RPOA Advisors

Latest statistics and disclosures from RPOA Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BKAG, BKLC, BKUI, BKMC, BKIE, and represent 99.99% of RPOA Advisors's stock portfolio.
  • Added to shares of these 1 stock: BKUI (+$283M).
  • Reduced shares in these 5 stocks: BKLC (-$900M), BKMC (-$270M), BKIE (-$234M), BKHY (-$234M), BKAG (-$225M).
  • RPOA Advisors was a net seller of stock by $-1.6B.
  • RPOA Advisors has $2.3B in assets under management (AUM), dropping by -42.03%.
  • Central Index Key (CIK): 0001963326

Tip: Access up to 7 years of quarterly data

Positions held by RPOA Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for RPOA Advisors

RPOA Advisors holds 6 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bny Mellon Etf Trust Core Bond Etf (BKAG) 38.1 $870M -20% 21M 42.20
 View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 32.4 $740M -54% 5.9M 124.81
 View chart
Bny Mellon Etf Trust Ultra Short Incm (BKUI) 13.8 $314M +895% 6.3M 49.78
 View chart
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) 8.6 $197M -57% 1.8M 110.31
 View chart
Bny Mellon Etf Trust Internationl Eqt (BKIE) 7.2 $164M -58% 1.8M 93.43
 View chart
Bny Mellon Etf Trust High Yield Etf (BKHY) 0.0 $300k -99% 6.3k 47.41
 View chart

Past Filings by RPOA Advisors

SEC 13F filings are viewable for RPOA Advisors going back to 2023