RATIONAL ADVISORS, INC. Diversified Active

Location: San Juan, Puerto Rico

CIK: 0001143565 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 7, 2026

Total Value: $980M (100.0% shares, 0.0% debt)

Holdings (179)

SCHZ SCHWAB STRATEGIC TR 7.3%
Value $71.43M Shares 3,076,262 Est. Cost $23.22 Unrealized
AGG ISHARES TR 7.3%
Value $71.34M Shares 718,647 Est. Cost $113.76 Unrealized
BND VANGUARD BD INDEX FDS 7.3%
Value $71.33M Shares 968,610 Est. Cost $72.63 Unrealized
NTSX WISDOMTREE TR 7.1%
Value $69.33M Shares 1,296,573 Est. Cost $46.82 Unrealized
MLPX GLOBAL X FDS 5.1%
Value $49.78M Shares 673,199 Est. Cost $63.81 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 4.5%
Value $44.55M Shares 187,473 Est. Cost $184.51 Unrealized
XLU SELECT SECTOR SPDR TR 4.3%
Value $42.36M Shares 923,163 Est. Cost $60.44 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 3.9%
Value $37.87M Shares 176,111 Est. Cost $156.52 Unrealized
IVV ISHARES TR 3.5%
Value $34.47M Shares 52,767 Est. Cost $444.10 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 3.1%
Value $30.27M Shares 534,014 Est. Cost $59.24 Unrealized
SCHH SCHWAB STRATEGIC TR 2.7%
Value $26.19M Shares 1,218,575 Est. Cost $28.61 Unrealized
PFFD GLOBAL X FDS 2.3%
Value $23M Shares 1,249,820 Est. Cost $22.97 Unrealized
IEFA ISHARES TR 2.2%
Value $21.38M Shares 236,210 Est. Cost $83.12 Unrealized
VOO VANGUARD INDEX FDS 2.1%
Value $20.87M Shares 34,924 Est. Cost $410.63 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 2.0%
Value $19.51M Shares 235,761 Est. Cost $82.75 Unrealized
WELLS FARGO & CO 2.0%
Value $19.41M Shares 16,400 Est. Cost $1171.17 Unrealized
DFCF DIMENSIONAL ETF TRUST 1.6%
Value $15.59M Shares 369,265 Est. Cost $42.37 Unrealized
SPYM SPDR SERIES TRUST 1.5%
Value $14.78M Shares 193,154 Est. Cost $61.53 Unrealized
BAB INVESCO EXCH TRADED FD TR II 1.2%
Value $11.64M Shares 431,756 Est. Cost $27.13 Unrealized
NEXTERA ENERGY INC 1.1%
Value $10.56M Shares 201,000 Est. Cost $47.76 Unrealized
PPL CAP FDG INC 1.1%
Value $10.45M Shares 8,920,000 Est. Cost $1.04 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 1.1%
Value $10.33M Shares 15,878 Est. Cost $634.37 Unrealized
GLOBAL PMTS INC 1.0%
Value $10.01M Shares 11,367,000 Est. Cost $0.93 Unrealized
WEC ENERGY GROUP INC 1.0%
Value $9.827M Shares 7,944,000 Est. Cost $1.24 Unrealized
UBER TECHNOLOGIES INC 1.0%
Value $9.823M Shares 8,169,000 Est. Cost $1.16 Unrealized
ON SEMICONDUCTOR CORP 1.0%
Value $9.728M Shares 9,952,000 Est. Cost $0.92 Unrealized
BANK AMERICA CORP 1.0%
Value $9.59M Shares 8,048 Est. Cost $1203.16 Unrealized
ETSY INC 1.0%
Value $9.313M Shares 10,430,000 Est. Cost $0.83 Unrealized
MERITAGE HOMES CORP 0.9%
Value $8.765M Shares 9,102,000 Est. Cost $1.00 Unrealized
WELL WELLTOWER INC 0.9%
Value $8.524M Shares 44,400 Est. Cost $186.72 Unrealized +0.1%
WMT WALMART INC 0.8%
Value $8.092M Shares 68,893 Est. Cost $96.54 Unrealized +26.4%
SCYB SCHWAB STRATEGIC TR 0.8%
Value $7.828M Shares 301,093 Est. Cost $26.00 Unrealized
BOEING CO 0.6%
Value $6.316M Shares 97,300 Est. Cost $64.91 Unrealized
HEWLETT PACKARD ENTERPRISE C 0.6%
