RTD Financial Advisors, Inc.

CIK 0001810555 • 6 13F filings • Apr 16, 2025 – Jul 13, 2026

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Filer information

Filed by: RTD Financial Advisors, Inc., CCO
Address: 30 S. 17th Street, Suite 1620, Philadelphia, PA, 19103
Phone: 215-557-3800
AUM: $819.5M

AUM over time

$914.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $813.7M112 positionsView on SEC.gov

			% of Portfolio
ALBEMARLE CORP	COM	$614K	0.1%Prev: 0.0%	3,419 SH	Increased-780 SH
ALPHABET INC	CAP STK CL A	$214K	0.0%	745 SH	New
ALPHABET INC	CAP STK CL C	$1.2M	0.1%Prev: 0.1%	4,080 SH	Increased-94 SH
APPLE INC	COM	$2.0M	0.2%Prev: 0.3%	7,804 SH	Decreased-1,805 SH
BANK AMERICA CORP	COM	$216K	0.0%	4,431 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$718K	0.1%Prev: 0.1%	1 SH	Decreased
BOEING CO	COM	$287K	0.0%Prev: 0.0%	1,442 SH	Increased
BRISTOL-MYERS SQUIBB CO	COM	$1.1M	0.1%Prev: 0.2%	18,520 SH	Decreased-2,738 SH
CHEVRON CORPORATION	COM	$586K	0.1%	2,834 SH	New
COLGATE PALMOLIVE CO	COM	$241K	0.0%	2,827 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.8M	0.2%	52,622 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.5M	0.3%Prev: 0.0%	46,551 SH	Increased+37,855 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.1M	0.1%	27,583 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$10.7M	1.3%Prev: 1.4%	221,461 SH	Increased-22,387 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.6M	0.2%	46,582 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.7M	0.6%Prev: 0.6%	75,872 SH	Increased-5,238 SH
ELI LILLY & CO	COM	$386K	0.0%Prev: 0.0%	420 SH	Increased+140 SH
ESSENTIAL UTILS INC	COM	$286K	0.0%Prev: 0.0%	7,103 SH	Decreased-147 SH
EXXON MOBIL CORP	COM	$1.4M	0.2%Prev: 0.3%	8,435 SH	Decreased-12,644 SH
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$2.0M	0.2%	52,447 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$233K	0.0%Prev: 0.0%	961 SH	Increased+147 SH
INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$39.3M	4.8%Prev: 5.4%	839,094 SH	Decreased-13,042 SH
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$9.0M	1.1%	128,968 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 PUR GWT	$341K	0.0%Prev: 0.0%	7,306 SH	Increased
ISHARES INC	ESG AWR MSCI EM	$1.1M	0.1%Prev: 0.1%	24,900 SH	Increased-1,374 SH
ISHARES TR	CORE 40/60 MODER	$387K	0.0%	8,172 SH	New
ISHARES TR	CORE 60/40 BALAN	$1.7M	0.2%	26,025 SH	New
ISHARES TR	CORE 80/20 AGGRE	$2.4M	0.3%	27,146 SH	New
ISHARES TR	CORE MSCI EAFE	$402K	0.0%	4,436 SH	New
ISHARES TR	CORE S&P MCP ETF	$42.7M	5.2%Prev: 5.9%	632,579 SH	Decreased-118,337 SH
ISHARES TR	CORE S&P SCP ETF	$35.0M	4.3%Prev: 3.9%	281,518 SH	Increased+5,923 SH
ISHARES TR	CORE S&P500 ETF	$97.3M	12.0%Prev: 10.9%	148,949 SH	Increased+4,481 SH
ISHARES TR	EAFE GRWTH ETF	$20.8M	2.6%Prev: 2.8%	187,130 SH	Increased-19,806 SH
ISHARES TR	EAFE SML CP ETF	$13.4M	1.6%Prev: 1.5%	170,857 SH	Increased-8,169 SH
ISHARES TR	EAFE VALUE ETF	$12.0M	1.5%Prev: 1.4%	161,152 SH	Increased-10,916 SH
ISHARES TR	ESG AW MSCI EAFE	$2.7M	0.3%Prev: 0.3%	27,829 SH	Increased-2,737 SH
ISHARES TR	ESG AWR MSCI USA	$1.5M	0.2%Prev: 0.2%	10,543 SH	Increased-1,542 SH
ISHARES TR	ESG AWR US AGRGT	$3.2M	0.4%Prev: 0.6%	67,318 SH	Decreased-21,748 SH
ISHARES TR	ESG SELECT SCRE	$1.5M	0.2%	32,090 SH	New
