SAGE RHINO CAPITAL LLC

All 13F Filings

Location
Menlo Park, CA
Most recent 13F
Q1 2026
Holdings value ($000)
534,612
Description
Website
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
Q1 2026 4/28/2026 330 534,612 13F-HR SAGE RHINO CAPITAL LLC
Q4 2025 1/30/2026 310 529,736 13F-HR SAGE RHINO CAPITAL LLC
Q3 2025 10/31/2025 299 517,677 13F-HR SAGE RHINO CAPITAL LLC
Q2 2025 7/17/2025 282 473,143 13F-HR SAGE RHINO CAPITAL LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 98 (0.0% of total reported value) · QoQ Δ: -203
Type Value ($000) Share % Inflow Outflow Net
Stocks 173.1 K 32.5% 0 199.7 K -199.7 K
ETFs 350.9 K 65.9% 206.7 K 0 206.7 K
Debt 8.318 K 1.6% 0 1.658 K -1.658 K
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Fund Snapshot

Q1 2026
Latest filed
4/28/2026
Total value ($000)
534,612
Holdings
330
QoQ value change ($000)
4,876 (0.9%)
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.