Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RATIONAL ADVISORS, INC. (CIK 1143565) reported $979.9M across 178 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHZ ($71.4M, 7.29%), AGG ($71.3M, 7.28%), BND ($71.3M, 7.28%), NTSX ($69.3M, 7.08%), MLPX ($49.8M, 5.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB STRATEGIC TR | $71.4M | 7.29% | 3.1M | New |
| 2 | AGG | ISHARES TR | $71.3M | 7.28% | 718,647 | Trimmed |
| 3 | BND | VANGUARD BD INDEX FDS | $71.3M | 7.28% | 968,610 | Trimmed |
| 4 | NTSX | WISDOMTREE TR | $69.3M | 7.08% | 1.3M | Added |
| 5 | MLPX | GLOBAL X FDS | $49.8M | 5.08% | 673,199 | Trimmed |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | $44.5M | 4.55% | 187,473 | Added |
| 7 | XLU | SELECT SECTOR SPDR TR | $42.4M | 4.32% | 923,163 | Trimmed |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $37.9M | 3.87% | 176,111 | Trimmed |
| 9 | IVV | ISHARES TR | $34.5M | 3.52% | 52,767 | Trimmed |
| 10 | JEPI | J P MORGAN EXCHANGE TRADED F | $30.3M | 3.09% | 534,014 | Added |
| 11 | SCHH | SCHWAB STRATEGIC TR | $26.2M | 2.67% | 1.2M | Trimmed |
| 12 | PFFD | GLOBAL X FDS | $23.0M | 2.35% | 1.2M | Added |
| 13 | IEFA | ISHARES TR | $21.4M | 2.18% | 236,210 | Added |
| 14 | VOO | VANGUARD INDEX FDS | $20.9M | 2.13% | 34,924 | Added |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | $19.5M | 1.99% | 235,761 | New |
| 16 | WFC/PRL | WELLS FARGO & CO | $19.4M | 1.98% | 16,400 | Added |
| 17 | DFCF | DIMENSIONAL ETF TRUST | $15.6M | 1.59% | 369,265 | Trimmed |
| 18 | SPLG | SPDR SERIES TRUST | $14.8M | 1.51% | 193,154 | Added |
| 19 | BAB | INVESCO EXCH TRADED FD TR II | $11.6M | 1.19% | 431,756 | Added |
| 20 | NEE/PRT | NEXTERA ENERGY INC | $10.6M | 1.08% | 201,000 | Added |
| 21 | PPX | PPL CAP FDG INC | $10.4M | 1.07% | 8.9M | Added |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $10.3M | 1.05% | 15,878 | Added |
| 23 | GPN | GLOBAL PMTS INC | $10.0M | 1.02% | 11.4M | Added |
| 24 | WEC | WEC ENERGY GROUP INC | $9.8M | 1.00% | 7.9M | New |
| 25 | UBER | UBER TECHNOLOGIES INC | $9.8M | 1.00% | 8.2M | Added |
Source: SEC Form 13F filings · as of 2026-03-31