RTD Financial Advisors, Inc.
Sector Allocation
- Other91.7%$838.3M
- Financials6.1%$56.1M
- Technology0.8%$7.6M
- Healthcare0.6%$5.1M
- Industrials0.3%$2.4M
- Energy0.2%$2.0M
- Utilities0.2%$1.6M
- Consumer Staples0.1%$441,941
- Materials0.0%$364,958
- Consumer Discretionary0.0%$240,908
AUM History
13fpro.ai/research/fund/rtd-financial-advisors-inc-1810555
Conviction and streaks
Stable · top 10 = 47.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$117.2M
- ISHARES$46.2M
- ISHARES$44.9M
IVZ
$40.5M- ISHARES$38.7M
- ISHARES$36.3M
- ISHARES$31.7M
- ISHARES$27.1M
- ISHARES$25.4M
- ISHARES$22.8M
- ISHARES$21.5M
- ISHARES$19.3M
- VANGUARD$19.2M
- ISHARES$16.9M
- ISHARES$15.7M
- ISHARES$15.7M
- VANGUARD$15.5M
- ISHARES$14.9M
- ISHARES$14.3M
- ISHARES$13.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/rtd-financial-advisors-inc-1810555
RTD Financial Advisors, Inc. 13F holdings — Q3 2026
$914.0M portfolio (-0.3% QoQ) · 124 holdings · Q3 2026 13F · top 10 are 47% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$117.2M
12.8% of stocks
+0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE S&P MCP ETF
$46.2M
5.1% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - RUS 1000 GRW ETF
$44.9M
4.9% of stocks
-0.7%This quarter—Since filed—HeldAIQuality—Est. buy— $40.5M
4.4% of stocks
+5%This quarter-3.3%Since filed11+ qtrsHeld- 5
ISHARES TR - RUS 1000 ETF
$38.7M
4.2% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - CORE S&P SCP ETF
$36.3M
4.0% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - RUS TP200 VL ETF
$31.7M
3.5% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - RUS MD CP GR ETF
$27.1M
3.0% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - RUS TP200 GR ETF
$25.4M
2.8% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - RUS MDCP VAL ETF
$22.8M
2.5% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $117.2M | 12.8% | +0.9% | — | — | — | — | |
| 2 | ISHARES TR - CORE S&P MCP ETF | $46.2M | 5.1% | +0.3% | — | — | — | — | |
| 3 | ISHARES TR - RUS 1000 GRW ETF | $44.9M | 4.9% | -0.7% | — | — | — | — | |
| 4 | $40.5M | 4.4% | +5% | -3.3% | 11+ qtrsAdded 3 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ISHARES TR - RUS 1000 ETF | $38.7M | 4.2% | -0.4% | — | — | — | — | |
| 6 | ISHARES TR - CORE S&P SCP ETF | $36.3M | 4.0% | -2% | — | — | — | — | |
| 7 | ISHARES TR - RUS TP200 VL ETF | $31.7M | 3.5% | +3% | — | — | — | — | |
| 8 | ISHARES TR - RUS MD CP GR ETF | $27.1M | 3.0% | +0.7% | — | — | — | — | |
| 9 | ISHARES TR - RUS TP200 GR ETF | $25.4M | 2.8% | +7% | — | — | — | — | |
| 10 | ISHARES TR - RUS MDCP VAL ETF | $22.8M | 2.5% | -1% | — | — | — | — |
All holdings — RTD Financial Advisors, Inc. (Q3 2026)
124 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - EAFE GRWTH ETFetf/fund | — | $21.5M | 2.4% | 180K | -2% | — | — | 13F |
| 12 | — | ISHARES TR - RUS 1000 VAL ETFetf/fund | — | $19.3M | 2.1% | 78K | -2% | — | — | 13F |
| 13 | — | VANGUARD INDEX FDS - MRNGSTR MID CAPetf/fund | — | $19.2M | 2.1% | 245K | -5% | — | — | 13F |
| 14 | — | ISHARES TR - S&P 500 VAL ETFetf/fund | — | $16.9M | 1.8% | 74K | -0.9% | — | — | 13F |
| 15 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $15.7M | 1.7% | 156K | -6% | — | — | 13F |
| 16 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $15.7M | 1.7% | 56K | -2% | — | — | 13F |
| 17 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $15.5M | 1.7% | 261K | -0.5% | — | — | 13F |
| 18 | — | ISHARES TR - TIPS BD ETFetf/fund | — | $14.9M | 1.6% | 143K | +0.6% | — | — | 13F |
| 19 | — | ISHARES TR - EAFE SML CP ETFetf/fund | — | $14.3M | 1.6% | 169K | -0.3% | — | — | 13F |
| 20 | — | ISHARES TR - RUS 2000 GRW ETFetf/fund | — | $13.8M | 1.5% | 39K | -2% | — | — | 13F |
| 21 | — | ISHARES TR - S&P SML 600 GWTetf/fund | — | $13.7M | 1.5% | 85K | -4% | — | — | 13F |
