RTD Financial Advisors, Inc.

13F filer · CIK 0001810555

Reported Jul 13, 2026

Net buyer this quarter

13F portfolio value$917MU.S. long equity reported on 13F

Positions375 new · 2 closed

Net flow last quarter+$3.77MBuys minus sells

Top 10 positions weight6.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 202637 positions
IWSImageware Systems Inc	$23.7M	2.58%	Not reported	+0.4%	Q4 2021
SCZNXG NextGen Infrastructure Income Fund	$13.9M	1.52%	Not reported	-0.8%	Q4 2021
VOTVan Kampen Municipal Opportunity Trust II	$11.2M	1.22%	Not reported	-1.0%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$2.81M	0.31%	Not reported	+3.2%	Q4 2021
AAPLApple Inc.	$2.13M	0.23%	0.00%	-5.9%	Q4 2021
IBMInternational Business Machines Corp	$1.87M	0.20%	0.00%	+590.2%	Q1 2025
GOOGAlphabet Inc.	$1.79M	0.19%	Not reported	+24.0%	Q4 2021
PFEPfizer Inc	$1.41M	0.15%	0.00%	+9.1%	Q4 2021
XOMExxonMobil Holdings Corp	$1.27M	0.14%	0.00%	+10.5%	Q4 2021
TREXTrex Co Inc	$1.03M	0.11%	0.02%	Not reported	Q4 2021
BMYBristol Myers Squibb Co	$917K	0.10%	0.00%	-14.1%	Q4 2021
NEENextera Energy Inc	$839K	0.09%	0.00%	-1.1%	Q4 2021
ONTOOnto Innovation Inc.	$757K	0.08%	0.00%	Not reported	Q2 2023
BRK.ABerkshire Hathaway Inc	$749K	0.08%	Not reported	Not reported	Q1 2025
MDYSPDR S&P Midcap 400 ETF Trust	$747K	0.08%	Not reported	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$733K	0.08%	0.00%	Not reported	Q4 2021
JNJJohnson & Johnson	$652K	0.07%	0.00%	-2.1%	Q4 2021
PEGPublic Service Enterprise Group Inc	$606K	0.07%	0.00%	-19.1%	Q4 2023
LLYELI LILLY & Co	$553K	0.06%	0.00%	+9.8%	Q1 2025
WSTWest Pharmaceutical Services Inc	$547K	0.06%	0.00%	Not reported	Q2 2024
MSFTMicrosoft Corp	$543K	0.06%	0.00%	+14.3%	Q4 2021
MRKMerck & Co., Inc.	$508K	0.06%	0.00%	+10.6%	Q4 2021
GOOGLAlphabet Inc.	$502K	0.05%	0.00%	+88.6%	Q4 2021
NVDANvidia Corp	$479K	0.05%	0.00%	+76.9%	Q2 2023
CVXChevron Corp	$470K	0.05%	0.00%	Not reported	Q4 2023
ALBAlbemarle Corp	$466K	0.05%	0.00%	+0.9%	Q4 2021
VPLInvesco Pennsylvania Value Municipal Income Trust	$409K	0.04%	Not reported	New	Q2 2026
QQQInvesco QQQ Trust, Series 1	$351K	0.04%	Not reported	New	Q2 2026
BABoeing Co	$349K	0.04%	0.00%	+11.7%	Q4 2021
SYKStryker Corp	$344K	0.04%	0.00%	Not reported	Q4 2021
UNPUnion Pacific Corp	$338K	0.04%	0.00%	-3.3%	Q4 2021
BACBank of America Corp	$318K	0.03%	0.00%	+25.9%	Q4 2021
UNHUnitedhealth Group Inc	$285K	0.03%	0.00%	Not reported	Q4 2021
MCDMcdonalds Corp	$282K	0.03%	0.00%	-3.3%	Q4 2021
WTRGEssential Utilities, Inc.	$272K	0.03%	0.00%	Not reported	Q4 2021
CLColgate Palmolive Co	$259K	0.03%	0.00%	Not reported	Q4 2021
OMEROmeros Corp	$111K	0.01%	0.02%	New	Q2 2026
Q1 2026Reported Apr 13, 202634 positions
IWSImageware Systems Inc	$20.9M	2.56%	Not reported	-1.0%	Q4 2021
SCZNXG NextGen Infrastructure Income Fund	$13.4M	1.65%	Not reported	-0.8%	Q4 2021
VOTVan Kampen Municipal Opportunity Trust II	$9.5M	1.17%	Not reported	+5.1%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$2.37M	0.29%	Not reported	+10.0%	Q4 2021
