RHS Financial, LLC
Sector Allocation
- Other82.7%$244.3M
- Technology7.5%$22.1M
- Healthcare2.7%$8.0M
- Financials2.7%$7.9M
- Consumer Discretionary2.1%$6.1M
- Consumer Staples1.2%$3.5M
- Energy0.5%$1.5M
- Industrials0.5%$1.3M
- Communication Services0.2%$479,046
- Real Estate0.1%$265,253
AUM History
13fpro.ai/research/fund/rhs-financial-llc-1766514
Conviction and streaks
Diversifying · top 10 = 31.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SCHWAB$12.5M
- VANGUARD$12.2M
- ISHARES$10.8M
- VANGUARD$9.9M
- ISHARES$9.7M
- SCHWAB$9.1M
- ISHARES$8.0M
- SCHWAB$7.7M
- ISHARES$6.7M
- ISHARES$6.6M
- ISHARES$6.4M
- ISHARES$6.4M
AAPL
$6.0M- ISHARES$5.8M
- UBS$5.7M
- SCHWAB$5.5M
- J$5.4M
- SCHWAB$5.0M
- ISHARES$5.0M
- SPDR$4.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/rhs-financial-llc-1766514
RHS Financial, LLC 13F holdings — Q3 2026
$295.5M portfolio (+19.2% QoQ) · 185 holdings · Q3 2026 13F · top 10 are 32% of the stock portfolio
- 1
SCHWAB STRATEGIC TR - FUNDAMENTAL INTL
$12.5M
4.2% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - MRNGSTR TTL STK
$12.2M
4.1% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - MSCI INTL VLU FT
$10.8M
3.6% of stocks
+31%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$9.9M
3.4% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - INTL EQTY FACTOR
$9.7M
3.3% of stocks
+35%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SCHWAB STRATEGIC TR - FUNDAMENTAL US L
$9.1M
3.1% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - MSCI USA MMENTM
$8.0M
2.7% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SCHWAB STRATEGIC TR - US BRD MKT ETF
$7.7M
2.6% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES INC - MSCI GBL GOLD MN
$6.7M
2.3% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - U S EQUITY FACTR
$6.6M
2.2% of stocks
+15%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $12.5M | 4.2% | +6% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $12.2M | 4.1% | +8% | — | — | — | — | |
| 3 | ISHARES TR - MSCI INTL VLU FT | $10.8M | 3.6% | +31% | — | — | — | — | |
| 4 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $9.9M | 3.4% | +11% | — | — | — | — | |
| 5 | ISHARES TR - INTL EQTY FACTOR | $9.7M | 3.3% | +35% | — | — | — | — | |
| 6 | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $9.1M | 3.1% | -3% | — | — | — | — | |
| 7 | ISHARES TR - MSCI USA MMENTM | $8.0M | 2.7% | +6% | — | — | — | — | |
| 8 | SCHWAB STRATEGIC TR - US BRD MKT ETF | $7.7M | 2.6% | -2% | — | — | — | — | |
| 9 | ISHARES INC - MSCI GBL GOLD MN | $6.7M | 2.3% | +15% | — | — | — | — | |
| 10 | ISHARES TR - U S EQUITY FACTR | $6.6M | 2.2% | +15% | — | — | — | — |
All holdings — RHS Financial, LLC (Q3 2026)
185 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES INC - EMNG MKTS EQTetf/fund | — | $6.4M | 2.2% | 90K | +4% | — | — | 13F |
| 12 | — | ISHARES TR - MSCI INTL MOMENTetf/fund | — | $6.4M | 2.2% | 121K | +14% | — | — | 13F |
| 13 | Apple Inc. | Technology | $6.0M | 2.0% | 18K | -4% | 11+ qtrs | 75.7 | 13F | |
| 14 | — | ISHARES TR - MSCI EAFE MIN VLetf/fund | — | $5.8M | 2.0% | 64K | +104% | — | — | 13F |
| 15 | — | UBS AG LONDON BRANCH - ETRA BL CO MAT 5 | — | $5.7M | 1.9% | 150K | +18% | — | — | 13F |
| 16 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETFetf/fund | — | $5.5M | 1.9% | 132K | -9% | — | — | 13F |
| 17 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAN DIVER | — | $5.4M | 1.8% | 40K | +195% | — | — | 13F |
