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: $916.9M120 positionsView on SEC.gov

			% of Portfolio
ALBEMARLE CORP	COM	$466K	0.1%Prev: 0.0%	3,450 SH	Increased-749 SH
ALPHABET INC	CAP STK CL A	$502K	0.1%	1,405 SH	New
ALPHABET INC	CAP STK CL C	$1.8M	0.2%Prev: 0.1%	5,057 SH	Increased+883 SH
APPLE INC	COM	$2.1M	0.2%Prev: 0.3%	7,344 SH	Increased-2,212 SH
BANK OF AMER CORP	COM	$318K	0.0%	5,578 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$749K	0.1%Prev: 0.1%	1 SH	Increased
BOEING CO	COM	$349K	0.0%Prev: 0.0%	1,611 SH	Increased+169 SH
BRISTOL-MYERS SQUIBB CO	COM	$917K	0.1%Prev: 0.1%	15,908 SH	Decreased-8,940 SH
CHEVRON CORPORATION	COM	$470K	0.1%	2,834 SH	New
COLGATE PALMOLIVE CO	COM	$259K	0.0%	2,827 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$2.8M	0.3%	70,103 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$3.9M	0.4%Prev: 0.0%	71,869 SH	Increased+63,173 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.9M	0.2%	47,068 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$12.0M	1.3%Prev: 1.3%	218,646 SH	Increased-22,889 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.4M	0.3%	63,088 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$5.3M	0.6%Prev: 0.6%	75,562 SH	Increased-5,548 SH
ELI LILLY & CO	COM	$553K	0.1%Prev: 0.0%	461 SH	Increased+201 SH
ESSENTIAL UTILS INC	COM	$272K	0.0%Prev: 0.0%	7,103 SH	Increased
EXXON MOBIL CORP	COM	$1.3M	0.1%Prev: 0.1%	9,324 SH	Increased+1,618 SH
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$2.8M	0.3%	71,176 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$1.9M	0.2%Prev: 0.0%	6,633 SH	Increased+5,834 SH
INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$40.6M	4.4%Prev: 5.1%	866,849 SH	Increased+23,439 SH
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$9.6M	1.0%Prev: 1.1%	126,990 SH	Increased-22,070 SH
INVESCO EXCHANGE TRADED FD T	S&P500 PUR GWT	$466K	0.1%Prev: 0.0%	7,306 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$351K	0.0%	476 SH	New
ISHARES INC	ESG AWR MSCI EM	$1.3M	0.1%Prev: 0.1%	24,595 SH	Increased-1,157 SH
ISHARES TR	CORE 40 MODE ETF	$419K	0.0%	8,403 SH	New
ISHARES TR	CORE 60 BALA ETF	$1.8M	0.2%	26,320 SH	New
ISHARES TR	CORE 80 20 ETF	$2.7M	0.3%	27,525 SH	New
ISHARES TR	CORE MSCI EAFE	$427K	0.0%Prev: 0.0%	4,424 SH	Increased+977 SH
ISHARES TR	CORE S&P MCP ETF	$49.4M	5.4%Prev: 4.7%	640,045 SH	Increased+50,078 SH
ISHARES TR	CORE S&P SCP ETF	$40.3M	4.4%Prev: 3.8%	271,427 SH	Increased-2,108 SH
ISHARES TR	CORE S&P500 ETF	$113.6M	12.4%Prev: 11.1%	151,738 SH	Increased+11,808 SH
ISHARES TR	EAFE GRWTH ETF	$22.7M	2.5%Prev: 2.9%	182,339 SH	Increased-16,597 SH
ISHARES TR	EAFE SML CP ETF	$13.9M	1.5%Prev: 1.6%	169,510 SH	Increased-4,245 SH
ISHARES TR	EAFE VALUE ETF	$12.1M	1.3%Prev: 1.4%	158,110 SH	Increased-12,160 SH
ISHARES TR	ESG AW MSCI EAFE	$2.9M	0.3%Prev: 0.3%	27,951 SH	Increased-534 SH
ISHARES TR	ESG AWARE MSCI	$236K	0.0%Prev: 0.0%	4,221 SH	Decreased-1,885 SH
ISHARES TR	ESG AWR MSCI USA	$1.7M	0.2%Prev: 0.2%	10,600 SH	Increased-440 SH
ISHARES TR	ESG AWR US AGRGT	$3.2M	0.4%Prev: 0.4%	68,155 SH	Increased+2,242 SH
ISHARES TR	ESG SELECT SCRE	$1.7M	0.2%Prev: 0.2%	32,103 SH	Increased+1,309 SH
ISHARES TR	MSCI ACWI ETF	$706K	0.1%	4,500 SH	New
ISHARES TR	MSCI EAFE ETF	$453K	0.0%Prev: 0.0%	4,363 SH	Increased+680 SH
