Rda Financial Network Top Holdings and 13F Report (2026) About Rda Financial NetworkInvestment ActivityRda Financial Network has $458.76 million in total holdings as of June 30, 2026.Rda Financial Network owns shares of 284 different stocks, but just 92 companies or ETFs make up 80% of its holdings.Approximately 11.27% of the portfolio was purchased this quarter.About 8.06% of the portfolio was sold this quarter.This quarter, Rda Financial Network has purchased 273 new stocks and bought additional shares in 133 stocks.Rda Financial Network sold shares of 109 stocks and completely divested from 18 stocks this quarter.Largest Holdings NVIDIA $19,731,944Alphabet $15,823,217Broadcom $15,119,502Microsoft $13,482,666Amazon.com $13,268,924 Largest New Holdings this Quarter 44053A440 - HORIZON FDS $2,487,888 Holding512807306 - LAM RESEARCH CORP $2,366,415 Holding580135101 - McDonald's $1,572,243 Holding871607107 - Synopsys $1,464,448 Holding09290C590 - BLACKROCK ETF TRUST $912,414 Holding Largest Purchases this Quarter ASML 1,814 shares (about $3.61M)Meta Platforms 4,774 shares (about $2.69M)HORIZON FDS 264,528 shares (about $2.49M)LAM RESEARCH CORP 5,461 shares (about $2.37M)SPDR Portfolio S&P 500 ETF 21,882 shares (about $1.92M) Largest Sales this Quarter Micron Technology 3,167 shares (about $3.66M)Southern 18,532 shares (about $1.77M)Alphabet 4,787 shares (about $1.71M)Duke Energy 13,301 shares (about $1.68M)Home Depot 4,250 shares (about $1.50M) 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$19,731,944$1,853,440 ▲10.4%98,6154.3%TechnologyGOOGLAlphabet$15,823,217$1,710,724 ▼-9.8%44,2773.4%Communication ServicesAVGOBroadcom$15,119,502$482,389 ▼-3.1%40,0253.3%TechnologyMSFTMicrosoft$13,482,666$1,521,160 ▲12.7%36,1452.9%TechnologyAMZNAmazon.com$13,268,924$96,290 ▲0.7%55,6722.9%Consumer DiscretionaryQQQInvesco QQQ$13,104,573$176,741 ▼-1.3%17,7952.9%ETFAAPLApple$12,837,901$403,364 ▼-3.0%44,3672.8%TechnologyMETAMeta Platforms$10,633,372$2,689,184 ▲33.9%18,8772.3%Communication ServicesJPMJPMorgan Chase & Co.$9,818,266$65,466 ▲0.7%29,9952.1%FinanceVYMVanguard High Dividend Yield ETF$9,729,888$10,114 ▲0.1%61,5702.1%ETFVVisa$9,470,945$986,378 ▲11.6%27,6052.1%FinanceASMLASML$7,623,534$3,608,844 ▲89.9%3,8321.7%TechnologyTSMTaiwan Semiconductor Manufacturing$6,622,941$1,147,601 ▼-14.8%13,8681.4%TechnologyFBNDFidelity Total Bond ETF$5,858,593$551,564 ▲10.4%128,7891.3%ETFMUMicron Technology$5,535,602$3,655,390 ▼-39.8%4,7961.2%TechnologyPVALPutnam Focused Large Cap Value ETF$5,495,018$428,949 ▲8.5%107,8511.2%ETFLLYEli Lilly and Company$5,417,686$1,553,222 ▲40.2%4,5171.2%HealthcareIJHiShares Core S&P Mid-Cap ETF$5,273,018$84,358 ▲1.6%68,3831.1%ETFARISTA NETWORKS INC$5,271,716$1,922,192 ▲57.4%31,0321.1%COM SHSSPYGSPDR Portfolio S&P 500 Growth ETF$5,263,296$121,965 ▲2.4%44,2331.1%ETFRECSColumbia Research Enhanced Core ETF$4,696,784$165,286 ▲3.6%108,5211.0%ETFBRK.BBerkshire Hathaway$4,649,624$48,538 ▲1.1%9,2921.0%FinanceJEPIJPMorgan Equity Premium Income ETF$4,451,810$71,391 ▲1.6%78,8211.0%ETFSPLGSPDR Portfolio S&P 500 ETF$4,443,476$1,922,990 ▲76.3%50,5631.0%ETFJAAAJanus Henderson AAA CLO ETF$4,374,682$469,857 ▲12.0%86,6451.0%ETFWALMART INC$4,215,804$213,724 ▼-4.8%37,2220.9%COMVRTXVertex Pharmaceuticals$4,181,970$613,958 ▲17.2%8,4190.9%HealthcareCOSTCostco Wholesale$4,042,953$154,347 ▼-3.7%4,3220.9%Consumer StaplesNETCloudflare$4,010,328$303,657 ▲8.2%16,3500.9%TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,739,556$602,442 ▲19.2%40,8070.8%ETFDNPDNP Select Income Fund$3,720,047$734,767 ▲24.6%344,7680.8%FinanceMOATVanEck Morningstar Wide Moat ETF$3,681,535$15,594 ▲0.4%35,4130.8%ETFACWIiShares MSCI ACWI ETF$3,644,741$86,649 ▲2.4%23,2190.8%ETFIDMOInvesco S&P International Developed Momentum ETF$3,630,260$208,906 ▲6.1%60,2130.8%ETFXLFFinancial Select Sector SPDR Fund$3,389,010$118,103 ▼-3.4%63,2160.7%ETFISRGIntuitive Surgical$3,371,929$528,119 ▲18.6%8,4790.7%HealthcareAVUVAvantis U.S. Small Cap Value ETF$3,335,133$102,804 ▲3.2%26,7320.7%ETFXLKTechnology Select Sector SPDR Fund$3,195,973$302,165 ▼-8.6%16,7750.7%ETFBLACKROCK ETF TRUST$3,139,431$168,382 ▲5.7%113,1730.7%DYNAMIC EQTY ACTQQQMInvesco NASDAQ 100 ETF$2,982,418$66,653 ▲2.3%9,8440.7%ETFGEGE Aerospace$2,842,303$13,828 ▼-0.5%7,6050.6%IndustrialsIUSBiShares Core Total USD Bond Market ETF$2,794,521$1,267,141 ▲83.0%60,5530.6%ETFGOOGAlphabet$2,712,860$181,964 ▼-6.3%7,6780.6%Communication ServicesELVElevance Health$2,675,398$27,071 ▼-1.0%6,9180.6%HealthcareOUNZVanEck Merk Gold ETF$2,638,591$190,210 ▲7.8%68,3750.6%ETFVTIVanguard Total Stock Market ETF$2,623,601$62,907 ▲2.5%7,0900.6%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$2,602,537$52,986 ▲2.1%141,2120.6%ETFCRWDCrowdStrike$2,589,334$146,523 ▼-5.4%3,3930.6%TechnologySCHDSchwab US Dividend Equity ETF$2,494,404$18,550 ▲0.7%78,6630.5%ETFHORIZON FDS$2,487,888$2,487,888 ▲New Holding264,5280.5%ANFIELD UNIVERSLWMWaste Management$2,457,957$507,505 ▲26.0%11,0280.5%IndustrialsLAM RESEARCH CORP$2,366,415$2,366,415 ▲New Holding5,4610.5%COM NEWSCHZSchwab U.S. Aggregate Bond ETF$2,230,588$251,886 ▲12.7%96,4370.5%ETFWELLWelltower$2,175,686$304,587 ▼-12.3%9,5860.5%Real EstateBLACKROCK ETF TRUST$2,076,401$84,695 ▲4.3%79,9230.5%DISC VOLA EQ ETFAXONAxon Enterprise$1,998,575$70,076 ▼-3.4%3,5650.4%IndustrialsMAMastercard$1,968,770$1,027 ▼-0.1%3,8330.4%FinanceDYNFiShares U.S. Equity Factor Rotation Active ETF$1,935,021$154,179 ▲8.7%28,4520.