21393 | 1865509 | COM |
| ORACLE CORP | 9429 | 1837774 | COM |
| WASTE MGMT INC DEL | 8254 | 1813516 | COM |
| VANGUARD WORLD FD | 6268 | 1804244 | HEALTH CAR ETF |
| AUTOMATIC DATA PROCESSING IN | 6875 | 1768375 | COM |
| PFIZER INC | 69397 | 1727980 | COM |
| ROPER TECHNOLOGIES INC | 3758 | 1672630 | COM |
| ISHARES TR | 13468 | 1637843 | CORE HIGH DV ETF |
| ARES CAPITAL CORP | 80098 | 1620387 | COM |
| BLACKROCK CORPOR HI YLD FD I | 181859 | 1618545 | COM |
| SERVICENOW INC | 10451 | 1600989 | COM |
| ISHARES TR | 21715 | 1550668 | EAFE VALUE ETF |
| SPDR INDEX SHS FDS | 39116 | 1531385 | S&P EM MKT DIV |
| ISHARES TR | 12663 | 1521849 | CORE S&P SCP ETF |
| BLACKSTONE INC | 9853 | 1518804 | COM |
| ISHARES TR | 15892 | 1513236 | MBS ETF |
| BONDBLOXX ETF TRUST | 32499 | 1502104 | BLOOMBERG TEN YR |
| VANGUARD INDEX FDS | 7787 | 1487207 | VALUE ETF |
| PROCTER AND GAMBLE CO | 10322 | 1479296 | COM |
| SELECT SECTOR SPDR TR | 16819 | 1469584 | STATE STREET CON |
| ISHARES TR | 30645 | 1426218 | CORE UNIVRSL USD |
| VANGUARD SPECIALIZED FUNDS | 6457 | 1419119 | DIV APP ETF |
| ISHARES TR | 7095 | 1409209 | MSCI USA QLT FCT |
| MONOLITHIC PWR SYS INC | 1553 | 1407516 | COM |
| NETFLIX INC | 14878 | 1394961 | COM |
| PROGRESSIVE CORP | 5982 | 1362132 | COM |
| ISHARES TR | 12713 | 1301667 | 0-5 YR TIPS ETF |
| INVESCO EXCHANGE TRADED FD T | 6774 | 1297627 | S&P500 EQL WGT |
| PIMCO ETF TR | 48395 | 1291179 | MULTISECTOR BD |
| INVESCO EXCH TRADED FD TR II | 26872 | 1289856 | S&P500 HDL VOL |
| VERIZON COMMUNICATIONS INC | 30566 | 1244961 | COM |
| ISHARES TR | 24670 | 1177499 | CORE 40/60 MODER |
| JOHNSON & JOHNSON | 5596 | 1158118 | COM |
| ASML HOLDING N V | 1020 | 1091257 | N Y REGISTRY SHS |
| ISHARES INC | 15127 | 1016837 | CORE MSCI EMKT |
| VANGUARD TAX-MANAGED FDS | 16057 | 1003081 | VAN FTSE DEV MKT |
| REALTY INCOME CORP | 17035 | 960276 | COM |
| BANK AMERICA CORP | 17055 | 938022 | COM |
| ISHARES TR | 11124 | 921290 | 1 3 YR TREAS BD |
| AMPLIFY ETF TR | 28352 | 920600 | BLACKSWAN GRWT |
| ISHARES TR | 8975 | 864293 | US HOME CONS ETF |
| FIRST TR EXCHANGE-TRADED FD | 5017 | 820731 | US EQTY OPPT ETF |
| VANGUARD INDEX FDS | 2568 | 808406 | LARGE CAP ETF |
| PALANTIR TECHNOLOGIES INC | 4445 | 790099 | CL A |
| ISHARES TR | 11024 | 782484 | CORE MSCI EURO |
| SELECT SECTOR SPDR TR | 4904 | 759176 | STATE STREET HEA |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| ONEOK INC NEW | 9996 | 734727 | COM |
