Rtd Financial Advisors
$917M 13F equity value
122 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Rtd Financial Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 151,738 | $114M | 12.4% |
| IJH | ISHARES TR | 640,045 | $49M | 5.4% |
| IWF | ISHARES TR | 361,227 | $45M | 4.9% |
| GTO | INVESCO ACTIVELY MANAGED EXC | 866,849 | $41M | 4.4% |
| IJR | ISHARES TR | 271,427 | $40M | 4.4% |
| IWB | ISHARES TR | 93,430 | $38M | 4.2% |
| IWX | ISHARES TR | 279,877 | $29M | 3.2% |
| IWP | ISHARES TR | 195,438 | $29M | 3.1% |
| IWS | ISHARES TR | 143,704 | $24M | 2.6% |
| IWY | ISHARES TR | 80,599 | $23M | 2.6% |
Track Rtd Financial Advisors's 13F portfolio: $917M in reported holdings, 122 positions. Top holdings and quarterly changes on SentiSense.
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