SAGE RHINO CAPITAL LLC

All 13F Filings

Location
Menlo Park, CA
Most recent 13F
Q2 2026
Holdings value ($000)
617,215
Description
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Website
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Founded
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Chairman
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CEO
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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 8/3/2026 385 617,215 13F-HR SAGE RHINO CAPITAL LLC
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): 8.921 K (1.4% of total reported value) · QoQ Δ: +8.823 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 206.6 K 34.0% 33.46 K 0 33.46 K
ETFs 401.3 K 66.0% 50.36 K 0 50.36 K
Debt 0 0.0% 0 8.318 K -8.318 K
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Fund Snapshot

Q2 2026
Latest filed
8/3/2026
Total value ($000)
617,215
Holdings
385
QoQ value change ($000)
82,603 (15.5%)
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.