RPOA Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), RPOA Advisors, Inc. reported 8 stock positions worth $3.7 billion. Its top holding was BNY Mellon US LRG Cap Cor (BKLC) at 39.2% of the portfolio, followed by BNY Mellon Core Bond ETF (BKAG, 30.9%) and BNY Mellon US M/C Core ETF (BKMC, 10.8%). Compared with Q3 2024, it added to 6 and reduced 2. The biggest buy was BNY Mellon High Yield ETF (BKHY, shares +6%) and the biggest sale BNY Mellon Core Bond ETF (BKAG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PLANO, TX
- CIK
- 0001963326
- Portfolio Value
- $3.7B (Q4 2024)
- SEC Filing
- 0001085146-25-000212 ↗ filed Jan 15, 2025
Holdings Value
Holdings 8 stocks · $3.7B
| BKLC BNY Mellon US LRG Cap Cor | 39.24% | 12,952,668 | $1.5B | Reduce -1.2% |
| BKAG BNY Mellon Core Bond ETF | 30.89% | 27,721,170 | $1.1B | Reduce -0.6% |
| BKMC BNY Mellon US M/C Core ETF | 10.84% | 3,945,271 | $400.8M | Add +0.3% |
| BKIE BNY Mellon Intl Eqty ETF | 7.92% | 4,046,888 | $293.1M | Add +1.2% |
| BKHY BNY Mellon High Yield ETF | 6.32% | 4,901,160 | $233.7M | Add +6.3% |
| BKEM BNY Mellon Emrg Mrkts Eqty | 1.96% | 1,234,055 | $72.5M | Add +1.3% |
| BKSE BNY Mellon US Small Cap Core | 1.77% | 650,199 | $65.6M | Add +1.1% |
| BKUI BNY Mellon Ultr SHRT Inc. ETF | 1.07% | 796,126 | $39.5M | Add +6.7% |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| BKHY BNY Mellon High Yield ETF | Add +6.3% | 6.32% | +0.33 |
| BKMC BNY Mellon US M/C Core ETF | Add +0.3% | 10.84% | +0.18 |
| BKUI BNY Mellon Ultr SHRT Inc. ETF | Add +6.7% | 1.07% | +0.08 |
| BKSE BNY Mellon US Small Cap Core | Add +1.1% | 1.77% | +0.04 |
| BKEM BNY Mellon Emrg Mrkts Eqty | Add +1.3% | 1.96% | −0.12 |
| BKIE BNY Mellon Intl Eqty ETF | Add +1.2% | 7.92% | −0.48 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $3.5B | BKLC, BKAG, BKMC, BKIE, BKUI |
| Q1 2026 | 6 | $2.3B | BKAG, BKLC, BKUI, BKMC, BKIE |
| Q4 2025 | 6 | $3.9B | BKLC, BKAG, BKMC, BKIE, BKHY |
| Q3 2025 | 6 | $3.9B | BKLC, BKAG, BKMC, BKIE, BKHY |
| Q2 2025 | 8 | $3.7B | BKLC, BKAG, BKMC, BKIE, BKHY |
| Q1 2025 | 8 | $3.7B | BKLC, BKAG, BKMC, BKIE, BKHY |
| Q4 2024 | 8 | $3.7B | BKLC, BKAG, BKMC, BKIE, BKHY |
| Q3 2024 | 8 | $3.8B | BKLC, BKAG, BKMC, BKIE, BKHY |
| Q2 2024 | 9 | $3.5B | BKLC, BKAG, BKMC, BKIE, BKHY |
| Q1 2024 | 8 | $3.5B | BKLC, BKAG, BKMC, BKIE, BKHY |