RHS Financial, LLC

CIK

1766514

Location

SAN FRANCISCO, CA

Portfolio Value

Small $244,683,814

Diversification

Diversified

Filing Date

Global Rank

#5,844 / 8,794 ▲ 646 · as of Jun 2026

Top Industry

Asset Management 16.9%

Period ended 3 months ago

Filed Aug 7, 2026 · 59d

26 quarters · since Mar 2020

Clone Performance

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Portfolio Concentration

105 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

28.0%

−0.7 pts

Top 5

63.4%

+7.5 pts

Top 10

74.1%

+3.7 pts

HHI

1,299

Diversified+210

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	82.2%	$201,234,190	32
Technology	7.0%	$17,167,666	22
Financial Services	3.3%	$7,989,774	8
Consumer Cyclical	1.9%	$4,601,668	10
Healthcare	1.6%	$3,964,825	9
Consumer Defensive	1.4%	$3,505,184	9
Communication Services	1.4%	$3,495,860	6
Energy	0.4%	$986,008	3
Industrials	0.4%	$929,130	3
Utilities	0.1%	$301,257	1
Real Estate	0.1%	$263,910	1
Basic Materials	0.1%	$244,342	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BHK	Blackrock Core Bond Trust	+208,690	270,763	$2,482,896
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+124,976	962,414	$68,593,873
BCD	abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	+52,268	92,160	$3,147,263
AIPO	Defiance AI & Power Infrastructure ETF	+45,124	101,047	$0
—		+32,599	39,888	$1,218,179
WIA	Western Asset Inflation-Linked Income Fund	+30,292	231,357	$1,880,932
VB	Vanguard Morningstar Small-Cap ETF	+16,289	49,726	$14,500,860
CMCSA	Comcast Corp	+13,860	24,482	$601,033
VEA	Vanguard FTSE Developed Markets ETF	+13,258	126,127	$8,986,548
AMUB	Ubs AG	+11,478	126,850	$4,130,616
DCOR	Dimensional US Core Equity 1 ETF	+9,097	36,658	$1,761,975
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+6,892	32,915	$2,000,901
HFXI	NYLI FTSE International Equity Currency Neutral ETF	+4,505	11,375	$414,959
AAPL	Apple Inc.	+3,206	18,862	$5,457,908
FNDA	Schwab Fundamental U.S. Small Company ETF	+2,621	1,419,733	$48,321,204
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+2,165	52,514	$3,100,951
DXC	DXC Technology Co	+1,643	14,975	$132,528
VFMF	Vanguard U.S. Multifactor ETF	+1,620	7,967	$1,409,919
BKNG	Booking Holdings Inc.	+1,531	1,580	$281,619
AMZN	Amazon Com Inc	+1,519	6,342	$1,511,552
KLAC	Kla Corp	+1,336	1,514	$456,788
ADBE	Adobe Inc.	+1,274	2,871	$588,612
MFDX	PIMCO RAFI Multi-Factor International Equity ETF	+753	8,206	$392,771
FTI	TechnipFMC plc	+716	4,315	$286,084
VEU	Vanguard FTSE All-World Ex-US ETF	+622	5,677	$338,859
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BNDW	Vanguard Total World Bond ETF	−119,118	52,761	$3,051,833
AFK	VanEck Africa Index ETF	−27,884	60,172	$1,537,995
BDVG	IMGP Berkshire Dividend Growth ETF	−19,282	12,172	$372,584
EDV	Vanguard World Funds Extended Duration ETF	−13,846	2,330	$637,556
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	−11,913	37,987	$1,921,381
BKF	iShares MSCI BIC ETF	−8,832	228,434	$14,846,386
AAPB	GraniteShares ETF Trust GraniteShares 2x Long AAPL Daily ETF	−7,210	34,804	$401,812
BTC	Grayscale Bitcoin Mini Trust ETF	−5,001	24,347	$631,803
VIGI	Vanguard International Dividend Appreciation ETF	−4,946	6,210	$981,365
BWA	Borgwarner Inc	−2,759	3,974	$263,873
UGI	Ugi Corp /Pa/	−2,701	8,722	$301,257
AGGH	Simplify Aggregate Bond ETF	−1,616	10,178	$129,942
T	At&T Inc.	−1,310	12,895	$266,926
SHEL	Shell plc	−1,059	3,462	$268,443
GILD	Gilead Sciences, Inc.	−892	3,574	$451,539
IDCC	InterDigital, Inc.	−687	967	$273,786
BMY	Bristol Myers Squibb Co	−622	11,816	$680,837
GIII	G III Apparel Group Ltd /De/	−528	9,706	$327,189
AAAA	Amplius Aggressive Asset Allocation ETF	−519	56,936	$6,514,538
DLTR	Dollar Tree, Inc.	−518	2,882	$348,577
NAC	Nuveen California Quality Municipal Income Fund	−393	28,824	$349,346
NVDA	Nvidia Corp	−332	9,922	$1,985,292
VMI	Valmont Industries Inc	−308	572	$330,387
BPRE	Bluerock Private Real Estate Fund	−290	76,852	$999,844
R	Ryder System Inc	−277	1,311	$345,802
No positions match the current search.