| 22 | — | ISHARES TR - 0-3 MTH TREASURYetf/fund | — | $13.3M | 1.4% | 132K | New | — | — | 13F |
| 23 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VAetf/fund | — | $13.2M | 1.4% | 68K | -3% | — | — | 13F |
| 24 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETFetf/fund | — | $12.8M | 1.4% | 127K | -2% | — | — | 13F |
| 25 | — | ISHARES TR - EAFE VALUE ETFetf/fund | — | $12.4M | 1.4% | 156K | -1% | — | — | 13F |
| 26 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $11.9M | 1.3% | 216K | -1% | |||
| 27 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GR | — | $10.6M | 1.1% | 36K | -1% | |||
| 28 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $10.5M | 1.1% | 348K | -1% | |||
| 29 | — | ISHARES TR - RUS 2000 VAL ETF | — | $10.3M | 1.1% | 49K | -0.9% | |||
| 30 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $10.1M | 1.1% | 107K | -0.4% | |||
| 31 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $9.9M | 1.1% | 64K | -0.6% | |||
| 32 | — | NYLIM ACTIVE ETF TR - MACK MU INSD ETF | — | $9.8M | 1.1% | 441K | -16% | |||
| 33 | $IVZ | Invesco Ltd. | Financials | $9.6M | 1.1% | 126K | -0.7% | |||
| 34 | — | ISHARES TR - SP SMCP600VL ETF | — | $9.5M | 1.0% | 74K | -4% | |||
| 35 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $8.1M | 0.9% | 35K | -3% | |||
| 36 | — | ISHARES TR - MSCI EMG MKT ETF | — | $7.6M | 0.8% | 114K | -2% | |||
| 37 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $7.6M | 0.8% | 108K | +6% | |||
| 38 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $7.4M | 0.8% | 156K | -11% | |||
| 39 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $5.8M | 0.6% | 104K | +45% | |||
| 40 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $5.6M | 0.6% | 20K | -4% | |||
| 41 | — | SPDR INDEX SHS FDS - ST INTL CAP ETF | — | $5.5M | 0.6% | 121K | -3% | |||
| 42 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $5.4M | 0.6% | 149K | -2% | |||
| 43 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $4.9M | 0.5% | 74K | -2% | |||
| 44 | — | ISHARES TR - S&P 500 GRWT ETF | — | $4.8M | 0.5% | 34K | -0.1% | |||
| 45 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $4.5M | 0.5% | 13K | -2% | |||
| 46 | — | SPDR SERIES TRUST - ST STR SP400VAL | — | $4.3M | 0.5% | 49K | -7% | |||
| 47 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | — | $4.1M | 0.5% | 104K | +48% | |||
| 48 | — | HARTFORD FDS EXCHANGE TRADED - MUN OPORTUNITE | — | $3.8M | 0.4% | 104K | +46% | |||
| 49 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $3.6M | 0.4% | 51K | -1% | |||
| 50 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $3.4M | 0.4% | 116K | -2% | |||
| 51 | — | ISHARES TR - CORE 80 20 ETF | — | $3.4M | 0.4% | 35K | +27% | |||
| 52 | — | ISHARES TR - ESG AWR US AGRGT | — | $3.2M | 0.3% | 71K | +4% | |||
| 53 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $3.2M | 0.3% | 74K | +56% | |||
| 54 | — | ISHARES TR - ESG AW MSCI EAFE | — | $2.9M | 0.3% | 28K | -0.6% | |||
| 55 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.8M | 0.3% | 3,645 | -3% | |||
| 56 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $2.6M | 0.3% | 12K | — | |||
| 57 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $2.6M | 0.3% | 50K | -1.0% | |||
| 58 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $2.6M | 0.3% | 29K | — | |||
| 59 | $AAPL | Apple Inc. | Technology | $2.3M | 0.3% | 6,862 | -7% | |||
| 60 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $2.1M | 0.2% | 6,025 | — | |||
| 61 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $2.1M | 0.2% | 5,519 | -20% | |||
| 62 | — | ISHARES TR - ESG AWR MSCI USA | — | $1.8M | 0.2% | 11K | +3% | |||
| 63 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.8M | 0.2% | 8,233 | +24% | |||
| 64 | — | ISHARES TR - CORE 60 BALA ETF | — | $1.7M | 0.2% | 24K | -7% | |||
| 65 | $PFE | PFIZER INC | Healthcare | $1.7M | 0.2% | 58K | -0.5% | |||
