RTD Financial Advisors, Inc.
CIK 1810555
13F filing for Q2 2026・No. 2,721
- Holdings
- US$916.93M
- Quarter change
- +US$103.21M
- Entries
- 120
- Net bought (estimate)
- +US$5.63M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 8
- Sold out 2
- Cut 55
- Added 42
- Corporate actions 0
- Unchanged 15
Largest holdings
120 stocks worth US$916.93M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 151,738 | US$113.64M | 12.39% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 640,045 | US$49.35M | 5.38% |
| IWFISHARES TRRUS 1000 GRW ETF | CutSplit 4:1 | 361,227 | US$44.85M | 4.89% |
| INVESCO ACTIVELY MANAGED EXCTOTAL RETURN | Added | 866,849 | US$40.63M | 4.43% |
| ISHARES TRCORE S&P SCP ETF | Cut | 271,427 | US$40.26M | 4.39% |
| IWBISHARES TRRUS 1000 ETF | Cut | 93,430 | US$38.26M | 4.17% |
| ISHARES TRRUS TP200 VL ETF | Added | 279,877 | US$29.43M | 3.21% |
| ISHARES TRRUS MD CP GR ETF | Added | 195,438 | US$28.61M | 3.12% |
| ISHARES TRRUS MDCP VAL ETF | Added | 143,704 | US$23.65M | 2.58% |
| ISHARES TRRUS TP200 GR ETF | Added | 80,599 | US$23.42M | 2.55% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.