New Positions

Positions the filer opened this quarter

24 positions

Ticker	Company	Shares	Value
CWI	State Street SPDR MSCI ACWI ex-US ETF	43,456	$4,134,263
CRWV	CoreWeave, Inc.	21,291	$2,119,306
AMD	Advanced Micro Devices Inc	1,223	$710,451
CL	Colgate Palmolive Co	7,066	$647,810
FLEX	Flex Ltd.	3,050	$494,313
GDDY	GoDaddy Inc.	4,875	$413,790
JKHY	Jack Henry & Associates Inc	2,594	$357,297
WDC	Western Digital Corp	519	$331,495
THC	Tenet Healthcare Corp	1,671	$312,610
MU	Micron Technology Inc	248	$286,263
COKE	Coca-Cola Consolidated, Inc.	1,475	$281,607
QCOM	Qualcomm Inc/De	1,444	$266,836
CRM	Salesforce, Inc.	1,700	$266,321
CBL	Cbl & Associates Properties Inc	4,971	$263,910
UAL	United Airlines Holdings, Inc.	1,860	$252,941
JBL	Jabil Inc	649	$250,176
NTCT	Netscout Systems Inc	5,615	$244,533
FTDR	Frontdoor, Inc.	2,995	$232,382
MA	Mastercard Inc	443	$227,524
MCK	Mckesson Corp	285	$215,345
TPR	Tapestry, Inc.	1,470	$215,178
PEGA	Pegasystems Inc	6,832	$204,755
BCRX	Biocryst Pharmaceuticals Inc	19,018	$190,180
—		16,902	$188,456
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
TIGO	Millicom International Cellular SA	6,263	$469,349
PPC	Pilgrims Pride Corp	9,705	$366,460
UHS	Universal Health Services Inc	1,453	$260,043
AGNG	Global X Funds Global X Aging Population ETF	13,794	$253,809
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	2,530	$253,480
NCLO	Nuveen AA-BBB CLO ETF	5,256	$239,148
PHYS	Sprott Physical Gold Trust	6,010	$212,994
ALKS	Alkermes plc.	5,761	$203,708
ERIC	Ericsson Lm Telephone Co	14,382	$162,085
TKC	Turkcell Iletisim Hizmetleri A S	17,910	$107,997
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

