RHS Financial, LLC

hedge fundUpdated 23 days ago

Managed by Rhs Financial, Llc • Latest filing Q3 2026

Portfolio value

$295.5M

Q3 2026

Filings

5

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

53.3%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table

Period	Portfolio value
Q3 2025	$192.8M
Q4 2025	$204.8M
Q1 2026	$211.1M
Q2 2026	$247.9M
Q3 2026	$295.5M

Top holdings

298 positions as of Q3 2026

#	Stock	Value	Shares	% Portfolio	Change
1	S SCHW-PJ History → SCHWAB STRATEGIC TR	$11.9M	221.1K	4.02%	Added(+2529.1%)
2	S SCHW-PJ History → SCHWAB STRATEGIC TR	$8.4M	266.6K	2.84%	Trimmed(-3.9%)
3	V VGES History → VANGUARD TAX-MANAGED FDS	$8.3M	117.6K	2.81%	Added(+3.4%)
4	V VGES History → VANGUARD INDEX FDS	$8M	21.4K	2.71%	Added(+0.7%)
5	E ETHA History → ISHARES TR	$8M	185.5K	2.69%	Added(+16.3%)
6	E ETHA History → ISHARES TR	$7.6M	184.2K	2.59%	Added(+475.7%)
7	S SCHW-PJ History → SCHWAB STRATEGIC TR	$7.5M	256.2K	2.54%	Trimmed(-2.1%)
8	E ETHA History → ISHARES TR	$6.1M	19.1K	2.05%	Added(+310.9%)
9	E ETHA History → ISHARES INC	$5.5M	71.7K	1.86%	Added(+813.3%)
10	S SCHW-PJ History → SCHWAB STRATEGIC TR	$5.5M	130.3K	1.85%	Added(+9404.6%)
11	E ETHA History → ISHARES TR	$4.9M	93.8K	1.67%	Added(+6.1%)
12	S SCHW-PJ History → SCHWAB STRATEGIC TR	$4.9M	178.1K	1.66%	Trimmed(-3.9%)
13	E ETHA History → ISHARES INC	$4.9M	68.1K	1.65%	Added(+0.1%)
14	E ETHA History → ISHARES TR	$4.2M	43.4K	1.43%	Trimmed(-0.0%)
15	V VGES History → VANGUARD INDEX FDS	$4.2M	11.2K	1.42%	Trimmed(-47.3%)
16	? N/A UBS AG LONDON BRANCH	$4.1M	109.2K	1.40%	Added(+3.6%)
17	A AAPL History → APPLE INC	$4M	11.9K	1.34%	Added(+83.7%)
18	J JPM-PM History → J P MORGAN EXCHANGE TRADED F	$3.8M	27.8K	1.28%	Added(+886.2%)
19	E ETHA History → ISHARES TR	$3.7M	48.0K	1.27%	Trimmed(-4.0%)
20	G GILD History → GILEAD SCIENCES INC	$3.6M	24.5K	1.23%	Added(+584.1%)

S

1.SCHW-PJ History →

SCHWAB STRATEGIC TR

+2529.1%

Value

$11.9M

Shares

221.1K

% Port

4.02%

S

2.SCHW-PJ History →

SCHWAB STRATEGIC TR

-3.9%

Value

$8.4M

Shares

266.6K

% Port

2.84%

V

3.VGES History →

VANGUARD TAX-MANAGED FDS

+3.4%

Value

$8.3M

Shares

117.6K

% Port

2.81%

V

4.VGES History →

VANGUARD INDEX FDS

+0.7%

Value

$8M

Shares

21.4K

% Port

2.71%

E

5.ETHA History →

ISHARES TR

+16.3%

Value

$8M

Shares

185.5K

% Port

2.69%

E

6.ETHA History →

ISHARES TR

+475.7%

Value

$7.6M

Shares

184.2K

% Port

2.59%

S

7.SCHW-PJ History →

SCHWAB STRATEGIC TR

-2.1%

Value

$7.5M

Shares

256.2K

% Port

2.54%

E

8.ETHA History →

ISHARES TR

+310.9%

Value

$6.1M

Shares

19.1K

% Port

2.05%

E

9.ETHA History →

ISHARES INC

+813.3%

Value

$5.5M

Shares

71.7K

% Port

1.86%

S

10.SCHW-PJ History →

SCHWAB STRATEGIC TR

+9404.6%

Value

$5.5M

Shares

130.3K

% Port

1.85%

E

11.ETHA History →

ISHARES TR

+6.1%

Value

$4.9M

Shares

93.8K

% Port

1.67%

S

12.SCHW-PJ History →

SCHWAB STRATEGIC TR

-3.9%

Value

$4.9M

Shares

178.1K

% Port

1.66%

E

13.ETHA History →

ISHARES INC

+0.1%

Value

$4.9M

Shares

68.1K

% Port

1.65%

E

14.ETHA History →

ISHARES TR

-0.0%

Value

$4.2M

Shares

43.4K

% Port

1.43%

V

15.VGES History →

VANGUARD INDEX FDS

-47.3%

Value

$4.2M

Shares

11.2K

% Port

1.42%

?

16.N/A

UBS AG LONDON BRANCH

+3.6%

Value

$4.1M

Shares

109.2K

% Port

1.40%

A

17.AAPL History →

APPLE INC

+83.7%

Value

$4M

Shares

11.9K

% Port

1.34%

J

18.JPM-PM History →

J P MORGAN EXCHANGE TRADED F

+886.2%

Value

$3.8M

Shares

27.8K

% Port

1.28%

E

19.ETHA History →

ISHARES TR

-4.0%

Value

$3.7M

Shares

48.0K

% Port

1.27%

G

20.GILD History →

GILEAD SCIENCES INC

+584.1%

Value

$3.6M

Shares

24.5K

% Port

1.23%

View full portfolio (298 holdings) →

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