RTD Financial Advisors, Inc. has filed its Form 13F-HR report, disclosing the firm’s equity holdings as of the close of business on September 30, 2026. The filing lists a total of 124 securities held by the firm during this period.
The report identifies Kevin J. Cremi as the Chief Compliance Officer (CCO) responsible for the filing. The firm’s principal executive office is located at 30 S. 17th Street, Suite 1620, Philadelphia, PA 19103. The filing was signed on October 9, 2026.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with numerous positions held in major broad-market and sector-specific funds. Notable equity positions include Apple Inc., with 6,862 shares; Berkshire Hathaway Inc., with 2 shares; and Alphabet Inc., Class C shares, with 745 shares. Other individual stock holdings listed include Bristol-Myers Squibb Co. (5,208 shares), Chevron Corporation (2,834 shares), and Eli Lilly & Co. (420 shares).
The filing also lists positions in various ETFs managed by providers such as iShares, Vanguard, Invesco, and Schwab, covering a wide range of asset classes including U.S. large-cap, small-cap, international, emerging markets, and fixed-income ETFs.