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,921,510$118,982 ▲6.6%56,7820.4%ETFHDViShares Core High Dividend ETF$1,914,260$1,529,122 ▲397.0%69,8380.4%ETFVHTVanguard Health Care ETF$1,881,670$3,588 ▼-0.2%6,2930.4%ETFTJXTJX Companies$1,854,691$159,683 ▲9.4%12,2420.4%Consumer DiscretionaryIJRiShares Core S&P Small-Cap ETF$1,842,320$8,899 ▼-0.5%12,4220.4%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$1,809,669$151,952 ▼-7.7%39,5990.4%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$1,743,420$76,876 ▲4.6%42,5670.4%ETFPGRProgressive$1,682,733$36,481 ▲2.2%7,7030.4%FinanceVTVVanguard Value ETF$1,681,687$12,204 ▼-0.7%7,7170.4%ETFPFEPfizer$1,674,502$13,991 ▼-0.8%69,5390.4%HealthcareMBBiShares MBS ETF$1,614,024$130,910 ▲8.8%17,0760.4%ETFRSPInvesco S&P 500 Equal Weight ETF$1,603,009$283,410 ▼-15.0%7,5340.3%ETFVIGVanguard Dividend Appreciation ETF$1,581,751$64,122 ▲4.2%6,6850.3%ETFMCDMcDonald's$1,572,243$1,572,243 ▲New Holding5,8160.3%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$1,559,235$99,608 ▲6.8%21,8840.3%ETFHYTBlackRock Corporate High Yield Fund$1,557,997$2,996 ▼-0.2%182,0090.3%FinancePYLDPIMCO Multi Sector Bond Active ETF$1,520,427$145,622 ▲10.6%57,3310.3%ETFTDGTransdigm Group$1,506,537$110,559 ▼-6.8%1,1310.3%IndustrialsACWXiShares MSCI ACWI ex U.S. ETF$1,488,940$431,011 ▲40.7%19,5630.3%ETFSNPSSynopsys$1,464,448$1,464,448 ▲New Holding3,2830.3%TechnologyNOWServiceNow$1,426,455$218,615 ▲18.1%14,3680.3%TechnologyARCCAres Capital$1,420,018$6,856 ▲0.5%76,6330.3%FinanceBINCiShares Flexible Income Active ETF$1,393,762$504,139 ▼-26.6%26,6290.3%ETFJNJJohnson & Johnson$1,355,810$14,478 ▼-1.1%5,3380.3%HealthcareSPHDInvesco S&P 500 High Dividend Low Volatility ETF$1,346,853$19,319 ▼-1.4%26,4920.3%ETFGOVTiShares U.S. Treasury Bond ETF$1,290,988$182,923 ▲16.5%56,6720.3%ETFSOXXiShares Semiconductor ETF$1,253,327$193,510 ▼-13.4%1,9560.3%ETFBLACKROCK ETF TRUST$1,249,707$101,345 ▲8.8%34,1450.3%ISHA IN CTRY ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,249,071$64,154 ▼-4.9%12,2270.3%ETFROPER TECHNOLOGIES INC$1,230,146$17,259 ▲1.4%3,6350.3%COMMPWRMonolithic Power Systems$1,228,737$619,206 ▼-33.5%8890.3%TechnologyAOMiShares Core 40/60 Moderate Allocation ETF$1,213,325$2,495 ▲0.2%24,3200.3%ETFVZVerizon Communications$1,210,138$32,772 ▲2.8%28,5810.3%Communication ServicesBXBlackstone$1,151,126$1,530 ▲0.1%9,7830.3%FinanceINTUIntuit$1,145,112$341,941 ▲42.6%4,3870.2%TechnologyTSLATesla$1,136,041$584,214 ▲105.9%2,7010.2%Consumer DiscretionarySHYiShares 1-3 Year Treasury Bond ETF$1,076,544$143,446 ▲15.4%13,1110.2%ETFBLACKROCK ETF TRUST$1,071,218$169,126 ▼-13.6%20,3190.2%ISHA I IN TE ETFXLPConsumer Staples Select Sector SPDR Fund$1,066,122$83 ▲0.0%12,8340.2%ETFFPXFirst Trust US Equity Opportunities ETF$1,029,251$5,155 ▼-0.5%4,9920.2%ETFSMHVanEck Semiconductor ETF$1,024,500$161,349 ▼-13.6%1,5620.2%ETFSWANAmplify BlackSwan Growth & Treasury Core ETF$1,008,406$34,597 ▼-3.3%30,2260.2%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
