RTD Financial Advisors, Inc. - Portfolio Stock Holdings
RTD Financial Advisors, Inc. disclosed 129 stock positions in a recent SEC 13F filing. $913,965,252 of stock holdings were filed, with the largest holdings including IVV, IJH, and IWF. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,724,578,473 and has 39 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
129Est. Stock Holding Value:
$913,965,252Top Stock Holdings By Sector
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Portfolio Stock Holdings - RTD Financial Advisors, Inc.
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Stock
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Holdings (Shares)
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% of Portfolio
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