Rhs Financial, LLC Portfolio Holdings

Rhs Financial, LLC

  • $169 Million
  • Q2 2025

Rhs Financial, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $169 Million distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental U S Large C with a value of $8.05M, Schwab Strategic Tr Us Broad M with a value of $7.67M, Schwab Fundamental Emerging Mk with a value of $7.58M, Vanguard Total Stock Market Et with a value of $7.56M, and Vanguard Ftse Developed Market with a value of $6.38M.

Examining the 13F form we can see an decrease of $3.71M in the current position value, from $172M to 169M.

Below you can find more details about Rhs Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $169 Million
ETFs: $146 Million
Technology: $7.73 Million
Financial Services: $3.1 Million
Communication Services: $2.61 Million
Consumer Cyclical: $2.52 Million
Healthcare: $2.41 Million
Consumer Defensive: $1.98 Million
Industrials: $590,000
Other: $1.36 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 131
  • Current Value $169 Million
  • Prior Value $172 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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