RATIONAL ADVISORS, INC. - Portfolio overview

RATIONAL ADVISORS, INC. has 203 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPAB - SPDR SERIES TRUST, 8.12%
2. SCHZ - SCHWAB STRATEGIC TR, 7.64%
3. AGG - ISHARES TR, 7.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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