Kevin J. Cremi

Rtd Financial Advisors, Inc.

Assets Managed

$916.927M

Holdings

120

Last Quarter

2026 - Q2

Filed Date

1d ago

Growth Rate

12.69%(2Q avg: 5.99%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Rtd Financial Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 120 positions.

Assets under management

The assets under management (AUM) of Rtd Financial 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 - Q2, they manage 916.927M in assets, with a quarterly growth rate of 12.69% and a 2-quarter average growth rate of 5.99%. The portfolio is managed by Kevin J. Cremi, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 1.88%	12.4%	$113.635M 151,738 shares@ $748.9 avg price	Increased 1.88%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 1.19%	5.39%	$49.354M 640,045 shares@ $77.12 avg price	Increased 1.19%
IWF Ishares Russell 1000 Growth Recent Activity Increased 294.48%	4.9%	$44.854M 361,227 shares@ $124.17 avg price	Increased 294.48%
GTO Invesco Total Return Bond Et Recent Activity Increased 3.31%	4.44%	$40.629M 866,849 shares@ $46.87 avg price	Increased 3.31%
IJR Ishares Core S&p Small-cap E Recent Activity Decreased -3.58%	4.4%	$40.255M 271,427 shares@ $148.31 avg price	Decreased -3.58%
IWB Ishares Russell 1000 Etf Recent Activity Decreased -1.17%	4.18%	$38.259M 93,430 shares@ $409.5 avg price	Decreased -1.17%
IWX Ishares Russell Top 200 Valu Recent Activity Increased 3.67%	3.21%	$29.432M 279,877 shares@ $105.17 avg price	Increased 3.67%
IWP Ishares Russell Mid-cap Grow Recent Activity Increased 0.86%	3.13%	$28.614M 195,438 shares@ $146.42 avg price	Increased 0.86%
IWS Ishares Russell Mid-cap Valu Recent Activity Increased 0.42%	2.58%	$23.654M 143,704 shares@ $164.6 avg price	Increased 0.42%
IWY Ishares Russell Top 200 Grow Recent Activity Increased 3.61%	2.56%	$23.424M 80,599 shares@ $290.63 avg price	Increased 3.61%

1-10 of 120