Institutional Fund
Rational Advisors, Inc.
San Juan, PRCIK 11435655 filings on record
Portfolio Value
$979.91M
Q1 2026
Holdings
179
Reported positions
New Buys
21
Opened this quarter
QoQ Change
+0.4%
from $976.48M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr7.3%
- Ishares Tr7.3%
- Vanguard Bd Index Fds7.3%
- Wisdomtree Tr7.1%
- Global X Fds5.1%
- Invesco Exch Traded Fd Tr II4.5%
- Other61.4%
Portfolio Holdings
179 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 3.08M | $71.43M | 7.3% | +3.08M | New |
| 2 | Ishares Tr | 718.6K | $71.34M | 7.3% | −534 | Reduced |
| 3 | Vanguard Bd Index Fds | 968.6K | $71.33M | 7.3% | −2.0K | Reduced |
| 4 | Wisdomtree Tr | 1.30M | $69.33M | 7.1% | +650.5K | Added |
| 5 | Global X Fds | 673.2K | $49.78M | 5.1% | −110.3K | Reduced |
| 6 | Invesco Exch Traded Fd Tr II | 187.5K | $44.55M | 4.5% | +6.2K | Added |
| 7 | Select Sector Spdr Tr | 923.2K | $42.36M | 4.3% | −44.5K | Reduced |
| 8 | Vanguard Specialized Funds | 176.1K | $37.87M | 3.9% | −2.2K | Reduced |
| 9 | Ishares Tr | 52.8K | $34.47M | 3.5% | −15.0K | Reduced |
| 10 | J P Morgan Exchange Traded F | 534.0K | $30.27M | 3.1% | +54.6K | Added |
169 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio