Rhs Financial, LLC Portfolio Holdings

Rhs Financial, LLC

  • $185 Million
  • Q3 2025

Rhs Financial, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $185 Million distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental U S Large C with a value of $8.16M, Schwab Strategic Tr Us Broad M with a value of $8.08M, Schwab Fundamental Emerging Mk with a value of $8M, Vanguard Total Stock Market Et with a value of $7.95M, and Vanguard Ftse Developed Market with a value of $6.84M.

Examining the 13F form we can see an increase of $16.7M in the current position value, from $169M to 185M.

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

Portfolio value $185 Million
ETFs: $158 Million
Technology: $10.1 Million
Communication Services: $3.68 Million
Consumer Cyclical: $3.43 Million
Financial Services: $3.01 Million
Healthcare: $2.84 Million
Consumer Defensive: $1.99 Million
Industrials: $650,000
Other: $1.45 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$4.07 Million 2.2% of portfolio
15,975
Q3 2025 Added 80.67%
$465B
$1.85 Million 1.0% of portfolio
9,936
Q3 2025 Added 4.26%
$3.78T
$1.8 Million 0.97% of portfolio
3,478
Q3 2025 Reduced 2.69%
$2.39T
$1.08 Million 0.58% of portfolio
4,930
Q3 2025 Reduced 2.18%
$1.65T
$930,000 0.5% of portfolio
3,826
Q3 2025 Reduced 4.56%
$1.37T
$308,000 0.17% of portfolio
420
Q3 2025 Added 29.63%
$662B
$315,000 0.17% of portfolio
628
Q3 2025 Reduced 34.58%
$1.74T
$264,000 0.14% of portfolio
1,087
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $185 Million
  • Prior Value $169 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
Track This Portfolio

Track Rhs Financial, LLC Portfolio

Follow Rhs Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rhs Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rhs Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email