Rhl Group, LLC Top Holdings and 13F Report (2026)

About Rhl Group, LLC

Investment Activity

Rhl Group, LLC has $117.12 million in total holdings as of March 31, 2026.
Rhl Group, LLC owns shares of 242 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
Approximately 50.65% of the portfolio was purchased this quarter.
About ∞ of the portfolio was sold this quarter.
This quarter, Rhl Group, LLC has purchased 217 new stocks and bought additional shares in 72 stocks.
Rhl Group, LLC sold shares of 40 stocks and completely divested from 61 stocks this quarter.

Largest Holdings

GLOBAL X 1-3 MONTH T-BILL ETF: $29,219,374
Dimensional Core Fixed Income ETF: $17,073,817
Vanguard Long-Term Corporate Bond ETF: $12,319,295
Capital Group U.S. Multi-Sector Income ETF: $12,297,235
PROSHARES ULTRASHORT QQQ: $7,757,029

Largest New Holdings this Quarter

74349Y829 - PROSHARES ULTRASHORT QQQ: $7,757,029 Holding
674599105 - Occidental Petroleum: $4,688,840 Holding
023135103 - AMAZON.COM INC: $193,899 Holding
78463R606 - STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF: $111,050 Holding
46436E718 - iShares 0-3 Month Treasury Bond ETF: $110,862 Holding

Largest Purchases this Quarter

Dimensional Core Fixed Income ETF: 403,717 shares (about $17.04M)
PROSHARES ULTRASHORT QQQ: 342,323 shares (about $7.76M)
Capital Group U.S. Multi-Sector Income ETF: 281,398 shares (about $7.66M)
Vanguard Long-Term Corporate Bond ETF: 83,538 shares (about $6.24M)
Occidental Petroleum: 72,136 shares (about $4.69M)

