13F Insight
DOSSIER · 13F-HR · Q3 2026

RTD Financial Advisors, Inc.

$914M in tracked AUM across 124 positions as of Q3 2026.

RF
CIK 0001810555 · last filed Sep 30, 2026
Total AUM
$914M
as of Q3 2026
Holdings
124
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

RTD Financial Advisors, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$117M153K12.8%02
IJH
ISHARES TR
$46M642K5.1%03
IWF
ISHARES TR
$45M359K4.9%04
GTO
INVESCO ACTIVELY MANAGED EXC
$41M909K4.4%05
IWB
ISHARES TR
$39M93K4.2%06
IJR
ISHARES TR
$36M267K4.0%07
IWX
ISHARES TR
$32M290K3.5%08
IWP
ISHARES TR
$27M197K3.0%09
IWY
ISHARES TR
$25M86K2.8%10
IWS
ISHARES TR
$23M142K2.5%

Filing history

2026Q3Sep 30
$914M▼ 0.3%
124 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 20