RPOA Advisors
PLANO, TXfiles as RPOA Advisors, Inc.
$3.5bn in 7 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 18.1% of the portfolio this quarter.
Value
$3.5bn
Stocks
7
Top 10 share
100.0%
Turnover
18.1%
What changed this quarter
New
Bought for the first time this quarter.
- MicrosoftMSFT<0.1% of the fund
Added
Bought more of a stock they already held.
- BNY Mellon ETF TrustBKLC44.7% of the fund+85%
- BNY Mellon ETF TrustBKMC12.2% of the fund+94%
- BNY Mellon ETF TrustBKIE9.3% of the fund+84%
Cut
Sold some of their stake.
- BNY Mellon ETF TrustBKHY<0.1% of the fund-29%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- BNY Mellon ETF TrustBKLC
- Share
- 44.7%
- Value
- $1.6bn
- Shares
- 10,957,162
+85%
- BNY Mellon ETF TrustBKAG
- Share
- 24.8%
- Value
- $870m
- Shares
- 20,729,160
Held
- BNY Mellon ETF TrustBKMC
- Share
- 12.2%
- Value
- $429m
- Shares
- 3,459,848
+94%
- BNY Mellon ETF TrustBKIE
- Share
- 9.3%
- Value
- $326m
- Shares
- 3,242,222
+84%
- BNY Mellon ETF TrustBKUI
- Share
- 9.0%
- Value
- $315m
- Shares
- 6,327,461
Held
- BNY Mellon ETF TrustBKHY
- Share
- <0.1%
- Value
- $214,720
- Shares
- 4,510
-29%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| BNY Mellon ETF TrustBKLC | 44.7% | $1.6bn | 10,957,162 | +85% |
| BNY Mellon ETF TrustBKAG | 24.8% | $870m | 20,729,160 | Held |
| BNY Mellon ETF TrustBKMC | 12.2% | $429m | 3,459,848 | +94% |
| BNY Mellon ETF TrustBKIE | 9.3% | $326m | 3,242,222 | +84% |
| BNY Mellon ETF TrustBKUI | 9.0% | $315m | 6,327,461 | Held |
| MicrosoftMSFT | <0.1% | $399,504 | 1,071 | New |
| BNY Mellon ETF TrustBKHY | <0.1% | $214,720 | 4,510 | -29% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 6.4% since 30 June 2025.
Where the money is
Technology0.0%
Other100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.