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CIK: 0002066311
Total reported value
$120.2M
$120.2M
240 檔
65.4%
According to the latest 13F quarterly dataset, Rhl Group, LLC managed an equity portfolio of $120.2M at the end of Q1 2026, spanning 240 distinct U.S. exchange-listed positions.
In Q1 2026, Rhl Group, LLC displayed an active expansion posture, initiating 73 new positions and adding to 62 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 24.95% | +7.35% | -54.09% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 14.58% | -8.43% | +59022.95% | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 10.52% | -4.77% | +102.71% | |
| 4 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 10.50% | -5.31% | +165.33% | |
| 5 | QID | Proshares Ultrashort Qqq | ETF-Other | 6.62% | -6.62% | EXIT | |
| 6 | DVN | Devon Energy CORP | Stock-Energy | 4.33% | -4.33% | EXIT | |
| 7 | OXY | Occidental Petroleum CORP | Stock-Energy | 4.00% | -4.00% | EXIT | |
| 8 | DTE | Dte Energy Company | Stock-Utilities | 2.32% | -2.10% | +1098.02% | |
| 9 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.26% | -2.21% | +22.24% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.88% | +0.62% | +131.51% | |
| 11 | WDC | Western Digital CORP | Stock-Tech | 1.63% | +1.29% | +58850.00% | |
| 12 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.58% | -1.58% | EXIT | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | +0.39% | -56.27% | |
| 14 | TUSI | Touchstone Ultra Short Incom | ETF-Other | 1.52% | +9.11% | +8019.42% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.87% | +0.10% | +3.44% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 0.50% | +0.24% | -0.36% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.45% | +0.16% | +190.89% | |
| 18 | DFIC | Dimensional International Co | ETF-Other | 0.44% | +0.13% | +247.75% | |
| 19 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.43% | -0.01% | +11.66% | |
| 20 | TT | Trane Technologies plc | Stock-Industrials | 0.36% | +0.05% | — | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | +0.05% | +44.51% | |
| 22 | SIO | Touchstone Strtg In Etf-iusd | ETF-Other | 0.34% | +0.03% | +783.40% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | +0.02% | -51.15% | |
| 24 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.26% | +0.06% | +71.58% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.25% | +0.08% | -54.81% | |
| 26 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.25% | +0.03% | +1.01% | |
| 27 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.23% | +0.08% | +16.57% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.22% | -0.03% | +14.34% | |
| 29 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.21% | +0.07% | +144.53% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | — | -71.41% | |
| 31 | ✓ | Amazon.com Inc | Stock-Other | 0.17% | +0.01% | — | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.04% | +15.27% | |
| 33 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.16% | +0.01% | +5.88% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | +0.01% | +0.41% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.13% | +0.01% | +1.79% | |
| 36 | Q | Qnity Electronics Inc | Stock-Tech | 0.12% | +0.03% | +14.27% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.11% | — | -87.94% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.10% | +0.04% | +46.67% | |
| 39 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.10% | — | +0.66% | |
| 40 | DOV | Dover CORP | Stock-Industrials | 0.10% | -0.05% | -22.51% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.10% | +0.01% | +17.24% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.10% | +0.01% | +0.50% | |
| 43 | MTG | Mgic Investment CORP | Stock-Financials | 0.10% | +0.01% | +672.82% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.10% | -0.01% | +9.18% | |
| 45 | ✓ | State Street Spdr Portfolio High Yield Bond ETF | ETF-High Yield | 0.09% | -0.09% | EXIT | |
| 46 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.09% | — | — | |