AAPLApple Inc.	$1.98M	0.24%	0.00%	+5.4%	Q4 2021
PFEPfizer Inc	$1.5M	0.18%	0.00%	+1.2%	Q4 2021
XOMExxonMobil Holdings Corp	$1.43M	0.18%	0.00%	+2.8%	Q4 2021
GOOGAlphabet Inc.	$1.17M	0.14%	Not reported	-3.4%	Q4 2021
BMYBristol Myers Squibb Co	$1.12M	0.14%	0.00%	0.0%	Q4 2021
NEENextera Energy Inc	$897K	0.11%	0.00%	-4.6%	Q4 2021
TREXTrex Co Inc	$749K	0.09%	0.02%	Not reported	Q4 2021
PEGPublic Service Enterprise Group Inc	$747K	0.09%	0.00%	Not reported	Q4 2023
BRK.ABerkshire Hathaway Inc	$718K	0.09%	Not reported	Not reported	Q1 2025
MDYSPDR S&P Midcap 400 ETF Trust	$655K	0.08%	Not reported	-33.8%	Q4 2021
JNJJohnson & Johnson	$641K	0.08%	0.00%	+9.6%	Q4 2021
ALBAlbemarle Corp	$614K	0.08%	0.00%	Not reported	Q4 2021
CVXChevron Corp	$586K	0.07%	0.00%	+15.8%	Q4 2023
MSFTMicrosoft Corp	$472K	0.06%	0.00%	-10.3%	Q4 2021
MRKMerck & Co., Inc.	$430K	0.05%	0.00%	-1.7%	Q4 2021
ONTOOnto Innovation Inc.	$410K	0.05%	0.00%	Not reported	Q2 2023
LLYELI LILLY & Co	$386K	0.05%	0.00%	-13.8%	Q1 2025
WSTWest Pharmaceutical Services Inc	$382K	0.05%	0.00%	Not reported	Q2 2024
SYKStryker Corp	$359K	0.04%	0.00%	Not reported	Q4 2021
MCDMcdonalds Corp	$335K	0.04%	0.00%	+3.5%	Q4 2021
UNPUnion Pacific Corp	$312K	0.04%	0.00%	+3.5%	Q4 2021
BABoeing Co	$287K	0.04%	0.00%	Not reported	Q4 2021
WTRGEssential Utilities, Inc.	$286K	0.04%	0.00%	Not reported	Q4 2021
OTEXOpen Text Corp	$259K	0.03%	0.00%	-32.4%	Q1 2025
METAMeta Platforms, Inc.	$241K	0.03%	Not reported	New	Q1 2026
CLColgate Palmolive Co	$241K	0.03%	0.00%	Not reported	Q4 2021
NVDANvidia Corp	$236K	0.03%	0.00%	-15.3%	Q2 2023
IBMInternational Business Machines Corp	$233K	0.03%	0.00%	+19.1%	Q1 2025
BACBank of America Corp	$216K	0.03%	0.00%	+1.0%	Q4 2021
GOOGLAlphabet Inc.	$214K	0.03%	0.00%	+1.4%	Q4 2021
Q4 2025Reported Jan 27, 202634 positions
IWSImageware Systems Inc	$20.4M	2.49%	Not reported	-0.2%	Q4 2021
SCZNXG NextGen Infrastructure Income Fund	$13.4M	1.63%	Not reported	-1.9%	Q4 2021
VOTVan Kampen Municipal Opportunity Trust II	$9.81M	1.20%	Not reported	-3.1%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$2.26M	0.28%	Not reported	+5.4%	Q4 2021
AAPLApple Inc.	$2.01M	0.25%	0.00%	-21.8%	Q4 2021
GOOGAlphabet Inc.	$1.33M	0.16%	Not reported	+2.6%	Q4 2021
PFEPfizer Inc	$1.32M	0.16%	0.00%	+1.8%	Q4 2021
BMYBristol Myers Squibb Co	$999K	0.12%	0.00%	-14.3%	Q4 2021
XOMExxonMobil Holdings Corp	$987K	0.12%	0.00%	+6.5%	Q4 2021
MDYSPDR S&P Midcap 400 ETF Trust	$968K	0.12%	Not reported	Not reported	Q4 2021
NEENextera Energy Inc	$813K	0.10%	0.00%	Not reported	Q4 2021
BRK.ABerkshire Hathaway Inc	$755K	0.09%	Not reported	Not reported	Q1 2025
PEGPublic Service Enterprise Group Inc	$741K	0.09%	0.00%	Not reported	Q4 2023
TREXTrex Co Inc	$722K	0.09%	0.02%	Not reported	Q4 2021
MSFTMicrosoft Corp	$687K	0.08%	0.00%	-18.0%	Q4 2021
OTEXOpen Text Corp	$561K	0.07%	0.01%	-19.4%	Q1 2025
LLYELI LILLY & Co	$523K	0.06%	0.00%	Not reported	Q1 2025
JNJJohnson & Johnson	$495K	0.06%	0.00%	+6.7%	Q4 2021
ALBAlbemarle Corp	$484K	0.06%	0.00%	-18.6%	Q4 2021