Largest Sales this Quarter

CAPITAL GROUP CORE BOND ETF: 50 shares (about $∞T)
GLOBAL X 1-3 MONTH T-BILL ETF: 343,051 shares (about $34.43M)
Invesco QQQ: 11,639 shares (about $6.73M)
SPDR S&P 500 ETF Trust: 10,307 shares (about $6.72M)
NVIDIA: 13,283 shares (about $2.32M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GLOBAL X 1-3 MONTH T-BILL ETF	$29,219,374	$34,428,553 â–¼	-54.1%	291,146	24.9%	ETF
DFCF Dimensional Core Fixed Income ETF	$17,073,817	$17,044,939 â–²	59,023.0%	404,401	14.6%	ETF
VCLT Vanguard Long-Term Corporate Bond ETF	$12,319,295	$6,241,951 â–²	102.7%	164,873	10.5%	Manufacturing
CGMS Capital Group U.S. Multi-Sector Income ETF	$12,297,235	$7,662,470 â–²	165.3%	451,606	10.5%	ETF
PROSHARES ULTRASHORT QQQ	$7,757,029	$7,757,029 â–²	New Holding	342,323	6.6%	ETF
DVN Devon Energy	$5,075,600	$3,581,945 â–²	239.8%	100,866	4.3%	Energy
OXY Occidental Petroleum	$4,688,840	$4,688,840 â–²	New Holding	72,136	4.0%	Energy
MRK Merck & Co., Inc.	$2,646,019	$481,401 â–²	22.2%	21,997	2.3%	Medical
DTE DTE Energy	$2,467,139	$2,242,449 â–²	998.0%	18,842	2.1%	Utilities
DFAC Dimensional U.S. Core Equity 2 ETF	$2,204,053	$1,252,026 â–²	131.5%	56,718	1.9%	ETF
WDC Western Digital	$1,913,446	$1,910,200 â–²	58,850.0%	7,074	1.6%	Computer and Technology
PALANTIR TECHNOLOGIES INCLASS CLASS A	$1,848,979	$1,848,394 â–¼	-50.0%	12,640	1.6%	Common Stock
NVDA NVIDIA	$1,800,434	$2,316,463 â–¼	-56.3%	10,324	1.5%	Computer and Technology
TUSI Touchstone Ultra Short Income ETF	$1,778,298	$1,756,396 â–²	8,019.4%	70,233	1.5%	ETF
AAPL Apple	$1,014,604	$33,752 â–²	3.4%	3,998	0.9%	Computer and Technology
CAT Caterpillar	$589,208	$2,125 â–¼	-0.4%	832	0.5%	Industrials
AVUV Avantis U.S. Small Cap Value ETF	$521,909	$342,489 â–²	190.9%	4,724	0.4%	ETF
DFIC Dimensional International Core Equity 2 ETF	$515,452	$367,226 â–²	247.7%	14,508	0.4%	ETF
SHW Sherwin-Williams	$503,539	$52,565 â–²	11.7%	1,571	0.4%	Basic Materials
TT Trane Technologies	$420,074		0.0%	1,008	0.4%	Construction
ABBV AbbVie	$409,510	$126,137 â–²	44.5%	1,883	0.3%	Medical
SIO Touchstone Strategic Income Opportunities ETF	$396,912	$351,982 â–²	783.4%	15,486	0.3%	ETF
JPM JPMorgan Chase & Co.	$325,123	$340,423 â–¼	-51.1%	1,105	0.3%	Finance
AVUS Avantis U.S. Equity ETF	$300,122	$125,208 â–²	71.6%	2,699	0.3%	ETF
AVGO Broadcom	$296,542	$359,689 â–¼	-54.8%	958	0.3%	Computer and Technology
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	$294,465	$2,930 â–²	1.0%	7,336	0.3%	ETF
DUHP Dimensional US High Profitability ETF	$264,843	$37,640 â–²	16.6%	7,205	0.2%	ETF
ABT Abbott Laboratories	$257,086	$32,238 â–²	14.3%	2,504	0.2%	Medical
DTE DTE Energy	$250,914		0.0%	1,716	0.2%	Utilities
AVEM Avantis Emerging Markets Equity ETF	$248,655	$146,969 â–²	144.5%	3,086	0.2%	ETF
MSFT Microsoft	$200,487	$500,848 â–¼	-71.4%	542	0.2%	Computer and Technology
AMAZON.COM INC	$193,899	$193,899 â–²	New Holding	931	0.2%	Common Stock
XOM ExxonMobil	$184,493	$24,441 â–²	15.3%	1,087	0.2%	Energy
DFSV Dimensional US Small Cap Value ETF	$183,761	$10,197 â–²	5.9%	5,244	0.2%	ETF
IVV iShares Core S&P 500 ETF	$160,471	$652 â–²	0.4%	246	0.1%	ETF
HD Home Depot	$149,454	$2,634 â–²	1.8%	454	0.1%	Retail/Wholesale
QNITY ELECTRONICS INC	$138,531	$17,302 â–²	14.3%	1,201	0.1%	Common Stock
IVW iShares S&P 500 Growth ETF	$124,646	$909,282 â–¼	-87.9%	1,102	0.1%	ETF
LLY Eli Lilly and Company	$121,619	$38,697 â–²	46.7%	132	0.1%	Medical
BDX Becton, Dickinson and Company	$120,777	$786 â–²	0.7%	768	0.1%	Medical
DOV Dover	$117,020	$34,000 â–¼	-22.5%	561	0.1%	Industrials
