RPOA Advisors, Inc.
RIA/Wealth
RPOA Advisors, Inc. is a RIA/Wealth based in Plano, TX led by Jordan Michael Roach, reporting $4.0B in AUM as of Q3 2025 with 100% ETF concentration, with only 6 positions, and 44% allocation to BKLC.
CIOJordan Michael Roach
- Portfolio Value
- $3.9B
- Positions
- 6
- Top Holding
- BKLC at 43.88%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in RPOA Advisors, Inc.'s portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $1.7B | 43.88% | +$91.1M Bought | — 13.4M shares | |
ETF ETF | $1.1B | 28.12% | +$10.2M Bought | — 25.9M shares | |
ETF ETF | $459.0M | 11.68% | +$22.7M Bought | — 4.2M shares | |
ETF ETF | $382.5M | 9.73% | +$34.5M Bought | — 4.3M shares | |
ETF ETF | $227.2M | 5.78% | -$2.5M Sold | — 4.7M shares | |
ETF ETF | $31.9M | 0.81% | -$5.0M Sold | — 639.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in RPOA Advisors, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+9.92% | |
+5.58% | |
+5.21% | |
+0.93% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-13.5% | |
-1.1% |
Analytics
Portfolio insights and performance metrics for RPOA Advisors, Inc.
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