Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RDA Financial Network (CIK 1774086) reported $399.6M across 271 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($15.6M, 3.90%), GOOGL ($14.1M, 3.53%), AVGO ($12.8M, 3.20%), MSFT ($11.9M, 2.97%), AAPL ($11.6M, 2.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $15.6M | 3.90% | 89,352 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $14.1M | 3.53% | 49,064 | Trimmed |
| 3 | AVGO | BROADCOM INC | $12.8M | 3.20% | 41,302 | Added |
| 4 | MSFT | MICROSOFT CORP | $11.9M | 2.97% | 32,067 | Added |
| 5 | AAPL | APPLE INC | $11.6M | 2.91% | 45,761 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $11.5M | 2.88% | 55,268 | Added |
| 7 | QQQ | INVESCO QQQ TR | $10.4M | 2.60% | 18,035 | Trimmed |
| 8 | VYM | VANGUARD WHITEHALL FDS | $9.1M | 2.28% | 61,506 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $8.8M | 2.19% | 29,795 | Added |
| 10 | META | META PLATFORMS INC | $8.1M | 2.02% | 14,103 | Trimmed |
| 11 | V | VISA INC | $7.5M | 1.87% | 24,730 | Added |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.5M | 1.38% | 16,271 | Added |
| 13 | FBND | FIDELITY MERRIMACK STR TR | $5.3M | 1.33% | 116,664 | Added |
| 14 | WMT | WALMART INC | $4.9M | 1.22% | 39,109 | Added |
| 15 | PVAL | PUTNAM ETF TRUST | $4.6M | 1.15% | 99,432 | Added |
| 16 | IJH | ISHARES TR | $4.5M | 1.14% | 67,289 | Added |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $4.5M | 1.12% | 4,487 | Trimmed |
| 18 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.4M | 1.10% | 77,557 | Trimmed |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.4M | 1.10% | 9,195 | Added |
| 20 | SPYG | SPDR SERIES TRUST | $4.2M | 1.06% | 43,208 | Added |
| 21 | RECS | COLUMBIA ETF TR I | $4.1M | 1.02% | 104,702 | Added |
| 22 | JAAA | JANUS DETROIT STR TR | $3.9M | 0.97% | 77,339 | Added |
| 23 | MOAT | VANECK ETF TRUST | $3.4M | 0.85% | 35,263 | Trimmed |
| 24 | ISRG | INTUITIVE SURGICAL INC | $3.3M | 0.82% | 7,151 | Added |
| 25 | XLF | SELECT SECTOR SPDR TR | $3.2M | 0.81% | 65,419 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31