RTD Financial Advisors, Inc.

CIK

1810555

Location

Philadelphia, PA

Portfolio Value

Micro $17,168,040

Diversification

Diversified

Filing Date

Global Rank

#7,832 / 8,603 ▲ 87 · as of Mar 2026

Top Industry

Drug Manufacturers - General 28.9%

3Y Alpha vs SPY

-12.5%

Period ended 3 months ago

Filed Apr 13, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+27.9%

SPY

+76.0%

Annualised alpha

-12.2%

Max drawdown

−19.8%

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

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

Top Position

13.8%

+0.7 pts

Top 5

45.9%

+2.1 pts

Top 10

65.7%

+1.5 pts

HHI

621

Diversified+29

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	28.1%	$4,825,815	7
Technology	20.9%	$3,590,174	6
Unclassified	17.6%	$3,025,488	2
Utilities	11.2%	$1,930,332	3
Industrials	7.9%	$1,348,096	3
Basic Materials	3.6%	$613,813	1
Energy	3.4%	$586,354	1
Communication Services	2.7%	$455,670	2
Consumer Cyclical	2.0%	$335,342	1
Consumer Defensive	1.4%	$240,945	1
Financial Services	1.3%	$216,011	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 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
JNJ	Johnson & Johnson	+230	2,623	$641,166
IBM	International Business Machines Corp	+154	961	$232,936
BAC	Bank Of America Corp /De/	+43	4,431	$216,011
UNP	Union Pacific Corp	+43	1,286	$312,009
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

28 positions · $17,168,040 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%	13.81%
AAPL	Apple Inc. Technology	Added	7,804	+397	$1,980,577	−1.6%	11.54%
PFE	Pfizer Inc Healthcare	Added	53,584	+651	$1,504,638	+14.2%	8.76%
BMY	Bristol Myers Squibb Co Healthcare	Added	18,520	+8	$1,123,238	+12.5%	6.54%
NEE	Nextera Energy Inc Utilities	Reduced	9,659	-469	$897,127	+10.3%	5.23%
TREX	Trex Co Inc Industrials	Held	20,568	0	$749,086	+3.8%	4.36%
PEG	Public Service Enterprise Group Inc Utilities	Held	9,230	0	$747,168	+0.8%	4.35%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	1,062	-543	$654,999	−32.4%	3.82%
JNJ	Johnson & Johnson Healthcare	Added	2,623	+230	$641,166	+29.5%	3.73%
ALB	Albemarle Corp Basic Materials	Held	3,419	0	$613,813	+26.9%	3.58%
CVX	Chevron Corp Energy	Added	2,834	+386	$586,354	+57.2%	3.42%
MSFT	Microsoft Corp Technology	Reduced	1,274	-146	$471,596	−31.3%	2.75%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,572	-63	$429,675	+12.3%	2.50%
ONTO	Onto Innovation Inc. Technology	Held	2,000	0	$410,140	+29.9%	2.39%
LLY	ELI LILLY & Co Healthcare	Reduced	420	-67	$386,303	−26.2%	2.25%
WST	West Pharmaceutical Services Inc Healthcare	Held	1,524	0	$381,975	−8.9%	2.22%
SYK	Stryker Corp Healthcare	Held	1,092	0	$358,820	−6.5%	2.09%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,079	+36	$335,342	+5.2%	1.95%
UNP	Union Pacific Corp Industrials	Added	1,286	+43	$312,009	+8.5%	1.82%
BA	Boeing Co Industrials	Held	1,442	0	$287,001	−8.3%	1.67%
WTRG	Essential Utilities, Inc. Utilities	Held	7,103	0	$286,037	+5.0%	1.67%
OTEX	Open Text Corp Technology	Reduced	11,644	-5,568	$258,962	−53.8%	1.51%
META	Meta Platforms, Inc. Communication Services	NEW	422	NEW	$241,438	NEW	1.41%
CL	Colgate Palmolive Co Consumer Defensive	NEW	2,827	NEW	$240,945	NEW	1.40%
NVDA	Nvidia Corp Technology	Reduced	1,353	-244	$235,963	−20.8%	1.37%
IBM	International Business Machines Corp Technology	Added	961	+154	$232,936	−2.6%	1.36%
BAC	Bank Of America Corp /De/ Financial Services	Added	4,431	+43	$216,011	−10.5%	1.26%
GOOGL	Alphabet Inc. Communication Services	Added	745	+10	$214,232	−6.9%	1.25%