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Filers›Holding Co.›SAGE RHINO CAPITAL LLC
DOSSIER · 13F-HR · Q1 2026

SAGE RHINO CAPITAL LLC

SAGE RHINO's holding co. based in New York, NY — $535M in tracked AUM across 330 positions as of Q1 2026.

SR
SAGE RHINO·New York, NY·Holding Co.
CIK 0001771605 · last filed Mar 31, 2026
Total AUM
$535M
▼ 5.6%
vs prior
Holdings
330
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
18% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in SAGE
haiku-4-5 · 330 positions indexed
Sector mix
  • Tech18%
  • Financials45%
  • Health Care4%
  • Cons. Disc.11%
  • Industrials9%
  • Other13%
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