Portfolio (Quarterly) Guide ↗

RTD Financial Advisors, Inc.

· CIK 0001810555

13F Portfolio $814M AUM 114 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 42 Added 46 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	COWZ	PACER FDS TR	—	7,000	$421K	0.05%	SOLD
2	GE	GE AEROSPACE	Industrials	1,216	$375K	0.05%	SOLD
3	AOK	ISHARES TR	—	8,287	$333K	0.04%	SOLD
4	GEV	GE VERNOVA INC	Utilities	333	$218K	0.03%	SOLD

Sector Allocation

Healthcare 24.4%

Technology 18.2%

Financial Services 16.4%

Energy 10.2%

Utilities 9.8%

Communication Services 8.2%

Industrials 6.8%

Basic Materials 3.1%

Consumer Cyclical 1.7%

Consumer Defensive 1.2%