RTD Financial Advisors, Inc.: 13F holdings
CIK 18105552026Q2
| Positions | 120 |
|---|
| Reported value | $916.9m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 120 (+6 vs prior quarter) |
|---|
| Reported value | $916.9m (+12.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 151,738 | $113.6m | 12.4% |
| IJH ISHARES TR | 640,045 | $49.4m | 5.4% |
| IWF ISHARES TR | 361,227 | $44.9m | 4.9% |
| GTO INVESCO ACTIVELY MANAGED EXC | 866,849 | $40.6m | 4.4% |
| IJR ISHARES TR | 271,427 | $40.3m | 4.4% |
| IWB ISHARES TR | 93,430 | $38.3m | 4.2% |
| PFBC ISHARES TR | 279,877 | $29.4m | 3.2% |
| IWP ISHARES TR | 195,438 | $28.6m | 3.1% |
| IWS ISHARES TR | 143,704 | $23.7m | 2.6% |
| IWY ISHARES TR | 80,599 | $23.4m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1810555")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples