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Filers›Asset Manager›RHS Financial, LLC
DOSSIER · 13F-HR · Q1 2026

RHS Financial, LLC

RHS Financial's asset manager based in Chicago, IL — $211M in tracked AUM across 224 positions as of Q1 2026.

RF
RHS Financial·Chicago, IL·Asset Manager
CIK 0001766514 · last filed Mar 31, 2026
Total AUM
$211M
▼ 14.9%
vs prior
Holdings
224
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

RHS Financial, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FNDF
SCHWAB STRATEGIC TR
$9M189K4.4%
02
FNDX
SCHWAB STRATEGIC TR
$9M328K4.3%
03
VTI
VANGUARD INDEX FDS
$9M27K4.2%
04
IVLU
ISHARES TR
$8M194K3.6%
05
VEA
VANGUARD TAX-MANAGED FDS
$7M113K3.4%
06
FNDE
SCHWAB STRATEGIC TR
$7M185K3.4%
07
VGLT
VANGUARD SCOTTSDALE FDS
$7M123K3.2%
08
SCHB
SCHWAB STRATEGIC TR
$7M271K3.2%
09
EMGF
ISHARES INC
$6M104K3.0%
10
MTUM
ISHARES TR
$6M24K2.8%

Filing history

Filing history loading…
AI Agent · grounded in RHS
haiku-4-5 · 224 positions indexed
Sector mix
  • Tech6%
  • Financials50%
  • Health Care21%
  • Communications7%
  • Energy19%
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