RHS Financial, LLC

CIK 0001766514 · Q2 2026

13F Equity AUM

$247.9M

+17.4% QoQ

Positions

165

+19 QoQ

AUM Rank

#7,263

Top 58%

Skill Alpha (FF)

-2.7%/yr^ns

No Clear Edge

Rank #6,612 · Top 80%

vs S&P -7.0%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 19.9%Top 10: 34.0%Top 20: 53.8%

FNDF4.7%

VTI4.5%

FNDX3.7%

VEA3.6%

MTUM3.3%

IVLU3.2%

SCHB3.1%

INTF2.9%

EMGF2.5%

FNDE2.3%

Others (155)66.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services84.7%

Technology6.9%

Other8.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 165Median: 0.22%Avg: 0.61%

0–0.5%

116(22.5%)

0.5–1%

23(16.6%)

1–3%

19(34.6%)

3–5%

7(26.2%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 165vs 20 funds

0%Low

165

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New32Increased66Decreased63Exited13

New Positions

QEFA1.5%

+40K

CRWV0.8%

+21K

RSSB0.7%

+55K

VV0.4%

+3K

AMD0.3%

+1K

CL0.3%

+7K

FLEX0.2%

+3K

GDDY0.2%

+5K

DFIV0.2%

+8K

IQLT0.1%

+8K

Increased

BHK1.0%

+209K(+336%)

SCHP1.8%

+63K(+59%)

BCD1.3%

+52K(+131%)

INTF2.9%

+40K(+30%)

HFGM0.5%

+33K(+447%)

FNDF4.7%

+31K(+16%)

XWIAX0.8%

+30K(+15%)

IAGG0.9%

+28K(+193%)

IMTM2.3%

+28K(+35%)

CMCSA0.2%

+14K(+130%)

Decreased

VGLT0.3%

-107,894(-88%)

FNDE2.3%

-41,016(-22%)

FNDX3.7%

-29,941(-9%)

EMLC0.6%

-27,884(-32%)

DBMF0.1%

-19,282(-61%)

EMGF2.5%

-17,811(-17%)

VGIT0.8%

-15,251(-31%)

ICSH0.8%

-11,913(-24%)

JPEM1.1%

-9,924(-19%)

RSST0.6%

-9,446(-17%)

Exited

-13,919

-6,263

-8,399

-9,705

-1,453

-2,530

-13,794

-5,256

-5,761

-6,653

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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