RDA Financial Network

Q4 2025 13F-HR Holdings

Location
Akron, IA
Holdings as of
12/31/2025
Date filed
1/6/2026
Form type
13F-HR
Num holdings
265
Total value ($000)
$415,359
Net value change ($000)
+9,887 (2.4%)
New positions
16
Sold out positions
8
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/8/2025 Next filing: 4/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
PVAL 4,274 NEW
GOOGL 3,282 27.0%
AFIF 2,120 NEW
AVGO 1,744 14.1%
NOW 1,601 NEW
PYLD 1,291 NEW
LLY 1,003 40.4%
MU 950 64.0%
AMZN 904 7.6%
DNP 817 46.5%
Top Reduces (Value $000, Stocks/ETFs)
IUSV -2,913 -82.1%
FIXD -1,971 -85.0%
BKNG -1,276 -100.0%
SEIX -1,197 -84.5%
SPYV -1,149 -61.0%
ORCL -1,075 -36.9%
ISRG -864 -18.3%
MSFT -819 -5.2%
BUFR -781 -69.9%
META -705 -7.0%
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