ISHARES TR	MSCI EMG MKT ETF	$8.0M	0.9%Prev: 0.8%	116,475 SH	Increased-10,714 SH
ISHARES TR	NATIONAL MUN ETF	$17.8M	1.9%Prev: 2.5%	165,842 SH	Decreased-17,521 SH
ISHARES TR	RUS 1000 ETF	$38.3M	4.2%Prev: 4.4%	93,430 SH	Increased-8,853 SH
ISHARES TR	RUS 1000 GRW ETF	$44.9M	4.9%Prev: 5.4%	361,227 SH	Increased+262,194 SH
ISHARES TR	RUS 1000 VAL ETF	$19.2M	2.1%Prev: 2.0%	79,264 SH	Increased-534 SH
ISHARES TR	RUS 2000 GRW ETF	$15.6M	1.7%Prev: 1.6%	39,530 SH	Increased-5,390 SH
ISHARES TR	RUS 2000 VAL ETF	$10.9M	1.2%Prev: 1.2%	49,468 SH	Increased-8,393 SH
ISHARES TR	RUS MD CP GR ETF	$28.6M	3.1%Prev: 3.8%	195,438 SH	Decreased-20,148 SH
ISHARES TR	RUS MDCP VAL ETF	$23.7M	2.6%Prev: 2.4%	143,704 SH	Increased+3,135 SH
ISHARES TR	RUS TP200 GR ETF	$23.4M	2.6%	80,599 SH	New
ISHARES TR	RUS TP200 VL ETF	$29.4M	3.2%	279,877 SH	New
ISHARES TR	RUSSELL 2000 ETF	$17.2M	1.9%Prev: 1.8%	57,392 SH	Increased-7,423 SH
ISHARES TR	S&P 500 GRWT ETF	$4.6M	0.5%Prev: 0.6%	33,727 SH	Decreased-9,091 SH
ISHARES TR	S&P 500 VAL ETF	$16.9M	1.8%Prev: 2.0%	74,534 SH	Increased-5,090 SH
ISHARES TR	S&P SML 600 GWT	$15.8M	1.7%Prev: 1.7%	88,653 SH	Increased-10,811 SH
ISHARES TR	SP SMCP600VL ETF	$10.5M	1.1%Prev: 1.1%	76,982 SH	Increased-11,891 SH
ISHARES TR	TIPS BD ETF	$15.6M	1.7%Prev: 1.8%	142,418 SH	Increased+14,759 SH
JOHNSON & JOHNSON	COM	$652K	0.1%Prev: 0.0%	2,568 SH	Increased+297 SH
JPMORGAN CHASE & CO	COM	$733K	0.1%	2,240 SH	New
MCDONALDS CORP	COM	$282K	0.0%Prev: 0.0%	1,043 SH	Decreased
MERCK & CO INC	COM	$508K	0.1%Prev: 0.0%	3,952 SH	Increased+476 SH
MICROSOFT CORP	COM	$543K	0.1%Prev: 0.1%	1,456 SH	Decreased-216 SH
NEW YORK LIFE INVTS ACTIVE E	MACK MU INSD ETF	$12.7M	1.4%	524,861 SH	New
NEXTERA ENERGY INC	COM	$839K	0.1%Prev: 0.1%	9,555 SH	Increased-573 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$725K	0.1%Prev: 0.1%	6,192 SH	Increased+1,674 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$496K	0.1%Prev: 0.1%	9,925 SH	Increased-471 SH
NUSHARES ETF TR	NUVEEN ESG MIDCP	$684K	0.1%Prev: 0.1%	14,576 SH	Decreased-1,715 SH
NUSHARES ETF TR	NUVEEN ESG MIDVL	$949K	0.1%Prev: 0.1%	21,811 SH	Increased-3,014 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$978K	0.1%Prev: 0.1%	18,774 SH	Increased+616 SH
NVIDIA CORPORATION	COM	$479K	0.1%	2,394 SH	New
OMEROS CORP	COM	$111K	0.0%	11,700 SH	New
ONTO INNOVATION INC	COM	$757K	0.1%Prev: 0.0%	2,000 SH	Increased
PFIZER INC	COM	$1.4M	0.2%Prev: 0.2%	58,450 SH	Increased+6,469 SH
PUBLIC SVC ENTERPRISE GROUP	COM	$606K	0.1%	7,465 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$334K	0.0%	9,200 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.4M	0.4%Prev: 0.4%	118,904 SH	Increased-16,895 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.1M	0.6%Prev: 0.6%	151,846 SH	Increased-13,861 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$10.4M	1.1%Prev: 1.2%	352,571 SH	Increased-34,064 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$588K	0.1%	3,706 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$572K	0.1%	3,003 SH	New
SPDR INDEX SHS FDS	ST INTL CAP ETF	$5.5M	0.6%	124,894 SH	New
SPDR INDEX SHS FDS	ST PORT MARK ETF	$2.6M	0.3%	50,734 SH	New
SPDR SERIES TRUST	ST STR SP400GRW	$326K	0.0%	2,908 SH	New
SPDR SERIES TRUST	ST STR SP400VAL	$5.0M	0.5%	52,646 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.8M	0.3%	3,760 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$747K	0.1%	1,062 SH	New
