RATIONAL ADVISORS, INC.

Q3 2025 13F Holdings

  • Location
    huntington, NY
  • Num holdings

    193

  • Value ($000)

    $1,005,241

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001143565
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

PORTFOLIO AGRGTE
$75.93M
8 %

2,937,303

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
$75.90M
8 %

1,020,615

A
AGG

ISHARES TR

CORE US AGGBD ET
$75.82M
8 %

756,348

Q
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$51.04M
5 %

206,555

M
MLPX

GLOBAL X FDS

GLB X MLP ENRG I
$50.67M
5 %

808,015

X
XLU

SELECT SECTOR SPDR TR

SBI INT-UTILS
$47.17M
5 %

540,865

I
IVV

ISHARES TR

CORE S&P500 ETF
$46.47M
5 %

69,433

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$41.95M
4 %

194,391

N
NTSX

WISDOMTREE TR

US EFFICIENT COR
$38.48M
4 %

713,693

S
SCHH

SCHWAB STRATEGIC TR

US REIT ETF
$33.09M
3 %

1,533,928

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