RHS Financial, LLC

Q2 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
165
Total value ($000)
$247,881
Net value change ($000)
+36,821 (17.4%)
New positions
32
Sold out positions
13
Turnover %
8.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QEFA 3,818 NEW
VTI 2,396 27.3%
MTUM 2,375 40.8%
FNDF 2,348 25.4%
CRWV 2,119 NEW
INTF 1,920 37.1%
BHK 1,914 336.4%
IMTM 1,895 50.2%
VEA 1,754 24.2%
BCD 1,720 120.5%
Top Reduces (Value $000, Stocks/ETFs)
VGLT -5,975 -87.9%
FNDE -1,364 -19.2%
VGIT -927 -31.8%
EDV -904 -100.0%
RING -799 -14.0%
EMLC -673 -30.4%
VYM -671 -40.6%
ICSH -605 -24.0%
JPEM -589 -18.5%
DBMF -575 -60.7%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type