STRYKER CORPORATION	COM	$344K	0.0%Prev: 0.1%	1,092 SH	Decreased
TREX INC	COM	$1.0M	0.1%	20,568 SH	New
UNION PAC CORP	COM	$338K	0.0%Prev: 0.0%	1,243 SH	Decreased-270 SH
UNITEDHEALTH GROUP INC	COM	$285K	0.0%	685 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$7.5M	0.8%Prev: 6.1%	102,066 SH	Decreased-548,785 SH
VANGUARD INDEX FDS	GROWTH ETF	$2.5M	0.3%Prev: 0.3%	28,740 SH	Increased+24,203 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$2.1M	0.2%Prev: 0.2%	6,025 SH	Increased-617 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$11.2M	1.2%Prev: 1.3%	36,547 SH	Increased-511 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$13.8M	1.5%Prev: 1.6%	69,886 SH	Increased-7,019 SH
VANGUARD INDEX FDS	MID CAP ETF	$20.7M	2.3%Prev: 2.4%	256,666 SH	Increased+190,318 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.2M	0.1%Prev: 0.6%	12,254 SH	Decreased-40,500 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$8.7M	1.0%Prev: 1.0%	36,003 SH	Increased-3,061 SH
VANGUARD INDEX FDS	SMALL CP ETF	$6.2M	0.7%Prev: 0.7%	20,538 SH	Increased-3,385 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$5.0M	0.5%Prev: 0.5%	13,624 SH	Increased-493 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.5M	0.3%Prev: 0.2%	6,884 SH	Increased+556 SH
VANGUARD INDEX FDS	VALUE ETF	$2.6M	0.3%Prev: 0.3%	12,046 SH	Increased-2,345 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$811K	0.1%Prev: 0.1%	9,686 SH	Increased-823 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$15.7M	1.7%Prev: 1.8%	262,377 SH	Increased-16,437 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$593K	0.1%	6,700 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$409K	0.0%	3,531 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$9.9M	1.1%Prev: 1.2%	64,256 SH	Increased-6,584 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$295K	0.0%Prev: 0.0%	1,880 SH	Increased-49 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$8.9M	1.0%Prev: 1.2%	175,271 SH	Decreased-20,280 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	0.1%Prev: 0.1%	5,090 SH	Increased+392 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.7M	0.4%Prev: 0.4%	51,980 SH	Increased-1,845 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$10.0M	1.1%Prev: 1.3%	106,984 SH	Decreased-7,774 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$12.8M	1.4%Prev: 1.6%	129,933 SH	Increased-25,077 SH
VANGUARD WORLD FD	ESG US STK ETF	$399K	0.0%Prev: 0.0%	3,017 SH	Increased-253 SH
WEST PHARMACEUTICAL SVSC INC	COM	$547K	0.1%Prev: 0.0%	1,524 SH	Increased
WISDOMTREE TR	US MIDCAP FUND	$215K	0.0%	2,842 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$407K	0.0%	4,252 SH	New

Sold (vs prior filing)

BANK AMERICA CORP — $207K
CHEVRON CORP NEW — $402K
GE AEROSPACE — $258K
ISHARES INC — $254K
ISHARES TR — $355K
ISHARES TR — $404K
ISHARES TR — $1.6M
ISHARES TR — $2.4M
NEW YORK LIFE INVTS ACTIVE E — $11.7M
OPEN TEXT CORP — $665K
PACER FDS TR — $541K
PUBLIC SVC ENTERPRISE GRP IN — $777K
SELECT SECTOR SPDR TR — $612K
SELECT SECTOR SPDR TR — $380K
SPDR INDEX SHS FDS — $2.2M
SPDR INDEX SHS FDS — $4.9M
SPDR S&P 500 ETF TR — $2.0M
SPDR S&P MIDCAP 400 ETF TR — $884K
SPDR SERIES TRUST — $272K
SPDR SERIES TRUST — $4.4M
… and 3 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