| 18 | — | SCHWAB STRATEGIC TR - INTL EQTY ETFetf/fund | — | $5.0M | 1.7% | 183K | -4% | — | — | 13F |
| 19 | — | ISHARES TR - MSCI USA MIN ETFetf/fund | — | $5.0M | 1.7% | 51K | +2% | — | — | 13F |
| 20 | — | SPDR INDEX SHS FDS - ST STR MSCI EAFEetf/fund | — | $4.8M | 1.6% | 49K | +23% | — | — | 13F |
| 21 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | — | $4.6M | 1.6% | 39K | -10% | — | — | 13F |
| 22 | — | ISHARES TR - CORE MSCI INTLetf/fund | — | $4.6M | 1.5% | 51K | +31% | — | — | 13F |
| 23 | — | J P MORGAN EXCHANGE TRADED F - DIV RTN INT EQ | — | $4.5M | 1.5% | 60K | +260% | — | — | 13F |
| 24 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREASetf/fund | — | $4.0M | 1.4% | 81K | +439% | — | — | 13F |
| 25 | — | SCHWAB STRATEGIC TR - US TIPS ETFetf/fund | — | $4.0M | 1.3% | 158K | -8% | — | — | 13F |
| 26 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $3.6M | 1.2% | 24K | +584% | |||
| 27 | — | VANGUARD WELLINGTON FD - US MULTIFACTOR | — | $3.2M | 1.1% | 18K | +125% | |||
| 28 | $WT | WisdomTree, Inc. | Financials | $3.0M | 1.0% | 52K | -0.7% | |||
| 29 | — | ISHARES INC - JP MORGAN EM ETF | — | $2.7M | 0.9% | 65K | +38% | |||
| 30 | — | TIDAL TRUST II - RET STCKD GL STK | — | $2.6M | 0.9% | 87K | +59% | |||
| 31 | — | ABRDN ETFS - BBRG ALL COMMDY | — | $2.5M | 0.8% | 64K | -31% | |||
| 32 | $BHK | BLACKROCK CORE BOND TRUST | — | $2.4M | 0.8% | 294K | +9% | |||
| 33 | — | ISHARES TR - MSCI USA VALUE | — | $2.4M | 0.8% | 12K | +23% | |||
| 34 | — | J P MORGAN EXCHANGE TRADED F - DIV RTN EM EQT | — | $2.2M | 0.8% | 35K | -16% | |||
| 35 | — | ISHARES TR - ESG AWR MSCI USA | — | $2.2M | 0.8% | 13K | +2% | |||
| 36 | $NVDA | NVIDIA CORP | Technology | $2.1M | 0.7% | 9,404 | -5% | |||
| 37 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $2.1M | 0.7% | 34K | +3% | |||
| 38 | — | ISHARES TR - MSCI INTL QUALTY | — | $2.0M | 0.7% | 41K | +438% | |||
| 39 | — | WESTERN ASSET INFLT LNK INC - COM SH BEN INT | — | $1.9M | 0.7% | 255K | +10% | |||
| 40 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.9M | 0.7% | 7,677 | +21% | |||
| 41 | — | ISHARES TR - ISHS 1-5YR INVS | — | $1.9M | 0.6% | 37K | -0.4% | |||
| 42 | — | ISHARES TR - CORE S&P TTL STK | — | $1.9M | 0.6% | 11K | +61% | |||
| 43 | — | ISHARES TR - MBS ETF | — | $1.8M | 0.6% | 20K | +3% | |||
| 44 | — | ISHARES TR - ESG AW MSCI EAFE | — | $1.8M | 0.6% | 18K | +0.9% | |||
| 45 | $CRWV | CoreWeave, Inc. | Technology | $1.8M | 0.6% | 20K | -4% | |||
| 46 | — | VANECK ETF TRUST - JP MRGAN EM LOC | — | $1.7M | 0.6% | 68K | +13% | |||
| 47 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $1.6M | 0.6% | 54K | -9% | |||
| 48 | — | ISHARES TR - CORE INTL AGGR | — | $1.6M | 0.5% | 32K | -24% | |||
| 49 | — | TIDAL TRUST II - RETURN STCKD US | — | $1.6M | 0.5% | 45K | -4% | |||
| 50 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $1.6M | 0.5% | 28K | -18% | |||
| 51 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $1.6M | 0.5% | 30K | +179% | |||
| 52 | — | ISHARES INC - MSCI EMERG MRKT | — | $1.5M | 0.5% | 21K | +13% | |||
| 53 | $MSFT | MICROSOFT CORP | Technology | $1.5M | 0.5% | 2,887 | -2% | |||
| 54 | — | VANGUARD WORLD FD - EXTENDED DUR | — | $1.5M | 0.5% | 26K | New | |||
| 55 | — | ISHARES TR - ULTRA SHORT DUR | — | $1.5M | 0.5% | 29K | -24% | |||
| 56 | — | TIDAL TRUST I - UNLIMITED HFGM | — | $1.4M | 0.5% | 46K | +15% | |||
| 57 | — | EA SERIES TRUST - ALPHA ARCHITECT | — | $1.4M | 0.5% | 14K | +4% | |||