Value $5.796M Shares 89,840 Est. Cost $67.90 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value $5.308M Shares 30,434 Est. Cost $155.42 Unrealized +20.1%
AAPL APPLE INC 0.5%
Value $5.232M Shares 20,614 Est. Cost $183.60 Unrealized +43.2%
DRAFTKINGS INC NEW 0.5%
Value $5.202M Shares 5,780,000 Est. Cost $0.83 Unrealized
GOOGL ALPHABET INC 0.5%
Value $4.898M Shares 17,034 Est. Cost $193.67 Unrealized +66.9%
AMZN AMAZON COM INC 0.5%
Value $4.887M Shares 23,465 Est. Cost $172.52 Unrealized +31.5%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.4%
Value $4.403M Shares 13,029 Est. Cost $306.50 Unrealized
MSFT MICROSOFT CORP 0.4%
Value $4.108M Shares 11,097 Est. Cost $293.62 Unrealized +48.0%
MICROCHIP TECHNOLOGY INC. 0.4%
Value $3.874M Shares 68,000 Est. Cost $58.87 Unrealized
ITT ITT INC 0.4%
Value $3.868M Shares 20,300 Est. Cost $169.07 Unrealized +12.7%
VMBS VANGUARD SCOTTSDALE FDS 0.4%
Value $3.868M Shares 82,375 Est. Cost $46.95 Unrealized
DATADOG INC 0.4%
Value $3.75M Shares 3,880,000 Est. Cost $0.98 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $3.18M Shares 6,637 Est. Cost $474.98 Unrealized +3.9%
SOUTHERN CO 0.3%
Value $3.132M Shares 2,820,000 Est. Cost $1.11 Unrealized
HALOZYME THERAPEUTICS INC 0.3%
Value $3.08M Shares 2,970,000 Est. Cost $1.07 Unrealized
SHIFT4 PMTS INC 0.3%
Value $2.996M Shares 3,196,000 Est. Cost $0.99 Unrealized
NFLX NETFLIX INC. 0.3%
Value $2.909M Shares 30,252 Est. Cost $103.28 Unrealized -18.8%
MDT MEDTRONIC PLC 0.3%
Value $2.877M Shares 33,200 Est. Cost $97.34 Unrealized +2.2%
GE GE AEROSPACE 0.3%
Value $2.853M Shares 10,054 Est. Cost $307.84 Unrealized +3.4%
KKR & CO INC 0.3%
Value $2.807M Shares 69,800 Est. Cost $53.53 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.3%
Value $2.768M Shares 2,778 Est. Cost $532.27 Unrealized +81.1%
MELI MERCADOLIBRE INC 0.3%
Value $2.637M Shares 1,525 Est. Cost $1932.16 Unrealized +7.0%
LNG CHENIERE ENERGY INC 0.3%
Value $2.582M Shares 9,100 Est. Cost $209.78 Unrealized 0.0%
ARES MANAGEMENT CORPORATION 0.3%
Value $2.58M Shares 71,300 Est. Cost $50.30 Unrealized
UBER UBER TECHNOLOGIES INC 0.3%
Value $2.57M Shares 35,724 Est. Cost $80.79 Unrealized -2.6%
SPOT SPOTIFY TECHNOLOGY S A 0.3%
Value $2.555M Shares 5,270 Est. Cost $565.15 Unrealized -12.0%
AVGO BROADCOM INC 0.3%
Value $2.483M Shares 8,022 Est. Cost $234.28 Unrealized +42.6%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value $2.479M Shares 16,948 Est. Cost $110.18 Unrealized +39.9%
MCD MCDONALDS CORP 0.2%
Value $2.312M Shares 7,439 Est. Cost $306.22 Unrealized +3.6%
JPM JPMORGAN CHASE & CO 0.2%
Value $2.302M Shares 7,824 Est. Cost $265.38 Unrealized +17.4%
GOOG ALPHABET INC 0.2%
Value $2.273M Shares 7,924 Est. Cost $234.38 Unrealized +38.1%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value $2.169M Shares 17,290 Est. Cost $128.99 Unrealized
WMB WILLIAMS COS INC 0.2%
Value $2.158M Shares 32,541 Est. Cost $62.89 Unrealized +5.5%
GUARDANT HEALTH INC 0.2%
Value $2.106M Shares 2,049,000 Est. Cost $1.03 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value $2.032M Shares 11,979 Est. Cost $108.72 Unrealized +27.6%
NOW SERVICENOW INC 0.2%
Value $1.991M Shares 19,039 Est. Cost $174.70 Unrealized -30.6%
IEF ISHARES TR 0.2%
