RHS Financial, LLC

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
146
Total value ($000)
$211,060
Net value change ($000)
+6,219 (3.0%)
New positions
14
Sold out positions
12
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VGLT 2,019 42.2%
FNDF 1,886 25.6%
EFAV 1,213 65.1%
EDV 904 NEW
BOXX 695 14.6%
USRT 635 153.0%
INTF 605 13.2%
FNDX 593 6.9%
IVLU 534 7.5%
AMUB 519 15.8%
Top Reduces (Value $000, Stocks/ETFs)
FNDE -1,673 -19.1%
SCHB -850 -11.1%
MTUM -820 -12.3%
MBB -587 -30.3%
SCHX -586 -26.2%
DBMF -466 -33.0%
JPEM -441 -12.2%
AAPL -430 -9.8%
MSFT -415 -26.0%
VT -379 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type