13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Holding Co.›RATIONAL ADVISORS, INC.
DOSSIER · 13F-HR · Q1 2026

RATIONAL ADVISORS, INC.

RATIONAL's holding co. based in London, UK — $980M in tracked AUM across 229 positions as of Q1 2026.

R
RATIONAL·London, UK·Holding Co.
CIK 0001143565 · last filed Mar 31, 2026
Total AUM
$980M
▲ 3.0%
vs prior
Holdings
229
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Financials
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

RATIONAL ADVISORS, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHZ
SCHWAB STRATEGIC TR
$71M3.1M7.3%
02
AGG
ISHARES TR
$71M719K7.3%
03
BND
VANGUARD BD INDEX FDS
$71M969K7.3%
04
NTSX
WISDOMTREE TR
$69M1.3M7.1%
05
MLPX
GLOBAL X FDS
$50M673K5.1%
06
QQQM
INVESCO EXCH TRADED FD TR II
$45M187K4.5%
07
XLU
SELECT SECTOR SPDR TR
$42M923K4.3%
08
VIG
VANGUARD SPECIALIZED FUNDS
$38M176K3.9%
09
IVV
ISHARES TR
$34M53K3.5%
10
JEPI
J P MORGAN EXCHANGE TRADED F
$30M534K3.1%

Filing history

Filing history loading…
AI Agent · grounded in RATIONAL
haiku-4-5 · 229 positions indexed
Sector mix
  • Financials18%
  • Health Care39%
  • Cons. Disc.4%
  • Industrials8%
  • Energy25%
  • Other6%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market