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: $914.0M124 positionsView on SEC.gov

			% of Portfolio
ALBEMARLE CORP	COM	$365K	0.0%Prev: 0.0%	3,450 SH	Increased-749 SH
ALPHABET INC	CAP STK CL A	$256K	0.0%	745 SH	New
ALPHABET INC	CAP STK CL C	$1.4M	0.2%Prev: 0.1%	4,091 SH	Increased-26 SH
ALTRIA GROUP INC	COM	$201K	0.0%	2,981 SH	New
APPLE INC	COM	$2.3M	0.3%Prev: 0.3%	6,862 SH	Decreased-2,605 SH
ARISTA NETWORKS INC	COM SHS	$358K	0.0%	1,760 SH	New
BANK OF AMER CORP	COM	$279K	0.0%	5,131 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.2%Prev: 0.1%	2 SH	Increased+1 SH
BLACKROCK ETF TRUST II	ISHAR INTER ETF	$1.3M	0.1%	56,304 SH	New
BOEING CO	COM	$297K	0.0%Prev: 0.0%	1,596 SH	Decreased+154 SH
BRISTOL-MYERS SQUIBB CO	COM	$325K	0.0%Prev: 0.1%	5,208 SH	Decreased-16,394 SH
CHEVRON CORPORATION	COM	$579K	0.1%	2,834 SH	New
COLGATE PALMOLIVE CO	COM	$241K	0.0%	2,827 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$4.1M	0.5%	103,857 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$5.8M	0.6%Prev: 0.0%	104,297 SH	Increased+95,601 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$3.2M	0.3%	73,586 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$11.9M	1.3%Prev: 1.2%	216,414 SH	Increased-14,024 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.9M	0.5%Prev: 0.6%	74,049 SH	Increased-7,061 SH
ELI LILLY & CO	COM	$486K	0.1%	420 SH	New
ESSENTIAL UTILS INC	COM	$362K	0.0%Prev: 0.0%	9,238 SH	Increased+2,135 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$1.4M	0.2%	8,659 SH	New
HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$3.8M	0.4%	103,705 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$1.8M	0.2%Prev: 0.0%	8,233 SH	Increased+7,434 SH
INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$40.5M	4.4%Prev: 5.0%	909,335 SH	Decreased+32,342 SH
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$9.6M	1.1%Prev: 1.1%	126,061 SH	Increased-19,694 SH
INVESCO EXCHANGE TRADED FD T	S&P500 PUR GWT	$426K	0.0%Prev: 0.0%	7,306 SH	Increased
ISHARES INC	ESG AWR MSCI EM	$1.3M	0.1%Prev: 0.1%	23,924 SH	Increased-1,235 SH
ISHARES TR	0-3 MTH TREASURY	$13.3M	1.5%	131,939 SH	New
ISHARES TR	CORE 40 MODE ETF	$408K	0.0%	8,381 SH	New
ISHARES TR	CORE 60 BALA ETF	$1.7M	0.2%	24,447 SH	New
ISHARES TR	CORE 80 20 ETF	$3.4M	0.4%	34,927 SH	New
ISHARES TR	CORE MSCI EAFE	$424K	0.0%Prev: 0.0%	4,381 SH	Increased+634 SH
ISHARES TR	CORE S&P MCP ETF	$46.2M	5.1%Prev: 4.9%	642,209 SH	Increased+11,941 SH
ISHARES TR	CORE S&P SCP ETF	$36.3M	4.0%Prev: 4.1%	267,047 SH	Increased-20,624 SH
ISHARES TR	CORE S&P500 ETF	$117.2M	12.8%Prev: 11.4%	153,036 SH	Increased+11,557 SH
ISHARES TR	EAFE GRWTH ETF	$21.5M	2.4%Prev: 2.7%	179,564 SH	Decreased-19,340 SH
ISHARES TR	EAFE SML CP ETF	$14.3M	1.6%Prev: 1.6%	169,009 SH	Increased-6,615 SH
ISHARES TR	EAFE VALUE ETF	$12.4M	1.4%Prev: 1.4%	156,174 SH	Increased-16,828 SH
ISHARES TR	ESG AW MSCI EAFE	$2.9M	0.3%Prev: 0.3%	27,789 SH	Increased-124 SH
ISHARES TR	ESG AWARE MSCI	$217K	0.0%Prev: 0.0%	4,164 SH	Increased-557 SH
ISHARES TR	ESG AWR MSCI USA	$1.8M	0.2%Prev: 0.2%	10,869 SH	Increased+994 SH
ISHARES TR	ESG AWR US AGRGT	$3.2M	0.4%Prev: 0.4%	71,078 SH	Increased+4,534 SH
ISHARES TR	ESG SELECT SCRE	$1.5M	0.2%Prev: 0.2%	31,501 SH	Increased-1,736 SH
ISHARES TR	MSCI ACWI ETF	$714K	0.1%	4,500 SH	New
