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.
RTD Financial Advisors, Inc. (CIK 1810555) reported $916.9M across 120 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($113.6M, 12.39%), IJH ($49.4M, 5.38%), IWF ($44.9M, 4.89%), GTO ($40.6M, 4.43%), IJR ($40.3M, 4.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $113.6M | 12.39% | 151,738 | Added |
| 2 | IJH | ISHARES TR | $49.4M | 5.38% | 640,045 | Added |
| 3 | IWF | ISHARES TR | $44.9M | 4.89% | 361,227 | Added |
| 4 | GTO | INVESCO ACTIVELY MANAGED EXC | $40.6M | 4.43% | 866,849 | Added |
| 5 | IJR | ISHARES TR | $40.3M | 4.39% | 271,427 | Trimmed |
| 6 | IWB | ISHARES TR | $38.3M | 4.17% | 93,430 | Trimmed |
| 7 | IWX | ISHARES TR | $29.4M | 3.21% | 279,877 | Added |
| 8 | IWP | ISHARES TR | $28.6M | 3.12% | 195,438 | Added |
| 9 | IWS | ISHARES TR | $23.7M | 2.58% | 143,704 | Added |
| 10 | IWY | ISHARES TR | $23.4M | 2.55% | 80,599 | Added |
| 11 | EFG | ISHARES TR | $22.7M | 2.47% | 182,339 | Trimmed |
| 12 | VO | VANGUARD INDEX FDS | $20.7M | 2.26% | 256,666 | Added |
| 13 | IWD | ISHARES TR | $19.2M | 2.10% | 79,264 | Trimmed |
| 14 | MUB | ISHARES TR | $17.8M | 1.95% | 165,842 | Trimmed |
| 15 | IWM | ISHARES TR | $17.2M | 1.88% | 57,392 | Trimmed |
| 16 | IVE | ISHARES TR | $16.9M | 1.85% | 74,534 | Trimmed |
| 17 | IJT | ISHARES TR | $15.8M | 1.73% | 88,653 | Trimmed |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $15.7M | 1.71% | 262,377 | Trimmed |
| 19 | IWO | ISHARES TR | $15.6M | 1.70% | 39,530 | Trimmed |
| 20 | TIP | ISHARES TR | $15.6M | 1.70% | 142,418 | Added |
| 21 | SCZ | ISHARES TR | $13.9M | 1.52% | 169,510 | Trimmed |
| 22 | VOE | VANGUARD INDEX FDS | $13.8M | 1.51% | 69,886 | Trimmed |
| 23 | VYMI | VANGUARD WHITEHALL FDS | $12.8M | 1.39% | 129,933 | Trimmed |
| 24 | MMIN | NEW YORK LIFE INVTS ACTIVE E | $12.7M | 1.39% | 524,861 | Added |
| 25 | EFV | ISHARES TR | $12.1M | 1.32% | 158,110 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30