| 58 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $1.4M | 0.5% | 12K | New | |||
| 59 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.5% | 9,222 | +28% | |||
| 60 | $BTC | Grayscale Bitcoin Mini Trust ETF | Financials | $1.4M | 0.5% | 37K | +51% | |||
| 61 | $GOOGL | Alphabet Inc. | Technology | $1.3M | 0.5% | 3,907 | -0.5% | |||
| 62 | — | VANGUARD WORLD FD - MRNGSTR CAP ETF | — | $1.3M | 0.5% | 4,725 | +103% | |||
| 63 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $1.1M | 0.4% | 3,255 | +3% | |||
| 64 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.1M | 0.4% | 1,526 | — | |||
| 65 | — | ISHARES TR - 10-20 YR TRS ETF | — | $1.1M | 0.4% | 12K | +85% | |||
| 66 | — | SIMPLIFY EXCHANGE TRADED FUN - US EQUI PLUS ETF | — | $1.1M | 0.4% | 36K | New | |||
| 67 | — | ISHARES TR - MSCI USA QLT FCT | — | $1.0M | 0.3% | 4,699 | +11% | |||
| 68 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $999K | 0.3% | 11K | — | |||
| 69 | $BPRE | Bluerock Private Real Estate Fund | Other | $984K | 0.3% | 79K | +2% | |||
| 70 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $963K | 0.3% | 30K | -19% | |||
| 71 | — | SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY | — | $933K | 0.3% | 85K | +738% | |||
| 72 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $923K | 0.3% | 17K | +106% | |||
| 73 | — | ISHARES TR - CORE MSCI EAFE | — | $912K | 0.3% | 9,413 | +30% | |||
| 74 | — | ROUNDHILL ETF TRUST - S&P 500 NO ETF | — | $893K | 0.3% | 29K | New | |||
| 75 | — | ISHARES TR - INTERNATIONAL SL | — | $884K | 0.3% | 20K | -1% | |||
| 76 | — | ISHARES TR - US SML CAP EQT | — | $882K | 0.3% | 11K | -6% | |||
| 77 | $HPE | Hewlett Packard Enterprise Co | Technology | $849K | 0.3% | 13K | +0.9% | |||
| 78 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $780K | 0.3% | 7,824 | +11% | |||
| 79 | — | ISHARES TR - EAFE VALUE ETF | — | $771K | 0.3% | 9,744 | +0.3% | |||
| 80 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $760K | 0.3% | 1,243 | +2% | |||
| 81 | $ADBE | ADOBE INC. | Technology | $726K | 0.3% | 3,024 | +5% | |||
| 82 | $EXEL | EXELIXIS, INC. | Healthcare | $710K | 0.2% | 12K | -5% | |||
| 83 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $708K | 0.2% | 2,689 | +80% | |||
| 84 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $680K | 0.2% | 2,942 | — | |||
| 85 | — | ISHARES TR - CRE U S REIT ETF | — | $650K | 0.2% | 11K | -24% | |||
| 86 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $618K | 0.2% | 9,911 | -16% | |||
| 87 | $FTNT | Fortinet, Inc. | Technology | $603K | 0.2% | 3,376 | New | |||
| 88 | $VLO | VALERO ENERGY CORP/TX | Energy | $601K | 0.2% | 1,551 | New | |||
| 89 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $580K | 0.2% | 6,803 | -4% | |||
| 90 | $EBAY | EBAY INC | Consumer Discretionary | $557K | 0.2% | 5,250 | -9% | |||
| 91 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $524K | 0.2% | 11K | -0.4% | |||
| 92 | $GM | General Motors Co | Consumer Discretionary | $518K | 0.2% | 6,722 | +15% | |||
| 93 | $GOOG | Alphabet Inc. | Technology | $510K | 0.2% | 1,498 | +47% | |||
| 94 | $FHI | FEDERATED HERMES, INC. | Financials | $483K | 0.2% | 8,571 | -1% | |||
| 95 | $CCZ | COMCAST CORP | Communication Services | $479K | 0.2% | 22K | -10% | |||
| 96 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $476K | 0.2% | 13K | — | |||
| 97 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $469K | 0.2% | 6,765 | +17% | |||
