13F Filings History of RTD Financial Advisors, Inc.

Latest 13F report
Q3 2025 - 14 Oct 2025
Value $
$832,079,738
Signature - Title
Kevin J. Cremi - CCO
Location
Philadelphia, PA
Summary
This page shows a list of all the recent 13F filings made by RTD Financial Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RTD Financial Advisors, Inc. reported 107 stock holdings with total value $832,079,738 as of Q3 2025. Top holdings included IVV, BND, IWF, GTO, and IJH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 107 $832,079,738 +$14,388,987 -$10,079,862 +$4,309,125 IVV, BND, IWF, GTO, IJH 13F-HR 14 Oct 2025, 17:18
Q2 2025 108 $781,544,140 +$34,027,341 -$48,770,692 -$14,743,351 IVV, BND, IWF, GTO, IJH 13F-HR 15 Jul 2025, 08:41
Q1 2025 117 $743,949,294 +$18,984,110 -$31,836,245 -$12,852,135 IVV, BND, IJH, GTO, IWF 13F-HR 16 Apr 2025, 13:22
Q4 2024 113 $779,526,360 +$41,578,602 -$27,289,739 +$14,288,863 IVV, BND, IWF, IJH, IWP 13F-HR 21 Jan 2025, 16:35
Q3 2024 111 $789,886,294 +$40,073,052 -$46,024,120 -$5,951,068 IVV, BND, IWF, IWP, GTO 13F-HR 30 Oct 2024, 14:53
Q2 2024 107 $743,591,879 +$14,573,999 -$12,821,833 +$1,752,166 IVV, VNQ, IWF, BND, GTO 13F-HR 22 Jul 2024, 16:11
Q1 2024 96 $743,592,018 +$9,050,006 -$8,510,427 +$539,579 IVV, VNQ, BND, IWF, GTO 13F-HR 19 Apr 2024, 16:36
Q4 2023 99 $712,339,106 +$20,036,290 -$33,032,298 -$12,996,008 IVV, VNQ, BND, IWF, GTO 13F-HR 17 Jan 2024, 10:32
Q3 2023 99 $654,780,910 +$9,659,362 -$9,015,059 +$644,303 IVV, VNQ, BND, IWF, GTO 13F-HR 19 Oct 2023, 16:54
Q2 2023 96 $687,896,156 +$21,958,953 -$3,276,030 +$18,682,923 IVV, VNQ, BND, IWF, GTO 13F-HR 13 Jul 2023, 16:21
Q1 2023 91 $646,615,712 +$11,108,834 -$5,106,491 +$6,002,343 IVV, VNQ, BND, IWF, GTO 13F-HR 18 Apr 2023, 13:47
Q4 2022 93 $613,436,212 +$47,486,750 -$13,464,901 +$34,021,849 IVV, VNQ, BND, GTO, IWF 13F-HR 24 Jan 2023, 16:58
Q3 2022 92 $543,099,000 +$5,205,369 -$74,173,641 -$68,968,272 IVV, BND, VNQ, IWF, GTO 13F-HR 12 Oct 2022, 12:06
Q2 2022 108 $651,778,000 +$58,945,784 -$48,704,306 +$10,241,478 IVV, VNQ, BND, IWF, GTO 13F-HR 21 Jul 2022, 14:33
Q1 2022 112 $740,950,000 +$42,500,528 -$9,932,364 +$32,568,164 IVV, VNQ, BND, IWF, MUB 13F-HR 03 May 2022, 10:39
Q4 2021 116 $763,698,000 $0 $0 $0 VNQ, IVV, BND, IWF, MUB 13F-HR 02 May 2022, 13:38