RPOA Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), RPOA Advisors, Inc. reported 8 stock positions worth $3.7 billion. Its top holding was BNY Mellon US LRG Cap Cor (BKLC) at 37.7% of the portfolio, followed by BNY Mellon Core Bond ETF (BKAG, 31.2%) and BNY Mellon US M/C Core ETF (BKMC, 10.6%). Compared with Q4 2024, it added to 5 and reduced 3. The biggest buy was BNY Mellon Intl Eqty ETF (BKIE, shares +11%) and the biggest sale BNY Mellon Ultr SHRT Inc. ETF (BKUI, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- PLANO, TX
- CIK
- 0001963326
- Portfolio Value
- $3.7B (Q1 2025)
- SEC Filing
- 0001085146-25-002041 ↗ filed Apr 11, 2025
Holdings Value
Holdings 8 stocks · $3.7B
| BKLC BNY Mellon US LRG Cap Cor | 37.71% | 13,039,435 | $1.4B | Add +0.7% |
| BKAG BNY Mellon Core Bond ETF | 31.21% | 27,237,351 | $1.1B | Reduce -1.8% |
| BKMC BNY Mellon US M/C Core ETF | 10.57% | 4,063,387 | $388.5M | Add +3.0% |
| BKIE BNY Mellon Intl Eqty ETF | 9.44% | 4,484,850 | $346.9M | Add +10.8% |
| BKHY BNY Mellon High Yield ETF | 6.33% | 4,886,579 | $232.7M | Reduce -0.3% |
| BKEM BNY Mellon Emrg Mrkts Eqty | 2.11% | 1,273,972 | $77.4M | Add +3.2% |
| BKSE BNY Mellon US Small Cap Core | 1.68% | 661,435 | $61.7M | Add +1.7% |
| BKUI BNY Mellon Ultr SHRT Inc. ETF | 0.96% | 709,921 | $35.4M | Reduce -10.8% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
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 |