| 66 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $1.6M | 0.2% | 34K | New | |||
| 67 | — | ISHARES TR - ESG SELECT SCRE | — | $1.5M | 0.2% | 32K | -2% | |||
| 68 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.2% | 2 | +100% | |||
| 69 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.4M | 0.1% | 8,659 | -7% | |||
| 70 | $GOOG | Alphabet Inc. | Technology | $1.4M | 0.1% | 4,091 | -19% | |||
| 71 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $1.3M | 0.1% | 24K | -3% | |||
| 72 | — | BLACKROCK ETF TRUST II - ISHAR INTER ETF | — | $1.3M | 0.1% | 56K | New | |||
| 73 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.0M | 0.1% | 4,350 | -15% | |||
| 74 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $972K | 0.1% | 11K | -12% | |||
| 75 | $NU | Nu Holdings Ltd. | Financials | $904K | 0.1% | 19K | -0.8% | |||
| 76 | — | NUSHARES ETF TR - NUVEEN ESG MIDVL | — | $898K | 0.1% | 21K | -3% | |||
| 77 | $TREX | TREX CO INC | Industrials | $896K | 0.1% | 21K | — | |||
| 78 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $795K | 0.1% | 9,582 | -1% | |||
| 79 | $NEE | NEXTERA ENERGY INC | Utilities | $719K | 0.1% | 9,496 | -0.6% | |||
| 80 | — | ISHARES TR - MSCI ACWI ETF | — | $714K | 0.1% | 4,500 | — | |||
| 81 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $697K | 0.1% | 1,062 | — | |||
| 82 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | — | $694K | 0.1% | 6,105 | -1% | |||
| 83 | $JNJ | JOHNSON & JOHNSON | Healthcare | $680K | 0.1% | 2,568 | — | |||
| 84 | — | NUSHARES ETF TR - NUVEEN ESG MIDCP | — | $654K | 0.1% | 14K | -0.9% | |||
| 85 | $JPM | JPMORGAN CHASE & CO | Financials | $652K | 0.1% | 1,972 | -12% | |||
| 86 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $624K | 0.1% | 3,706 | — | |||
| 87 | $ONTO | ONTO INNOVATION INC. | Technology | $616K | 0.1% | 2,000 | — | |||
| 88 | $CVX | CHEVRON CORP | Energy | $579K | 0.1% | 2,834 | — | |||
| 89 | $MRK | Merck & Co., Inc. | Healthcare | $571K | 0.1% | 3,928 | -0.6% | |||
| 90 | $WST | WEST PHARMACEUTICAL SERVICES INC | Healthcare | $565K | 0.1% | 1,524 | — | |||
| 91 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $560K | 0.1% | 2,862 | -5% | |||
| 92 | $MSFT | MICROSOFT CORP | Technology | $557K | 0.1% | 1,086 | -25% | |||
| 93 | $LMT | LOCKHEED MARTIN CORP | Industrials | $547K | 0.1% | 1,074 | New | |||
| 94 | — | NUSHARES ETF TR - NUVEEN ESG LRGVL | — | $513K | 0.1% | 9,736 | -2% | |||
| 95 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $489K | 0.1% | 3,153 | New | |||
| 96 | $LLY | ELI LILLY & Co | Healthcare | $486K | 0.1% | 420 | -9% | |||
| 97 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $480K | 0.1% | 7,130 | -4% | |||
| 98 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $471K | 0.1% | 672 | New | |||
| 99 | $IVZ | Invesco Ltd. | Financials | $426K | 0.1% | 7,306 | — | |||
| 100 | — | ISHARES TR - CORE MSCI EAFE | — | $424K | 0.1% | 4,381 | -1.0% | |||
| 101 | $WT | WisdomTree, Inc. | Financials | $413K | 0.1% | 4,252 | — | |||
| 102 | — | VANGUARD WORLD FD - ESG US STK ETF | — | $409K | 0.0% | 3,017 | — | |||
| 103 | — | ISHARES TR - CORE 40 MODE ETF | — | $408K | 0.0% | 8,381 | -0.3% | |||
| 104 | — | ISHARES TR - MSCI EAFE ETF | — | $371K | 0.0% | 3,572 | -18% | |||
| 105 | $ALB | ALBEMARLE CORP | Materials | $365K | 0.0% | 3,450 | — | |||
| 106 | $WTRG | Essential Utilities, Inc. | Utilities | $362K | 0.0% | 9,238 | +30% | |||
| 107 | $ANET | Arista Networks, Inc. | Technology | $358K | 0.0% | 1,760 | New | |||
| 108 | $UNP | UNION PACIFIC CORP | Industrials | $338K | 0.0% | 1,243 | — | |||
| 109 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $333K | 0.0% | 10K | New | |||
| 110 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $325K | 0.0% | 5,208 | -67% | |||
