RDA Financial Network

CIK 0001774086 • 7 13F filings • Apr 14, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $335.4M243 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$204K	0.1%	1,535 SH
ABBVIE INC	COM	$423K	0.1%	2,017 SH
ADOBE INC	COM	$2.7M	0.8%	7,161 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$216K	0.1%	1,630 SH
ALIGN TECHNOLOGY INC	COM	$226K	0.1%	1,422 SH
ALLIANT ENERGY CORP	COM	$529K	0.2%	8,224 SH
ALPHABET INC	CAP STK CL A	$8.0M	2.4%	51,821 SH
ALPHABET INC	CAP STK CL C	$1.6M	0.5%	10,540 SH
ALPS ETF TR	ALERIAN MLP	$302K	0.1%	5,812 SH
AMAZON COM INC	COM	$9.6M	2.9%	50,482 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$2.1M	0.6%	23,606 SH
AMETEK INC	COM	$227K	0.1%	1,320 SH
AMGEN INC	COM	$417K	0.1%	1,338 SH
AMPLIFY ETF TR	BLACKSWAN GRWT	$1.1M	0.3%	38,313 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$1.7M	0.5%	42,138 SH
ANALOG DEVICES INC	COM	$1.7M	0.5%	8,266 SH
AON PLC	SHS CL A	$503K	0.2%	1,261 SH
APPLE INC	COM	$10.4M	3.1%	46,643 SH
ARES CAPITAL CORP	COM	$1.7M	0.5%	78,844 SH
ARTISAN PARTNERS ASSET MGMT	CL A	$357K	0.1%	9,129 SH
AT&T INC	COM	$567K	0.2%	20,032 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.7M	0.5%	5,704 SH
AXON ENTERPRISE INC	COM	$2.0M	0.6%	3,765 SH
BAKER HUGHES COMPANY	CL A	$233K	0.1%	5,298 SH
BANK AMERICA CORP	COM	$2.2M	0.6%	52,202 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$798K	0.2%	1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	0.8%	5,133 SH
BIOGEN INC	COM	$438K	0.1%	3,200 SH
BLACKROCK CORPOR HI YLD FD I	COM	$1.7M	0.5%	179,409 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.3M	0.4%	25,770 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.4M	0.4%	27,206 SH
BLACKSTONE INC	COM	$1.4M	0.4%	9,991 SH
BOEING CO	COM	$359K	0.1%	2,104 SH
BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$655K	0.2%	14,056 SH
BROADCOM INC	COM	$8.2M	2.4%	49,072 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$241K	0.1%	993 SH
CASEYS GEN STORES INC	COM	$269K	0.1%	620 SH
CATERPILLAR INC	COM	$1.1M	0.3%	3,245 SH
CHEVRON CORP NEW	COM	$2.1M	0.6%	12,586 SH
CHIPOTLE MEXICAN GRILL INC	COM	$1.0M	0.3%	20,422 SH
CHUBB LIMITED	COM	$215K	0.1%	713 SH
CISCO SYS INC	COM	$397K	0.1%	6,441 SH
CITIGROUP INC	COM NEW	$270K	0.1%	3,810 SH
COLUMBIA ETF TR I	RESH ENHNC COR	$3.3M	1.0%	99,181 SH
COMCAST CORP NEW	CL A	$400K	0.1%	10,839 SH
CONOCOPHILLIPS	COM	$276K	0.1%	2,632 SH
CONSTELLATION BRANDS INC	CL A	$281K	0.1%	1,533 SH
COPART INC	COM	$1.6M	0.5%	28,291 SH
COSTCO WHSL CORP NEW	COM	$4.0M	1.2%	4,261 SH
DISNEY WALT CO	COM	$260K	0.1%	2,631 SH
DNP SELECT INCOME FD INC	COM	$1.1M	0.3%	113,638 SH
DOW INC	COM	$264K	0.1%	7,558 SH
DUKE ENERGY CORP NEW	COM NEW	$333K	0.1%	2,727 SH
EATON CORP PLC	SHS	$345K	0.1%	1,269 SH
EDWARDS LIFESCIENCES CORP	COM	$2.5M	0.7%	34,696 SH
ELEVANCE HEALTH INC	COM	$2.8M	0.8%	6,466 SH
ELI LILLY & CO	COM	$2.6M	0.8%	3,158 SH
EMCOR GROUP INC	COM	$267K	0.1%	721 SH
ENTERGY CORP NEW	COM	$223K	0.1%	2,610 SH
ENTERPRISE PRODS PARTNERS L	COM	$734K	0.2%	21,489 SH
EPR PPTYS	COM SH BEN INT	$755K	0.2%	14,359 SH
ETF SER SOLUTIONS	APTUS DEFINED	$272K	0.1%	9,970 SH
EXXON MOBIL CORP	COM	$695K	0.2%	5,841 SH
