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Rpoa Advisors, Inc. Top Holdings and 13F Report (2026)

About Rpoa Advisors, Inc.

Investment Activity

  • Rpoa Advisors, Inc. has $3.35 billion in total holdings as of September 30, 2026.
  • Rpoa Advisors, Inc. owns shares of 8 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 67.22% of the portfolio was purchased this quarter.
  • About 24.55% of the portfolio was sold this quarter.
  • This quarter, Rpoa Advisors, Inc. has purchased 7 new stocks and bought additional shares in 4 stocks.
  • Rpoa Advisors, Inc. sold shares of 1 stock and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

47103U845 - Janus Henderson AAA CLO ETF
$313,624,113 Holding
464287457 - iShares 1-3 Year Treasury Bond ETF
$301,888,770 Holding

Largest Purchases this Quarter

BNY Mellon US Large Cap Core Equity ETF
19,338,129 shares (about $944.86M)
Janus Henderson AAA CLO ETF
6,214,070 shares (about $313.62M)
iShares 1-3 Year Treasury Bond ETF
3,717,842 shares (about $301.89M)
BNY Mellon US Mid Cap Core Equity ETF
7,104,670 shares (about $274.17M)
BNY Mellon International Equity ETF
6,476,743 shares (about $216.39M)

Largest Sales this Quarter

BNY Mellon Core Bond ETF
20,533,278 shares (about $822.73M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRpoa Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
BNY Mellon US Large Cap Core Equity ETF stock logo
BKLC
BNY Mellon US Large Cap Core Equity ETF
$1,480,227,915$944,860,981 ▲176.5%30,295,29144.1%ETF
BNY Mellon Ultra Short Income ETF stock logo
BKUI
BNY Mellon Ultra Short Income ETF
$516,895,976$202,958,993 ▲64.6%10,418,13915.4%ETF
BNY Mellon US Mid Cap Core Equity ETF stock logo
BKMC
BNY Mellon US Mid Cap Core Equity ETF
$407,684,731$274,169,203 ▲205.3%10,564,51812.2%ETF
BNY Mellon International Equity ETF stock logo
BKIE
BNY Mellon International Equity ETF
$324,710,633$216,387,992 ▲199.8%9,718,9659.7%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$313,624,113$313,624,113 ▲New Holding6,214,0709.4%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$301,888,770$301,888,770 ▲New Holding3,717,8429.0%ETF
BNY Mellon Core Bond ETF stock logo
BKAG
BNY Mellon Core Bond ETF
$7,848,613$822,728,748 ▼-99.1%195,8820.2%ETF
BNY Mellon High Yield ETF stock logo
BKHY
BNY Mellon High Yield ETF
$206,7380.0%4,5100.0%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$0$399,504 ▼-100.0%00.0%Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data