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Portfolio (Quarterly) Guide ↗

RATIONAL ADVISORS, INC.

· CIK 0001143565
13F Portfolio $1.1B AUM 231 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 42 New 93 Added 54 Reduced 31 Exited
Page 1 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AGG ISHARES TR 735,041.0 $72.8M 6.67% +16K +2.2% $98.98 -1.5%
2 BND VANGUARD BD INDEX FDS 990,343.0 $72.7M 6.67% +20K +2.0% $73.41 -1.5%
3 SCHZ SCHWAB STRATEGIC TR 3,142,160.0 $72.7M 6.67% NEW $23.13 -1.4%
4 IVV ISHARES TR 69,863.0 $52.3M 4.80% +2K +3.1% $748.89 +2.3%
5 MLPX GLOBAL X FDS 667,709.0 $49.2M 4.51% -116K -14.8% $73.66 +2.3%
6 QQQM INVESCO EXCH TRADED FD TR II 151,497.0 $45.9M 4.21% -30K -16.4% $302.97 -3.4%
7 NTSX WISDOMTREE TR 735,041.0 $43.4M 3.98% +89K +13.8% $59.05 +1.2%
8 XLU SELECT SECTOR SPDR TR 905,679.0 $41.1M 3.77% -62K -6.4% $45.34 -3.5%
9 VIG VANGUARD SPECIALIZED FUNDS 151,497.0 $35.8M 3.29% -27K -15.1% $236.62 +2.4%
10 VOO VANGUARD INDEX FDS 50,476.0 $34.7M 3.18% +17K +51.2% $686.81 +2.1%
11 SCHH SCHWAB STRATEGIC TR 1,366,280.0 $32.4M 2.97% -110K -7.5% $23.68 +1.6%
12 JEPI J P MORGAN EXCHANGE TRADED F 499,379.0 $28.2M 2.59% +20K +4.2% $56.48 +2.2%
13 LQD ISHARES TR 225,180.0 $24.6M 2.25% NEW $109.07 -2.8%
14 VCIT VANGUARD SCOTTSDALE FDS 291,785.0 $24.1M 2.21% NEW $82.65 -1.9%
15 PFFD GLOBAL X FDS 1,262,475.0 $23.6M 2.16% +213K +20.3% $18.69 -1.4%
16 SPIB SPDR SERIES TRUST 594,978.0 $19.9M 1.83% NEW $33.46 -1.0%
17 SPY STATE STR SPDR S&P 500 ETF T Financial Services 25,677.0 $19.2M 1.76% +15K +138.6% $746.77 +2.1%
18 DFCF DIMENSIONAL ETF TRUST 378,744.0 $16.0M 1.47% +7K +2.0% $42.21 -1.6%
19 SPYM SPDR SERIES TRUST 173,941.0 $15.3M 1.40% -19K -9.8% $87.88 +2.2%
20 USIG ISHARES TR 281,728.0 $14.4M 1.32% NEW $51.29 -2.0%
Page 1 of 10  ·  195 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.9%
Financial Services 21.4%
Communication Services 12.3%
Industrials 12.0%
Real Estate 8.8%
Consumer Cyclical 6.4%
Healthcare 5.3%
Consumer Defensive 4.1%
Energy 3.4%
Basic Materials 0.5%