FASTENAL CO	COM	$207K	0.1%	2,664 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$4.0M	1.2%	88,680 SH
FIDELITY NATIONAL FINANCIAL	FNF GROUP COM	$260K	0.1%	3,996 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$309K	0.1%	1,817 SH
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$585K	0.2%	5,237 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.6M	0.5%	52,662 SH
FIRST TR EXCHNG TRADED FD VI	TCW OPPORTUNIS	$2.2M	0.7%	49,772 SH
FIRST TR INTER DURATN PFD &	COM	$555K	0.2%	30,168 SH
FIRST TR LRGE CP CORE ALPHA	COM SHS	$471K	0.1%	4,599 SH
FIRST TR MORNINGSTAR DIVID L	SHS	$343K	0.1%	7,904 SH
FIRST TR VALUE LINE DIVID IN	SHS	$335K	0.1%	7,508 SH
FISERV INC	COM	$3.4M	1.0%	15,609 SH
FORTIVE CORP	COM	$363K	0.1%	4,965 SH
GE AEROSPACE	COM NEW	$1.8M	0.5%	9,180 SH
GE VERNOVA INC	COM	$206K	0.1%	675 SH
GENERAL MTRS CO	COM	$384K	0.1%	8,160 SH
GILEAD SCIENCES INC	COM	$227K	0.1%	2,026 SH
GLOBAL X FDS	NASDAQ 100 COVER	$2.3M	0.7%	135,749 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$389K	0.1%	3,535 SH
GOLUB CAP BDC INC	COM	$542K	0.2%	35,773 SH
HEALTHCARE RLTY TR	CL A COM	$198K	0.1%	11,737 SH
HOME DEPOT INC	COM	$1.9M	0.6%	5,183 SH
INTUITIVE SURGICAL INC	COM NEW	$5.0M	1.5%	10,058 SH
INVESCO EXCH TRADED FD TR II	KBW PPTY CASUT	$629K	0.2%	5,050 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$209K	0.1%	18,605 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$368K	0.1%	3,978 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP LOW	$332K	0.1%	7,201 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$1.4M	0.4%	27,212 SH
INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$378K	0.1%	6,350 SH
INVESCO EXCHANGE TRADED FD T	NASDAQ INTERNT	$431K	0.1%	9,760 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$437K	0.1%	9,493 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.3M	0.4%	7,792 SH
INVESCO QQQ TR	UNIT SER 1	$10.3M	3.1%	21,918 SH
ISHARES INC	CORE MSCI EMKT	$468K	0.1%	8,680 SH
ISHARES INC	MSCI EMRG CHN	$474K	0.1%	8,597 SH
ISHARES INC	MSCI WORLD ETF	$357K	0.1%	2,331 SH
ISHARES TR	0-3 MNTH TREASRY	$934K	0.3%	9,280 SH
ISHARES TR	0-5 YR TIPS ETF	$1.6M	0.5%	15,180 SH
ISHARES TR	1 3 YR TREAS BD	$569K	0.2%	6,872 SH
ISHARES TR	20 YR TR BD ETF	$232K	0.1%	2,553 SH
ISHARES TR	CORE 30/70 CONSE	$773K	0.2%	20,540 SH
ISHARES TR	CORE 40/60 MODER	$1.1M	0.3%	26,090 SH
ISHARES TR	CORE 60/40 BALAN	$343K	0.1%	5,965 SH
ISHARES TR	CORE DIV GRWTH	$324K	0.1%	5,245 SH
ISHARES TR	CORE HIGH DV ETF	$1.6M	0.5%	13,478 SH
ISHARES TR	CORE MSCI EAFE	$366K	0.1%	4,832 SH
ISHARES TR	CORE MSCI EURO	$369K	0.1%	6,142 SH
ISHARES TR	CORE S&P MCP ETF	$3.9M	1.2%	67,200 SH
ISHARES TR	CORE S&P SCP ETF	$1.9M	0.6%	17,728 SH
ISHARES TR	CORE S&P US VLU	$3.3M	1.0%	35,615 SH
ISHARES TR	CORE S&P500 ETF	$738K	0.2%	1,313 SH
ISHARES TR	CORE TOTAL USD	$2.1M	0.6%	46,138 SH
ISHARES TR	CRE U S REIT ETF	$573K	0.2%	9,955 SH
ISHARES TR	EAFE GRWTH ETF	$624K	0.2%	6,238 SH
ISHARES TR	EAFE VALUE ETF	$1000K	0.3%	16,961 SH
ISHARES TR	FLTG RATE NT ETF	$830K	0.2%	16,256 SH
ISHARES TR	GLOBAL 100 ETF	$2.6M	0.8%	26,975 SH
ISHARES TR	IBOXX HI YD ETF	$236K	0.1%	2,988 SH
ISHARES TR	IBOXX INV CP ETF	$822K	0.2%	7,567 SH
