13F Insight
DOSSIER · 13F-HR · Q2 2026

RTD Financial Advisors, Inc.

$917M in tracked AUM across 120 positions as of Q2 2026.

RF
CIK 0001810555 · last filed Jun 30, 2026
Total AUM
$917M
as of Q2 2026
Holdings
120
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

RTD Financial Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$114M152K12.4%02
IJH
ISHARES TR
$49M640K5.4%03
IWF
ISHARES TR
$45M361K4.9%04
GTO
INVESCO ACTIVELY MANAGED EXC
$41M867K4.4%05
IJR
ISHARES TR
$40M271K4.4%06
IWB
ISHARES TR
$38M93K4.2%07
IWX
ISHARES TR
$29M280K3.2%08
IWP
ISHARES TR
$29M195K3.1%09
IWS
ISHARES TR
$24M144K2.6%10
IWY
ISHARES TR
$23M81K2.6%

Filing history

2026Q2Jun 30
$917M▲ 12.7%
120 positionsView →2026Q1Mar 31
$814M▼ 0.7%
114 positionsView →2025Q4Dec 31
$820M▼ 1.5%
113 positionsView →2025Q3Sep 30
$832M▲ 6.5%
107 positionsView →2025Q2Jun 30
$782M▲ 5.1%
108 positionsLocked2025Q1Mar 31
$744M▼ 4.6%
117 positionsLocked2024Q4Dec 31
$780M▼ 1.3%
113 positionsLocked2024Q3Sep 30
$790M▲ 6.2%
111 positionsLocked2024Q2Jun 30
$744M▼ 0.0%
107 positionsLocked2024Q1Mar 31
$744M▲ 4.4%
96 positionsLocked2023Q4Dec 31
$712M▲ 8.8%
99 positionsLocked2023Q3Sep 30
$655M▼ 4.8%
99 positionsLocked
Showing 12 of 19