| 98 | — | NYLIM ETF TR - MERGE ARBIT ETF | — | $467K | 0.2% | 13K | +11% | |||
| 99 | $GDDY | GoDaddy Inc. | Technology | $459K | 0.2% | 4,811 | -1% | |||
| 100 | $HCA | HCA Healthcare, Inc. | Healthcare | $454K | 0.1% | 1,065 | -39% | |||
| 101 | $NTAP | NetApp, Inc. | Technology | $451K | 0.1% | 2,147 | New | |||
| 102 | $EOG | EOG RESOURCES INC | Energy | $447K | 0.1% | 3,246 | -2% | |||
| 103 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $442K | 0.1% | 2,848 | -54% | |||
| 104 | $MU | MICRON TECHNOLOGY INC | Technology | $440K | 0.1% | 413 | +67% | |||
| 105 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $437K | 0.1% | 1,075 | -2% | |||
| 106 | — | IM GLOBAL PARTNER FUNDS - IMGP DBI MAN ETF | — | $434K | 0.1% | 13K | +10% | |||
| 107 | $UAL | United Airlines Holdings, Inc. | Industrials | $432K | 0.1% | 3,891 | +109% | |||
| 108 | $DBX | DROPBOX, INC. | Technology | $419K | 0.1% | 12K | -5% | |||
| 109 | — | ISHARES TR - 0-3 MTH TREASURY | — | $416K | 0.1% | 4,131 | -63% | |||
| 110 | $THC | TENET HEALTHCARE CORP | Healthcare | $409K | 0.1% | 1,601 | -4% | |||
| 111 | — | PIMCO EQUITY SER - RAFI ESG US | — | $404K | 0.1% | 8,214 | +0.1% | |||
| 112 | — | ISHARES TR - CORE S&P500 ETF | — | $401K | 0.1% | 523 | +1% | |||
| 113 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $400K | 0.1% | 804 | — | |||
| 114 | — | AGF INVTS TR - US MARKET NETRL | — | $400K | 0.1% | 33K | +97% | |||
| 115 | $KR | KROGER CO | Consumer Staples | $392K | 0.1% | 6,693 | +0.2% | |||
| 116 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $391K | 0.1% | 1,677 | New | |||
| 117 | $JAZZ | Jazz Pharmaceuticals plc | Healthcare | $389K | 0.1% | 1,680 | +37% | |||
| 118 | $CRM | Salesforce, Inc. | Technology | $382K | 0.1% | 1,663 | -2% | |||
| 119 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $372K | 0.1% | 6,873 | -3% | |||
| 120 | $MA | Mastercard Inc | Financials | $369K | 0.1% | 670 | +51% | |||
| 121 | $MTCH | Match Group, Inc. | Technology | $356K | 0.1% | 8,870 | New | |||
| 122 | $DLTR | DOLLAR TREE, INC. | Consumer Staples | $349K | 0.1% | 3,060 | +6% | |||
| 123 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $347K | 0.1% | 1,607 | — | |||
| 124 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $345K | 0.1% | 1,478 | +1% | |||
| 125 | — | ISHARES TR - CALIF MUN BD ETF | — | $339K | 0.1% | 6,266 | -7% | |||
| 126 | — | ISHARES INC - CORE MSCI EMKT | — | $338K | 0.1% | 4,165 | -11% | |||
| 127 | $KLAC | KLA CORP | Technology | $337K | 0.1% | 1,729 | +14% | |||
| 128 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $309K | 0.1% | 1,898 | +20% | |||
| 129 | $QRVO | Qorvo, Inc. | Technology | $308K | 0.1% | 2,688 | New | |||
| 130 | $SAM | BOSTON BEER CO INC | Consumer Staples | $304K | 0.1% | 1,851 | -5% | |||
| 131 | $R | RYDER SYSTEM INC | Consumer Discretionary | $303K | 0.1% | 1,329 | +1% | |||
| 132 | $WDC | WESTERN DIGITAL CORP | Technology | $299K | 0.1% | 659 | +27% | |||
| 133 | — | J P MORGAN EXCHANGE TRADED F - US MOMENTUM | — | $299K | 0.1% | 3,582 | New | |||
| 134 | $COKE | Coca-Cola Consolidated, Inc. | Consumer Staples | $295K | 0.1% | 1,558 | +6% | |||
| 135 | $MCK | MCKESSON CORP | Consumer Staples | $293K | 0.1% | 343 | +20% | |||
| 136 | $MD | Pediatrix Medical Group, Inc. | Healthcare | $292K | 0.1% | 11K | New | |||
| 137 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $290K | 0.1% | 319 | -20% | |||
