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Robert Glass

Rational Advisors, Inc.

Assets Managed
$1.09B
Holdings
195
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
11.26%(2Q avg: 5.81%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Rational Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 195 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.09B in assets, with a quarterly growth rate of 11.26% and a 2-quarter average growth rate of 5.81%. The portfolio is managed by Robert Glass, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 2.29%
6.68%
$72.754M
735,041 shares@ $98.98 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 2.25%
6.67%
$72.701M
990,343 shares@ $73.42 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 2.15%
6.67%
$72.678M
3.142M shares@ $23.14 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 32.4%
4.8%
$52.32M
69,863 shares@ $748.9 avg price
MLPX
Global X Mlp & Energy Infras
Recent Activity
Decreased -0.81%
4.52%
$49.183M
667,709 shares@ $73.67 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -19.18%
4.22%
$45.899M
151,497 shares@ $302.97 avg price
NTSX
Wisdomtree Us Efficient Core
Recent Activity
Decreased -43.3%
3.99%
$43.404M
735,041 shares@ $59.05 avg price
XLU
Utilities Select Sector Spdr
Recent Activity
Decreased -1.89%
3.77%
$41.063M
905,679 shares@ $45.35 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -13.97%
3.29%
$35.847M
151,497 shares@ $236.62 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 44.54%
3.19%
$34.667M
50,476 shares@ $686.82 avg price

1-10 of 195