RTD Financial Advisors, Inc.

CIK

1810555

Location

Philadelphia, PA

Portfolio Value

Micro $18,599,122

Diversification

Diversified

Filing Date

Global Rank

#7,416 / 8,232 ▲ 240

Top Industry

Drug Manufacturers - General 26.2%

3Y Alpha vs SPY

-12.9%

Period ended 2 months ago

Filed Apr 13, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+25.8%

SPY

+76.3%

Annualised alpha

-12.9%

Max drawdown

−19.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

29 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.7%

+0.4 pts

Top 5

45.2%

+3.7 pts

Top 10

65.1%

+2.0 pts

HHI

589

Diversified+30

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	25.9%	$4,825,815	7
Technology	19.3%	$3,590,174	6
Unclassified	16.3%	$3,025,488	2
Energy	10.8%	$2,017,436	2
Utilities	10.4%	$1,930,332	3
Industrials	7.2%	$1,348,096	3
Basic Materials	3.3%	$613,813	1
Communication Services	2.4%	$455,670	2
Consumer Cyclical	1.8%	$335,342	1
Consumer Defensive	1.3%	$240,945	1
Financial Services	1.2%	$216,011	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+651	53,584	$1,504,638
AAPL	Apple Inc.	+397	7,804	$1,980,577
CVX	Chevron Corp	+386	2,834	$586,354
SPY	Spdr S&P 500 ETF Trust	+330	3,645	$2,370,489
XOM	Exxon Mobil Corp	+231	8,435	$1,431,082
JNJ	Johnson & Johnson	+230	2,623	$641,166
IBM	International Business Machines Corp	+154	961	$232,936
UNP	Union Pacific Corp	+43	1,286	$312,009
BAC	Bank Of America Corp /De/	+43	4,431	$216,011
MCD	Mcdonalds Corp	+36	1,079	$335,342
GOOGL	Alphabet Inc.	+10	745	$214,232
BMY	Bristol Myers Squibb Co	+8	18,520	$1,123,238
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
OTEX	Open Text Corp	−5,568	11,644	$258,962
MDY	Spdr S&P Midcap 400 ETF Trust	−543	1,062	$654,999
NEE	Nextera Energy Inc	−469	9,659	$897,127
NVDA	Nvidia Corp	−244	1,353	$235,963
MSFT	Microsoft Corp	−146	1,274	$471,596
LLY	ELI LILLY & Co	−67	420	$386,303
MRK	Merck & Co., Inc.	−63	3,572	$429,675
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
META	Meta Platforms, Inc.	422	$241,438
CL	Colgate Palmolive Co	2,827	$240,945
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
GE	General Electric Co	1,216	$374,564
GEV	GE Vernova Inc.	333	$217,638
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

29 positions · $18,599,122 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	3,645	+330	$2,370,489	+4.9%	12.75%
AAPL	Apple Inc. Technology	Added	7,804	+397	$1,980,577	−1.6%	10.65%
PFE	Pfizer Inc Healthcare	Added	53,584	+651	$1,504,638	+14.2%	8.09%
XOM	Exxon Mobil Corp Energy	Added	8,435	+231	$1,431,082	+45.0%	7.69%
BMY	Bristol Myers Squibb Co Healthcare	Added	18,520	+8	$1,123,238	+12.5%	6.04%
NEE	Nextera Energy Inc Utilities	Reduced	9,659	-469	$897,127	+10.3%	4.82%
TREX	Trex Co Inc Industrials	Held	20,568	0	$749,086	+3.8%	4.03%
PEG	Public Service Enterprise Group Inc Utilities	Held	9,230	0	$747,168	+0.8%	4.02%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	1,062	-543	$654,999	−32.4%	3.52%
JNJ	Johnson & Johnson Healthcare	Added	2,623	+230	$641,166	+29.5%	3.45%
ALB	Albemarle Corp Basic Materials	Held	3,419	0	$613,813	+26.9%	3.30%
CVX	Chevron Corp Energy	Added	2,834	+386	$586,354	+57.2%	3.15%
MSFT	Microsoft Corp Technology	Reduced	1,274	-146	$471,596	−31.3%	2.54%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,572	-63	$429,675	+12.3%	2.31%
ONTO	Onto Innovation Inc. Technology	Held	2,000	0	$410,140	+29.9%	2.21%
LLY	ELI LILLY & Co Healthcare	Reduced	420	-67	$386,303	−26.2%	2.08%
WST	West Pharmaceutical Services Inc Healthcare	Held	1,524	0	$381,975	−8.9%	2.05%
SYK	Stryker Corp Healthcare	Held	1,092	0	$358,820	−6.5%	1.93%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,079	+36	$335,342	+5.2%	1.80%
UNP	Union Pacific Corp Industrials	Added	1,286	+43	$312,009	+8.5%	1.68%
BA	Boeing Co Industrials	Held	1,442	0	$287,001	−8.3%	1.54%
WTRG	Essential Utilities, Inc. Utilities	Held	7,103	0	$286,037	+5.0%	1.54%
OTEX	Open Text Corp Technology	Reduced	11,644	-5,568	$258,962	−53.8%	1.39%
META	Meta Platforms, Inc. Communication Services	NEW	422	NEW	$241,438	NEW	1.30%
CL	Colgate Palmolive Co Consumer Defensive	NEW	2,827	NEW	$240,945	NEW	1.30%
NVDA	Nvidia Corp Technology	Reduced	1,353	-244	$235,963	−20.8%	1.27%
IBM	International Business Machines Corp Technology	Added	961	+154	$232,936	−2.6%	1.25%
BAC	Bank Of America Corp /De/ Financial Services	Added	4,431	+43	$216,011	−10.5%	1.16%
GOOGL	Alphabet Inc. Communication Services	Added	745	+10	$214,232	−6.9%	1.15%