RPOA Advisors, Inc. holds a concentrated book of 7 stocks worth $3.5B as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Microsoft Corp and trimmed Bny Mellon High Yield ETF. Their largest long position is Bny Mellon US LRG Cap Cor at 45% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as RPOA Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 7 / 7 | $46.3B |
| JPMORGAN CHASE & CO | 7 / 7 | $45.6B |
| ENVESTNET ASSET MANAGEMENT INC | 7 / 7 | $4.3B |
| LPL Financial LLC | 7 / 7 | $3.9B |
| OSAIC HOLDINGS, INC. | 7 / 7 | $1.0B |
| Steward Partners Investment Advisory, LLC | 7 / 7 | $376.1M |
| HARBOUR INVESTMENTS, INC. | 7 / 7 | $45.5M |
| Bank of New York Mellon Corp | 6 / 7 | $19.6B |
Ranked by the share of each fund's own book sitting in the names it shares with RPOA Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Bny Mellon ETF Trust US LRG CP CORE | $1.6B | 10.96M | 44.7% | ▲+85% Added · +5.0M sh | |
| 2 | Bny Mellon ETF Trust CORE BOND ETF | $869.6M | 20.73M | 24.8% | ▲+0.5% Added · +110K sh | |
| 3 | Bny Mellon ETF Trust US MDCP CORE EQT | $428.7M | 3.46M | 12.2% | ▲+94% Added · +1.7M sh | |
| 4 | Bny Mellon ETF Trust INTERNATIONL EQT | $326.2M | 3.24M | 9.3% | ▲+84% Added · +1.5M sh | |
| 5 | Bny Mellon ETF Trust ULTRA SHORT INCM | $314.9M | 6.33M | 9.0% | ▲+0.2% Added · +15K sh | |
| 6 | Microsoft Corp COM | $400K | 1.1K | 0.0% | ▲New New position | |
| 7 | Bny Mellon ETF Trust HIGH YIELD ETF | $215K | 4.5K | 0.0% | ▼−29% Reduced · −2K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1963326/holdings"
Use Arkolith to show RPOA Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 7 | $3.5B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 6 | $2.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 6 | $3.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 6 | $3.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 8 | $3.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 8 | $3.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 8 | $3.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 8 | $3.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 12, 2024 | 9 | $3.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 18, 2024 | 8 | $3.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Apr 9, 2024 | 8 | $3.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.