RTD Financial Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, RTD Financial Advisors, Inc. held in its portfolio 112 assets valued at $819,527,250 (i.e. $819.53M).
The most valuable assets in the portfolio included: ISHARES TR ($97.80M), ISHARES TR ($43.20M), and ISHARES TR ($41.49M).
The chart below shows the top 10 valuable assets, and the table below shows the top 112 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
RTD Financial Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 142793 | 97804345 | CORE S&P500 ETF |
| ISHARES TR | 91276 | 43201055 | RUS 1000 GRW ETF |
| ISHARES TR | 628682 | 41493009 | CORE S&P MCP ETF |
| INVESCO ACTIVELY MANAGED EXC | 812872 | 38546393 | TOTAL RETURN |
| ISHARES TR | 95812 | 35780012 | RUS 1000 ETF |
| ISHARES TR | 285100 | 34263366 | CORE S&P SCP ETF |
| ISHARES TR | 204802 | 28045574 | RUS MD CP GR ETF |
| ISHARES TR | 242363 | 22263453 | RUS TP200 VL ETF |
| ISHARES TR | 193560 | 22050317 | EAFE GRWTH ETF |
| ISHARES TR | 144494 | 20380863 | RUS MDCP VAL ETF |
| ISHARES TR | 70494 | 19522705 | RUS TP200 GR ETF |
| VANGUARD INDEX FDS | 65016 | 18868883 | MID CAP ETF |
| ISHARES TR | 175044 | 18749008 | NATIONAL MUN ETF |
| ISHARES TR | 81938 | 17234922 | RUS 1000 VAL ETF |
| ISHARES TR | 76594 | 16243327 | S&P 500 VAL ETF |
| ISHARES TR | 62319 | 15340396 | RUSSELL 2000 ETF |
| ISHARES TR | 135961 | 14943467 | TIPS BD ETF |
| VANGUARD INTL EQUITY INDEX F | 273863 | 14722873 | FTSE EMR MKT ETF |
| ISHARES TR | 99847 | 14094401 | S&P SML 600 GWT |
| ISHARES TR | 42849 | 13840734 | RUS 2000 GRW ETF |
| ISHARES TR | 172300 | 13358447 | EAFE SML CP ETF |
| VANGUARD WHITEHALL FDS | 144335 | 12990150 | INTL HIGH ETF |
| VANGUARD INDEX FDS | 73197 | 12982902 | MCAP VL IDXVIP |
| ISHARES TR | 168378 | 12023841 | EAFE VALUE ETF |
| NEW YORK LIFE INVTS ACTIVE E | 493051 | 11803643 | NYLI MACKAY MUNI |
| DIMENSIONAL ETF TRUST | 229310 | 10683531 | US MKTWIDE VALUE |
| ISHARES TR | 88506 | 10064946 | SP SMCP600VL ETF |
| ISHARES TR | 55416 | 10041884 | RUS 2000 VAL ETF |
| VANGUARD WHITEHALL FDS | 109757 | 10037309 | INTL DVD ETF |
| VANGUARD INDEX FDS | 35132 | 9806866 | MCAP GR IDXVIP |
| VANGUARD INTL EQUITY INDEX F | 67745 | 9709934 | FTSE SMCAP ETF |
| SCHWAB STRATEGIC TR | 357136 | 9610529 | US LRG CAP ETF |
| VANGUARD MUN BD FDS | 180823 | 9093582 | TAX EXEMPT BD |
| INVESCO EXCH TRADED FD TR II | 137194 | 8992386 | RAFI DVLPD MRKTS |
| VANGUARD INDEX FDS | 38073 | 8063464 | SM CP VAL ETF |
| VANGUARD BD INDEX FDS | 89867 | 6656438 | TOTAL BND MRKT |
| ISHARES TR | 119483 | 6536908 | MSCI EMG MKT ETF |
| VANGUARD INDEX FDS | 21910 | 5651775 | SMALL CP ETF |
| SPDR INDEX SHS FDS | 126496 | 5168627 | S&P INTL SMLCP |
| SCHWAB STRATEGIC TR | 157060 | 5123303 | US LCAP GR ETF |
| SPDR SERIES TRUST | 57873 | 4921575 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 80961 | 4820432 | US TARGETED VLU |
| ISHARES TR | 37545 | 4627797 | S&P 500 GRWT ETF |
| VANGUARD INDEX FDS | 14077 | 4252674 | SML CP GRW ETF |
| VANGUARD TAX-MANAGED FDS | 55222 | 3449734 | VAN FTSE DEV MKT |
| ISHARES TR | 67181 | 3214627 | ESG AWR US AGRGT |
| SCHWAB STRATEGIC TR | 119715 | 3140128 | US BRD MKT ETF |
| ISHARES TR | 29869 | 2675081 | CORE 80/20 AGGRE |
| ISHARES TR | 26901 | 2558014 | ESG AW MSCI EAFE |
