13F Insight
DOSSIER · 13F-HR · Q1 2026

SAGE RHINO CAPITAL LLC

$535M in tracked AUM across 330 positions as of Q1 2026.

SR
CIK 0001771605 · last filed Mar 31, 2026
Total AUM
$535M
as of Q1 2026
Holdings
330
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

SAGE RHINO CAPITAL 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
VO
VANGUARD INDEX FDS
$20M69K3.7%02
VB
VANGUARD INDEX FDS
$19M71K3.5%03
AVUV
AMERICAN CENTY ETF TR
$17M158K3.3%04
RSP
INVESCO EXCHANGE TRADED FD T
$17M91K3.3%05
IEFA
ISHARES TR
$17M190K3.2%06
IAU
ISHARES GOLD TR
$17M195K3.2%07
GBIL
GOLDMAN SACHS ETF TR
$16M163K3.1%08
BND
VANGUARD BD INDEX FDS
$11M156K2.1%09
SDY
SPDR SERIES TRUST
$11M77K2.1%10
AAPL
APPLE INC
$11M43K2.0%

Filing history

2026Q1Mar 31
$535M▲ 0.9%
330 positionsView →2025Q4Dec 31
$530M▲ 2.3%
310 positionsView →2025Q3Sep 30
$518M▲ 9.4%
299 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$359M▲ 4.7%
225 positionsLocked
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