Rhs Financial, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $192 Million distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental Emerging Mk with a value of $9.09M, Vanguard Total Stock Market Et with a value of $8.34M, Schwab Fundamental U S Large C with a value of $8.34M, Schwab Strategic Tr Us Broad M with a value of $7.53M, and Schwab Fundamental Intl Large with a value of $7.29M.

Examining the 13F form we can see an increase of $6.99M in the current position value, from $185M to 192M.

Below you can find more details about Rhs Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $192 Million
ETFs: $163 Million
Technology: $9.88 Million
Communication Services: $3.84 Million
Consumer Cyclical: $3.46 Million
Healthcare: $3.45 Million
Financial Services: $3.11 Million
Consumer Defensive: $2.57 Million
Industrials: $1.15 Million
Other: $1.79 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $192 Million
  • Prior Value $185 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 20 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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