RDA Financial Network

AKRON, IA · CIK 1774086 · 13F filing filed 2026-07-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAkron, IA

$458.7m reported value +14.8% vs Q1 2026

284positions

29.1%in top 10

29 new 128 added 113 reduced 18 sold out vs Q1 2026

Options: 0 call positions (— notional), 2 put positions ($103.7k notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	98,615	$19.7m4.30%	4.30%	Added +9.3k	+9,263 10.4%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	44,277	$15.8m3.45%	3.45%	Reduced -4.8k	-4,787 -9.8%
3	BROADCOM INC COM AVGO	AVGO	40,025	$15.1m3.30%	3.30%	Reduced -1.3k	-1,277 -3.1%
4	MICROSOFT CORP COM MSFT	MSFT	36,145	$13.5m2.94%	2.94%	Added +4.1k	+4,078 12.7%
5	AMAZON COM INC COM AMZN	AMZN	55,672	$13.3m2.89%	2.89%	Added +404	+404 0.7%
6	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	17,795	$13.1m2.86%	2.86%	Reduced -240	-240 -1.3%
7	APPLE INC COM AAPL	AAPL	44,367	$12.8m2.80%	2.80%	Reduced -1.4k	-1,394 -3.0%
8	META PLATFORMS INC CL A META	META	18,877	$10.6m2.32%	2.32%	Added +4.8k	+4,774 33.9%
9	JPMORGAN CHASE & CO COM JPM	JPM	29,995	$9.8m2.14%	2.14%	Added +200	+200 0.7%
10	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	61,570	$9.7m2.12%	2.12%	Added +64	+64 0.1%
11	VISA INC COM CL A V	V	27,605	$9.5m2.06%	2.06%	Added +2.9k	+2,875 11.6%
12	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	3,832	$7.6m1.66%	1.66%	Added +1.8k	+1,814 89.9%
13	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	13,868	$6.6m1.44%	1.44%	Reduced -2.4k	-2,403 -14.8%
14	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	128,789	$5.9m1.28%	1.28%	Added +12.1k	+12,125 10.4%
15	MICRON TECHNOLOGY INC COM MU	MU	4,796	$5.5m1.21%	1.21%	Reduced -3.2k	-3,167 -39.8%
16	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	107,851	$5.5m1.20%	1.20%	Added +8.4k	+8,419 8.5%
17	ELI LILLY & CO COM LLY	LLY	4,517	$5.4m1.18%	1.18%	Added +1.3k	+1,295 40.2%
18	ISHARES TR CORE S&P MCP ETF IJH	IJH	68,383	$5.3m1.15%	1.15%	Added +1.1k	+1,094 1.6%
19	ARISTA NETWORKS INC COM SHS ANET	ANET	31,032	$5.3m1.15%	1.15%	Added +11.3k	+11,315 57.4%
20	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	44,233	$5.3m1.15%	1.15%	Added +1.0k	+1,025 2.4%
21	COLUMBIA ETF TR I RESH ENHNC COR RECS	RECS	108,521	$4.7m1.02%	1.02%	Added +3.8k	+3,819 3.6%
22	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	9,292	$4.6m1.01%	1.01%	Added +97	+97 1.1%
23	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	78,821	$4.5m0.97%	0.97%	Added +1.3k	+1,264 1.6%
24	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	50,563	$4.4m0.97%	0.97%	Added +21.9k	+21,882 76.3%
25	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	86,645	$4.4m0.95%	0.95%	Added +9.3k	+9,306 12.0%
26	WALMART INC COM WMT	WMT	37,222	$4.2m0.92%	0.92%	Reduced -1.9k	-1,887 -4.8%
27	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	8,419	$4.2m0.91%	0.91%	Added +1.2k	+1,236 17.2%
28	COSTCO WHSL CORP NEW COM COST	COST	4,322	$4.0m0.88%	0.88%	Reduced -165	-165 -3.7%
29	CLOUDFLARE INC CL A COM NET	NET	16,350	$4.0m0.87%	0.87%	Added +1.2k	+1,238 8.2%
30	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	40,807	$3.7m0.82%	0.82%	Added +6.6k	+6,574 19.2%
31	DNP SELECT INCOME FD INC COM DNP	DNP	344,768	$3.7m0.81%	0.81%	Added +68.1k	+68,097 24.6%
32	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	35,413	$3.7m0.80%	0.80%	Added +150	+150 0.4%
33	ISHARES TR MSCI ACWI ETF ACWI	ACWI	23,219	$3.6m0.79%	0.79%	Added +552	+552 2.4%
34	INVESCO EXCH TRADED FD TR II S&P INTL MOMNT IDMO	IDMO	60,213	$3.6m0.79%	0.79%	Added +3.5k	+3,465 6.1%