ISHARES TR	MSCI ACWI ETF	$623K	0.1%	4,500 SH	New
ISHARES TR	MSCI EAFE ETF	$358K	0.0%Prev: 0.0%	3,683 SH	Increased-200 SH
ISHARES TR	MSCI EMG MKT ETF	$6.7M	0.8%Prev: 0.8%	117,725 SH	Increased-10,486 SH
ISHARES TR	NATIONAL MUN ETF	$18.0M	2.2%Prev: 2.8%	169,457 SH	Decreased-29,961 SH
ISHARES TR	RUS 1000 ETF	$33.7M	4.1%Prev: 4.0%	94,537 SH	Increased-1,679 SH
ISHARES TR	RUS 1000 GRW ETF	$39.0M	4.8%Prev: 4.9%	91,572 SH	Increased-10,377 SH
ISHARES TR	RUS 1000 VAL ETF	$17.2M	2.1%Prev: 2.2%	80,501 SH	Increased-6,717 SH
ISHARES TR	RUS 2000 GRW ETF	$12.8M	1.6%Prev: 1.5%	40,853 SH	Increased-4,255 SH
ISHARES TR	RUS 2000 VAL ETF	$10.1M	1.2%Prev: 1.2%	53,247 SH	Increased-5,586 SH
ISHARES TR	RUS MD CP GR ETF	$24.8M	3.1%Prev: 4.3%	193,789 SH	Decreased-75,499 SH
ISHARES TR	RUS MDCP VAL ETF	$20.9M	2.6%Prev: 2.9%	143,113 SH	Decreased-26,224 SH
ISHARES TR	RUS TP200 GR ETF	$19.4M	2.4%	77,793 SH	New
ISHARES TR	RUS TP200 VL ETF	$25.0M	3.1%	269,988 SH	New
ISHARES TR	RUSSELL 2000 ETF	$14.7M	1.8%Prev: 1.7%	59,471 SH	Increased-5,528 SH
ISHARES TR	S&P 500 GRWT ETF	$3.8M	0.5%Prev: 0.5%	33,964 SH	Increased-3,798 SH
ISHARES TR	S&P 500 VAL ETF	$15.8M	1.9%Prev: 1.8%	74,881 SH	Increased+3,744 SH
ISHARES TR	S&P SML 600 GWT	$13.7M	1.7%Prev: 1.7%	94,923 SH	Increased-6,921 SH
ISHARES TR	SP SMCP600VL ETF	$9.7M	1.2%Prev: 1.2%	81,898 SH	Increased-8,686 SH
ISHARES TR	TIPS BD ETF	$15.5M	1.9%Prev: 1.9%	140,209 SH	Increased+9,647 SH
JOHNSON & JOHNSON	COM	$641K	0.1%Prev: 0.1%	2,623 SH	Increased+380 SH
MCDONALDS CORP	COM	$335K	0.0%Prev: 0.0%	1,079 SH	Decreased-21 SH
MERCK & CO INC	COM	$430K	0.1%Prev: 0.0%	3,572 SH	Increased-27 SH
META PLATFORMS INC	CL A	$241K	0.0%	422 SH	New
MICROSOFT CORP	COM	$472K	0.1%Prev: 0.1%	1,274 SH	Decreased-667 SH
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUNI	$11.9M	1.5%Prev: 1.9%	501,916 SH	Decreased-92,189 SH
NEXTERA ENERGY INC	COM	$897K	0.1%Prev: 0.1%	9,659 SH	Increased-1,294 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$553K	0.1%Prev: 0.1%	6,079 SH	Increased+834 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$449K	0.1%Prev: 0.1%	9,873 SH	Decreased-1,317 SH
NUSHARES ETF TR	NUVEEN ESG MIDCP	$599K	0.1%Prev: 0.1%	14,577 SH	Decreased-6,436 SH
NUSHARES ETF TR	NUVEEN ESG MIDVL	$848K	0.1%Prev: 0.1%	21,860 SH	Decreased-3,995 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$856K	0.1%Prev: 0.1%	19,001 SH	Increased+1,738 SH
NVIDIA CORPORATION	COM	$236K	0.0%	1,353 SH	New
ONTO INNOVATION INC	COM	$410K	0.1%Prev: 0.0%	2,000 SH	Increased
OPEN TEXT CORP	COM	$259K	0.0%Prev: 0.1%	11,644 SH	Decreased-11,122 SH
PFIZER INC	COM	$1.5M	0.2%Prev: 0.2%	53,584 SH	Increased+892 SH
PUBLIC SVC ENTERPRISE GROUP	COM	$747K	0.1%	9,230 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.0M	0.4%Prev: 0.4%	118,898 SH	Increased-17,861 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.5M	0.5%Prev: 0.6%	153,034 SH	Increased-19,107 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$9.1M	1.1%Prev: 1.2%	354,275 SH	Increased-51,452 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$543K	0.1%	3,706 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$399K	0.0%	3,003 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$7.7M	0.9%	176,516 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$4.8M	0.6%	55,780 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.4M	0.3%	3,645 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$655K	0.1%	1,062 SH	New
