StockDriftsStockDriftsTop 50 RTD Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.39% | 151.7K | $113.6M | +1.87%(+2.79K) | $471.31(+65.27%) | 2026-06-30 | |
| IJH | ISHARES TR | 5.38% | 640.0K | $49.4M | +1.18%(+7.47K) | $60.92(+28.93%) | 2026-06-30 | |
| IWF | ISHARES TR | 4.89% | 361.2K | $44.9M | -1.38%(-5.06K) | $72.03(+71.29%) | 2026-06-30 | |
| GTO | INVESCO ACTIVELY MANAGED EXC | 4.43% | 866.8K | $40.6M | +3.31%(+27.75K) | $51.31(-9.93%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.39% | 271.4K | $40.3M | -3.58%(-10.09K) | $111.14(+34.92%) | 2026-06-30 | |
| IWB | ISHARES TR | 4.17% | 93.4K | $38.3M | -1.17%(-1.11K) | $254.55(+66.88%) | 2026-06-30 | |
| IWX | ISHARES TR | 3.21% | 279.9K | $29.4M | +3.66%(+9.89K) | $90.39(+24.70%) | 2026-06-30 | |
| IWP | ISHARES TR | 3.12% | 195.4K | $28.6M | +0.85%(+1.65K) | $110.01(+34.46%) | 2026-06-30 | |
| IWS | ISHARES TR | 2.58% | 143.7K | $23.7M | +0.41%(+591) | $120.12(+43.57%) | 2026-06-30 | |
| IWY | ISHARES TR | 2.55% | 80.6K | $23.4M | +3.61%(+2.81K) | $273.82(+7.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.31% | +41.66% | — | — | +24.35% |
| Top 20 Holdings Unweighted | +11.74% | +39.53% | — | — | +25.63% |
RTD Financial Advisors, Inc. reports $916.93M in US-listed equity holdings across 120 positions in its most recent 13F filing. Its largest disclosed positions are IVV (12.4%), IJH (5.4%) and IWF (4.9%). The top 20 holdings account for 66.46% of reported assets. Its disclosed equity book has returned +41.66% 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 RTD Financial Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1810555). View RTD Financial Advisors, Inc.’s 13F filings on SEC