RPOA Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), RPOA Advisors, Inc. reported 8 stock positions worth $3.7 billion. Its top holding was BNY Mellon US LRG Cap Cor (BKLC) at 40.2% of the portfolio, followed by BNY Mellon Core Bond ETF (BKAG, 28.9%) and BNY Mellon US M/C Core ETF (BKMC, 11.0%). Compared with Q1 2025, it added to 1 and reduced 7. The biggest buy was BNY Mellon Ultr SHRT Inc. ETF (BKUI, shares +4%) and the biggest sale BNY Mellon Core Bond ETF (BKAG, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- PLANO, TX
- CIK
- 0001963326
- Portfolio Value
- $3.7B (Q2 2025)
- SEC Filing
- 0001085146-25-004259 ↗ filed Jul 29, 2025
Holdings Value
Holdings 8 stocks · $3.7B
| BKLC BNY Mellon US LRG Cap Cor | 40.19% | 12,726,372 | $1.5B | Reduce -2.4% |
| BKAG BNY Mellon Core Bond ETF | 28.91% | 25,704,076 | $1.1B | Reduce -5.6% |
| BKMC BNY Mellon US M/C Core ETF | 10.97% | 4,020,106 | $411.5M | Reduce -1.1% |
| BKIE BNY Mellon Intl Eqty ETF | 8.93% | 3,885,695 | $334.8M | Reduce -13.4% |
| BKHY BNY Mellon High Yield ETF | 6.07% | 4,717,403 | $227.8M | Reduce -3.5% |
| BKEM BNY Mellon Emrg Mrkts Eqty | 2.25% | 1,255,879 | $84.3M | Reduce -1.4% |
| BKSE BNY Mellon US Small Cap Core | 1.69% | 633,017 | $63.2M | Reduce -4.3% |
| BKUI BNY Mellon Ultr SHRT Inc. ETF | 0.98% | 739,315 | $36.9M | Add +4.1% |
Portfolio Sells Q1 2025 → Q2 2025
| BKAG BNY Mellon Core Bond ETF | Reduce -5.6% | 28.91% | −2.30 |
| BKIE BNY Mellon Intl Eqty ETF | Reduce -13.4% | 8.93% | −0.51 |
| BKHY BNY Mellon High Yield ETF | Reduce -3.5% | 6.07% | −0.26 |
| BKSE BNY Mellon US Small Cap Core | Reduce -4.3% | 1.69% | +0.01 |
| BKEM BNY Mellon Emrg Mrkts Eqty | Reduce -1.4% | 2.25% | +0.14 |
| BKMC BNY Mellon US M/C Core ETF | Reduce -1.1% | 10.97% | +0.41 |
| BKLC BNY Mellon US LRG Cap Cor | Reduce -2.4% | 40.19% | +2.49 |
Portfolio Buys Q1 2025 → Q2 2025
| BKUI BNY Mellon Ultr SHRT Inc. ETF | Add +4.1% | 0.98% | +0.02 |
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 |