RDA Financial Network
RIA/Wealth
RDA Financial Network is a RIA/Wealth based in Akron, IA led by Chad David Ericson, reporting $578.7M in AUM as of Q3 2025 with 40% ETF concentration.
PresidentChad David Ericson
- Portfolio Value
- $400.5M
- Positions
- 253
- Top Holding
- NVDA at 4.16%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in RDA Financial Network's portfolio (29.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $16.7M | 4.16% | -$655.1K Sold | 0.00% 89.3K shares | |
Software - Infrastructure Technology | $15.8M | 3.95% | +$578.0K Bought | 0.00% 30.6K shares | |
Semiconductors Technology | $12.3M | 3.08% | -$508.7K Sold | 0.00% 37.4K shares | |
Internet Content & Information Communication Services | $12.1M | 3.03% | -$474.8K Sold | 0.00% 49.9K shares | |
Consumer Electronics Technology | $12.1M | 3.02% | +$88.9K Bought | 0.00% 47.5K shares | |
Specialty Retail Consumer Cyclical | $11.8M | 2.95% | +$517.3K Bought | 0.00% 53.8K shares | |
ETF ETF | $11.0M | 2.74% | -$178.9K Sold | — 18.3K shares | |
Internet Content & Information Communication Services | $10.0M | 2.50% | +$431.1K Bought | 0.00% 13.6K shares | |
Banks - Diversified Financial Services | $9.4M | 2.36% | -$438.5K Sold | 0.00% 29.9K shares | |
ETF ETF | $8.4M | 2.10% | -$192.3K Sold | — 59.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in RDA Financial Network's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for RDA Financial Network
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