RTD Financial Advisors, Inc. 13F Holdings · Q3 2026
RTD Financial Advisors, Inc. reported 124 securities worth $913.97M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: IVV (12.82%), IJH (5.06%), IWF (4.92%). Among its top 25 positions this quarter: 1 new, 7 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $117.2M | 12.82% | 153,036 | Added |
| 2 | IJH | ISHARES TR | $46.2M | 5.06% | 642,209 | Added |
| 3 | IWF | ISHARES TR | $44.9M | 4.92% | 358,785 | Trimmed |
| 4 | GTO | INVESCO ACTIVELY MANAGED EXC | $40.5M | 4.44% | 909,335 | Added |
| 5 | IWB | ISHARES TR | $38.7M | 4.24% | 93,063 | Trimmed |
| 6 | IJR | ISHARES TR | $36.3M | 3.97% | 267,047 | Trimmed |
| 7 | IWX | ISHARES TR | $31.7M | 3.47% | 289,542 | Added |
| 8 | IWP | ISHARES TR | $27.1M | 2.97% | 196,875 | Added |
| 9 | IWY | ISHARES TR | $25.4M | 2.78% | 86,137 | Added |
| 10 | IWS | ISHARES TR | $22.8M | 2.49% | 141,776 | Trimmed |
| 11 | EFG | ISHARES TR | $21.5M | 2.35% | 179,564 | Trimmed |
| 12 | IWD | ISHARES TR | $19.3M | 2.11% | 77,821 | Trimmed |
| 13 | VO | VANGUARD INDEX FDS | $19.2M | 2.10% | 244,829 | Trimmed |
| 14 | IVE | ISHARES TR | $16.9M | 1.84% | 73,850 | Trimmed |
| 15 | MUB | ISHARES TR | $15.7M | 1.72% | 155,559 | Trimmed |
| 16 | IWM | ISHARES TR | $15.7M | 1.71% | 56,384 | Trimmed |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $15.5M | 1.69% | 261,193 | Trimmed |
| 18 | TIP | ISHARES TR | $14.9M | 1.63% | 143,239 | Added |
| 19 | SCZ | ISHARES TR | $14.3M | 1.56% | 169,009 | Trimmed |
| 20 | IWO | ISHARES TR | $13.8M | 1.51% | 38,791 | Trimmed |
| 21 | IJT | ISHARES TR | $13.7M | 1.50% | 85,494 | Trimmed |
| 22 | SGOV | ISHARES TR | $13.3M | 1.45% | 131,939 | New |
| 23 | VOE | VANGUARD INDEX FDS | $13.2M | 1.45% | 67,672 | Trimmed |
| 24 | VYMI | VANGUARD WHITEHALL FDS | $12.8M | 1.40% | 126,968 | Trimmed |
| 25 | EFV | ISHARES TR | $12.4M | 1.35% | 156,174 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR