Arkolith/Funds/RPOA Advisors, Inc.

RPOA Advisors, Inc.

CIK 1963326Hedge fund
Holdings as of Mar 31, 2026·disclosed Apr 17, 2026·~17-day 13F lag·13F-HR
Active Filer

RPOA Advisors, Inc. holds a concentrated book of 6 stocks worth $2.3B as of Q1 2026 (disclosed Apr 17, 2026, a ~45-day 13F lag). This quarter they trimmed Bny Mellon Core Bond ETF. Their largest long position is Bny Mellon Core Bond ETF at 38% of the equity book.

Build

Build on this 13F portfolio

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.

Build

Ask your agent what RPOA Advisors, Inc. owns

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1963326/holdings"
Ask your agent
Use Arkolith to show RPOA Advisors, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
1
existing
Trimmed
5
reduced
Sold out
0
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as RPOA Advisors, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY6 / 6$84.3M
LPL Financial LLC6 / 6$82.6M
ENVESTNET ASSET MANAGEMENT INC6 / 6$29.3M
OSAIC HOLDINGS, INC.6 / 6$23.5M
JPMORGAN CHASE & CO6 / 6$13.4M
WELLS FARGO & COMPANY/MN6 / 6$4.9M
Steward Partners Investment Advisory, LLC6 / 6$3.5M
HARBOUR INVESTMENTS, INC.6 / 6$289K

Ranked by how many of RPOA Advisors, Inc.'s top 6 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

6 positions
#SecurityValueShares% PortLast moveHistory
1Bny Mellon ETF Trust
CORE BOND ETF
$870.1M20.62M
38.1%
−21%
Reduced · −5.3M sh
2Bny Mellon ETF Trust
US LRG CP CORE
$739.6M5.93M
32.4%
−55%
Reduced · −7.2M sh
3Bny Mellon ETF Trust
ULTRA SHORT INCM
$314.3M6.31M
13.8%
+896%
Added · +5.7M sh
4Bny Mellon ETF Trust
US MDCP CORE EQT
$196.9M1.79M
8.6%
−58%
Reduced · −2.5M sh
5Bny Mellon ETF Trust
INTERNATIONL EQT
$164.2M1.76M
7.2%
−59%
Reduced · −2.5M sh
6Bny Mellon ETF Trust
HIGH YIELD ETF
$300K6.3K
0.0%
−100%
Reduced · −4.9M sh
Showing all 6 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 17, 20266$2.3B13F-HR
Q4 2025Dec 31, 2025Feb 9, 20266$3.9B13F-HR
Q3 2025Sep 30, 2025Oct 7, 20256$3.9B13F-HR
Q2 2025Jun 30, 2025Jul 29, 20258$3.7B13F-HR
Q1 2025Mar 31, 2025Apr 11, 20258$3.7B13F-HR
Q4 2024Dec 31, 2024Jan 15, 20258$3.7B13F-HR
Q3 2024Sep 30, 2024Oct 7, 20248$3.8B13F-HR
Q2 2024Jun 30, 2024Jul 12, 20249$3.5B13F-HR
Q1 2024Mar 31, 2024Apr 18, 20248$3.5B13F-HR
Q4 2023Dec 31, 2023Apr 9, 20248$3.3B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.