35	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	63,216	$3.4m0.74%	0.74%	Reduced -2.2k	-2,203 -3.4%
36	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	8,479	$3.4m0.74%	0.74%	Added +1.3k	+1,328 18.6%
37	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	26,732	$3.3m0.73%	0.73%	Added +824	+824 3.2%
38	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	16,775	$3.2m0.70%	0.70%	Reduced -1.6k	-1,586 -8.6%
39	BLACKROCK ETF TRUST DYNAMIC EQTY ACT BDYN	BDYN	113,173	$3.1m0.68%	0.68%	Added +6.1k	+6,070 5.7%
40	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	9,844	$3.0m0.65%	0.65%	Added +220	+220 2.3%
41	GE AEROSPACE COM NEW GE	GE	7,605	$2.8m0.62%	0.62%	Reduced -37	-37 -0.5%
42	ISHARES TR CORE TOTAL USD IUSB	IUSB	60,553	$2.8m0.61%	0.61%	Added +27.5k	+27,457 83.0%
43	ALPHABET INC CAP STK CL C GOOG	GOOG	7,678	$2.7m0.59%	0.59%	Reduced -515	-515 -6.3%
44	ELEVANCE HEALTH INC COM ELV	ELV	6,918	$2.7m0.58%	0.58%	Reduced -70	-70 -1.0%
45	VANECK MERK GOLD ETF GOLD SHS OUNZ	OUNZ	68,375	$2.6m0.58%	0.58%	Added +4.9k	+4,929 7.8%
46	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	7,090	$2.6m0.57%	0.57%	Added +170	+170 2.5%
47	GLOBAL X FDS NASDAQ 100 COVER QYLD	QYLD	141,212	$2.6m0.57%	0.57%	Added +2.9k	+2,875 2.1%
48	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	3,393	$2.6m0.56%	0.56%	Reduced -192	-192 -5.4%
49	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	78,663	$2.5m0.54%	0.54%	Added +585	+585 0.8%
50	HORIZON FDS ANFIELD UNIVERSL AFIF	AFIF	264,528	$2.5m0.54%	0.54%	New
51	WASTE MGMT INC DEL COM WM	WM	11,028	$2.5m0.54%	0.54%	Added +2.3k	+2,277 26.0%
52	LAM RESEARCH CORP COM NEW LRCX	LRCX	5,461	$2.4m0.52%	0.52%	New
53	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	96,437	$2.2m0.49%	0.49%	Added +10.9k	+10,890 12.7%
54	WELLTOWER INC COM WELL	WELL	9,586	$2.2m0.47%	0.47%	Reduced -1.3k	-1,342 -12.3%
55	BLACKROCK ETF TRUST DISCIPLINED VOLA BDVL	BDVL	79,923	$2.1m0.45%	0.45%	Added +3.3k	+3,260 4.2%
56	AXON ENTERPRISE INC COM AXON	AXON	3,565	$2.0m0.44%	0.44%	Reduced -125	-125 -3.4%
57	MASTERCARD INCORPORATED CL A MA	MA	3,833	$2.0m0.43%	0.43%	Reduced -2	-2 -0.1%
58	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	28,452	$1.9m0.42%	0.42%	Added +2.3k	+2,267 8.7%
59	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	56,782	$1.9m0.42%	0.42%	Added +3.5k	+3,516 6.6%
60	ISHARES TR CORE HIGH DV ETF HDV	HDV	69,838	$1.9m0.42%	0.42%	Reduced -417	-417 -0.6%
61	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	6,293	$1.9m0.41%	0.41%	Reduced -12	-12 -0.2%
62	TJX COS INC NEW COM TJX	TJX	12,242	$1.9m0.40%	0.40%	Added +1.1k	+1,054 9.4%
63	ISHARES TR CORE S&P SCP ETF IJR	IJR	12,422	$1.8m0.40%	0.40%	Reduced -60	-60 -0.5%
64	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	39,599	$1.8m0.39%	0.39%	Reduced -3.3k	-3,325 -7.8%
65	SPDR INDEX SHS FDS S&P EM MKT DIV EDIV	EDIV	42,567	$1.7m0.38%	0.38%	Added +1.9k	+1,877 4.6%
66	PROGRESSIVE CORP COM PGR	PGR	7,703	$1.7m0.37%	0.37%	Added +167	+167 2.2%
67	VANGUARD INDEX FDS VALUE ETF VTV	VTV	7,717	$1.7m0.37%	0.37%	Reduced -56	-56 -0.7%
68	PFIZER INC COM PFE	PFE	69,539	$1.7m0.37%	0.37%	Reduced -581	-581 -0.8%
69	ISHARES TR MBS ETF MBB	MBB	17,076	$1.6m0.35%	0.35%	Added +1.4k	+1,385 8.8%
70	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	7,534	$1.6m0.35%	0.35%	Reduced -1.3k	-1,332 -15.0%
71	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	6,685	$1.6m0.34%	0.34%	Added +271	+271 4.2%
72	MCDONALDS CORP COM MCD	MCD	5,816	$1.6m0.34%	0.34%	New
73	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	21,884	$1.6m0.34%	0.34%	Added +1.4k	+1,398 6.8%
