RTD Financial Advisors Investment Activity Analysis: Q2 2026 Portfolio Changes
This analysis details observable investment activity by RTD Financial Advisors Inc. for the quarter ending June 30, 2026.
For the period ending June 30, 2026, RTD Financial Advisors Inc. experienced notable changes in its portfolio holdings.
Key observations from the investor's filing include:
Prominent Purchases
The most significant buying activity during this quarter was observed across several holdings, characterized by substantial percentage increases relative to their previous period positions. Notably:
- ISHARES TR (IWF) saw a massive increase of 294.47%, representing the largest percentage change among all modified holdings.
- INVESCO ACTIVELY MANAGED EXC (GTO) experienced a significant increase of 3.31% in its portfolio allocation, indicating continued confidence in this actively managed fund.
- NEW YORK LIFE INVTS ACTIVE E (MMIN) added a substantial position with a 4.57% increase in its portfolio allocation, reflecting an active investment strategy focused on mutual funds.
New Positions and Small Changes
Beyond the large percentage increases, RTD Financial Advisors also initiated new positions or made minor adjustments this quarter:
- A small but newly established position in OMEROS CORP (OMER), a company operating within the Healthcare sector.
- Several Dimensional ETF holdings were added, including DIMENSIONAL ETF TRUST (DFIV), (DISV), and (DFEM).
- Other Vanguard ETFs were incorporated, specifically VANGUARD INDEX FDS (VO), (VUG), and (BND).
No Significant Sales Observed
Unlike the substantial buying activity, there were no holdings that showed a significant decrease in allocation during this quarter. The filing indicates no large sell-offs. However, some positions did see reductions:
- ISHARES TR (IJR) experienced a slight decrease of -3.58% in its portfolio allocation.
Sector Allocation Insights
The investor's sector allocations remained largely unchanged from the previous period filing, with Technology and Healthcare being minor exceptions:
- A small position was added in the Healthcare sector via the investment in OMER.
- The Technology sector allocation saw a minor increase, likely due to the additions of Dimensional ETFs and Vanguard ETFs like VO.
In summary, RTD Financial Advisors demonstrated strong buying activity this quarter, favoring large percentage increases in established index funds (IWF) and incorporating new actively managed mutual funds (GTO, MMIN). The addition of small-cap Dimensional ETF positions suggests diversification efforts into specific market segments.