RHS Financial, LLC
Top Portfolio Positions
58 positions ·
$31,554,554 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
15,656 | $3,973,335 | 12.59% |
| NVDA |
Nvidia Corp
Technology
|
10,254 | $1,788,297 | 5.67% |
| WIA |
Western Asset Inflation-Linked Income Fund
Financial Services
|
201,065 | $1,624,605 | 5.15% |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
77,142 | $1,281,328 | 4.06% |
| MSFT |
Microsoft Corp
Technology
|
3,187 | $1,179,730 | 3.74% |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,987 | $1,146,501 | 3.63% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,823 | $1,004,486 | 3.18% |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
29,348 | $880,145 | 2.79% |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
1,683 | $796,462 | 2.52% |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
12,438 | $754,364 | 2.39% |
Portfolio Trend
Holdings in BPRE
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,281,328 | 77,142 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,187,790 | 79,186 | Shares | Sole | 2026-01-16 | |
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