13F Insight
DOSSIER · 13F-HR · Q2 2026

SAGE RHINO CAPITAL LLC

$617M in tracked AUM across 385 positions as of Q2 2026.

SR
CIK 0001771605 · last filed Jun 30, 2026
Total AUM
$617M
as of Q2 2026
Holdings
385
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SAGE RHINO CAPITAL LLC 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
VB
VANGUARD INDEX FDS
$20M66K3.2%02
VO
VANGUARD INDEX FDS
$19M242K3.2%03
GBIL
GOLDMAN SACHS ETF TR
$19M186K3.0%04
RSP
INVESCO EXCHANGE TRADED FD T
$18M86K2.9%05
AVUV
AMERICAN CENTY ETF TR
$18M142K2.9%06
IEFA
ISHARES TR
$17M179K2.8%07
BND
VANGUARD BD INDEX FDS
$16M222K2.6%08
VCSH
VANGUARD SCOTTSDALE FDS
$14M180K2.3%09
VCIT
VANGUARD SCOTTSDALE FDS
$14M170K2.3%10
AAPL
APPLE INC
$12M42K2.0%

Filing history

2026Q2Jun 30
$617M▲ 15.5%
385 positionsView →2026Q1Mar 31
$535M▲ 0.9%
330 positionsView →2025Q4Dec 31
$530M▲ 2.3%
310 positionsView →2025Q3Sep 30
$518M▲ 9.4%
299 positionsLocked2025Q2Jun 30
$473M▲ 9.7%
282 positionsLocked2025Q1Mar 31
$431M▼ 5.9%
265 positionsLocked2024Q4Dec 31
$458M▲ 1.5%
271 positionsLocked2024Q3Sep 30
$452M▲ 7.8%
278 positionsLocked2024Q2Jun 30
$419M▼ 1.2%
251 positionsLocked2024Q1Mar 31
$424M▲ 8.8%
238 positionsLocked2023Q4Dec 31
$389M▲ 9.4%
230 positionsLocked2023Q3Sep 30
$356M▼ 0.8%
224 positionsLocked
Showing 12 of 30