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Rda Financial Network
CIK:0001774086
Investment Adviser
$579M AUM
257 holdings
Akron, IA, USA
RDA Financial Network, Inc. is a registered investment advisor providing comprehensive financial planning. It offers various services including access to mutual funds and institutional money managers.
Latest 13F Filing Activity
Rda Financial Network filed their most recent 13F report on Sep 30, 2025 disclosing 254 equity positions with a total 13F market value of $405M. The fund increased holdings in Taiwan Semiconductor MFG LTD, Alphabet Inc., Cloudflare Inc. among other positions. Rda Financial Network reduced exposure to Fiserv Inc., Unitedhealth Group Inc., Edwards Lifesciences Corp. among others.
Top Holdings
Equity Positions (254)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 4.11% | $16.7M | 89,339 | $22.03 | $186.58 | +$2.0M |
M MSFT | MICROSOFT CORP | 3.91% | $15.8M | 30,578 | $235.07 | $517.95 | +$1.2M |
A AVGO | BROADCOM INC | 3.05% | $12.3M | 37,427 | $43.97 | $329.91 | +$1.6M |
| ALPHABET INC | 2.99% | $12.1M | 49,936 | $94.98 | $243.10 | +$3.0M | |
A AAPL | APPLE INC | 2.98% | $12.1M | 47,520 | $90.07 | $254.63 | +$2.4M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+9.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.1%
SERVICES-PREPACKAGED SOFTWARE
+6.5%
ELECTRONIC COMPUTERS
+3.0%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+2.9%
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