RTD Financial Advisors, Inc.
CIK:0001810555
Investment Adviser
$2B AUM
107 holdings
Philadelphia, PA, USA
RTD Financial Advisors, Inc. is an SEC-registered investment adviser offering personal wealth management, financial planning, and investment services.
Investment Strategy
Fee-only advisory services with a focus on wealth management and financial planning.
Latest 13F Filing Activity
RTD Financial Advisors, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 107 equity positions with a total 13F market value of $832M. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. RTD Financial Advisors, Inc. reduced exposure to Vanguard Index FDS, Vanguard Whitehall FDS, Ishares TR among others.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 11.38% | $94.7M | 141,479 | $479.23 | $669.30 | +$7.8M |
B BND | VANGUARD BD INDEX FDS | 5.95% | $49.5M | 665,169 | $84.01 | $74.37 | +$1.5M |
I IWF | ISHARES TR | 5.45% | $45.4M | 96,856 | $303.17 | $468.41 | +$3.3M |
G GTO | INVESCO ACTIVELY MANAGED EXC | 5.01% | $41.7M | 876,993 | $50.89 | $47.51 | +$2.1M |
I IJH | ISHARES TR | 4.94% | $41.1M | 630,268 | $61.89 | $65.26 | +$4.5M |
Industry Allocation
PHARMACEUTICAL PREPARATIONS
+0.4%
ELECTRONIC COMPUTERS
+0.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.2%
PETROLEUM REFINING
+0.2%
LUMBER & WOOD PRODUCTS (NO FURNITURE)
+0.1%
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
G Gregory Young | Chief Investment Officer | Philadelphia, PA , United States | |
 | Associate Investment Research Analyst | Philadelphia, PA , United States | |
| Associate Investment Research Analyst | Philadelphia, PA , United States | |
 | Portfolio Manager | Philadelphia, PA , United States |