Rda Financial Network Top Holdings and 13F Report (2026) About Rda Financial NetworkInvestment ActivityRda Financial Network has $399.63 million in total holdings as of March 31, 2026.Rda Financial Network owns shares of 273 different stocks, but just 98 companies or ETFs make up 80% of its holdings.Approximately 7.48% of the portfolio was purchased this quarter.About 7.21% of the portfolio was sold this quarter.This quarter, Rda Financial Network has purchased 265 new stocks and bought additional shares in 113 stocks.Rda Financial Network sold shares of 115 stocks and completely divested from 21 stocks this quarter.Largest Holdings NVIDIA $15,582,938Alphabet $14,108,950Broadcom $12,783,532Microsoft $11,870,116Apple $11,613,795 Largest New Holdings this Quarter 22788C105 - CrowdStrike $1,399,620 Holding461202103 - Intuit $1,330,240 Holding550021109 - lululemon athletica $1,277,007 Holding46429B267 - iShares U.S. Treasury Bond ETF $1,114,388 Holding09290C764 - BLACKROCK ETF TRUST $1,008,833 Holding Largest Purchases this Quarter Visa 5,213 shares (about $1.58M)WALMART INC 11,664 shares (about $1.45M)TJX Companies 9,000 shares (about $1.44M)CrowdStrike 3,585 shares (about $1.40M)Intuit 3,077 shares (about $1.33M) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 37,407 shares (about $3.43M)Chevron 9,389 shares (about $1.94M)Kinder Morgan 52,950 shares (about $1.78M)Cisco Systems 22,409 shares (about $1.74M)Uber Technologies 19,884 shares (about $1.43M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRda Financial Network Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$15,582,938$68,713 ▼-0.4%89,3523.9%Computer and TechnologyGOOGLAlphabet$14,108,950$58,375 ▼-0.4%49,0643.5%Computer and TechnologyAVGOBroadcom$12,783,532$181,065 ▲1.4%41,3023.2%Computer and TechnologyMSFTMicrosoft$11,870,116$374,238 ▲3.3%32,0673.0%Computer and TechnologyAAPLApple$11,613,795$389,825 ▼-3.2%45,7612.9%Computer and TechnologyAMZNAmazon.com$11,510,718$32,490 ▲0.3%55,2682.9%Retail/WholesaleQQQInvesco QQQ$10,409,704$20,202 ▼-0.2%18,0352.6%FinanceVYMVanguard High Dividend Yield ETF$9,109,057$195,789 ▲2.2%61,5062.3%ETFJPMJPMorgan Chase & Co.$8,764,430$114,133 ▲1.3%29,7952.2%FinanceMETAMeta Platforms$8,068,813$6,866 ▼-0.1%14,1032.0%Computer and TechnologyVVisa$7,474,414$1,575,581 ▲26.7%24,7301.9%Business ServicesTSMTaiwan Semiconductor Manufacturing$5,498,784$41,568 ▲0.8%16,2711.4%Computer and TechnologyFBNDFidelity Total Bond ETF$5,322,211$265,965 ▲5.3%116,6641.3%ETFWALMART INC$4,860,495$1,449,610 ▲42.5%39,1091.2%COMPVALPutnam Focused Large Cap Value ETF$4,613,645$261,464 ▲6.0%99,4321.2%ETFIJHiShares Core S&P Mid-Cap ETF$4,544,038$117,165 ▲2.6%67,2891.1%ETFCOSTCostco Wholesale$4,471,148$18,933 ▼-0.4%4,4871.1%Retail/WholesaleBRK.BBerkshire Hathaway$4,406,244$108,778 ▲2.5%9,1951.1%FinanceJEPIJPMorgan Equity Premium Income ETF$4,395,931$1,814 ▼0.0%77,5571.