§ 13F · FUND PROFILE
RTD Financial Advisors, Inc..
AUM · $917M (13F)Positions · 120Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 152K | $114M | 12.4% | +2% |
| 2 | IJH | ISHARES TR | 640K | $49M | 5.4% | +1% |
| 3 | IWF | ISHARES TR | 361K | $45M | 4.9% | +294% |
| 4 | GTO | INVESCO ACTIVELY MANAGED EXC | 867K | $41M | 4.4% | +3% |
| 5 | IJR | ISHARES TR | 271K | $40M | 4.4% | −4% |
| 6 | IWB | ISHARES TR | 93K | $38M | 4.2% | −1% |
| 7 | IWX | ISHARES TR | 280K | $29M | 3.2% | +4% |
| 8 | IWP | ISHARES TR | 195K | $29M | 3.1% | +1% |
| 9 | IWS | ISHARES TR | 144K | $24M | 2.6% | ±0% |
| 10 | IWY | ISHARES TR | 81K | $23M | 2.6% | +4% |
§ 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 $917 million in assets. The fund runs a portfolio of 120 positions.
Read the full dossier →