RTD Financial Advisors, Inc.
All 13F Filings
- Location
- Philadelphia, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 913,965
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 124 | 913,965 | 13F-HR | RTD Financial Advisors, Inc. |
| Q2 2026 | 7/13/2026 | 120 | 916,927 | 13F-HR | RTD Financial Advisors, Inc. |
| Q1 2026 | 4/10/2026 | 114 | 813,715 | 13F-HR | RTD Financial Advisors, Inc. |
| Q4 2025 | 1/27/2026 | 113 | 819,527 | 13F-HR | RTD Financial Advisors, Inc. |
| Q3 2025 | 10/14/2025 | 107 | 832,080 | 13F-HR | RTD Financial Advisors, Inc. |
| Q2 2025 | 7/15/2025 | 108 | 781,544 | 13F-HR | RTD Financial Advisors, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.36 K | 2.4% | 368 | 0 | 368 |
| ETFs | 891.6 K | 97.6% | 0 | 3.324 K | -3.324 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
913,965
Holdings
124
QoQ value change ($000)
-2,962
(-0.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.