1y return+14.1%S&P 500 +20.9%
3y return+51.1%S&P 500 +68.5%
5y return+46.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2019: $196 against $264 in the S&P 500.2
RDA Financial NetworkS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $19.7M | 4.3% | +10.4% |
| GOOGLAlphabet Inc | $15.8M | 3.4% | −9.8% |
| AVGOBroadcom Inc | $15.1M | 3.3% | −3.1% |
| MSFTMicrosoft Corp | $13.5M | 2.9% | +12.7% |
| AMZNAmazon Com Inc | $13.3M | 2.9% | |
| QQQInvesco Qqq Tr | $13.1M | 2.9% | −1.3% |
| AAPLApple Inc | $12.8M | 2.8% | −3.0% |
| METAMeta Platforms Inc | $10.6M | 2.3% | +33.9% |
| JPMJpmorgan Chase & Co | $9.8M | 2.1% | |
| VYMVanguard Whitehall Fds | $9.7M | 2.1% | |
| VVisa Inc | $9.5M | 2.1% | +11.6% |
| Asml Hldg NvCUSIP N07059210 | $7.6M | 1.7% | +89.9% |
| TSMTaiwan Semiconductor Manufac | $6.6M | 1.4% | −14.8% |
| FBNDFidelity Merrimack Str Tr | $5.9M | 1.3% | +10.4% |
| MUMicron Technology Inc | $5.5M | 1.2% | −39.8% |
| PVALPutnam Etf Trust | $5.5M | 1.2% | +8.5% |
| LLYEli Lilly & Co | $5.4M | 1.2% | +40.2% |
| IJHIshares Tr | $5.3M | 1.1% | +1.6% |
| ANETArista Networks Inc | $5.3M | 1.1% | +57.4% |
| SPYGSpdr Series Trust | $5.3M | 1.1% | +2.4% |
| RECSColumbia Etf Tr I | $4.7M | 1.0% | +3.6% |
| BRK/BBerkshire Hathaway Inc Del | $4.6M | 1.0% | +1.1% |
| JEPIJ P Morgan Exchange Traded F | $4.5M | 1.0% | +1.6% |
| SPYMSpdr Series Trust | $4.4M | 1.0% | +76.3% |
| JAAAJanus Detroit Str Tr | $4.4M | 1.0% | +12.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $19.7M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $15.1M |
| LLYEli Lilly & Co | December 31, 2020 | +610.4% | $5.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $15.8M |
| TSMTaiwan Semiconductor Manufac | June 30, 2021 | +297.4% | $6.6M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $3.2M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $9.8M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $12.8M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $13.1M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $4.6M |
Sold off last quarter
- ADBEAdobe Inc was $2.4M
- Two Rds Shared TrCUSIP 90214Q766 was $2.2M
- QCOMQualcomm Inc was $1.4M
- ADPAutomatic Data Processing In was $1.3M
- LULULululemon Athletica Inc was $1.3M
- EFVIshares Tr was $829K
- QUALIshares Tr was $804K
- IAGGIshares Tr was $772K
- APAMArtisan Partners Asset Mgmt was $423K
- Honeywell Intl IncCUSIP 438516106 was $360K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.4% | +14.8% |
| March 31, 2026 | −4.1% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | +8.8% | +10.5% |
| March 31, 2025 | −3.8% | −4.6% |
| December 31, 2024 | +0.8% | +2.1% |
| September 30, 2024 | +4.8% | +5.4% |
| June 30, 2024 | +3.3% | +4.0% |
| March 31, 2024 | +8.7% | +10.0% |
| December 31, 2023 | +10.0% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +6.9% | +8.3% |
| March 31, 2023 | +6.2% | +7.0% |
| December 31, 2022 | +7.1% | +7.1% |
| September 30, 2022 | −7.1% | −5.3% |
| June 30, 2022 | −14.5% | −16.5% |
| March 31, 2022 | −4.9% | −4.9% |
| December 31, 2021 | +6.9% | +10.7% |
| September 30, 2021 | −0.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: RDA Financial Network Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1774086&type=13F-HR&dateb=&owner=include&count=40CIK 1774086
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1774086/000177408626000003/Filed July 6, 2026 · accession 0001774086-26-000003