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CIK: 0001810555
Total reported value
$914.0M
$914.0M
120 檔
31.6%
During the Q2 2026 filing period, RTD Financial Advisors, Inc. (CIK: 0001810555) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $914.0M across 120 reported positions.
RTD Financial Advisors, Inc. executed strategic sector rebalancing during Q2 2026, establishing 8 new positions while fully exiting 2 holdings and trimming 52 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.39% | +0.43% | +1.87% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.38% | -0.32% | +1.18% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.89% | +0.03% | +294.47% | |
| 4 | GTO | Invesco Total Return Bond Et | ETF-Other | 4.43% | +0.01% | +3.31% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.39% | -0.42% | -3.58% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 4.17% | +0.07% | -1.17% | |
| 7 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 3.21% | +0.26% | +3.66% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 3.12% | -0.15% | +0.85% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 2.58% | -0.09% | +0.41% | |
| 10 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.55% | +0.23% | +3.61% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.47% | -0.12% | -2.56% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.26% | -0.16% | +294.97% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.10% | +0.01% | -1.54% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 1.95% | -0.23% | -2.13% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.88% | -0.17% | -3.50% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.85% | -0.01% | -0.46% | |
| 17 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.73% | -0.23% | -6.61% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.71% | -0.01% | -0.45% | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.70% | -0.07% | +1.58% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.70% | -0.19% | -3.24% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.52% | +0.04% | -0.79% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.51% | -0.06% | -2.63% | |
| 23 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.39% | +0.01% | -4.87% | |
| 24 | MMIN | Nyli Mackay Muni Insured ETF | ETF-Other | 1.39% | -0.32% | +4.57% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.32% | +0.03% | -1.89% | |
| 26 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.31% | -0.01% | -1.27% | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.22% | -0.07% | -1.03% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.19% | -0.07% | -7.10% | |
| 29 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.15% | -0.11% | -6.00% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.13% | +0.01% | -0.48% | |
| 31 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.09% | +0.01% | -0.53% | |
| 32 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.08% | — | -1.75% | |
| 33 | PXF | Invesco Rafi Developed Marke | ETF-Other | 1.05% | — | -1.53% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.97% | -0.16% | -1.19% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.95% | -0.07% | -3.19% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.87% | -0.04% | -1.06% | |
| 37 | BND | Vanguard Total Bond Market | ETF-Other | 0.82% | +0.01% | +10.06% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.68% | -0.06% | -7.32% | |
| 39 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.60% | — | -0.59% | |
| 40 | DFAT | Dimensional US Target Value | ETF-Other | 0.58% | -0.04% | -0.41% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.56% | +0.03% | -0.78% | |
| 42 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.54% | -0.07% | — | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.54% | -0.04% | -1.76% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | +0.01% | -0.70% | |
| 45 | DFIV | Dimensional International Va | ETF-Other | 0.42% | +0.22% | +54.39% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.40% | — | +1.45% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.38% | -0.01% | +0.01% | |
| 48 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.35% | — | +1.24% | |
| 49 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.31% | — | +0.44% | |
| 50 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.31% | +0.14% | +33.22% |
According to official SEC Form 13F filings, RTD Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $914.0M across 120 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IJH, IWF) accounted for 31.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
JPM
市值: $733.2K
Top Position Liquidated / Trimmed
OTEX
前期市值: $259.0K
During Q2 2026, RTD Financial Advisors, Inc.'s top holdings by market value included IVV (12.4%)、IJH (5.4%)、IWF (4.9%). The largest single position, IVV, represented 12.4% of total portfolio value.
In Q2 2026, RTD Financial Advisors, Inc. made 107 total portfolio adjustments, initiating 8 new buys, adding to 45 positions, trimming 52 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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