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$4,230,541$153,525 ▲3.8%43,2081.1%ETFRECSColumbia Research Enhanced Core ETF$4,081,290$88,407 ▲2.2%104,7021.0%ETFJAAAJanus Henderson AAA CLO ETF$3,895,590$347,606 ▲9.8%77,3391.0%ETFMOATVanEck Morningstar Wide Moat ETF$3,409,932$2,031 ▼-0.1%35,2630.9%ETFISRGIntuitive Surgical$3,296,539$152,127 ▲4.8%7,1510.8%MedicalXLFFinancial Select Sector SPDR Fund$3,229,741$181,435 ▼-5.3%65,4190.8%ETFVRTXVertex Pharmaceuticals$3,207,497$153,610 ▲5.0%7,1830.8%MedicalBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,137,115$3,427,981 ▼-52.2%34,2330.8%ETFACWIiShares MSCI ACWI ETF$3,136,379$51,334 ▲1.7%22,6670.8%ManufacturingNETCloudflare$3,118,210$250,497 ▲8.7%15,1120.8%Computer and TechnologyIDMOInvesco S&P International Developed Momentum ETF$3,112,083$159,860 ▲5.4%56,7480.8%ETFLLYEli Lilly and Company$2,963,155$20,233 ▼-0.7%3,2220.7%MedicalAVUVAvantis U.S. Small Cap Value ETF$2,862,047$55,235 ▲2.0%25,9080.7%ETFOUNZVanEck Merk Gold ETF$2,858,242$64,286 ▼-2.2%63,4460.7%ETFDNPDNP Select Income Fund$2,849,709$196,514 ▲7.4%276,6710.7%FinanceMUMicron Technology$2,690,351$191,227 ▼-6.6%7,9630.7%Computer and TechnologyASMLASML$2,665,435$1,318,188 ▲97.8%2,0180.7%Computer and TechnologyBLACKROCK ETF TRUST$2,603,684$65,564 ▲2.6%107,1030.7%DYNAMIC EQTY ACTDUKDuke Energy$2,503,113$196,022 ▲8.5%19,1160.6%UtilitiesXLKTechnology Select Sector SPDR Fund$2,440,177$125,989 ▲5.4%18,3610.6%ETFARISTA NETWORKS INC$2,420,853$178,645 ▲8.0%19,7170.6%COM SHSSCHDSchwab US Dividend Equity ETF$2,395,433$47,830 ▼-2.0%78,0780.6%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$2,372,480$53,594 ▼-2.2%138,3370.6%ManufacturingADBEAdobe$2,353,257$207,104 ▲9.7%9,6810.6%Computer and TechnologyGOOGAlphabet$2,350,160$704,216 ▼-23.1%8,1930.6%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$2,286,761$120,706 ▲5.6%9,6240.6%ETFAFIFAnfield Universal Fixed Income ETF$2,241,465$142,339 ▲6.8%240,6190.6%ETFVTIVanguard Total Stock Market ETF$2,220,012$3,850 ▲0.2%6,9200.6%ETFSPLGSPDR Portfolio S&P 500 ETF$2,195,244$503,174 ▲29.7%28,6810.5%ETFSOSouthern$2,178,487$113,606 ▲5.5%22,5700.5%UtilitiesGEGE Aerospace$2,168,637$78,890 ▲3.8%7,6420.5%AerospaceWELLWelltower$2,160,479$51,007 ▲2.4%10,9280.5%FinanceELVElevance Health$2,045,737$28,104 ▲1.4%6,9880.5%MedicalWMWaste Management$2,010,851$114,203 ▲6.0%8,7510.5%Business ServicesSCHZSchwab U.S. Aggregate Bond ETF$1,986,401$118,561 ▼-5.6%85,5470.5%ETFPFEPfizer$1,968,961$20,302 ▲1.0%70,1200.5%MedicalDIVOAmplify CWP Enhanced Dividend Income ETF$1,925,135$6,907 ▲0.4%42,9240.5%ETFMAMastercard$1,916,351$134,419 ▲7.5%3,8350.5%Business ServicesHDViShares Core High Dividend ETF$1,907,002$79,125 ▲4.3%14,0510.5%ETFBLACKROCK ETF TRUST$1,889,737$3,895 ▼-0.2%76,6630.5%DISCIPLINED VOLABINCiShares Flexible Income Active ETF$1,883,056$111,495 ▼-5.6%36,2610.5%ETFHDHome Depot$1,832,213$181,215 ▼-9.0%5,5710.5%Retail/WholesaleTJXTJX Companies$1,786,740$1,437,313 ▲411.3%11,1880.4%Retail/WholesaleVHTVanguard Health Care ETF$1,717,041$10,076 ▲0.6%6,3050.4%ETFRSPInvesco S&P 500 Equal Weight ETF$1,701,563$401,497 ▲30.9%8,8660.4%ETFKKRKKR & Co. Inc.