RTD Financial Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
Philadelphia, PA
Holdings as of
9/30/2026
Date filed
10/9/2026
Form type
13F-HR
Num holdings
124
Total value ($000)
$913,965
Net value change ($000)
-2,962 (-0.3%)
New positions
10
Sold out positions
6
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
SGOV 13,284 NEW
IVV 3,568 3.1%
IWX 2,282 7.8%
IWY 1,979 8.4%
DFIV 1,944 50.1%
JMUB 1,628 NEW
EXXONMOBIL HOLDINGS CORP 1,409 NEW
DISV 1,297 68.7%
INMU 1,289 NEW
DFEM 1,276 44.8%
Top Reduces (Value $000, Stocks/ETFs)
IJR -3,926 -9.8%
IJH -3,147 -6.4%
MMIN -2,889 -22.7%
DFSV -2,447 -100.0%
IJT -2,126 -13.4%
MUB -2,121 -11.9%
IWO -1,729 -11.1%
IWM -1,575 -9.1%
IWP -1,508 -5.3%
VTEB -1,484 -16.7%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type