RHS Financial, LLC
CIK
1766514
City
SAN FRANCISCO
State / Country
CA
Top Portfolio Positions
59 positions ·
$31,949,414 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
15,656 | $3,973,335 | 12.44% | |
| NVDA |
Nvidia Corp
Technology
|
10,254 | $1,788,297 | 5.60% | |
| WIA |
Western Asset Inflation-Linked Income Fund
Financial Services
|
201,065 | $1,624,605 | 5.08% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
77,142 | $1,281,328 | 4.01% | |
| MSFT |
Microsoft Corp
Technology
|
3,187 | $1,179,730 | 3.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,987 | $1,146,501 | 3.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,823 | $1,004,486 | 3.14% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
29,348 | $880,145 | 2.75% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
1,683 | $796,462 | 2.49% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
12,438 | $754,364 | 2.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WIA
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,624,605 | 201,065 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,559,928 | 188,625 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,587,750 | 188,569 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,543,130 | 183,706 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,487,469 | 178,140 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,409,288 | 176,161 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,425,045 | 166,672 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,341,186 | 167,439 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,334,772 | 163,977 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,299,313 | 160,014 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $683,890 | 87,454 | Shares | Sole | 2023-10-24 | |
| No 13F history on record for this holder in this stock. | ||||||