Rational Advisors
Rational Advisors reported 183 stocks worth $968M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are BND (7.4%), AGG (7.4%) and SCHZ (7.4%). Compared with Q2 2026, the fund opened new positions in OKTA, QQQ and GPIQ, added to BND, AGG and SCHZ, trimmed IVV, MLPX and XLU and sold out of LNT, WEC and UBER.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BND Vanguard BD Index Fds | $71.9M | 7.4% | 1M | +35K (+4%) | 8 of 8 | |
| 2 |  AGG Ishares TR | $71.9M | 7.4% | 760K | +25K (+3%) | 8 of 8 | |
| 3 |  SCHZ Schwab US Aggregate Bond | $71.8M | 7.4% | 3.2M | +106K (+3%) | 3 of 8 | |
| 4 |  IVV Ishares TR | $51.7M | 5.3% | 68K | −2,297 (−3%) | 8 of 8 | |
| 5 |  QQQM Invesco Nasdaq | $48.2M | 5.0% | 158K | +6,881 (+5%) | 8 of 8 | |
| 6 |  MLPX Global X Fds | $44.8M | 4.6% | 642K | −26K (−4%) | 7 of 8 | |
| 7 |  NTSX Wisdomtree TR | $43.4M | 4.5% | 743K | +7,882 (+1%) | 8 of 8 | |
| 8 |  VOO Vanguard S&P 500 ETF | $41.4M | 4.3% | 59K | +8,549 (+17%) | 8 of 8 | |
| 9 |  VIG Vanguard Dividend Appreciation ETF | $39M | 4.0% | 167K | +16K (+10%) | 8 of 8 | |
| 10 |  XLU Select Sector Spdr TR | $34.2M | 3.5% | 867K | −39K (−4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 LNT Alliant Energy Corp | $11M | 10M |
GLOBAL PMTS INC | $10.2M | 11.4M |
PPL CAP FDG INC | $10.1M | 8.9M |
 WEC Wec Energy Group Inc | $9.8M | 7.9M |
 UBER Uber Technologies Inc | $9.8M | 8.2M |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Rational Advisors 13F FAQ
What does Rational Advisors own?
Rational Advisors reported 183 stocks worth $968M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are BND (7.4%), AGG (7.4%) and SCHZ (7.4%). The table above lists every position in the filing (the top 10 without an account).
What did Rational Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 18 new positions, 116 added to, 43 trimmed and 30 sold out. New positions include OKTA, QQQ and GPIQ. It sold all of LNT, WEC and UBER.
When will Rational Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Rational Advisors's portfolio worth?
The Q3 2026 filing reports $968M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.