| 111 | $NVDA | NVIDIA CORP | Technology | $302K | 0.0% | 1,323 | -45% | |||
| 112 | $SYK | STRYKER CORP | Healthcare | $301K | 0.0% | 1,092 | — | |||
| 113 | $BA | BOEING CO | Industrials | $297K | 0.0% | 1,596 | -0.9% | |||
| 114 | $STT | STATE STREET CORP | Financials | $285K | 0.0% | 2,730 | -6% | |||
| 115 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $279K | 0.0% | 5,131 | -8% | |||
| 116 | $DOV | DOVER Corp | Industrials | $279K | 0.0% | 1,766 | -6% | |||
| 117 | $GOOGL | Alphabet Inc. | Technology | $256K | 0.0% | 745 | -47% | |||
| 118 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $251K | 0.0% | 685 | — | |||
| 119 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $241K | 0.0% | 2,827 | — | |||
| 120 | $MCD | MCDONALDS CORP | Consumer Discretionary | $241K | 0.0% | 1,043 | — | |||
| 121 | $OMER | OMEROS CORP | Healthcare | $223K | 0.0% | 12K | — | |||
| 122 | — | ISHARES TR - ESG AWARE MSCI | — | $217K | 0.0% | 4,164 | -1% | |||
| 123 | $WT | WisdomTree, Inc. | Financials | $204K | 0.0% | 2,842 | — | |||
| 124 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $201K | 0.0% | 2,981 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 9 new, 18 added to, 75 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (9)
- ISHARES TR - 0-3 MTH TREASURY$13.3M
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF$1.6M
first bought this quarter
- BLACKROCK ETF TRUST II - ISHAR INTER ETF$1.3M
first bought this quarter
$LMTLOCKHEED MARTIN CORP$547K
first bought this quarter
- VANGUARD WHITEHALL FDS - HIGH DIV YLD$489K
first bought this quarter
- VANGUARD INDEX FDS - S&P 500 ETF SHS$471K
first bought this quarter
+3 more in the Excel export
Added to (18)
now $40.5M · held 11+ qtrs, 3 adds in a row
- DIMENSIONAL ETF TRUST - INTERNATNAL VAL+45%
now $5.8M
- ISHARES TR - RUS TP200 GR ETF+7%
now $25.4M
- DIMENSIONAL ETF TRUST - EMERGING MKTS CO+48%
now $4.1M
- HARTFORD FDS EXCHANGE TRADED - MUN OPORTUNITE+46%
now $3.8M
- DIMENSIONAL ETF TRUST - INTL SMALL CAP V+56%
now $3.2M
+12 more in the Excel export
Trimmed (75)
- NYLIM ACTIVE ETF TR - MACK MU INSD ETF-16%
now $9.8M
- ISHARES TR - NATIONAL MUN ETF-6%
now $15.7M
- VANGUARD INDEX FDS - MRNGSTR MID CAP-5%
now $19.2M
- VANGUARD MUN BD FDS - TAX EXEMPT BD-11%
now $7.4M
$BMYBRISTOL MYERS SQUIBB CO-67%
now $325K · held 10 qtrs, 2 trims in a row
- ISHARES TR - CORE S&P SCP ETF-2%
now $36.3M
+69 more in the Excel export
Sold out (5)
- DIMENSIONAL ETF TRUST - US SMALL CAP ETFwas $2.4M
- VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETFwas $593K
- VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETFwas $409K
$QQQINVESCO QQQ TRUST, SERIES 1was $351K
held 1 qtr
- SCHWAB STRATEGIC TR - EMRG MKTEQ ETFwas $334K
Holdings by quarter
Every 13F RTD Financial Advisors, Inc. has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow RTD Financial Advisors?
Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of RTD Financial Advisors's top 20 holdings: 68/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-2.8%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 11% over the last 4
Top 10 weight
47%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
RTD Financial Advisors, Inc. disclosed 124 positions worth $914.0M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 9 new positions and exited 5. The portfolio is most concentrated in Other (91.7% of disclosed assets). All figures are sourced directly from RTD Financial Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1810555.
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AI-Powered Hedge Fund Analysis: RTD Financial Advisors, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For RTD Financial Advisors, Inc. (SEC CIK: 1810555), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in RTD Financial Advisors, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.