ISHARES TR	MSCI EAFE ETF	$371K	0.0%Prev: 0.0%	3,572 SH	Increased-111 SH
ISHARES TR	MSCI EMG MKT ETF	$7.6M	0.8%Prev: 0.8%	114,149 SH	Increased-8,864 SH
ISHARES TR	NATIONAL MUN ETF	$15.7M	1.7%Prev: 2.4%	155,559 SH	Decreased-33,678 SH
ISHARES TR	RUS 1000 ETF	$38.7M	4.2%Prev: 4.3%	93,063 SH	Increased-5,860 SH
ISHARES TR	RUS 1000 GRW ETF	$44.9M	4.9%Prev: 5.5%	358,785 SH	Decreased+261,929 SH
ISHARES TR	RUS 1000 VAL ETF	$19.3M	2.1%Prev: 2.0%	77,821 SH	Increased-5,756 SH
ISHARES TR	RUS 2000 GRW ETF	$13.8M	1.5%Prev: 1.7%	38,791 SH	Decreased-5,099 SH
ISHARES TR	RUS 2000 VAL ETF	$10.3M	1.1%Prev: 1.2%	49,047 SH	Increased-6,945 SH
ISHARES TR	RUS MD CP GR ETF	$27.1M	3.0%Prev: 3.6%	196,875 SH	Decreased-11,457 SH
ISHARES TR	RUS MDCP VAL ETF	$22.8M	2.5%Prev: 2.4%	141,776 SH	Increased-3,036 SH
ISHARES TR	RUS TP200 GR ETF	$25.4M	2.8%	86,137 SH	New
ISHARES TR	RUS TP200 VL ETF	$31.7M	3.5%	289,542 SH	New
ISHARES TR	RUSSELL 2000 ETF	$15.7M	1.7%Prev: 1.9%	56,384 SH	Increased-7,656 SH
ISHARES TR	S&P 500 GRWT ETF	$4.8M	0.5%Prev: 0.6%	33,683 SH	Decreased-8,513 SH
ISHARES TR	S&P 500 VAL ETF	$16.9M	1.8%Prev: 2.0%	73,850 SH	Increased-5,483 SH
ISHARES TR	S&P SML 600 GWT	$13.7M	1.5%Prev: 1.8%	85,494 SH	Decreased-17,817 SH
ISHARES TR	SP SMCP600VL ETF	$9.5M	1.0%Prev: 1.3%	74,269 SH	Decreased-19,821 SH
ISHARES TR	TIPS BD ETF	$14.9M	1.6%Prev: 1.7%	143,239 SH	Increased+13,014 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$1.6M	0.2%	34,223 SH	New
JOHNSON & JOHNSON	COM	$680K	0.1%Prev: 0.0%	2,568 SH	Increased+325 SH
JPMORGAN CHASE & CO	COM	$652K	0.1%	1,972 SH	New
LOCKHEED MARTIN CORP	COM	$547K	0.1%	1,074 SH	New
MCDONALDS CORP	COM	$241K	0.0%Prev: 0.0%	1,043 SH	Decreased
MERCK & CO INC	COM	$571K	0.1%Prev: 0.0%	3,928 SH	Increased+443 SH
MICROSOFT CORP	COM	$557K	0.1%Prev: 0.1%	1,086 SH	Decreased-645 SH
NEXTERA ENERGY INC	COM	$719K	0.1%Prev: 0.1%	9,496 SH	Decreased-632 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$694K	0.1%Prev: 0.1%	6,105 SH	Increased+1,911 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$513K	0.1%Prev: 0.1%	9,736 SH	Increased-60 SH
NUSHARES ETF TR	NUVEEN ESG MIDCP	$654K	0.1%Prev: 0.1%	14,446 SH	Decreased-1,311 SH
NUSHARES ETF TR	NUVEEN ESG MIDVL	$898K	0.1%Prev: 0.1%	21,211 SH	Decreased-2,904 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$904K	0.1%Prev: 0.1%	18,632 SH	Increased-563 SH
NVIDIA CORPORATION	COM	$302K	0.0%Prev: 0.0%	1,323 SH	Decreased-754 SH
NYLIM ACTIVE ETF TR	MACK MU INSD ETF	$9.8M	1.1%	441,046 SH	New
OMEROS CORP	COM	$223K	0.0%	11,700 SH	New
ONTO INNOVATION INC	COM	$616K	0.1%Prev: 0.0%	2,000 SH	Increased
PFIZER INC	COM	$1.7M	0.2%Prev: 0.2%	58,168 SH	Increased+6,187 SH
PUBLIC SVC ENTERPRISE GROUP	COM	$480K	0.1%	7,130 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.4M	0.4%Prev: 0.4%	116,111 SH	Increased-9,719 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$333K	0.0%	10,237 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.4M	0.6%Prev: 0.6%	149,487 SH	Increased-14,704 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$10.5M	1.1%Prev: 1.2%	348,460 SH	Increased-28,464 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$624K	0.1%	3,706 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$560K	0.1%	2,862 SH	New
SPDR INDEX SHS FDS	ST INTL CAP ETF	$5.5M	0.6%	120,797 SH	New
SPDR INDEX SHS FDS	ST PORT MARK ETF	$2.6M	0.3%	50,246 SH	New
