RPOA Advisors, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 7, 2025), RPOA Advisors, Inc. reported 6 stock positions worth $3.9 billion. Its top holding was BNY Mellon US LRG Cap Cor (BKLC) at 43.9% of the portfolio, followed by BNY Mellon Core Bond ETF (BKAG, 28.1%) and BNY Mellon US M/C Core ETF (BKMC, 11.7%). Compared with Q2 2025, it sold out of 2, added to 4 and reduced 2. The biggest buy was BNY Mellon US LRG Cap Cor (BKLC, shares +6%) and the biggest sale an exit from BNY Mellon Emrg Mrkts Eqty (BKEM).

Most Recent 13F
Q2 2026
Location
PLANO, TX
CIK
0001963326
Portfolio Value
$3.9B (Q3 2025)
SEC Filing
0001085146-25-005815 ↗ filed Oct 7, 2025

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $3.5B Q1 2024 Q2 2024: $3.5B Q2 2024 Q3 2024: $3.8B Q3 2024 Q4 2024: $3.7B Q4 2024 Q1 2025: $3.7B Q1 2025 Q2 2025: $3.7B Q2 2025 Q3 2025: $3.9B $3.9B Q3 2025 Q4 2025: $3.9B Q4 2025 Q1 2026: $2.3B Q1 2026 Q2 2026: $3.5B Q2 2026

Holdings 6 stocks · $3.9B

BKLC BNY Mellon US LRG Cap Cor 43.88% 13,435,929 $1.7B Add +5.6%
BKAG BNY Mellon Core Bond ETF 28.12% 25,943,647 $1.1B Add +0.9%
BKMC BNY Mellon US M/C Core ETF 11.68% 4,229,542 $459.0M Add +5.2%
BKIE BNY Mellon Intl Eqty ETF 9.73% 4,271,163 $382.5M Add +9.9%
BKHY BNY Mellon High Yield ETF 5.78% 4,665,743 $227.2M Reduce -1.1%
BKUI BNY Mellon Ultr SHRT Inc. ETF 0.81% 639,510 $31.9M Reduce -13.5%

Portfolio Sells Q2 2025 → Q3 2025

BKEM BNY Mellon Emrg Mrkts Eqty Sold out 0.00% −2.25
BKSE BNY Mellon US Small Cap Core Sold out 0.00% −1.69
BKHY BNY Mellon High Yield ETF Reduce -1.1% 5.78% −0.29
BKUI BNY Mellon Ultr SHRT Inc. ETF Reduce -13.5% 0.81% −0.17

Portfolio Buys Q2 2025 → Q3 2025

BKLC BNY Mellon US LRG Cap Cor Add +5.6% 43.88% +3.69
BKIE BNY Mellon Intl Eqty ETF Add +9.9% 9.73% +0.80
BKMC BNY Mellon US M/C Core ETF Add +5.2% 11.68% +0.70
BKAG BNY Mellon Core Bond ETF Add +0.9% 28.12% −0.80

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 7$3.5BBKLC, BKAG, BKMC, BKIE, BKUI
Q1 2026 6$2.3BBKAG, BKLC, BKUI, BKMC, BKIE
Q4 2025 6$3.9BBKLC, BKAG, BKMC, BKIE, BKHY
Q3 2025 6$3.9BBKLC, BKAG, BKMC, BKIE, BKHY
Q2 2025 8$3.7BBKLC, BKAG, BKMC, BKIE, BKHY
Q1 2025 8$3.7BBKLC, BKAG, BKMC, BKIE, BKHY
Q4 2024 8$3.7BBKLC, BKAG, BKMC, BKIE, BKHY
Q3 2024 8$3.8BBKLC, BKAG, BKMC, BKIE, BKHY
Q2 2024 9$3.5BBKLC, BKAG, BKMC, BKIE, BKHY
Q1 2024 8$3.5BBKLC, BKAG, BKMC, BKIE, BKHY