$1,697,472$52,170 ▼-3.0%18,3510.4%FinanceEDIVSPDR S&P Emerging Markets Dividend ETF$1,606,439$62,141 ▲4.0%40,6900.4%ETFAXONAxon Enterprise$1,567,106$31,852 ▼-2.0%3,6900.4%AerospaceHYTBlackRock Corporate High Yield Fund$1,553,699$4,260 ▲0.3%182,3590.4%Financial ServicesIJRiShares Core S&P Small-Cap ETF$1,551,648$22,500 ▼-1.4%12,4820.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,551,641$536,721 ▼-25.7%53,2660.4%ETFIUSBiShares Core Total USD Bond Market ETF$1,528,704$113,212 ▲8.0%33,0960.4%ManufacturingVTVVanguard Value ETF$1,525,041$2,747 ▼-0.2%7,7730.4%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$1,523,443$298,522 ▼-16.4%26,1850.4%ETFPGRProgressive$1,493,915$308,060 ▲26.0%7,5360.4%FinanceMBBiShares MBS ETF$1,489,860$19,085 ▼-1.3%15,6910.4%ETFXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$1,468,300$22,105 ▼-1.5%32,0170.4%ETFMPWRMonolithic Power Systems$1,461,468$236,109 ▼-13.9%1,3370.4%Computer and TechnologyQCOMQualcomm$1,425,467$157,756 ▼-10.0%11,0690.4%Computer and TechnologyTDGTransdigm Group$1,406,977$234,110 ▼-14.3%1,2140.4%AerospaceCRWDCrowdStrike$1,399,620$1,399,620 ▲New Holding3,5850.4%Computer and TechnologyVZVerizon Communications$1,395,893$138,500 ▼-9.0%27,8070.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,379,395$9,248 ▼-0.7%6,4140.3%ETFARCCAres Capital$1,374,267$69,107 ▼-4.8%76,2630.3%FinancePYLDPIMCO Multi Sector Bond Active ETF$1,358,217$90,260 ▲7.1%51,8400.3%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$1,333,1200.0%26,8720.3%ETFADPAutomatic Data Processing$1,331,711$65,224 ▼-4.7%6,5540.3%Computer and TechnologyINTUIntuit$1,330,240$1,330,240 ▲New Holding3,0770.3%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$1,329,636$14,688 ▲1.1%12,8550.3%ETFJNJJohnson & Johnson$1,318,779$49,133 ▼-3.6%5,3950.3%MedicalVEAVanguard FTSE Developed Markets ETF$1,312,743$283,810 ▲27.6%20,4860.3%ETFLULUlululemon athletica$1,277,007$1,277,007 ▲New Holding8,3410.3%Consumer DiscretionaryNOWServiceNow$1,271,955$179,303 ▲16.4%12,1660.3%Computer and TechnologyROPER TECHNOLOGIES INC$1,268,136$61,567 ▼-4.6%3,5840.3%COMAOMiShares Core 40/60 Moderate Allocation ETF$1,149,670$18,948 ▼-1.6%24,2700.3%ETFKMIKinder Morgan$1,145,002$1,775,392 ▼-60.8%34,1490.3%EnergyBXBlackstone$1,123,431$9,544 ▼-0.8%9,7700.3%FinanceGOVTiShares U.S. Treasury Bond ETF$1,114,388$1,114,388 ▲New Holding48,6420.3%ETFXLPConsumer Staples Select Sector SPDR Fund$1,052,089$6,395 ▼-0.6%12,8330.3%ETFORealty Income$1,013,492$28,693 ▼-2.8%16,5660.3%FinanceBLACKROCK ETF TRUST$1,008,833$1,008,833 ▲New Holding31,3760.3%ISHARES INTL CTRShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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