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. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: RTD Financial Advisors, Inc. 13F Holdings (2026-03-31)
Creator: ko.io

RTD Financial Advisors, Inc. (CIK 1810555) reported $813.7M across 114 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($97.3M, 11.96%), IJH ($42.7M, 5.25%), GTO ($39.3M, 4.83%), IWF ($39.0M, 4.80%), IJR ($35.0M, 4.30%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	IVV	ISHARES TR	$97.3M	11.96%	148,949	Added
2	IJH	ISHARES TR	$42.7M	5.25%	632,579	Added
3	GTO	INVESCO ACTIVELY MANAGED EXC	$39.3M	4.83%	839,094	Added
4	IWF	ISHARES TR	$39.0M	4.80%	91,572	Added
5	IJR	ISHARES TR	$35.0M	4.30%	281,518	Trimmed
6	IWB	ISHARES TR	$33.7M	4.14%	94,537	Trimmed
7	IWX	ISHARES TR	$25.0M	3.07%	269,988	Added
8	IWP	ISHARES TR	$24.8M	3.05%	193,789	Trimmed
9	EFG	ISHARES TR	$20.8M	2.56%	187,130	Trimmed
10	IWS	ISHARES TR	$20.9M	2.56%	143,113	Trimmed
11	IWY	ISHARES TR	$19.4M	2.38%	77,793	Added
12	VO	VANGUARD INDEX FDS	$18.7M	2.29%	64,983	Trimmed
13	MUB	ISHARES TR	$18.0M	2.21%	169,457	Trimmed
14	IWD	ISHARES TR	$17.2M	2.11%	80,501	Trimmed
15	IVE	ISHARES TR	$15.8M	1.94%	74,881	Trimmed
16	TIP	ISHARES TR	$15.5M	1.90%	140,209	Added
17	IWM	ISHARES TR	$14.7M	1.81%	59,471	Trimmed
18	VWO	VANGUARD INTL EQUITY INDEX F	$14.2M	1.75%	263,559	Trimmed
19	IJT	ISHARES TR	$13.7M	1.69%	94,923	Trimmed
20	SCZ	ISHARES TR	$13.4M	1.65%	170,857	Trimmed
21	VOE	VANGUARD INDEX FDS	$13.2M	1.63%	71,775	Trimmed
22	IWO	ISHARES TR	$12.8M	1.58%	40,853	Trimmed
23	VYMI	VANGUARD WHITEHALL FDS	$12.9M	1.58%	136,583	Trimmed
24	EFV	ISHARES TR	$12.0M	1.47%	161,152	Trimmed
25	MMIN	NEW YORK LIFE INVTS ACTIVE E	$11.9M	1.46%	501,916	Added

Source: SEC Form 13F filings · as of 2026-03-31