74	BLACKROCK CORPOR HI YLD FD I COM HYT	HYT	182,009	$1.6m0.34%	0.34%	Reduced -350	-350 -0.2%
75	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	57,331	$1.5m0.33%	0.33%	Added +5.5k	+5,491 10.6%
76	TRANSDIGM GROUP INC COM TDG	TDG	1,131	$1.5m0.33%	0.33%	Reduced -83	-83 -6.8%
77	ISHARES TR MSCI ACWI EX US ACWX	ACWX	19,563	$1.5m0.32%	0.32%	Added +5.7k	+5,663 40.7%
78	SYNOPSYS INC COM SNPS	SNPS	3,283	$1.5m0.32%	0.32%	New
79	SERVICENOW INC COM NOW	NOW	14,368	$1.4m0.31%	0.31%	Added +2.2k	+2,202 18.1%
80	ARES CAPITAL CORP COM ARCC	ARCC	76,633	$1.4m0.31%	0.31%	Added +370	+370 0.5%
81	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	26,629	$1.4m0.30%	0.30%	Reduced -9.6k	-9,632 -26.6%
82	JOHNSON & JOHNSON COM JNJ	JNJ	5,338	$1.4m0.30%	0.30%	Reduced -57	-57 -1.1%
83	INVESCO EXCH TRADED FD TR II S&P500 HDL VOL SPHD	SPHD	26,492	$1.3m0.29%	0.29%	Reduced -380	-380 -1.4%
84	ISHARES TR US TREAS BD ETF GOVT	GOVT	56,672	$1.3m0.28%	0.28%	Added +8.0k	+8,030 16.5%
85	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	1,956	$1.3m0.27%	0.27%	Reduced -302	-302 -13.4%
86	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	34,145	$1.2m0.27%	0.27%	Added +2.8k	+2,769 8.8%
87	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	12,227	$1.2m0.27%	0.27%	Reduced -628	-628 -4.9%
88	ROPER TECHNOLOGIES INC COM ROP	ROP	3,635	$1.2m0.27%	0.27%	Added +51	+51 1.4%
89	MONOLITHIC PWR SYS INC COM MPWR	MPWR	889	$1.2m0.27%	0.27%	Reduced -448	-448 -33.5%
90	ISHARES TR MODERT ALLOC ETF AOM	AOM	24,320	$1.2m0.26%	0.26%	Added +50	+50 0.2%
91	VERIZON COMMUNICATIONS INC COM VZ	VZ	28,581	$1.2m0.26%	0.26%	Added +774	+774 2.8%
92	BLACKSTONE INC COM BX	BX	9,783	$1.2m0.25%	0.25%	Added +13	+13 0.1%
93	INTUIT COM INTU	INTU	4,387	$1.1m0.25%	0.25%	Added +1.3k	+1,310 42.6%
94	TESLA INC COM TSLA	TSLA	2,701	$1.1m0.25%	0.25%	Added +1.4k	+1,389 105.9%
95	ISHARES TR 1 3 YR TREAS BD SHY	SHY	13,111	$1.1m0.23%	0.23%	Added +1.7k	+1,747 15.4%
96	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	20,319	$1.1m0.23%	0.23%	Reduced -3.2k	-3,208 -13.6%
97	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	12,834	$1.1m0.23%	0.23%	Added +1	+1 0.0%
98	FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF FPX	FPX	4,992	$1.0m0.22%	0.22%	Reduced -25	-25 -0.5%
99	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	1,562	$1.0m0.22%	0.22%	Reduced -246	-246 -13.6%
100	AMPLIFY ETF TR BLACKSWAN GRWT SWAN	SWAN	30,226	$1.0m0.22%	0.22%	Reduced -1.0k	-1,037 -3.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ADOBE INC ADBE	ADBE	9,681	$2.4m9.7k shares
TWO RDS SHARED TR		240,619	$2.2m240.6k shares
QUALCOMM INC QCOM	QCOM	11,069	$1.4m11.1k shares
AUTOMATIC DATA PROCESSING IN ADP	ADP	6,554	$1.3m6.6k shares
LULULEMON ATHLETICA INC LULU	LULU	8,341	$1.3m8.3k shares
ISHARES TR EFV	EFV	11,151	$829.1k11.2k shares
ISHARES TR QUAL	QUAL	4,194	$804.5k4.2k shares
ISHARES TR IAGG	IAGG	15,428	$772.0k15.4k shares
ARTISAN PARTNERS ASSET MGMT APAM	APAM	11,621	$422.9k11.6k shares
HONEYWELL INTL INC		797	$360.3k797 shares
ISHARES INC RING	RING	4,176	$329.8k4.2k shares
KRATOS DEFENSE & SEC SOLUTIO KTOS	KTOS	4,053	$285.8k4.1k shares
ISHARES TR TLH	TLH	2,763	$278.3k2.8k shares
SCHWAB STRATEGIC TR SCHQ	SCHQ	7,234	$227.4k7.2k shares
ALIBABA GROUP HLDG LTD BABA	BABA	1,785	$223.9k1.8k shares
ISHARES TR IVE	IVE	1,057	$223.2k1.1k shares
HERSHEY CO HSY	HSY	969	$201.5k969 shares
VIRTUS ETF TR II SEIX	SEIX	8,700	$200.6k8.7k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
SPDR GOLD TR GLD · Put	GLD	Put	200	$73.7k200 shares	New
ISHARES TR IWM · Put	IWM	Put	100	$30.0k100 shares	New