Rtd Financial Advisors, Inc. Portfolio Holdings
Rtd Financial Advisors, Inc.
- $832 Million
- Q3 2025
Rtd Financial Advisors, Inc. has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $832 Million distributed in 107 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 $94.7M, Vanguard Bd Index Fd Inc Total with a value of $49.5M, Ishares Russell 1000 Gr ETF with a value of $45.4M, Invesco Actively Managed ETF T with a value of $41.7M, and Ishares Core S&P Mid Cap ETF with a value of $41.1M.
Examining the 13F form we can see an increase of $50.8M in the current position value, from $781M to 832M.
Below you can find more details about Rtd Financial Advisors, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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