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Robert Glass

Rational Advisors, Inc.

Assets Managed
$979.909M
Holdings
179
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
0.36%(2Q avg: -1.25%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Rational Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 179 positions.

Assets under management

The assets under management (AUM) of Rational Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 979.909M in assets, with a quarterly growth rate of 0.36% and a 2-quarter average growth rate of -1.25%. The portfolio is managed by Robert Glass, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
New Position
7.29%
$71.431M
3.076M shares@ $23.23 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -0.07%
7.29%
$71.34M
718,647 shares@ $99.28 avg price
BND
Vanguard Total Bond Market
Recent Activity
Decreased -0.2%
7.28%
$71.328M
968,610 shares@ $73.64 avg price
NTSX
Wisdomtree Us Efficient Core
Recent Activity
Increased 100.68%
7.08%
$69.335M
1.297M shares@ $53.48 avg price
MLPX
Global X Mlp & Energy Infras
Recent Activity
Decreased -14.07%
5.08%
$49.776M
673,199 shares@ $73.94 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 3.43%
4.55%
$44.547M
187,473 shares@ $237.62 avg price
XLU
Utilities Select Sector Spdr
Recent Activity
Decreased -4.6%
4.33%
$42.364M
923,163 shares@ $45.89 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -1.24%
3.87%
$37.874M
176,111 shares@ $215.07 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -22.11%
3.52%
$34.468M
52,767 shares@ $653.21 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 11.38%
3.09%
$30.268M
534,014 shares@ $56.69 avg price

1-10 of 179