RDA Financial Network
CIK
1774086
City
AKRON
State / Country
IA
Top Portfolio Positions
129 positions ·
$233,344,728 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
89,352 | $15,582,988 | 6.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
49,064 | $14,108,843 | 6.05% | |
| AVGO |
Broadcom Inc.
Technology
|
41,302 | $12,783,382 | 5.48% | |
| MSFT |
Microsoft Corp
Technology
|
32,067 | $11,870,241 | 5.09% | |
| AAPL |
Apple Inc.
Technology
|
45,761 | $11,613,684 | 4.98% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
55,268 | $11,510,666 | 4.93% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
18,035 | $10,409,441 | 4.46% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
29,795 | $8,764,497 | 3.76% | |
| META |
Meta Platforms, Inc.
Communication Services
|
14,103 | $8,068,749 | 3.46% | |
| V |
Visa Inc.
Financial Services
|
24,730 | $7,474,395 | 3.20% |
Portfolio Trend
Holdings in FPF
Shares Held
Position Value (USD)
23 of 23 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $498,382 | 28,269 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $519,105 | 27,849 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $554,789 | 30,168 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $544,554 | 30,253 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $616,405 | 31,562 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $576,248 | 31,369 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $568,350 | 31,716 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $521,447 | 31,971 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $471,421 | 31,639 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $503,128 | 32,439 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $486,639 | 30,839 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $520,253 | 30,839 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $512,205 | 30,893 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $553,096 | 29,609 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $636,588 | 28,949 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $720,617 | 29,365 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $778,597 | 31,119 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $787,474 | 31,361 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $759,574 | 31,715 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $760,364 | 31,616 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $687,808 | 32,006 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $656,113 | 30,789 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $541,979 | 30,380 | Shares | Sole | 2020-04-06 | |
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