RPOA Advisors
Latest statistics and disclosures from RPOA Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BKLC, BKAG, BKMC, BKIE, BKHY, and represent 99.19% of RPOA Advisors's stock portfolio.
- Added to shares of these 4 stocks: BKLC (+$91M), BKIE (+$35M), BKMC (+$23M), BKAG (+$10M).
- Reduced shares in these 4 stocks: BKEM (-$84M), BKSE (-$63M), BKUI, BKHY.
- Sold out of its positions in BKSE, BKEM.
- RPOA Advisors was a net buyer of stock by $3.5M.
- RPOA Advisors has $3.9B in assets under management (AUM), dropping by 4.82%.
- Central Index Key (CIK): 0001963326
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Portfolio Holdings for RPOA Advisors
RPOA Advisors holds 6 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 43.9 | $1.7B | +5% | 13M | 128.38 |
|
| Bny Mellon Etf Trust Core Bond Etf (BKAG) | 28.1 | $1.1B | 26M | 42.60 |
|
|
| Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) | 11.7 | $459M | +5% | 4.2M | 108.52 |
|
| Bny Mellon Etf Trust Internationl Eqt (BKIE) | 9.7 | $383M | +9% | 4.3M | 89.55 |
|
| Bny Mellon Etf Trust High Yield Etf (BKHY) | 5.8 | $227M | 4.7M | 48.70 |
|
|
| Bny Mellon Etf Trust Ultra Short Incm (BKUI) | 0.8 | $32M | -13% | 640k | 49.94 |
|
Past Filings by RPOA Advisors
SEC 13F filings are viewable for RPOA Advisors going back to 2023
- RPOA Advisors 2025 Q3 filed Oct. 7, 2025
- RPOA Advisors 2025 Q2 filed July 29, 2025
- RPOA Advisors 2025 Q1 filed April 11, 2025
- RPOA Advisors 2024 Q4 filed Jan. 15, 2025
- RPOA Advisors 2024 Q3 filed Oct. 7, 2024
- RPOA Advisors 2024 Q2 filed July 12, 2024
- RPOA Advisors 2024 Q1 filed April 18, 2024
- RPOA Advisors 2023 Q4 filed April 9, 2024