WSTWest Pharmaceutical Services Inc	$419K	0.05%	0.00%	Not reported	Q2 2024
SYKStryker Corp	$384K	0.05%	0.00%	Not reported	Q4 2021
MRKMerck & Co., Inc.	$383K	0.05%	0.00%	+4.3%	Q4 2021
GEGeneral Electric Co	$375K	0.05%	0.00%	+21.4%	Q4 2021
CVXChevron Corp	$373K	0.05%	0.00%	-12.9%	Q4 2023
MCDMcdonalds Corp	$319K	0.04%	0.00%	Not reported	Q4 2021
ONTOOnto Innovation Inc.	$316K	0.04%	0.00%	Not reported	Q2 2023
BABoeing Co	$313K	0.04%	0.00%	Not reported	Q4 2021
NVDANvidia Corp	$298K	0.04%	0.00%	-23.1%	Q2 2023
UNPUnion Pacific Corp	$287K	0.04%	0.00%	-17.9%	Q4 2021
WTRGEssential Utilities, Inc.	$272K	0.03%	0.00%	Not reported	Q4 2021
BACBank of America Corp	$241K	0.03%	0.00%	+0.2%	Q4 2021
IBMInternational Business Machines Corp	$239K	0.03%	0.00%	+1.0%	Q1 2025
GOOGLAlphabet Inc.	$230K	0.03%	0.00%	Not reported	Q4 2021
GEVGE Vernova Inc.	$218K	0.03%	0.00%	New	Q4 2025
Q3 2025Reported Oct 14, 202532 positions
IWSImageware Systems Inc	$20.2M	2.43%	Not reported	+3.0%	Q4 2021
SCZNXG NextGen Infrastructure Income Fund	$13.5M	1.62%	Not reported	+1.1%	Q4 2021
VOTVan Kampen Municipal Opportunity Trust II	$10.7M	1.28%	Not reported	-2.1%	Q4 2021
AAPLApple Inc.	$2.41M	0.29%	0.00%	-0.9%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$2.09M	0.25%	Not reported	-4.2%	Q4 2021
PFEPfizer Inc	$1.32M	0.16%	0.00%	Not reported	Q4 2021
TREXTrex Co Inc	$1.06M	0.13%	0.02%	Not reported	Q4 2021
GOOGAlphabet Inc.	$1M	0.12%	Not reported	-1.4%	Q4 2021
BMYBristol Myers Squibb Co	$974K	0.12%	0.00%	-13.1%	Q4 2021
MDYSPDR S&P Midcap 400 ETF Trust	$957K	0.11%	Not reported	+2.9%	Q4 2021
MSFTMicrosoft Corp	$897K	0.11%	0.00%	+3.5%	Q4 2021
XOMExxonMobil Holdings Corp	$869K	0.10%	0.00%	Not reported	Q4 2021
OTEXOpen Text Corp	$798K	0.10%	0.01%	-6.2%	Q1 2025
PEGPublic Service Enterprise Group Inc	$770K	0.09%	0.00%	Not reported	Q4 2023
NEENextera Energy Inc	$765K	0.09%	0.00%	Not reported	Q4 2021
BRK.ABerkshire Hathaway Inc	$754K	0.09%	Not reported	Not reported	Q1 2025
CVXChevron Corp	$436K	0.05%	0.00%	Not reported	Q4 2023
JNJJohnson & Johnson	$416K	0.05%	0.00%	-1.2%	Q4 2021
SYKStryker Corp	$404K	0.05%	0.00%	Not reported	Q4 2021
WSTWest Pharmaceutical Services Inc	$400K	0.05%	0.00%	Not reported	Q2 2024
NVDANvidia Corp	$388K	0.05%	0.00%	Not reported	Q2 2023
UNPUnion Pacific Corp	$358K	0.04%	0.00%	+0.1%	Q4 2021
ALBAlbemarle Corp	$340K	0.04%	0.00%	Not reported	Q4 2021
MCDMcdonalds Corp	$317K	0.04%	0.00%	Not reported	Q4 2021
BABoeing Co	$311K	0.04%	0.00%	Not reported	Q4 2021
GEGeneral Electric Co	$301K	0.04%	0.00%	Not reported	Q4 2021
MRKMerck & Co., Inc.	$292K	0.04%	0.00%	+0.3%	Q4 2021
WTRGEssential Utilities, Inc.	$283K	0.03%	0.00%	Not reported	Q4 2021
ONTOOnto Innovation Inc.	$258K	0.03%	0.00%	Not reported	Q2 2023
WMTWalmart Inc.	$243K	0.03%	0.00%	Not reported	Q4 2024
BACBank of America Corp	$226K	0.03%	0.00%	Not reported	Q4 2021
IBMInternational Business Machines Corp	$225K	0.03%	0.00%	Not reported	Q1 2025

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