Value $1.892M Shares 19,829 Est. Cost $95.52 Unrealized
SHLD GLOBAL X FDS 0.2%
Value $1.558M Shares 22,000 Est. Cost $70.84 Unrealized
LLY ELI LILLY & CO 0.1%
Value $1.441M Shares 1,567 Est. Cost $878.33 Unrealized +19.2%
TSLA TESLA INC 0.1%
Value $1.434M Shares 3,857 Est. Cost $318.89 Unrealized +33.6%
POWR ISHARES INC 0.1%
Value $1.397M Shares 53,245 Est. Cost $26.23 Unrealized
APO APOLLO GLOBAL MGMT INC 0.1%
Value $1.391M Shares 12,487 Est. Cost $92.95 Unrealized +43.5%
APP APPLOVIN CORP 0.1%
Value $1.358M Shares 3,411 Est. Cost $503.17 Unrealized +0.8%
ABBV ABBVIE INC 0.1%
Value $1.283M Shares 5,897 Est. Cost $199.11 Unrealized +11.8%
CAT CATERPILLAR INC 0.1%
Value $1.27M Shares 1,792 Est. Cost $442.08 Unrealized +54.8%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $1.265M Shares 6,219 Est. Cost $193.92 Unrealized +14.3%
DE DEERE & CO 0.1%
Value $1.207M Shares 2,143 Est. Cost $484.18 Unrealized +13.9%
NVS NOVARTIS AG 0.1%
Value $1.16M Shares 7,594 Est. Cost $133.46 Unrealized
ITA ISHARES TR 0.1%
Value $1.155M Shares 5,282 Est. Cost $172.39 Unrealized
BX BLACKSTONE INC 0.1%
Value $1.116M Shares 9,709 Est. Cost $111.52 Unrealized +26.3%
NU NU HLDGS LTD 0.1%
Value $1.106M Shares 77,000 Est. Cost $17.34 Unrealized 0.0%
DOV DOVER CORP 0.1%
Value $1.105M Shares 5,300 Est. Cost $214.66 Unrealized 0.0%
HEI HEICO CORP NEW 0.1%
Value $1.097M Shares 4,000 Est. Cost $338.92 Unrealized 0.0%
WFC WELLS FARGO & CO 0.1%
Value $1.07M Shares 12,538 Est. Cost $88.60 Unrealized +1.6%
GLW CORNING INC 0.1%
Value $1.045M Shares 7,687 Est. Cost $90.32 Unrealized +23.7%
ATI ATI INC 0.1%
Value $1.004M Shares 6,900 Est. Cost $97.45 Unrealized +35.1%
WRBY WARBY PARKER INC 0.1%
Value $948K Shares 43,500 Est. Cost $21.76 Unrealized +15.8%
MU MICRON TECHNOLOGY INC 0.1%
Value $944K Shares 2,794 Est. Cost $387.04 Unrealized 0.0%
META META PLATFORMS INC 0.1%
Value $927K Shares 1,620 Est. Cost $436.85 Unrealized +50.1%
WLDR TWO RDS SHARED TR 0.1%
Value $875K Shares 23,527 Est. Cost $37.19 Unrealized
HSBC HSBC HLDGS PLC 0.1%
Value $869K Shares 10,534 Est. Cost $59.18 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value $809K Shares 5,049 Est. Cost $183.61 Unrealized -6.2%
SHY ISHARES TR 0.1%
Value $763K Shares 9,243 Est. Cost $82.59 Unrealized
VRT VERTIV HOLDINGS CO 0.1%
Value $757K Shares 3,021 Est. Cost $199.85 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.1%
Value $695K Shares 5,664 Est. Cost $135.05 Unrealized 0.0%
COPX GLOBAL X FDS 0.1%
Value $583K Shares 7,630 Est. Cost $76.35 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value $576K Shares 681 Est. Cost $769.11 Unrealized +21.3%
SHOP SHOPIFY INC 0.0%
Value $474K Shares 4,000 Est. Cost $136.45 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $468K Shares 1,200 Est. Cost $431.12 Unrealized 0.0%
V VISA INC 0.0%
Value $419K Shares 1,284 Est. Cost $332.14 Unrealized -0.9%
VST VISTRA CORP 0.0%
Value $383K Shares 2,377 Est. Cost $175.95 Unrealized -7.3%
ASML ASML HLDG NV 0.0%
Value $169K Shares 128 Est. Cost $886.25 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $147K Shares 295 Est. Cost $553.10 Unrealized -2.5%
ORCL ORACLE CORP 0.0%
Value $138K Shares 941 Est. Cost $228.45 Unrealized -25.8%