ISHARES TR	ISHARES BIOTECH	$215K	0.1%	1,682 SH
ISHARES TR	ISHARES SEMICDTR	$448K	0.1%	2,383 SH
ISHARES TR	JPMORGAN USD EMG	$275K	0.1%	3,038 SH
ISHARES TR	MBS ETF	$1.7M	0.5%	18,491 SH
ISHARES TR	MSCI ACWI ETF	$2.7M	0.8%	23,253 SH
ISHARES TR	MSCI USA QLT FCT	$2.3M	0.7%	13,641 SH
ISHARES TR	RESIDENTIAL MULT	$262K	0.1%	3,026 SH
ISHARES TR	RUS 1000 GRW ETF	$201K	0.1%	556 SH
ISHARES TR	RUS 2000 GRW ETF	$227K	0.1%	890 SH
ISHARES TR	RUS MDCP VAL ETF	$285K	0.1%	2,263 SH
ISHARES TR	RUSSELL 2000 ETF	$596K	0.2%	2,986 SH
ISHARES TR	S&P 500 GRWT ETF	$321K	0.1%	3,462 SH
ISHARES TR	SHORT TREAS BD	$663K	0.2%	6,000 SH
ISHARES TR	TIPS BD ETF	$329K	0.1%	2,966 SH
ISHARES TR	U.S. TECH ETF	$459K	0.1%	3,269 SH
ISHARES TR	US HOME CONS ETF	$955K	0.3%	10,026 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$231K	0.1%	4,910 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.0M	1.2%	69,781 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$3.1M	0.9%	61,718 SH
JOHNSON & JOHNSON	COM	$980K	0.3%	5,909 SH
JPMORGAN CHASE & CO.	COM	$7.5M	2.2%	30,521 SH
KINDER MORGAN INC DEL	COM	$2.4M	0.7%	82,550 SH
KKR & CO INC	COM	$482K	0.1%	4,166 SH
KROGER CO	COM	$536K	0.2%	7,918 SH
LINDE PLC	SHS	$367K	0.1%	788 SH
LOCKHEED MARTIN CORP	COM	$319K	0.1%	713 SH
MAIN STR CAP CORP	COM	$376K	0.1%	6,647 SH
MARRIOTT INTL INC NEW	CL A	$221K	0.1%	928 SH
MARSH & MCLENNAN COS INC	COM	$449K	0.1%	1,839 SH
MASTERCARD INCORPORATED	CL A	$2.0M	0.6%	3,579 SH
META PLATFORMS INC	CL A	$7.6M	2.3%	13,175 SH
MICRON TECHNOLOGY INC	COM	$676K	0.2%	7,775 SH
MICROSOFT CORP	COM	$11.0M	3.3%	29,322 SH
NVIDIA CORPORATION	COM	$10.1M	3.0%	93,380 SH
ONEOK INC NEW	COM	$570K	0.2%	5,745 SH
ORACLE CORP	COM	$2.9M	0.9%	20,446 SH
PALANTIR TECHNOLOGIES INC	CL A	$380K	0.1%	4,499 SH
PAYCHEX INC	COM	$723K	0.2%	4,686 SH
PAYPAL HLDGS INC	COM	$267K	0.1%	4,098 SH
PEPSICO INC	COM	$277K	0.1%	1,846 SH
PFIZER INC	COM	$1.7M	0.5%	68,585 SH
PHILIP MORRIS INTL INC	COM	$218K	0.1%	1,374 SH
PHILLIPS 66	COM	$241K	0.1%	1,952 SH
PROCTER AND GAMBLE CO	COM	$318K	0.1%	1,865 SH
PROGRESSIVE CORP	COM	$285K	0.1%	1,006 SH
PROSHARES TR	LARGE CAP CRE	$253K	0.1%	3,970 SH
PROSHARES TR	S&P MDCP 400 DIV	$398K	0.1%	4,930 SH
QUALCOMM INC	COM	$1.5M	0.4%	9,651 SH
REALTY INCOME CORP	COM	$1.0M	0.3%	17,506 SH
REVVITY INC	COM	$352K	0.1%	3,331 SH
ROPER TECHNOLOGIES INC	COM	$1.7M	0.5%	2,919 SH
SALESFORCE INC	COM	$1.4M	0.4%	5,241 SH
SCHWAB STRATEGIC TR	LONG TERM US	$261K	0.1%	7,964 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$2.1M	0.6%	89,399 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.0M	0.6%	70,568 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$864K	0.3%	34,512 SH
SELECT SECTOR SPDR TR	FINANCIAL	$3.0M	0.9%	59,724 SH
SELECT SECTOR SPDR TR	INDL	$234K	0.1%	1,787 SH
SELECT SECTOR SPDR TR	SBI CONS DISCR	$276K	0.1%	1,400 SH
SELECT SECTOR SPDR TR	SBI CONS STPLS	$1.1M	0.3%	13,512 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$600K	0.2%	4,109 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$1.3M	0.4%	6,119 SH
SHELL PLC	SPON ADS	$325K	0.1%	4,437 SH
SILGAN HLDGS INC	COM	$242K	0.1%	4,725 SH
SNAP INC	CL A	$101K	0.0%	11,552 SH
SNAP ON INC	COM	$255K	0.1%	755 SH
