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 $1.09B across 193 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AGG ($72.8M, 6.67%), SCHZ ($72.7M, 6.67%), BND ($72.7M, 6.67%), IVV ($52.3M, 4.80%), MLPX ($49.2M, 4.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $72.8M | 6.67% | 735,041 | Added |
| 2 | SCHZ | SCHWAB STRATEGIC TR | $72.7M | 6.67% | 3.1M | Added |
| 3 | BND | VANGUARD BD INDEX FDS | $72.7M | 6.67% | 990,343 | Added |
| 4 | IVV | ISHARES TR | $52.3M | 4.80% | 69,863 | Added |
| 5 | MLPX | GLOBAL X FDS | $49.2M | 4.51% | 667,709 | Trimmed |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | $45.9M | 4.21% | 151,497 | Trimmed |
| 7 | NTSX | WISDOMTREE TR | $43.4M | 3.98% | 735,041 | Trimmed |
| 8 | XLU | SELECT SECTOR SPDR TR | $41.1M | 3.77% | 905,679 | Trimmed |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $35.8M | 3.29% | 151,497 | Trimmed |
| 10 | VOO | VANGUARD INDEX FDS | $34.7M | 3.18% | 50,476 | Added |
| 11 | SCHH | SCHWAB STRATEGIC TR | $32.4M | 2.97% | 1.4M | Added |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | $28.2M | 2.59% | 499,379 | Trimmed |
| 13 | LQD | ISHARES TR | $24.6M | 2.25% | 225,180 | New |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $24.1M | 2.21% | 291,785 | Added |
| 15 | PFFD | GLOBAL X FDS | $23.6M | 2.16% | 1.3M | Added |
| 16 | SPIB | SPDR SERIES TRUST | $19.9M | 1.83% | 594,978 | New |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $19.2M | 1.76% | 25,677 | Added |
| 18 | DFCF | DIMENSIONAL ETF TRUST | $16.0M | 1.47% | 378,744 | Added |
| 19 | SPLG | SPDR SERIES TRUST | $15.3M | 1.40% | 173,941 | Trimmed |
| 20 | USIG | ISHARES TR | $14.4M | 1.33% | 281,728 | New |
| 21 | IGIB | ISHARES TR | $14.4M | 1.32% | 271,160 | New |
| 22 | BAB | INVESCO EXCH TRADED FD TR II | $12.0M | 1.11% | 448,880 | Added |
| 23 | LNT | ALLIANT ENERGY CORP | $11.0M | 1.01% | 10.0M | New |
| 24 | GPN | GLOBAL PMTS INC | $10.2M | 0.94% | 11.4M | Hold |
| 25 | PPX | PPL CAP FDG INC | $10.1M | 0.93% | 8.9M | Hold |
Source: SEC Form 13F filings · as of 2026-06-30