StockDriftsStockDriftsTop 50 Rational Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 6.67% | 735.0K | $72.8M | +2.28%(+16.39K) | $114.10(-14.63%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 6.67% | 990.3K | $72.7M | +2.24%(+21.73K) | $85.14(-15.14%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 6.67% | 3.14M | $72.7M | +2.14%(+65.90K) | $23.29(-2.24%) | 2026-06-30 | |
| IVV | ISHARES TR | 4.8% | 69.9K | $52.3M | +32.40%(+17.10K) | $498.64(+56.21%) | 2026-06-30 | |
| MLPX | GLOBAL X FDS | 4.51% | 667.7K | $49.2M | -0.82%(-5.49K) | $62.19(+21.48%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.21% | 151.5K | $45.9M | -19.19%(-35.98K) | $177.92(+69.41%) | 2026-06-30 | |
| NTSX | WISDOMTREE TR | 3.98% | 735.0K | $43.4M | -43.31%(-561.53K) | $46.77(+29.83%) | 2026-06-30 | |
| XLU | SELECT SECTOR SPDR TR | 3.77% | 905.7K | $41.1M | -1.89%(-17.48K) | $36.38(+20.92%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.29% | 151.5K | $35.8M | -13.98%(-24.61K) | $155.47(+57.62%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.18% | 50.5K | $34.7M | +44.53%(+15.55K) | $475.69(+49.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.18% | +26.59% | +2.79% | +14.74% |
| Top 20 Holdings Unweighted | +8.49% | +27.68% | +2.56% | +13.48% |
Rational Advisors INC reports $1.09B in US-listed equity holdings across 195 positions in its most recent 13F filing. Its largest disclosed positions are AGG (6.7%), BND (6.7%) and SCHZ (6.7%). The top 20 holdings account for 67.72% of reported assets. Its disclosed equity book has returned +26.59% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rational Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1143565). View Rational Advisors INC’s 13F filings on SEC