§ 13F · FUND PROFILE
RTD Financial Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $832M (13F)Positions · 107Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 149K | $97M | 12.0% | +4% |
| 2 | IJH | ISHARES TR | 633K | $43M | 5.2% | +1% |
| 3 | GTO | INVESCO ACTIVELY MANAGED EXC | 839K | $39M | 4.8% | +3% |
| 4 | IWF | ISHARES TR | 92K | $39M | 4.8% | ±0% |
| 5 | IJR | ISHARES TR | 282K | $35M | 4.3% | −1% |
| 6 | IWB | ISHARES TR | 95K | $34M | 4.1% | −1% |
| 7 | IWX | ISHARES TR | 270K | $25M | 3.1% | +11% |
| 8 | IWP | ISHARES TR | 194K | $25M | 3.1% | −5% |
| 9 | IWS | ISHARES TR | 143K | $21M | 2.6% | −1% |
| 10 | EFG | ISHARES TR | 187K | $21M | 2.6% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RTD SIGNAL
AC read
RTD Financial Advisors, Inc. is a Other fund managing $832 million in assets. The fund runs a portfolio of 107 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed