account_balance

Investment manager · 13F filer · SEC CIK 1810555

RTD Financial Advisors, Inc.

Reported value$914Mas of Sep 30, 2026

Positions124 9 new, 5 sold out

Top 10 weight47.2%IVV alone is 13%

FiledOct 99 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

12.8%

IJHiShares Tr

5.1%

IWFiShares Tr

4.9%

GTOInvesco Actively Managed Exc

4.4%Added +5%

IWBiShares Tr

4.2%

IJRiShares Tr

4.0%

IWXiShares Tr

3.5%Added +3%

IWPiShares Tr

3.0%

IWYiShares Tr

2.8%Added +7%

IWSiShares Tr

2.5%

EFGiShares Tr

2.4%

IWDiShares Tr

2.1%

IVViShares Tr

12.8%

IJHiShares Tr

5.1%

IWFiShares Tr

4.9%

GTOInvesco Actively Managed Exc

4.4%+5%

IWBiShares Tr

4.2%

IJRiShares Tr

4.0%

IWXiShares Tr

3.5%

IWPiShares Tr

3.0%

IWYiShares Tr

2.8%

IWS2.5%

EFG2.4%

IWD2.1%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 12.8% Held

IJH iShares Tr 5.1% Held

IWF iShares Tr 4.9% Held

GTO Invesco Actively Managed Exc 4.4% Added +5%

IWB iShares Tr 4.2% Held

IJR iShares Tr 4.0% Held

IWX iShares Tr 3.5% Added +3%

IWP iShares Tr 3.0% Held

IWY iShares Tr 2.8% Added +7%

IWS iShares Tr 2.5% Held

EFG iShares Tr 2.4% Held

IWD iShares Tr 2.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 9, 2026, compared with the Jul 13, 2026 filing

add_circleNew

SGOV $13.3M
JMUB $1.63M
INMU $1.29M
LMT $547K

arrow_upwardAdded

DISV +56%
DFEM +48%
HMOP +46%
DFIV +45%

arrow_downwardTrimmed

VTI −20%
MMIN −16%
VTEB −11%
MDYV −7%

remove_circleSold out

DFSV $2.45M
VGK $593K
VPL $409K
QQQ $351K

RTD Financial Advisors, Inc.

Where the money is

Biggest moves since Jun 30, 2026

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