RHODES INVESTMENT ADVISORS INC /ADV
All 13F Filings
- Location
- Fort Worth, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 135,970
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 127 | 135,970 | 13F-HR | RHODES INVESTMENT ADVISORS INC /ADV |
| Q1 2026 | 5/14/2026 | 116 | 116,076 | 13F-HR | RHODES INVESTMENT ADVISORS INC /ADV |
| Q4 2025 | 5/13/2026 | 116 | 123,616 | 13F-HR | RHODES INVESTMENT ADVISORS INC /ADV |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 93.98 K | 69.1% | 14.97 K | 0 | 14.97 K |
| ETFs | 40.94 K | 30.1% | 4.512 K | 0 | 4.512 K |
| Debt | 1.061 K | 0.8% | 412 | 0 | 412 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
135,970
Holdings
127
QoQ value change ($000)
19,894
(17.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.