DOSSIER · 13F-HR · Q3 2026

RHODES INVESTMENT ADVISORS INC /ADV

$141M in tracked AUM across 124 positions as of Q3 2026.

RI
CIK 0001005186 · last filed Sep 30, 2026
Total AUM
$141M
as of Q3 2026
Holdings
124
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

RHODES INVESTMENT ADVISORS INC /ADV filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$6M12K4.4%
02
META
META PLATFORMS INC
$6M8K4.0%
03
GOOG
ALPHABET INC
$4M12K3.0%
04
AAPL
APPLE INC
$4M12K2.8%
05
GDX
VANECK ETF TRUST
$4M44K2.7%
06
JPM
JPMORGAN CHASE & CO
$4M11K2.6%
07
NVDA
NVIDIA CORPORATION
$4M16K2.6%
08
IWY
ISHARES TR
$4M12K2.5%
09
MSFT
MICROSOFT CORP
$3M7K2.4%
10
DELL
DELL TECHNOLOGIES INC
$3M6K2.4%

Filing history

2026Q3Sep 30
$141M▲ 3.8%
124 positionsView →
2026Q2Jun 30
$136M▲ 17.1%
127 positionsView →
2026Q1Mar 31
$116M▼ 6.1%
116 positionsView →
2025Q4Dec 31
$124M—
116 positionsView →