| 138 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $288K | 0.1% | 4,863 | -14% | |||
| 139 | $FLEX | FLEX LTD. | Technology | $286K | 0.1% | 2,600 | -15% | |||
| 140 | $NAC | Nuveen California Quality Municipal Income Fund | Other | $286K | 0.1% | 28K | -3% | |||
| 141 | $INGR | Ingredion Inc | Consumer Staples | $284K | 0.1% | 2,969 | -18% | |||
| 142 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $284K | 0.1% | 228 | New | |||
| 143 | — | ISHARES TR - U.S. TECH ETF | — | $281K | 0.1% | 1,062 | +2% | |||
| 144 | $FTI | TechnipFMC plc | Energy | $281K | 0.1% | 4,141 | -4% | |||
| 145 | $LRCX | LAM RESEARCH CORP | Technology | $277K | 0.1% | 842 | New | |||
| 146 | — | ISHARES TR - CORE US AGGBD ET | — | $274K | 0.1% | 2,900 | New | |||
| 147 | $UNFI | UNITED NATURAL FOODS INC | Consumer Staples | $273K | 0.1% | 6,094 | New | |||
| 148 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $271K | 0.1% | 1,220 | New | |||
| 149 | — | TRUST FOR PROFESSIONAL MANAG - CONVERGENCE LNG | — | $271K | 0.1% | 7,956 | New | |||
| 150 | $META | Meta Platforms, Inc. | Technology | $267K | 0.1% | 368 | -16% |
What changed in Q3 2026
Against the previous quarter's 13F: 33 new, 77 added to, 64 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.
New positions (33)
- VANGUARD WORLD FD - EXTENDED DUR$1.5M
first bought this quarter
- SPDR SERIES TRUST - ST STR P500GRW$1.4M
first bought this quarter
- SIMPLIFY EXCHANGE TRADED FUN - US EQUI PLUS ETF$1.1M
first bought this quarter
- ROUNDHILL ETF TRUST - S&P 500 NO ETF$893K
first bought this quarter
$FTNTFortinet, Inc.$603K
first bought this quarter
$VLOVALERO ENERGY CORP/TX$601K
first bought this quarter
+27 more in the Excel export
Added to (77)
- J P MORGAN EXCHANGE TRADED F - JPMORGAN DIVER+195%
now $5.4M
- VANGUARD SCOTTSDALE FDS - LONG TERM TREAS+439%
now $4.0M
- J P MORGAN EXCHANGE TRADED F - DIV RTN INT EQ+260%
now $4.5M
$GILDGILEAD SCIENCES, INC.+584%
now $3.6M · held 6 qtrs
- ISHARES TR - MSCI EAFE MIN VL+104%
now $5.8M
- ISHARES TR - INTL EQTY FACTOR+35%
now $9.7M
+71 more in the Excel export
Trimmed (64)
- ABRDN ETFS - BBRG ALL COMMDY-31%
now $2.5M
- ISHARES TR - 0-3 MTH TREASURY-63%
now $416K
- SCHWAB STRATEGIC TR - FUND EM EQUI ETF-9%
now $5.5M
- VANGUARD WHITEHALL FDS - HIGH DIV YLD-54%
now $442K
- EA SERIES TRUST - ALPHA ARCH 1-3-10%
now $4.6M
- ISHARES TR - CORE INTL AGGR-24%
now $1.6M
+58 more in the Excel export
Holdings by quarter
Every 13F RHS Financial, LLC has filed, 31 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of RHS Financial's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-2.1%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 28% over the last 4
Top 10 weight
32%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
68%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
RHS Financial, LLC disclosed 185 positions worth $295.5M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 33 new positions and exited 13 and a full exit from $WMT. The portfolio is most concentrated in Other (82.7% of disclosed assets). All figures are sourced directly from RHS Financial, LLC’s Form 13F-HR filing with the SEC under CIK 1766514.
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AI-Powered Hedge Fund Analysis: RHS Financial, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For RHS Financial, LLC (SEC CIK: 1766514), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in RHS Financial, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.