STRYKER CORPORATION	COM	$359K	0.0%Prev: 0.1%	1,092 SH	Decreased
TREX INC	COM	$749K	0.1%	20,568 SH	New
UNION PAC CORP	COM	$312K	0.0%Prev: 0.0%	1,286 SH	Decreased-248 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$6.8M	0.8%Prev: 6.6%	92,738 SH	Decreased-576,177 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.9M	0.2%Prev: 0.1%	4,327 SH	Increased+1,563 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$1.9M	0.2%Prev: 0.2%	6,363 SH	Increased+71 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$9.5M	1.2%Prev: 1.0%	36,928 SH	Increased+7,091 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$13.2M	1.6%Prev: 1.1%	71,775 SH	Increased+20,112 SH
VANGUARD INDEX FDS	MID CAP ETF	$18.7M	2.3%Prev: 0.6%	64,983 SH	Increased+48,991 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.1M	0.1%Prev: 1.0%	12,803 SH	Decreased-70,107 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$8.1M	1.0%Prev: 0.9%	37,189 SH	Increased+1,783 SH
VANGUARD INDEX FDS	SMALL CP ETF	$5.8M	0.7%Prev: 0.5%	22,161 SH	Increased+4,671 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$4.2M	0.5%Prev: 0.4%	13,868 SH	Increased+2,090 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.0M	0.2%Prev: 0.2%	6,189 SH	Increased-217 SH
VANGUARD INDEX FDS	VALUE ETF	$2.4M	0.3%Prev: 0.2%	12,464 SH	Increased+2,644 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$743K	0.1%Prev: 0.1%	9,899 SH	Increased-755 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$14.2M	1.8%Prev: 1.8%	263,559 SH	Increased-29,574 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$9.5M	1.2%Prev: 1.1%	65,399 SH	Increased-3,274 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$274K	0.0%Prev: 0.0%	1,979 SH	Increased+164 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$8.8M	1.1%Prev: 1.2%	177,373 SH	Increased+3,360 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$960K	0.1%Prev: 0.1%	4,464 SH	Increased-89 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.3M	0.4%Prev: 0.4%	51,236 SH	Increased-291 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$9.5M	1.2%Prev: 1.2%	107,556 SH	Increased+1,413 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$12.9M	1.6%Prev: 1.6%	136,583 SH	Increased-20,024 SH
VANGUARD WORLD FD	ESG US STK ETF	$339K	0.0%	3,017 SH	New
WEST PHARMACEUTICAL SVSC INC	COM	$382K	0.0%Prev: 0.0%	1,524 SH	Increased
WISDOMTREE TR	US MIDCAP FUND	$322K	0.0%	4,790 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$406K	0.0%	4,617 SH	New

Sold (vs prior filing)

CHEVRON CORP NEW — $480K
DUKE ENERGY CORP NEW — $256K
INVESCO EXCH TRADED FD TR II — $7.9M
ISHARES TR — $283K
ISHARES TR — $2.1M
ISHARES TR — $339K
ISHARES TR — $484K
ISHARES TR — $480K
ISHARES TR — $453K
ISHARES TR — $537K
ISHARES TR — $206K
ISHARES TR — $244K
ISHARES TR — $1.2M
ISHARES TR — $1.7M
ISHARES TR — $292K
ISHARES TR — $537K
ISHARES TR — $282K
ISHARES TR — $385K
JANUS DETROIT STR TR — $390K
PACER FDS TR — $498K
… and 15 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0002085853-26-000107	$819.5M	View
Oct 9, 2026	Q3 2026	13F-HR	0002085853-26-001132	$914.0M	View
Oct 14, 2025	Q3 2025