RDA Financial Network

Q3 2025 13F-HR Holdings

Location
Akron, IA
Holdings as of
9/30/2025
Date filed
10/8/2025
Form type
13F-HR
Num holdings
257
Total value ($000)
$405,472
Net value change ($000)
+35,319 (9.5%)
New positions
22
Sold out positions
21
Turnover %
7.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2025 Next filing: 1/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TSM 3,698 351.5%
GOOGL 2,995 32.8%
NET 2,929 NEW
ANET 2,521 NEW
AAPL 2,422 25.0%
BDYN 2,308 NEW
BIL 2,239 61.5%
NVDA 2,000 13.6%
MPWR 1,924 NEW
BDVL 1,667 NEW
Top Reduces (Value $000, Stocks/ETFs)
FISV -2,965 -100.0%
UNH -2,671 -84.7%
EW -2,630 -100.0%
TMO -1,784 -100.0%
CPRT -1,451 -100.0%
QUAL -1,034 -39.8%
ISRG -717 -13.2%
EFG -687 -100.0%
IYW -555 -100.0%
TMUS -540 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type