Institutions / RHS Financial, LLC

RHS Financial, LLC

CIK 1766514 ยท Institution ยท as of Jun 30, 2026
Portfolio value
$247.88M
Positions
165
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$247.88M+21.0%
$247.88M$226.36M$204.84MQ4 '25Q2 '26

Positions

165+14.6%
165155144Q4 '25Q2 '26

Top holdings

CompanyClassValueShares% of portfolio
Schwab Strategic Trโ€”$11.59M219,7424.7%
Vanguard Index Fdsโ€”$11.16M30,1624.5%
Schwab Strategic Trโ€”$9.27M297,9273.7%
Vanguard Tax-Managed Fdsโ€”$8.99M126,1273.6%
iShares MSCI UAE ETFโ€”$8.20M23,9133.3%
iShares MSCI UAE ETFโ€”$8.04M192,3033.2%
Schwab Strategic Trโ€”$7.81M269,6323.2%
iShares Trโ€”$7.10M173,3782.9%
iShares Incโ€”$6.30M86,0122.5%
Schwab Strategic Trโ€”$5.72M144,2712.3%
iShares Trโ€”$5.67M106,3142.3%
iShares Trโ€”$5.55M73,3652.2%
Apple Inc.โ€”$5.46M18,8622.2%
Schwab Strategic Trโ€”$5.27M190,3572.1%
Ea Series Trustโ€”$5.08M43,3562.0%
iShares Incโ€”$4.89M75,6772.0%
iShares MSCI UAE ETFโ€”$4.82M49,9311.9%
Schwab Strategic Trโ€”$4.52M170,6801.8%
UBS AG London Branchโ€”$4.13M126,8501.7%
SPDR Index Shs Fdsโ€”$3.82M39,7671.5%
iShares MSCI UAE ETFโ€”$3.46M38,8771.4%
Abrdn Etfsโ€”$3.15M92,1601.3%
WisdomTree Trโ€”$3.10M52,5141.3%
iShares Trโ€”$2.74M31,2801.1%
J P Morgan Exchange Traded Fโ€”$2.60M41,3971.0%

Activity

InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
DateActionCompanyValueShares ฮ”Position afterImpact
Q2 2026
as of
Trim808524730
Common stock
$-3.92M-99K
-40.62%
144,271
2.31% of portfolio
low
Q2 2026
as of
Trim92206C847
Common stock
$-3.90M-71K
-82.54%
14,965
0.33% of portfolio
low
Q2 2026
as of
New78463X434
Common stock
$3.82M+40K
39,767
1.54% of portfolio
low
Q2 2026
as of
Add808524755
Common stock
$3.00M+57K
+34.97%
219,742
4.68% of portfolio
low
Q2 2026
as of
AddBHK
BlackRock Core Bond Trust
Closed-End Fund
$2.34M+256K
+1681.92%
270,763
1.00% of portfolio
low
Q2 2026
as of
Add46434V274
Common stock
$2.14M+52K
+43.00%
173,378
2.86% of portfolio
low
Q2 2026
as of
NewCoreWeave, Inc.
Common stock
$2.12M+21K
21,291
0.85% of portfolio
low
Q2 2026
as of
Add003261203
Common stock
$2.02M+59K
+179.24%
92,160
1.27% of portfolio
low
Q2 2026
as of
Add922908769
Common stock
$1.81M+5K
+19.35%
30,162
4.50% of portfolio
low
Q2 2026
as of
Add46434V449
Common stock
$1.73M+32K
+43.84%
106,314
2.29% of portfolio
low