StockDriftsStockDriftsTop 50 Rtd Financial Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.82% | 153.0K | $117.2M | +0.86%(+1.30K) | $473.74(+62.54%) | 2026-09-30 | |
| IJH | ISHARES TR | 5.06% | 642.2K | $46.2M | +0.34%(+2.16K) | $60.97(+18.72%) | 2026-09-30 | |
| IWF | ISHARES TR | 4.92% | 358.8K | $44.9M | -0.68%(-2.44K) | $72.03(+70.21%) | 2026-09-30 | |
| GTO | INVESCO ACTIVELY MANAGED EXC | 4.44% | 909.3K | $40.5M | +4.90%(+42.49K) | $51.05(-12.38%) | 2026-09-30 | |
| IWB | ISHARES TR | 4.24% | 93.1K | $38.7M | -0.39%(-367) | $254.55(+64.33%) | 2026-09-30 | |
| IJR | ISHARES TR | 3.97% | 267.0K | $36.3M | -1.61%(-4.38K) | $111.14(+22.20%) | 2026-09-30 | |
| IWX | ISHARES TR | 3.47% | 289.5K | $31.7M | +3.45%(+9.66K) | $90.96(+24.19%) | 2026-09-30 | |
| IWP | ISHARES TR | 2.97% | 196.9K | $27.1M | +0.74%(+1.44K) | $110.25(+22.17%) | 2026-09-30 | |
| IWY | ISHARES TR | 2.78% | 86.1K | $25.4M | +6.87%(+5.54K) | $275.04(+4.89%) | 2026-09-30 | |
| IWS | ISHARES TR | 2.49% | 141.8K | $22.8M | -1.34%(-1.93K) | $120.12(+37.52%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.43% | +45.95% | — | — | +21.72% |
| Top 20 Holdings Unweighted | +12.42% | +42.07% | — | — | +21.85% |
Rtd Financial Advisors INC reports $913.97M in US-listed equity holdings across 124 positions in its most recent 13F filing. Its largest disclosed positions are IVV (12.8%), IJH (5.1%) and IWF (4.9%). The top 20 holdings account for 65.38% of reported assets. Its disclosed equity book has returned +45.95% on a three-year cumulative basis. Figures reflect the Q3 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