RATIONAL ADVISORS, INC. — 13F holdings

RATIONAL ADVISORS, INC. reported 231 holdings worth $1.09B in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

  1. AGG ISHARES TR — $72.8M (6.7%)
  2. BND VANGUARD BD INDEX FDS — $72.7M (6.7%)
  3. SCHZ SCHWAB STRATEGIC TR — $72.7M (6.7%)
  4. IVV ISHARES TR — $52.3M (4.8%)
  5. MLPX GLOBAL X FDS — $49.2M (4.5%)
  6. QQQM INVESCO EXCH TRADED FD TR II — $45.9M (4.2%)
  7. NTSX WISDOMTREE TR — $43.4M (4.0%)
  8. XLU SELECT SECTOR SPDR TR — $41.1M (3.8%)
  9. VIG VANGUARD SPECIALIZED FUNDS — $35.8M (3.3%)
  10. VOO VANGUARD INDEX FDS — $34.7M (3.2%)