§ 13F · FUND PROFILE
RTD Financial Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $781.5T (13F)Positions · 108Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$45.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 143K | $97.8T | 11.9% | +1% |
| 2 | IWF | ISHARES TR | 91K | $43.2T | 5.3% | −6% |
| 3 | IJH | ISHARES TR | 629K | $41.5T | 5.1% | ±0% |
| 4 | GTO | INVESCO ACTIVELY MANAGED EXC | 813K | $38.5T | 4.7% | −7% |
| 5 | IWB | ISHARES TR | 96K | $35.8T | 4.4% | −3% |
| 6 | IJR | ISHARES TR | 285K | $34.3T | 4.2% | −1% |
| 7 | IWP | ISHARES TR | 205K | $28.0T | 3.4% | −2% |
| 8 | IWX | ISHARES TR | 242K | $22.3T | 2.7% | NEW |
| 9 | EFG | ISHARES TR | 194K | $22.1T | 2.7% | −3% |
| 10 | IWS | ISHARES TR | 144K | $20.4T | 2.5% | ±0% |
§ 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 $781544.1 trillion in assets. The fund runs a portfolio of 108 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed