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CIK 0001963326 • 7 13F filings • Apr 11, 2025 – Oct 19, 2026
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=jivedata("rpoa-advisors-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BNY MELLON ETF TRUST | CORE BOND ETF | $869.6M | 24.8%Prev: 28.9% | 20,729,160 SH | Decreased-4,974,916 SH |
| BNY MELLON ETF TRUST | HIGH YIELD ETF | $215K | 0.0%Prev: 6.1% | 4,510 SH | Decreased-4,712,893 SH |
| BNY MELLON ETF TRUST | INTERNATIONL EQT | $326.2M | 9.3%Prev: 8.9% | 3,242,222 SH | Decreased-643,473 SH |
| BNY MELLON ETF TRUST | ULTRA SHORT INCM | $314.9M | 9.0%Prev: 1.0% | 6,327,461 SH | Increased+5,588,146 SH |
| BNY MELLON ETF TRUST | US LRG CP CORE | $1.57B | 44.7%Prev: 40.2% | 10,957,162 SH | Increased-1,769,210 SH |
| BNY MELLON ETF TRUST | US MDCP CORE EQT | $428.7M | 12.2%Prev: 11.0% | 3,459,848 SH | Increased-560,258 SH |
| MICROSOFT CORP | COM | $400K | 0.0% | 1,071 SH | New |
| 13F-HR |
| 0001085146-25-005815 |
| $3.93B |
| View |
| Jul 28, 2026 | Q2 2026 | 13F-HR | 0001963326-26-000003 | $3.51B | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004259 | $3.75B | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001963326-26-000002 | $2.29B | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002041 | $3.68B | View |