HD HOME DEPOT INC 0.0%
Value $107K Shares 324 Est. Cost $351.20 Unrealized +7.3%
CSCO CISCO SYS INC 0.0%
Value $101K Shares 1,300 Est. Cost $72.54 Unrealized +7.4%
AMAT APPLIED MATLS INC 0.0%
Value $88,524 Shares 259 Est. Cost $170.23 Unrealized +91.8%
LRCX LAM RESEARCH CORP 0.0%
Value $88,028 Shares 412 Est. Cost $91.97 Unrealized +145.7%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $79,824 Shares 295 Est. Cost $341.45 Unrealized -9.6%
LIN LINDE PLC 0.0%
Value $76,843 Shares 155 Est. Cost $453.11 Unrealized +1.5%
TMUS T-MOBILE US INC 0.0%
Value $76,661 Shares 365 Est. Cost $238.67 Unrealized -16.1%
AXP AMERICAN EXPRESS CO 0.0%
Value $67,756 Shares 224 Est. Cost $315.78 Unrealized +12.8%
KLAC KLA CORP 0.0%
Value $63,314 Shares 43 Est. Cost $806.23 Unrealized +81.3%
TXN TEXAS INSTRS INC 0.0%
Value $61,737 Shares 318 Est. Cost $176.61 Unrealized +16.8%
AMGN AMGEN INC 0.0%
Value $61,574 Shares 175 Est. Cost $282.68 Unrealized +23.7%
WM WASTE MGMT INC DEL 0.0%
Value $59,783 Shares 266 Est. Cost $226.83 Unrealized -0.3%
ABT ABBOTT LABORATORIES 0.0%
Value $58,522 Shares 570 Est. Cost $130.27 Unrealized -11.4%
CRM SALESFORCE INC 0.0%
Value $57,121 Shares 306 Est. Cost $249.09 Unrealized -13.4%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $53,936 Shares 117 Est. Cost $499.75 Unrealized +4.2%
BLK BLACKROCK INC 0.0%
Value $50,971 Shares 53 Est. Cost $1076.59 Unrealized +1.9%
LMT LOCKHEED MARTIN CORP 0.0%
Value $45,934 Shares 76 Est. Cost $461.32 Unrealized +30.3%
QCOM QUALCOMM INC 0.0%
Value $45,202 Shares 351 Est. Cost $174.51 Unrealized -11.8%
LOW LOWES COS INC 0.0%
Value $43,003 Shares 182 Est. Cost $224.95 Unrealized +20.7%
SPGI S&P GLOBAL INC 0.0%
Value $42,534 Shares 100 Est. Cost $503.10 Unrealized -3.5%
SYK STRYKER CORPORATION 0.0%
Value $41,074 Shares 125 Est. Cost $370.78 Unrealized -1.6%
INTU INTUIT 0.0%
Value $39,347 Shares 91 Est. Cost $718.82 Unrealized -30.8%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $37,509 Shares 84 Est. Cost $456.26 Unrealized +2.5%
PH PARKER-HANNIFIN CORP 0.0%
Value $36,705 Shares 41 Est. Cost $649.35 Unrealized +47.5%
ZTS ZOETIS INC 0.0%
Value $36,605 Shares 300 Est. Cost $139.37 Unrealized -9.6%
CME CME GROUP INC 0.0%
Value $35,737 Shares 121 Est. Cost $268.76 Unrealized +7.7%
HCA HCA HEALTHCARE INC 0.0%
Value $35,493 Shares 75 Est. Cost $366.99 Unrealized +35.7%
ADBE ADOBE INC 0.0%
Value $32,573 Shares 134 Est. Cost $378.07 Unrealized -23.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value $31,383 Shares 46 Est. Cost $496.18 Unrealized +35.8%
EQIX EQUINIX INC 0.0%
Value $31,368 Shares 32 Est. Cost $873.40 Unrealized -12.5%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $31,061 Shares 495 Est. Cost $100.80 Unrealized -14.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $29,254 Shares 186 Est. Cost $170.60 Unrealized -3.3%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $26,820 Shares 132 Est. Cost $298.53 Unrealized -19.3%
SHW SHERWIN WILLIAMS CO 0.0%
Value $25,965 Shares 81 Est. Cost $343.22 Unrealized +3.5%
CSX CSX CORP 0.0%
Value $25,656 Shares 625 Est. Cost $30.80 Unrealized +25.1%
MCO MOODYS CORP 0.0%
