Rhs Financial, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $185 Million distributed in 133 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 $8.16M, Schwab Strategic Tr Us Broad M with a value of $8.08M, Schwab Fundamental Emerging Mk with a value of $8M, Vanguard Total Stock Market Et with a value of $7.95M, and Vanguard Ftse Developed Market with a value of $6.84M.

Examining the 13F form we can see an increase of $16.7M in the current position value, from $169M to 185M.

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

Portfolio value $185 Million
ETFs: $158 Million
Technology: $10.1 Million
Communication Services: $3.68 Million
Consumer Cyclical: $3.43 Million
Financial Services: $3.01 Million
Healthcare: $2.84 Million
Consumer Defensive: $1.99 Million
Industrials: $650,000
Other: $1.45 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $185 Million
  • Prior Value $169 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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