RTD Financial Advisors, Inc.
CIK: 0001810555SEC EDGAR →
Portfolio Value
$819.5B
Holdings
113
As of
Q4 2025
New Positions
1
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 142,793 | $97.8B | 11.93% |
| 2 | ISHARES TR | 91,276 | $43.2B | 5.27% |
| 3 | ISHARES TR | 628,682 | $41.5B | 5.06% |
| 4 | INVESCO ACTIVELY MANAGED EXC | 812,872 | $38.5B | 4.70% |
| 5 | ISHARES TR | 95,812 | $35.8B | 4.37% |
| 6 | ISHARES TR | 285,100 | $34.3B | 4.18% |
| 7 | ISHARES TR | 204,802 | $28.0B | 3.42% |
| 8 | ISHARES TR | 242,363 | $22.3B | 2.72% |
| 9 | ISHARES TR | 193,560 | $22.1B | 2.69% |
| 10 | ISHARES TR | 144,494 | $20.4B | 2.49% |
Quarterly Changes
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 83 | $801.3B | 97.8% |
| Healthcare | 7 | $4.5B | 0.6% |
| Technology | 5 | $3.5B | 0.4% |
| Unknown | 4 | $2.6B | 0.3% |
| Utilities | 4 | $2.0B | 0.2% |
| Industrials | 4 | $1.7B | 0.2% |
| Communication Services | 2 | $1.6B | 0.2% |
| Energy | 2 | $1.4B | 0.2% |
| Basic Materials | 1 | $483.0M | 0.1% |
| Consumer Cyclical | 1 | $318.0M | 0.0% |