RATIONAL ADVISORS, INC.: 13F holdings
CIK 11435652026Q2
| Positions | 195 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 195 (+16 vs prior quarter) |
|---|
| Reported value | $1.1bn (+11.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AGG ISHARES TR | 735,041 | $72.8m | 6.7% |
| BND VANGUARD BD INDEX FDS | 990,343 | $72.7m | 6.7% |
| SCHZ SCHWAB STRATEGIC TR | 3,142,160 | $72.7m | 6.7% |
| IVV ISHARES TR | 69,863 | $52.3m | 4.8% |
| MLPX GLOBAL X FDS | 667,709 | $49.2m | 4.5% |
| QQQM INVESCO EXCH TRADED FD TR II | 151,497 | $45.9m | 4.2% |
| NTSX WISDOMTREE TR | 735,041 | $43.4m | 4.0% |
| XLU SELECT SECTOR SPDR TR | 905,679 | $41.1m | 3.8% |
| VIG VANGUARD SPECIALIZED FUNDS | 151,497 | $35.8m | 3.3% |
| VOO VANGUARD INDEX FDS | 50,476 | $34.7m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1143565")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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