| SPDR INDEX SHS FDS | 51498 | 2410622 | PORTFOLIO EMG MK |
| VANGUARD INDEX FDS | 12070 | 2305250 | VALUE ETF |
| SPDR S&P 500 ETF TR | 3315 | 2260785 | TR UNIT |
| VANGUARD INDEX FDS | 6049 | 2027979 | TOTAL STK MKT |
| APPLE INC | 7407 | 2013708 | COM |
| VANGUARD INDEX FDS | 6356 | 2000825 | LARGE CAP ETF |
| ISHARES TR | 24643 | 1602072 | CORE 60/40 BALAN |
| ISHARES TR | 9850 | 1467445 | ESG AWR MSCI USA |
| ISHARES TR | 31764 | 1418265 | ESG SELECT SCRE |
| ALPHABET INC | 4223 | 1325178 | CAP STK CL C |
| PFIZER INC | 52933 | 1318032 | COM |
| VANGUARD INDEX FDS | 2652 | 1293805 | GROWTH ETF |
| DIMENSIONAL ETF TRUST | 24953 | 1245143 | INTERNATNAL VAL |
| VANGUARD INDEX FDS | 12549 | 1110497 | REAL ESTATE ETF |
| ISHARES INC | 24743 | 1092890 | ESG AWR MSCI EM |
| BRISTOL-MYERS SQUIBB CO | 18512 | 998538 | COM |
| EXXON MOBIL CORP | 8204 | 987273 | COM |
| VANGUARD SPECIALIZED FUNDS | 4464 | 981098 | DIV APP ETF |
| SPDR S&P MIDCAP 400 ETF TR | 1605 | 968308 | UTSER1 S&PDCRP |
| HARTFORD FDS EXCHANGE TRADED | 24288 | 949903 | MUN OPORTUNITE |
| NUSHARES ETF TR | 21889 | 855869 | NUVEEN ESG MIDVL |
| DIMENSIONAL ETF TRUST | 26021 | 855817 | US SMALL CAP VAL |
| NEXTERA ENERGY INC | 10128 | 813062 | COM |
| NUSHARES ETF TR | 17601 | 785879 | NUVEEN ESG SMLCP |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| PUBLIC SVC ENTERPRISE GRP IN | 9230 | 741169 | COM |
| VANGUARD INTL EQUITY INDEX F | 9896 | 727935 | ALLWRLD EX US |
| TREX CO INC | 20568 | 721526 | COM |
| MICROSOFT CORP | 1420 | 686741 | COM |
| NUSHARES ETF TR | 14314 | 683373 | NUVEEN ESG MIDCP |
| DIMENSIONAL ETF TRUST | 20423 | 675609 | EMERGING MKTS CO |
| DIMENSIONAL ETF TRUST | 17059 | 648259 | INTL SMALL CAP V |
| OPEN TEXT CORP | 17212 | 560767 | COM |
| SELECT SECTOR SPDR TR | 3553 | 550052 | STATE STREET HEA |
| ELI LILLY & CO | 487 | 523370 | COM |
| JOHNSON & JOHNSON | 2393 | 495232 | COM |
| ALBEMARLE CORP | 3419 | 483584 | COM |
| NUSHARES ETF TR | 9887 | 445399 | NUVEEN ESG LRGVL |
| SELECT SECTOR SPDR TR | 3035 | 436941 | STATE STREET TEC |
| PACER FDS TR | 7000 | 421190 | US CASH COWS 100 |
| WEST PHARMACEUTICAL SVSC INC | 1524 | 419314 | COM |
| ISHARES TR | 8753 | 417779 | CORE 40/60 MODER |
| NUSHARES ETF TR | 4178 | 408603 | NUVEEN ESG LRGCP |
| STRYKER CORPORATION | 1092 | 383806 | COM |
| MERCK & CO INC | 3635 | 382572 | COM |
| GE AEROSPACE | 1216 | 374701 | COM NEW |
| CHEVRON CORP NEW | 2448 | 373091 | COM |
| VANGUARD WORLD FD | 3017 | 364937 | ESG US STK ETF |
| ISHARES TR | 3683 | 353679 | MSCI EAFE ETF |
| INVESCO EXCHANGE TRADED FD T | 7306 | 341008 | S&P500 PUR GWT |
| ISHARES TR | 3747 | 335227 | CORE MSCI EAFE |
| ISHARES TR | 8287 | 332567 | CORE 30/70 CONSE |
| MCDONALDS CORP | 1043 | 318822 | COM |
| ONTO INNOVATION INC | 2000 | 315720 | COM |
| BOEING CO | 1442 | 313088 | COM |
| NVIDIA CORPORATION | 1597 | 297890 | COM |
| UNION PAC CORP | 1243 | 287467 | COM |
| ESSENTIAL UTILS INC | 7103 | 272472 | COM |
| BANK AMERICA CORP | 4388 | 241364 | COM |
| INTERNATIONAL BUSINESS MACHS | 807 | 239042 | COM |
| ALPHABET INC | 735 | 230055 | CAP STK CL A |
| GE VERNOVA INC | 333 | 217659 | COM |
| VANGUARD INTL EQUITY INDEX F | 1507 | 212567 | TT WRLD ST ETF |
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