Portfolio (Quarterly) Guide ↗

RTD Financial Advisors, Inc.

· CIK 0001810555

13F Portfolio $917M AUM 120 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 8 New 41 Added 44 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	OTEX	OPEN TEXT CORP	Technology	11,644	$259K	0.03%	SOLD
2	META	META PLATFORMS INC	Communication Services	422	$241K	0.03%	SOLD

Sector Allocation

Technology 23.5%

Healthcare 21.7%

Financial Services 20.2%

Communication Services 9.3%

Energy 7.1%

Industrials 7.0%

Utilities 7.0%

Basic Materials 1.9%

Consumer Defensive 1.1%

Consumer Cyclical 1.1%