Value $25,303 Shares 58 Est. Cost $464.18 Unrealized +5.5%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $25,008 Shares 90 Est. Cost $342.25 Unrealized -11.4%
VMC VULCAN MATLS CO 0.0%
Value $24,531 Shares 88 Est. Cost $283.50 Unrealized +8.2%
AON AON PLC 0.0%
Value $23,240 Shares 72 Est. Cost $359.61 Unrealized -6.6%
SNPS SYNOPSYS INC 0.0%
Value $22,996 Shares 58 Est. Cost $560.87 Unrealized -15.9%
CI THE CIGNA GROUP 0.0%
Value $22,941 Shares 86 Est. Cost $312.23 Unrealized -10.1%
CTAS CINTAS CORP 0.0%
Value $22,496 Shares 133 Est. Cost $210.52 Unrealized -8.2%
RSG REPUBLIC SVCS INC 0.0%
Value $21,464 Shares 98 Est. Cost $241.41 Unrealized -10.3%
COR CENCORA INC 0.0%
Value $20,733 Shares 66 Est. Cost $293.34 Unrealized +20.4%
FTNT FORTINET INC 0.0%
Value $20,593 Shares 252 Est. Cost $98.48 Unrealized -18.8%
TDG TRANSDIGM GROUP INC 0.0%
Value $19,702 Shares 17 Est. Cost $1310.68 Unrealized +3.9%
ADSK AUTODESK INC 0.0%
Value $16,519 Shares 69 Est. Cost $285.61 Unrealized -11.2%
NDAQ NASDAQ INC 0.0%
Value $16,299 Shares 192 Est. Cost $82.53 Unrealized +11.2%
IDXX IDEXX LABS INC 0.0%
Value $15,733 Shares 28 Est. Cost $507.17 Unrealized +32.2%
MSCI MSCI INC 0.0%
Value $14,553 Shares 27 Est. Cost $551.13 Unrealized +3.3%
DHI D R HORTON INC 0.0%
Value $13,173 Shares 96 Est. Cost $130.17 Unrealized +19.8%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value $13,145 Shares 50 Est. Cost $236.26 Unrealized +6.6%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $12,896 Shares 66 Est. Cost $157.80 Unrealized +16.0%
LYV LIVE NATION ENTERTAINMENT IN 0.0%
Value $12,201 Shares 80 Est. Cost $94.67 Unrealized +56.7%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value $12,001 Shares 110 Est. Cost $160.89 Unrealized -7.6%
FISV FISERV INC 0.0%
Value $11,048 Shares 198 Est. Cost $158.07 Unrealized -59.5%
AXON AXON ENTERPRISE INC 0.0%
Value $11,042 Shares 26 Est. Cost $675.83 Unrealized -22.1%
CPRT COPART INC 0.0%
Value $10,724 Shares 323 Est. Cost $53.32 Unrealized -26.6%
A AGILENT TECHNOLOGIES INC 0.0%
Value $10,258 Shares 90 Est. Cost $116.52 Unrealized +15.7%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value $9,837 Shares 35 Est. Cost $226.01 Unrealized +20.4%
IQV IQVIA HLDGS INC 0.0%
Value $9,209 Shares 54 Est. Cost $156.75 Unrealized +34.1%
ROL ROLLINS INC 0.0%
Value $8,973 Shares 168 Est. Cost $56.07 Unrealized +10.3%
VRSN VERISIGN INC 0.0%
Value $7,948 Shares 32 Est. Cost $266.10 Unrealized -11.5%
FICO FAIR ISAAC CORP 0.0%
Value $7,473 Shares 7 Est. Cost $1877.74 Unrealized -21.9%
EFX EQUIFAX INC 0.0%
Value $7,383 Shares 41 Est. Cost $246.28 Unrealized -17.0%
LEN LENNAR CORP 0.0%
Value $7,295 Shares 84 Est. Cost $109.29 Unrealized +4.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value $6,337 Shares 39 Est. Cost $234.96 Unrealized -15.9%
CSGP COSTAR GROUP INC 0.0%
Value $5,607 Shares 139 Est. Cost $79.35 Unrealized -28.3%
JKHY HENRY JACK & ASSOC INC 0.0%
Value $3,951 Shares 25 Est. Cost $174.04 Unrealized +0.8%
AOS SMITH A O CORP 0.0%
Value $2,440 Shares 37 Est. Cost $64.65 Unrealized +14.6%
POOL POOL CORP 0.0%
Value $2,023 Shares 10 Est. Cost $295.24 Unrealized -14.7%
LNTH LANTHEUS HLDGS INC 0.0%
Value $1,896 Shares 25 Est. Cost $81.89 Unrealized -16.4%