RPOA Advisors

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

  • Top 5 stock holdings are BKLC, BKAG, BKMC, BKIE, BKUI, and represent 99.98% of RPOA Advisors's stock portfolio.
  • Added to shares of these 6 stocks: BKLC (+$722M), BKMC (+$208M), BKIE (+$149M), BKAG, BKUI, MSFT.
  • Started 1 new stock position in MSFT.
  • Reduced shares in these 1 stock: BKHY.
  • RPOA Advisors was a net buyer of stock by $1.1B.
  • RPOA Advisors has $3.5B in assets under management (AUM), dropping by 53.63%.
  • 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 7 positions in its portfolio as reported in the June 2026 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) 44.7 $1.6B +84% 11M 143.39
 View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG) 24.8 $870M 21M 41.95
 View chart
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) 12.2 $429M +93% 3.5M 123.89
 View chart
Bny Mellon Etf Trust Internationl Eqt (BKIE) 9.3 $326M +84% 3.2M 100.60
 View chart
Bny Mellon Etf Trust Ultra Short Incm (BKUI) 9.0 $315M 6.3M 49.77
 View chart
Microsoft Corporation (MSFT) 0.0 $400k NEW 1.1k 373.02
 View chart
Bny Mellon Etf Trust High Yield Etf (BKHY) 0.0 $215k -28% 4.5k 47.61
 View chart

Past Filings by RPOA Advisors

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