| 47 | BA | Boeing Co/the | Stock-Industrials | 0.09% | +0.01% | +10.00% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.09% | -0.02% | — | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.09% | — | — | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.09% | +0.01% | +9.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed Inc | +14.6% | +59022.95% | Add |
| 2 | CGMS | Cap Group US Multi-sect Bond | +6.7% | +165.33% | Add |
| 3 | VCLT | Vanguard Long-term CORP Bond | +5.6% | +102.71% | Add |
| 4 | DVN | Devon Energy CORP | +3.5% | +239.81% | Add |
| 5 | DTE | Dte Energy Company | +2.1% | +1098.02% | Add |
| 6 | WDC | Western Digital CORP | +1.6% | +58850.00% | Add |
| 7 | TUSI | Touchstone Ultra Short Incom | +1.5% | +8019.42% | Add |
| 8 | DFAC | Dimensional US Core Equity 2 | +1.1% | +131.51% | Add |
| 9 | MRK | Merck & Co. Inc. | +0.7% | +22.24% | Add |
| 10 | DFIC | Dimensional International Co | +0.3% | +247.75% | Add |
| 11 | AVUV | Avantis US Small Cap Value | +0.3% | +190.89% | Add |
| 12 | SIO | Touchstone Strtg In Etf-iusd | +0.3% | +783.40% | Add |
| 13 | AVEM | Avantis Emerging Markets Eq | +0.1% | +144.53% | Add |
| 14 | AVUS | Avantis U.s. Equity ETF | +0.1% | +71.58% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | -0.36% | Trim |
| 16 | ABBV | Abbvie Inc | +0.1% | +44.51% | Add |
| 17 | MTG | Mgic Investment CORP | +0.1% | +672.82% | Add |
| 18 | TGT | Target CORP | +0.1% | +666.37% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +482.26% | Add |
| 20 | XOM | Exxon Mobil CORP | +0.1% | +15.27% | Add |
| 21 | SHW | Sherwin-williams Co/the | +0.1% | +11.66% | Add |
| 22 | Q | Qnity Electronics Inc | +0.1% | +14.27% | Add |
| 23 | GEV | GE Vernova Inc | 0% | +151.52% | Add |
| 24 | GOOG | Alphabet Inc-cl C | 0% | +1418.18% | Add |
| 25 | DUHP | Dimensional US High Profi Et | 0% | +16.57% | Add |
| 26 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 27 | AVRE | Avantis Real Estate ETF | 0% | +179.38% | Add |
| 28 | AAPL | Apple Inc | 0% | +3.44% | Add |
| 29 | 6D8 | Dupont De Nemours Inc | 0% | +29.96% | Add |
| 30 | DFSV | Dimensional US Small Cap Val | 0% | +5.88% | Add |
| 31 | GLD | Spdr Gold Shares | 0% | +282.61% | Add |
| 32 | LLY | Eli Lilly & Co | 0% | +46.67% | Add |
| 33 | EVTR | Eaton Vance Total Return | 0% | +81.90% | Add |
| 34 | PBUS | Invesco Msci USA ETF | 0% | +132.73% | Add |
| 35 | WM | Waste Management Inc | 0% | +69.92% | Add |
| 36 | DIHP | Dimensional International Hi | 0% | +30.55% | Add |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 0% | +516.67% | Add |
| 38 | AVNV | Avantis All Intl Mkt Val ETF | 0% | +39.41% | Add |
| 39 | ETN | Eaton Corporation plc | 0% | +9.63% | Add |
| 40 | DE | Deere & Co | 0% | — | Unchanged |
| 41 | RTX | Rtx CORP | 0% | +9.18% | Add |
| 42 | GS | Goldman Sachs Group Inc | 0% | +17.24% | Add |
| 43 | LIN | Linde plc | 0% | +5.39% | Add |
| 44 | JCPB | Jpmorgan Core Plus Bond ETF | 0% | +156.38% | Add |
| 45 | TRGP | Targa Resources CORP | 0% | +63.33% | Add |
| 46 | PEP | Pepsico Inc | 0% | +7800.00% | Add |
| 47 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 48 | ASTS | Ast Spacemobile Inc | 0% | — | Unchanged |
| 49 | DFEV | Dimensional Emrg Mrkt Val | 0% | +16.24% | Add |
| 50 | CMS | Cms Energy CORP | 0% | +0.74% | Add |
According to official SEC Form 13F filings, Rhl Group, LLC reported a total U.S. public equity portfolio value of $120.2M across 240 disclosed positions in Q1 2026.
During Q1 2026, Rhl Group, LLC's top holdings by market value included CLIP (24.9%)、DFCF (14.6%)、VCLT (10.5%). The largest single position, CLIP, represented 24.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CLIP, DFCF, VCLT) accounted for 65.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
QID
市值: $7.8M
Top Position Liquidated / Trimmed
SHOP
前期市值: $2.0M
In Q1 2026, Rhl Group, LLC made 192 total portfolio adjustments, initiating 73 new buys, adding to 62 positions, trimming 25 holdings, and fully liquidating 32 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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