| ISHARES TR | 18194 | 730134 | CORE 30/70 CONSE |
| EXXON MOBIL CORP | 5978 | 719449 | COM |
| BLACKROCK ETF TRUST | 21559 | 717915 | ISHARES A I INNO |
| ABBVIE INC | 3136 | 716574 | COM |
| EPR PPTYS | 14226 | 709865 | COM SH BEN INT |
| ISHARES TR | 14045 | 702390 | CORE INTL AGGR |
| BLACKROCK ETF TRUST | 18208 | 702100 | ISHARES US THEMA |
| SPDR S&P 500 ETF TR | 1026 | 699849 | TR UNIT |
| ISHARES TR | 2258 | 679997 | ISHARES SEMICDTR |
| J P MORGAN EXCHANGE TRADED F | 11425 | 664021 | NASDAQ EQT PREM |
| ENTERPRISE PRODS PARTNERS L | 20296 | 650683 | COM |
| ISHARES TR | 947 | 648906 | CORE S&P500 ETF |
| WORLD GOLD TR | 7594 | 648300 | SPDR GLD MINIS |
| INVESCO EXCH TRADED FD TR II | 5050 | 642845 | KBW PPTY CASUT |
| ISHARES TR | 6186 | 634301 | CORE S&P US VLU |
| ISHARES TR | 2500 | 615289 | RUSSELL 2000 ETF |
| FIRST TR EXCHANGE-TRADED FD | 13338 | 602579 | SHS |
| ISHARES TR | 5458 | 601367 | IBOXX INV CP ETF |
| VANGUARD WORLD FD | 1399 | 577440 | MEGA GRWTH IND |
| SELECT SECTOR SPDR TR | 3715 | 576271 | STATE STREET IND |
| PROSHARES TR | 6826 | 574886 | S&P MDCP 400 DIV |
| VANECK ETF TRUST | 1578 | 568285 | SEMICONDUCTR ETF |
| TESLA INC | 1263 | 567996 | COM |
| BIOGEN INC | 3200 | 563168 | COM |
| INVESCO EXCH TRADED FD TR II | 4627 | 552094 | S&P 500 MOMNTM |
| GENERAL MTRS CO | 6710 | 545657 | COM |
| SPDR GOLD TR | 1364 | 540567 | GOLD SHS |
| ISHARES TR | 10595 | 538862 | FLTG RATE NT ETF |
| VANGUARD INDEX FDS | 1100 | 536601 | GROWTH ETF |
| ISHARES TR | 5316 | 533650 | 0-3 MNTH TREASRY |
| ISHARES TR | 5506 | 530156 | JPMORGAN USD EMG |
| INVESCO EXCHANGE TRADED FD T | 9760 | 526526 | NASDAQ INTERNT |
| FIRST TR INTER DURATN PFD & | 27849 | 519105 | COM |
| VANECK ETF TRUST | 4079 | 506627 | URANIUM AND NUCL |
| US BANCORP DEL | 9489 | 506351 | COM NEW |
| ISHARES TR | 5624 | 503123 | CORE MSCI EAFE |
| ISHARES TR | 4676 | 475409 | 10-20 YR TRS ETF |
| GE VERNOVA INC | 723 | 472824 | COM |
| AMETEK INC | 2288 | 469649 | COM |
| ALLIANT ENERGY CORP | 7187 | 467195 | COM |
| CITIGROUP INC | 3975 | 463843 | COM NEW |
| GOLDMAN SACHS ETF TR | 3490 | 461971 | ACTIVEBETA US LG |
| FORTIVE CORP | 8277 | 456997 | COM |
| INVESCO EXCHANGE TRADED FD T | 6800 | 452336 | LARGE CAP VALUE |
| GOLUB CAP BDC INC | 32834 | 445558 | COM |
| BOEING CO | 2050 | 445096 | COM |
| VANECK ETF TRUST | 25212 | 441992 | LONG MUNI ETF |
