RPOA Advisors, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), RPOA Advisors, Inc. reported 6 stock positions worth $3.9 billion. Its top holding was BNY Mellon US LRG Cap Cor (BKLC) at 43.6% of the portfolio, followed by BNY Mellon Core Bond ETF (BKAG, 27.9%) and BNY Mellon US M/C Core ETF (BKMC, 11.7%). Compared with Q3 2025, it added to 2 and reduced 4. The biggest buy was BNY Mellon High Yield ETF (BKHY, shares +6%) and the biggest sale BNY Mellon US LRG Cap Cor (BKLC, shares −2%).

Most Recent 13F
Q2 2026
Location
PLANO, TX
CIK
0001963326
Portfolio Value
$3.9B (Q4 2025)
SEC Filing
0001963326-26-000001 ↗ filed Feb 9, 2026

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 Q3 2025 Q4 2025: $3.9B $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 43.60% 13,139,845 $1.7B Reduce -2.2%
BKAG BNY Mellon Core Bond ETF 27.89% 25,943,475 $1.1B Reduce 0.0%
BKMC BNY Mellon US M/C Core ETF 11.71% 4,236,674 $461.5M Add +0.2%
BKIE BNY Mellon Intl Eqty ETF 9.99% 4,256,238 $394.0M Reduce -0.3%
BKHY BNY Mellon High Yield ETF 6.01% 4,930,541 $237.0M Add +5.7%
BKUI BNY Mellon Ultr SHRT Inc. ETF 0.80% 633,791 $31.5M Reduce -0.9%

Portfolio Sells Q3 2025 → Q4 2025

BKLC BNY Mellon US LRG Cap Cor Reduce -2.2% 43.60% −0.29
BKAG BNY Mellon Core Bond ETF Reduce 0.0% 27.89% −0.23
BKUI BNY Mellon Ultr SHRT Inc. ETF Reduce -0.9% 0.80% −0.01
BKIE BNY Mellon Intl Eqty ETF Reduce -0.3% 9.99% +0.26

Portfolio Buys Q3 2025 → Q4 2025

BKHY BNY Mellon High Yield ETF Add +5.7% 6.01% +0.23
BKMC BNY Mellon US M/C Core ETF Add +0.2% 11.71% +0.03

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