StockDriftsStockDriftsTop 50 Rhs Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | 4.22% | 232.3K | $12.5M | +5.70%(+12.52K) | $36.53(+46.98%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 4.13% | 32.6K | $12.2M | +8.08%(+2.44K) | $272.85(+37.64%) | 2026-09-30 | |
| IVLU | ISHARES TR | 3.65% | 251.3K | $10.8M | +30.67%(+58.99K) | $31.56(+33.76%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.35% | 140.1K | $9.9M | +11.05%(+13.94K) | $51.28(+35.25%) | 2026-09-30 | |
| INTF | ISHARES TR | 3.29% | 234.4K | $9.7M | +35.20%(+61.02K) | $35.22(+17.06%) | 2026-09-30 | |
| FNDX | SCHWAB STRATEGIC TR | 3.08% | 288.8K | $9.1M | -3.05%(-9.09K) | $18.25(+77.72%) | 2026-09-30 | |
| MTUM | ISHARES TR | 2.72% | 25.3K | $8.0M | +5.74%(+1.37K) | $188.66(+56.74%) | 2026-09-30 | |
| SCHB | SCHWAB STRATEGIC TR | 2.62% | 264.1K | $7.7M | -2.04%(-5.51K) | $14.60(+101.32%) | 2026-09-30 | |
| RING | ISHARES INC | 2.25% | 86.9K | $6.7M | +14.83%(+11.22K) | $38.30(+98.18%) | 2026-09-30 | |
| LRGF | ISHARES TR | 2.22% | 84.3K | $6.6M | +14.96%(+10.98K) | $60.36(+29.86%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.33% | +61.50% | +7.92% | +46.42% |
| Top 20 Holdings Unweighted | +17.93% | +64.02% | +7.90% | +46.23% |
Rhs Financial LLC reports $295.50M in US-listed equity holdings across 185 positions in its most recent 13F filing. Its largest disclosed positions are FNDF (4.2%), VTI (4.1%) and IVLU (3.6%). The top 20 holdings account for 50.48% of reported assets. Its disclosed equity book has returned +61.50% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rhs Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1766514). View Rhs Financial LLC’s 13F filings on SEC