SAGE RHINO CAPITAL LLC
•CIK: 1771605•Filing: Q4 2025
**SAGE RHINO CAPITAL LLC** manages $529M across a diversified portfolio of 308 positions. The fund exhibits a significant allocation to broad market and sector ETFs, notably holding IAU* ($24.4M), VO ($20.3M), and VB ($18.5M). Further concentration is visible in international exposure via IEFA ($16.9M) and tactical allocations to growth names such as AAPL ($11.8M) and TSLA ($11.7M). This structure suggests a systematic, multi-asset approach balancing core index exposure with targeted equity bets.
Total AUM
$529.4M
QoQ Performance
+3.9%
Positions
252
Top 10 Concentration
32.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IAU*4.6%
VO3.8%
VB3.5%
RSP3.4%
IEFA3.2%
GBIL3.2%
AVUV3.1%
AAPL2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.3%
Technology8.6%
Consumer4.1%
Financial2.7%
ETF1.7%
Healthcare1.5%
Industrial0.4%
Communication0.4%
🚪 Exited Positionssold since Q3 2025
+102 more exited positions
Changes from Q3 2025
NEW10 new positions
↑70 increased
↓105 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023