105 tracked positions · $244,683,814 total · filing declares 260 positions · $247,881,375 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 105 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	962,414	+124,976	$68,593,873	—	28.03%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	1,419,733	+2,621	$48,321,204	+9.5%	19.75%
BKF	iShares MSCI BIC ETF	Reduced	228,434	-8,832	$14,846,386	−0.6%	6.07%
VB	Vanguard Morningstar Small-Cap ETF	Added	49,726	+16,289	$14,500,860	+47.8%	5.93%
VEA	Vanguard FTSE Developed Markets ETF	Added	126,127	+13,258	$8,986,548	+24.2%	3.67%
AAAA	Amplius Aggressive Asset Allocation ETF	Reduced	56,936	-519	$6,514,538	−0.7%	2.66%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	71,654	+431	$5,703,161	+9.1%	2.33%
AAPL	Apple Inc. Technology	Added	18,862	+3,206	$5,457,908	+37.4%	2.23%
CWI	State Street SPDR MSCI ACWI ex-US ETF	NEW	43,456	NEW	$4,134,263	NEW	1.69%
AMUB	Ubs AG	Added	126,850	+11,478	$4,130,616	+8.6%	1.69%
BCD	abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF	Added	92,160	+52,268	$3,147,263	+120.5%	1.29%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	52,514	+2,165	$3,100,951	+18.1%	1.27%
BNDW	Vanguard Total World Bond ETF	Reduced	52,761	-119,118	$3,051,833	−68.6%	1.25%
BHK	Blackrock Core Bond Trust Financial Services	Added	270,763	+208,690	$2,482,896	+336.7%	1.01%
CRWV	CoreWeave, Inc. Technology	NEW	21,291	NEW	$2,119,306	NEW	0.87%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	32,915	+6,892	$2,000,901	+35.9%	0.82%
NVDA	Nvidia Corp Technology	Reduced	9,922	-332	$1,985,292	+11.0%	0.81%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	Reduced	37,987	-11,913	$1,921,381	−23.9%	0.79%
WIA	Western Asset Inflation-Linked Income Fund Financial Services	Added	231,357	+30,292	$1,880,932	+15.8%	0.77%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,943	-60	$1,762,366	+22.6%	0.72%
DCOR	Dimensional US Core Equity 1 ETF	Added	36,658	+9,097	$1,761,975	+56.2%	0.72%
AFK	VanEck Africa Index ETF	Reduced	60,172	-27,884	$1,537,995	−30.4%	0.63%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,342	+1,519	$1,511,552	+50.5%	0.62%
VFMF	Vanguard U.S. Multifactor ETF	Added	7,967	+1,620	$1,409,919	+43.2%	0.58%
		Added	39,888	+32,599	$1,218,179	+421.3%	0.50%
IVZ	Invesco Ltd. Financial Services	Added	7,228	+178	$1,167,610	+47.7%	0.48%
QQQ	Invesco Qqq Trust, Series 1	Added	1,526	+565	$1,123,746	+102.6%	0.46%
MSFT	Microsoft Corp Technology	Reduced	2,950	-237	$1,100,408	−6.7%	0.45%
BPRE	Bluerock Private Real Estate Fund Financial Services	Reduced	76,852	-290	$999,844	−22.0%	0.41%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	6,210	-4,946	$981,365	−40.6%	0.40%
AMD	Advanced Micro Devices Inc Technology	NEW	1,223	NEW	$710,451	NEW	0.29%
EXEL	Exelixis, Inc. Healthcare	Added	12,779	+6	$695,305	+26.9%	0.28%
HCA	HCA Healthcare, Inc. Healthcare	Added	1,760	+77	$686,205	−13.8%	0.28%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	11,816	-622	$680,837	−9.7%	0.28%
CL	Colgate Palmolive Co Consumer Defensive	NEW	7,066	NEW	$647,810	NEW	0.26%
EBAY	Ebay Inc Consumer Cyclical	Reduced	5,791	-156	$647,144	+19.6%	0.26%
EDV	Vanguard World Funds Extended Duration ETF	Reduced	2,330	-13,846	$637,556	−55.6%	0.26%
BTC	Grayscale Bitcoin Mini Trust ETF	Reduced	24,347	-5,001	$631,803	−28.2%	0.26%
CMCSA	Comcast Corp Communication Services	Added	24,482	+13,860	$601,033	+97.1%	0.25%
HPE	Hewlett Packard Enterprise Co Technology	Held	13,168	0	$594,008	+89.5%	0.24%
ADBE	Adobe Inc. Technology	Added	2,871	+1,274	$588,612	+51.6%	0.24%
FLEX	Flex Ltd. Technology	NEW	3,050	NEW	$494,313	NEW	0.20%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,276	-134	$484,299	−11.6%	0.20%
FHI	Federated Hermes, Inc. Financial Services	Reduced	8,680	-35	$479,309	−3.0%	0.20%
KLAC	Kla Corp Technology	Added	1,514	+1,336	$456,788	+74.3%	0.19%
GM	General Motors Co Consumer Cyclical	Added	5,869	+606	$452,381	+15.4%	0.18%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	3,574	-892	$451,539	−27.5%	0.18%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,098	+103	$436,652	−4.8%	0.18%
EOG	Eog Resources Inc Energy	Held	3,326	0	$431,481	−10.3%	0.18%
HFXI	NYLI FTSE International Equity Currency Neutral ETF	Added	11,375	+4,505	$414,959	+66.2%	0.17%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.