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Filers›Asset Manager›RTD Financial Advisors, Inc.
DOSSIER · 13F-HR · Q1 2026

RTD Financial Advisors, Inc.

RTD Financial's asset manager based in San Francisco, CA — $814M in tracked AUM across 114 positions as of Q1 2026.

RF
RTD Financial·San Francisco, CA·Asset Manager
CIK 0001810555 · last filed Mar 31, 2026
Total AUM
$814M
▲ 7.6%
vs prior
Holdings
114
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

RTD Financial 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
IVV
ISHARES TR
$97M149K12.0%
02
IJH
ISHARES TR
$43M633K5.2%
03
GTO
INVESCO ACTIVELY MANAGED EXC
$39M839K4.8%
04
IWF
ISHARES TR
$39M92K4.8%
05
IJR
ISHARES TR
$35M282K4.3%
06
IWB
ISHARES TR
$34M95K4.1%
07
IWX
ISHARES TR
$25M270K3.1%
08
IWP
ISHARES TR
$25M194K3.1%
09
IWS
ISHARES TR
$21M143K2.6%
10
EFG
ISHARES TR
$21M187K2.6%

Filing history

Filing history loading…
AI Agent · grounded in RTD
haiku-4-5 · 114 positions indexed
Sector mix
  • Tech12%
  • Financials9%
  • Health Care13%
  • Industrials6%
  • Energy35%
  • Other25%
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