| AON PLC | 1251 | 441453 | SHS CL A |
| VANGUARD WORLD FD | 583 | 439454 | INF TECH ETF |
| AT&T INC | 17650 | 438424 | COM |
| BAKER HUGHES COMPANY | 9624 | 438256 | CL A |
| VANGUARD WHITEHALL FDS | 4803 | 432240 | INTL HIGH ETF |
| WASTE CONNECTIONS INC | 2459 | 431210 | COM |
| MEDTRONIC PLC | 4450 | 427467 | SHS |
| KROGER CO | 6793 | 424420 | COM |
| ARTISAN PARTNERS ASSET MGMT | 9940 | 404936 | CL A |
| ISHARES TR | 5813 | 403531 | CORE DIV GRWTH |
| UNITED PARCEL SERVICE INC | 4027 | 399429 | CL B |
| CONSOLIDATED EDISON INC | 3968 | 394110 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 3322 | 394021 | COM SHS |
| ISHARES TR | 5970 | 388110 | CORE 60/40 BALAN |
| REPUBLIC SVCS INC | 1749 | 370770 | COM |
| J P MORGAN EXCHANGE TRADED F | 7818 | 370182 | CORE PLUS BD ETF |
| MAIN STR CAP CORP | 6093 | 367986 | COM |
| SCHWAB STRATEGIC TR | 11595 | 367562 | LONG TERM US |
| SCHWAB CHARLES CORP | 3676 | 367269 | COM |
| WISDOMTREE TR | 6740 | 357624 | EUROPE HEDGED EQ |
| VANGUARD INTL EQUITY INDEX F | 6542 | 351698 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 556 | 348672 | S&P 500 ETF SHS |
| FIRST TR EXCHNG TRADED FD VI | 7843 | 347614 | SMITH OPPORT FXD |
| BLACKROCK INC | 321 | 343773 | COM |
| FIRST TR EXCHNG TRADED FD VI | 9833 | 336879 | FT VEST LADDERED |
| TJX COS INC NEW | 2188 | 336087 | COM |
| ISHARES TR | 3044 | 335297 | TRUST ISHARE 0-1 |
| ALPS ETF TR | 7107 | 334171 | ALERIAN MLP |
| NISOURCE INC | 7977 | 333104 | COM |
| ULTA BEAUTY INC | 549 | 332150 | COM |
| SHELL PLC | 4501 | 330706 | SPON ADS |
| CASEYS GEN STORES INC | 595 | 328862 | COM |
| UNITEDHEALTH GROUP INC | 991 | 327173 | COM |
| LOCKHEED MARTIN CORP | 675 | 326440 | COM |
| ISHARES TR | 5709 | 325178 | CRE U S REIT ETF |
| WELLS FARGO CO NEW | 3474 | 323819 | COM |
| ANALOG DEVICES INC | 1194 | 323795 | COM |
| AMERICAN CENTY ETF TR | 4199 | 323407 | AVANTIS EMGMKT |
| ISHARES TR | 2263 | 319196 | RUS MDCP VAL ETF |
| HONEYWELL INTL INC | 1598 | 311735 | COM |
| COMCAST CORP NEW | 10420 | 311460 | CL A |
| KRATOS DEFENSE & SEC SOLUTIO | 4053 | 307663 | COM NEW |
| ETF SER SOLUTIONS | 10740 | 305768 | APTUS DEFINED |
| XCEL ENERGY INC | 4109 | 303482 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 3730 | 299546 | COM |
| ISHARES INC | 3965 | 291983 | MSCI GBL GOLD MN |
| LINDE PLC | 681 | 290484 | SHS |
| VANGUARD INTL EQUITY INDEX F | 3880 | 285407 | ALLWRLD EX US |
