DOSSIER · 13F-HR · Q2 2026

RHODES INVESTMENT ADVISORS INC /ADV

$136M in tracked AUM across 127 positions as of Q2 2026.

RI
CIK 0001005186 · last filed Jun 30, 2026
Total AUM
$136M
as of Q2 2026
Holdings
127
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

RHODES INVESTMENT ADVISORS INC /ADV filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$6M12K4.6%
02
GOOG
ALPHABET INC
$4M12K3.2%
03
META
META PLATFORMS INC
$4M8K3.2%
04
GE
GE AEROSPACE
$4M11K2.9%
05
JPM
JPMORGAN CHASE & CO
$4M11K2.7%
06
AIRR
FIRST TR EXCHANGE TRADED FD
$4M27K2.6%
07
AAPL
APPLE INC
$3M12K2.5%
08
GDX
VANECK ETF TRUST
$3M44K2.5%
09
IWY
ISHARES TR
$3M12K2.5%
10
AMZN
AMAZON COM INC
$3M13K2.3%

Filing history

2026Q2Jun 30
$136M 17.1%
127 positionsView →
2026Q1Mar 31
$116M 6.1%
116 positionsView →
2025Q4Dec 31
$124M
116 positionsView →