Rtd Financial Advisors, Inc. Portfolio Holdings

Rtd Financial Advisors, Inc. has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $808 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $96.4M, Ishares Russell 1000 Gr ETF with a value of $43M, Ishares Core S&P Mid Cap ETF with a value of $40.4M, Invesco Actively Managed ETF T with a value of $38.6M, and Ishares Tr Russell 1000 ETF with a value of $35.2M.

Examining the 13F form we can see an decrease of $24.3M in the current position value, from $832M to 808M.

Below you can find more details about Rtd Financial Advisors, Inc. portfolio as well as his latest detailed transactions.