| COHEN & STEERS INFRASTRUCTUR | 11797 | 284426 | COM |
| DISNEY WALT CO | 2486 | 282845 | COM |
| PHILIP MORRIS INTL INC | 1748 | 280372 | COM |
| PTC INC | 1550 | 270026 | COM |
| AMGEN INC | 815 | 266758 | COM |
| WELLS FARGO CO NEW | 220 | 266640 | PERP PFD CNV A |
| CONOCOPHILLIPS | 2794 | 261533 | COM |
| ISHARES TR | 550 | 260099 | RUS 1000 GRW ETF |
| REAVES UTIL INCOME FD | 7104 | 259864 | COM SH BEN INT |
| ISHARES TR | 3199 | 257929 | IBOXX HI YD ETF |
| GILEAD SCIENCES INC | 2087 | 256113 | COM |
| ALIBABA GROUP HLDG LTD | 1742 | 255342 | SPONSORED ADS |
| ISHARES TR | 2313 | 254222 | TIPS BD ETF |
| FIRST TR EXCHANGE-TRADED FD | 1217 | 251382 | NY ARCA BIOTECH |
| VANGUARD INDEX FDS | 2783 | 246287 | REAL ESTATE ETF |
| OLD REP INTL CORP | 5390 | 246000 | COM |
| ROBLOX CORP | 3024 | 245035 | CL A |
| SNAP ON INC | 702 | 241959 | COM |
| SELECT SECTOR SPDR TR | 5403 | 241568 | STATE STREET ENE |
| NORTHERN TR CORP | 1738 | 237373 | COM |
| FIRST TR EXCHANGE TRADED FD | 1810 | 235445 | CLOUD COMPUTING |
| WEC ENERGY GROUP INC | 2202 | 232251 | COM |
| ENTERGY CORP NEW | 2505 | 231545 | COM |
| ISHARES TR | 2646 | 230625 | 20 YR TR BD ETF |
| VANECK ETF TRUST | 4866 | 229481 | INTRMDT MUNI ETF |
| ISHARES TR | 901 | 225593 | MSCI USA MMENTM |
| VIRTUS ETF TR II | 9442 | 220429 | SEIX SR LN ETF |
| ISHARES TR | 1299 | 219258 | ISHARES BIOTECH |
| TCW STRATEGIC INCOME FD INC | 44344 | 219062 | COM |
| INVESCO EXCH TRADED FD TR II | 4696 | 217742 | S&P SMLCP LOW |
| SYMBOTIC INC | 3639 | 216521 | CLASS A COM |
| ISHARES TR | 2611 | 215802 | RESIDENTIAL MULT |
| CHUBB LIMITED | 691 | 215692 | COM |
| BONDBLOXX ETF TRUST | 4426 | 212642 | BLOOMBERG SEVEN |
| PAYPAL HLDGS INC | 3620 | 211336 | COM |
| GLOBAL X FDS | 3244 | 210179 | DEFENSE TECH ETF |
| APOLLO GLOBAL MGMT INC | 1450 | 209902 | COM |
| FIDELITY NATIONAL FINANCIAL | 3845 | 209885 | COM SHS |
| BROADRIDGE FINL SOLUTIONS IN | 939 | 209585 | COM |
| INVESCO EXCH TRADED FD TR II | 18605 | 209120 | PFD ETF |
| ISHARES TR | 1644 | 208293 | GLOBAL 100 ETF |
| PROSHARES TR | 2586 | 206066 | LARGE CAP CRE |
| ASTRAZENECA PLC | 2241 | 206058 | SPONSORED ADR |
| ISHARES TR | 1670 | 205844 | S&P 500 GRWT ETF |
| ISHARES TR | 2139 | 200831 | U.S. REAL ES ETF |
| HEALTHCARE RLTY TR | 11737 | 198942 | CL A COM |
| SNAP INC | 13884 | 112044 | CL A |
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