RTD Financial Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Philadelphia, PA
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
114
Total value ($000)
$813,715
Net value change ($000)
-5,812 (-0.7%)
New positions
5
Sold out positions
4
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWX 2,757 12.4%
IJH 1,225 3.0%
DFIV 1,212 97.3%
DFEM 1,142 168.9%
HMOP 1,082 113.9%
DFSV 776 90.7%
GTO 749 1.9%
IJR 732 2.1%
ACWI 623 NEW
VUG 596 46.1%
Top Reduces (Value $000, Stocks/ETFs)
IWF -4,155 -9.6%
IWP -3,218 -11.5%
IWB -2,072 -5.8%
EFG -1,209 -5.5%
IWO -1,021 -7.4%
IVW -786 -17.0%
MUB -761 -4.1%
SCHG -665 -13.0%
IWM -591 -3.9%
SCHX -527 -5.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type