SPDR SERIES TRUST	ST STR SP400GRW	$285K	0.0%	2,730 SH	New
SPDR SERIES TRUST	ST STR SP400VAL	$4.3M	0.5%	48,988 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.8M	0.3%	3,645 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$697K	0.1%	1,062 SH	New
STRYKER CORPORATION	COM	$301K	0.0%Prev: 0.0%	1,092 SH	Decreased
TREX INC	COM	$896K	0.1%	20,568 SH	New
UNION PAC CORP	COM	$338K	0.0%Prev: 0.0%	1,243 SH	Decreased-271 SH
UNITEDHEALTH GROUP INC	COM	$251K	0.0%	685 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$7.6M	0.8%Prev: 5.9%	108,153 SH	Decreased-557,016 SH
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$2.6M	0.3%	28,740 SH	New
VANGUARD INDEX FDS	MRNGSTR LRG CAP	$2.1M	0.2%	6,025 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP GR	$10.6M	1.2%	36,126 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP VA	$13.2M	1.4%	67,672 SH	New
VANGUARD INDEX FDS	MRNGSTR MID CAP	$19.2M	2.1%	244,829 SH	New
VANGUARD INDEX FDS	MRNGSTR SM CP GR	$4.5M	0.5%	13,418 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$5.6M	0.6%	19,812 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CP V	$8.1M	0.9%	34,888 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$2.1M	0.2%	5,519 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$2.6M	0.3%	12,046 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$972K	0.1%Prev: 0.4%	10,843 SH	Decreased-25,122 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$471K	0.1%	672 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$795K	0.1%Prev: 0.1%	9,582 SH	Increased-901 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$15.5M	1.7%Prev: 1.8%	261,193 SH	Increased-19,855 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$9.9M	1.1%Prev: 1.2%	63,872 SH	Decreased-6,500 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$279K	0.0%Prev: 0.0%	1,766 SH	Increased+74 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$7.4M	0.8%Prev: 1.2%	155,857 SH	Decreased-37,223 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.0M	0.1%Prev: 0.1%	4,350 SH	Increased-114 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.6M	0.4%Prev: 0.4%	51,222 SH	Decreased-10,393 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$489K	0.1%	3,153 SH	New
VANGUARD WHITEHALL FDS	INTL DVD ETF	$10.1M	1.1%Prev: 1.2%	106,542 SH	Decreased-5,891 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$12.8M	1.4%Prev: 1.5%	126,968 SH	Decreased-25,130 SH
VANGUARD WORLD FD	ESG US STK ETF	$409K	0.0%Prev: 0.0%	3,017 SH	Increased-253 SH
WEST PHARMACEUTICAL SVSC INC	COM	$565K	0.1%Prev: 0.0%	1,524 SH	Increased
WISDOMTREE TR	US MIDCAP FUND	$204K	0.0%	2,842 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$413K	0.0%	4,252 SH	New

Sold (vs prior filing)

BANK AMERICA CORP — $226K
CHEVRON CORP NEW — $436K
EXXON MOBIL CORP — $869K
GE AEROSPACE — $301K
ISHARES INC — $367K
ISHARES TR — $369K
ISHARES TR — $418K
ISHARES TR — $1.7M
ISHARES TR — $2.5M
NEW YORK LIFE INVTS ACTIVE E — $11.9M
OPEN TEXT CORP — $798K
PACER FDS TR — $402K
PUBLIC SVC ENTERPRISE GRP IN — $770K
SELECT SECTOR SPDR TR — $632K
SELECT SECTOR SPDR TR — $428K
SPDR INDEX SHS FDS — $2.4M
SPDR INDEX SHS FDS — $5.2M
SPDR S&P 500 ETF TR — $2.1M
SPDR S&P MIDCAP 400 ETF TR — $957K
SPDR SERIES TRUST — $266K
… and 13 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