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Michael Anne Brannen

Rda Financial Network

Assets Managed
$458.761M
Holdings
284
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
14.8%(2Q avg: 5.51%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Rda Financial Network's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 284 positions.

Assets under management

The assets under management (AUM) of Rda Financial Network over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 458.761M in assets, with a quarterly growth rate of 14.8% and a 2-quarter average growth rate of 5.51%. The portfolio is managed by Michael Anne Brannen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 10.37%
4.31%
$19.732M
98,615 shares@ $200.1 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -9.75%
3.45%
$15.823M
44,277 shares@ $357.37 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -3.09%
3.3%
$15.12M
40,025 shares@ $377.76 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 12.72%
2.94%
$13.483M
36,145 shares@ $373.02 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.74%
2.9%
$13.269M
55,672 shares@ $238.35 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.33%
2.86%
$13.105M
17,795 shares@ $736.42 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.04%
2.8%
$12.838M
44,367 shares@ $289.36 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 33.86%
2.32%
$10.633M
18,877 shares@ $563.3 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.68%
2.15%
$9.818M
29,995 shares@ $327.34 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 0.11%
2.13%
$9.73M
61,570 shares@ $158.03 avg price

1-10 of 284