RHS Financial, LLC
•CIK: 1766514•Filing: Q4 2025
RHS Financial, LLC manages $205M across a diversified portfolio of 144 positions. The fund exhibits significant allocations to broad market and international exposure, notably holding FNDE, FNDX, and VTI, each representing substantial positions near the $8.5M mark. Further concentration is visible in SCHB ($7.6M) and FNDF ($7.4M), alongside notable international tilts in VEA ($7.2M) and IVLU ($7.2M). This structure suggests a core mandate focused on capturing global equity growth across various asset classes.
Total AUM
$204.8M
QoQ Performance
+6.3%
Positions
88
Top 10 Concentration
35.8%
Latest Filing
Q4 2025
Top Holdings Allocation
FNDE4.3%
FNDX4.2%
VTI4.1%
SCHB3.7%
FNDF3.6%
VEA3.5%
IVLU3.5%
MTUM3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.8%
Technology4.9%
Consumer0.8%
Healthcare0.6%
Consumer Staples0.2%
Financial0.2%
Energy0.2%
ETF0.2%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW20 new positions
↑55 increased
↓64 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023