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.

Portfolio value $832 Million
ETFs: $815 Million
Technology: $4.97 Million
Healthcare: $3.81 Million
Industrials: $2.03 Million
Utilities: $1.82 Million
Energy: $1.3 Million
Communication Services: $1 Million
Financial Services: $979,000
Other: $898,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $832 Million
  • Prior Value $781 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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