SOUTHERN CO	COM	$1.9M	0.6%	20,878 SH
SPDR GOLD TR	GOLD SHS	$1.3M	0.4%	4,568 SH
SPDR INDEX SHS FDS	S&P EM MKT DIV	$1.3M	0.4%	36,876 SH
SPDR S&P 500 ETF TR	TR UNIT	$576K	0.2%	1,030 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$3.6M	1.1%	39,305 SH
SPDR SER TR	PORTFOLI S&P1500	$417K	0.1%	6,126 SH
SPDR SER TR	PORTFOLIO INTRMD	$1.3M	0.4%	37,967 SH
SPDR SER TR	PORTFOLIO S&P500	$2.7M	0.8%	41,812 SH
SPDR SER TR	PORTFOLIO SHORT	$322K	0.1%	10,686 SH
SPDR SER TR	PRTFLO S&P500 GW	$3.4M	1.0%	42,887 SH
SPDR SER TR	PRTFLO S&P500 HI	$1.1M	0.3%	25,388 SH
SPDR SER TR	PRTFLO S&P500 VL	$1.8M	0.5%	34,495 SH
STARBUCKS CORP	COM	$275K	0.1%	2,806 SH
T-MOBILE US INC	COM	$566K	0.2%	2,121 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.0M	0.6%	12,342 SH
TCW STRATEGIC INCOME FD INC	COM	$229K	0.1%	47,053 SH
TESLA INC	COM	$340K	0.1%	1,311 SH
TEXAS PACIFIC LAND CORPORATI	COM	$220K	0.1%	166 SH
THERMO FISHER SCIENTIFIC INC	COM	$2.2M	0.6%	4,331 SH
ULTA BEAUTY INC	COM	$205K	0.1%	558 SH
UNITED PARCEL SERVICE INC	CL B	$490K	0.1%	4,452 SH
UNITEDHEALTH GROUP INC	COM	$4.9M	1.4%	9,282 SH
US BANCORP DEL	COM NEW	$414K	0.1%	9,815 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$3.1M	0.9%	35,220 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$301K	0.1%	1,424 SH
VANECK MERK GOLD ETF	GOLD SHS	$663K	0.2%	21,983 SH
VANGUARD INDEX FDS	GROWTH ETF	$593K	0.2%	1,600 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$508K	0.2%	1,976 SH
VANGUARD INDEX FDS	MID CAP ETF	$287K	0.1%	1,108 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$248K	0.1%	2,738 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$385K	0.1%	748 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	0.6%	6,995 SH
VANGUARD INDEX FDS	VALUE ETF	$1.5M	0.4%	8,681 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$262K	0.1%	4,311 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$341K	0.1%	7,537 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$793K	0.2%	15,982 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	0.4%	6,115 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$757K	0.2%	14,889 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.9M	2.3%	61,029 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$559K	0.2%	7,592 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$1.6M	0.5%	6,143 SH
VANGUARD WORLD FD	INF TECH ETF	$311K	0.1%	573 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$472K	0.1%	1,527 SH
VERIZON COMMUNICATIONS INC	COM	$1.4M	0.4%	30,843 SH
VERTEX PHARMACEUTICALS INC	COM	$2.5M	0.7%	5,058 SH
VIRTUS ETF TR II	SEIX SR LN ETF	$1.4M	0.4%	58,111 SH
VISA INC	COM CL A	$6.0M	1.8%	17,143 SH
WALMART INC	COM	$2.2M	0.6%	24,826 SH
WASTE MGMT INC DEL	COM	$1.7M	0.5%	7,396 SH
WEC ENERGY GROUP INC	COM	$257K	0.1%	2,360 SH
WELLS FARGO CO NEW	COM	$214K	0.1%	2,977 SH
WELLTOWER INC	COM	$2.1M	0.6%	13,821 SH
WISDOMTREE TR	EUROPE HEDGED EQ	$341K	0.1%	7,190 SH
WORLD GOLD TR	SPDR GLD MINIS	$382K	0.1%	6,174 SH
XCEL ENERGY INC	COM	$336K	0.1%	4,749 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001774086-26-000005	—	View
Jan 6, 2026	Q4 2025	13F-HR	0001774086-26-000001	$415.4M	View
Oct 8, 2025	Q3 2025