RTD Financial Advisors, Inc. ETF holdings
Philadelphia, PA
Reported $895.6M in 90 ETFs in its Form 13F for June 30, 2026.
ETF value
$895.6M
ETFs held
90
Change from prior quarter
+12.5%
With price moves
ETFs as a share of its 13F
97.7%
of $916.9M
Top 10 of 90 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $113.6M | 151,738 | +2,789 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $49.4M | 640,045 | +7,466 shares |
| IWF | iShares Russell 1000 Growth ETF | $44.9M | 361,227 | +269,655 shares |
| GTO | Invesco Total Return Bond ETF | $40.6M | 866,849 | +27,755 shares |
| IJR | iShares Core S&P Small-Cap ETF | $40.3M | 271,427 | −10,091 shares |
| IWB | iShares Russell 1000 ETF | $38.3M | 93,430 | −1,107 shares |
| IWX | iShares Russell Top 200 Value ETF | $29.4M | 279,877 | +9,889 shares |
| IWP | iShares Russell Mid-Cap Growth ETF | $28.6M | 195,438 | +1,649 shares |
| IWS | iShares Russell Mid-Cap Value ETF | $23.7M | 143,704 | +591 shares |
| IWY | iShares Russell Top 200 Growth ETF | $23.4M | 80,599 | +2,806 shares |
80 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001810555. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does RTD Financial Advisors, Inc. own?
RTD Financial Advisors, Inc. reported 90 ETF positions worth $895.6M in its Form 13F for June 30, 2026. The largest was IVV, at $113.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.