RTD Financial Advisors, Inc. — 13F holdings

RTD Financial Advisors, Inc. reported 124 holdings worth $914M in its 13F filing for Q3 2026, filed October 9, 2026.

Largest positions

1. IVV ISHARES TR — $117M (12.8%)
2. IJH ISHARES TR — $46.2M (5.1%)
3. IWF ISHARES TR — $44.9M (4.9%)
4. GTO INVESCO ACTIVELY MANAGED EXC — $40.5M (4.4%)
5. IWB ISHARES TR — $38.7M (4.2%)
6. IJR ISHARES TR — $36.3M (4.0%)
7. IWX ISHARES TR — $31.7M (3.5%)
8. IWP ISHARES TR — $27.1M (3.0%)
9. IWY ISHARES TR — $25.4M (2.8%)
10. IWS ISHARES TR — $22.8M (2.5%)