RTD Financial Advisors, Inc.
RIA/Wealth
RTD Financial Advisors, Inc. is a RIA/Wealth based in Philadelphia, PA led by Jeffrey Alan Weiand, reporting $2.4B in AUM as of Q3 2025 with 97% ETF concentration and minimal technology exposure.
CEOJeffrey Alan Weiand
- Portfolio Value
- $832.1M
- Positions
- 107
- Top Holding
- IVV at 11.38%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in RTD Financial Advisors, Inc.'s portfolio (49.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $94.7M | 11.38% | +$1.0M Bought | — 141.5K shares | |
ETF ETF | $49.5M | 5.95% | +$1.1M Bought | — 665.2K shares | |
ETF ETF | $45.4M | 5.45% | -$1.0M Sold | — 96.9K shares | |
ETF ETF | $41.7M | 5.01% | +$1.6M Bought | — 877.0K shares | |
ETF ETF | $41.1M | 4.94% | +$2.6M Bought | — 630.3K shares | |
ETF ETF | $36.2M | 4.35% | -$1.2M Sold | — 98.9K shares | |
ETF ETF | $34.2M | 4.11% | +$1.7M Bought | — 287.7K shares | |
ETF ETF | $29.7M | 3.57% | -$1.0M Sold | — 208.3K shares | |
ETF ETF | $22.7M | 2.72% | -$3.6K Sold | — 198.9K shares | |
ETF ETF | $20.2M | 2.43% | +$592.6K Bought | — 144.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in RTD Financial Advisors, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+31.39% | |
+26.69% | |
+16.84% | |
+14.47% | |
+8.7% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-31.83% | |
-28.66% | |
-22.68% |
Analytics
Portfolio insights and performance metrics for RTD Financial Advisors, Inc.
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