GS The Goldman Sachs Group	$114,878	$16,894 â–²	17.2%	136	0.1%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$114,874	$575 â–²	0.5%	599	0.1%	ETF
MTG MGIC Investment	$114,220	$99,440 â–²	672.8%	4,351	0.1%	Finance
RTX RTX	$112,428	$9,449 â–²	9.2%	583	0.1%	Aerospace
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF	$111,050	$111,050 â–²	New Holding	4,762	0.1%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$110,862	$110,862 â–²	New Holding	1,101	0.1%	ETF
BA Boeing	$109,481	$9,953 â–²	10.0%	550	0.1%	Aerospace
CVX Chevron	$107,351	$107,351 â–²	New Holding	519	0.1%	Energy
AMGN Amgen	$106,277	$106,277 â–²	New Holding	302	0.1%	Medical
ETN Eaton	$105,870	$9,299 â–²	9.6%	296	0.1%	Industrials
TGT Target	$104,906	$91,217 â–²	666.4%	866	0.1%	Retail/Wholesale
GOOGL Alphabet	$103,871	$86,032 â–²	482.3%	361	0.1%	Computer and Technology
UNP Union Pacific	$102,628	$102,628 â–²	New Holding	423	0.1%	Transportation
DD DuPont de Nemours	$97,733	$22,533 â–²	30.0%	2,134	0.1%	Basic Materials
WFC Wells Fargo & Company	$96,066	$557 â–²	0.6%	1,207	0.1%	Finance
CRWD CrowdStrike	$91,746	$9,760 â–²	11.9%	235	0.1%	Computer and Technology
HON Honeywell International	$88,803	$13,784 â–¼	-13.4%	393	0.1%	Multi-Sector Conglomerates
DE Deere & Company	$88,119		0.0%	156	0.1%	Industrials
LINDE PLC F	$87,066	$4,452 â–²	5.4%	176	0.1%	Common Stock
CMS CMS Energy	$84,555	$621 â–²	0.7%	1,090	0.1%	Utilities
CAH Cardinal Health	$84,524	$84,524 â–²	New Holding	400	0.1%	Medical
CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF	$83,768	$1,788 â–¼	-2.1%	2,530	0.1%	ETF
ASTS AST SpaceMobile	$82,870		0.0%	1,000	0.1%	Computer and Technology
COST Costco Wholesale	$82,810		0.0%	83	0.1%	Retail/Wholesale
GE VERNOVA INC	$72,456	$43,648 â–²	151.5%	83	0.1%	Common Stock
IBRX ImmunityBio	$71,761	$71,761 â–²	New Holding	9,356	0.1%	Medical
AVNV Avantis All International Markets Value ETF	$67,115	$18,974 â–²	39.4%	856	0.1%	ETF
RPM RPM International	$66,637	$66,637 â–²	New Holding	670	0.1%	Basic Materials
SYK Stryker	$65,718	$65,718 â–²	New Holding	200	0.1%	Medical
SHV iShares Short Treasury Bond ETF	$62,737	$62,737 â–²	New Holding	568	0.1%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$59,975	$192 â–²	0.3%	313	0.1%	ETF
AVRE Avantis Real Estate ETF	$59,643	$38,295 â–²	179.4%	1,355	0.1%	ETF
CVS CVS Health	$57,968	$57,968 â–²	New Holding	807	0.0%	Medical
DTM DT Midstream	$56,292		0.0%	418	0.0%	Energy
NUV Nuveen Municipal Value Fund	$53,101	$53,101 â–²	New Holding	5,907	0.0%	Finance
EMR Emerson Electric	$52,613	$52,613 â–²	New Holding	402	0.0%	Industrials
EATON VANCE TOTAL RETURNBOND ETF	$52,526	$23,649 â–²	81.9%	1,035	0.0%	ETF
WM Waste Management	$51,916	$21,364 â–²	69.9%	226	0.0%	Business Services
JNJ Johnson & Johnson	$50,869	$50,869 â–²	New Holding	208	0.0%	Medical
DEHP Dimensional Emerging Markets High Profitability ETF	$50,383	$4,900 â–²	10.8%	1,491	0.0%	ETF
NXP Nuveen Sl Tfip	$49,590	$49,590 â–²	New Holding	3,456	0.0%	Finance
SLV iShares Silver Trust	$49,402	$1,446,491 â–¼	-96.7%	725	0.0%	ETF
DISV Dimensional International Small Cap Value ETF	$47,967	$5,838 â–²	13.9%	1,216	0.0%	ETF
GOOG Alphabet	$47,939	$44,781 â–²	1,418.2%	167	0.0%	Computer and Technology
DFEV Dimensional Emerging Markets Value ETF	$47,383	$6,621 â–²	16.2%	1,324	0.0%	ETF
OLED Universal Display	$47,098	$275 â–²	0.6%	514	0.0%	Computer and Technology
AVDV Avantis International Small Cap Value ETF	$46,686	$5,686 â–²	13.9%	468	0.0%	ETF
DIHP Dimensional International High Profitability ETF	$46,371	$5,446 â–²	13.3%	1,439	0.0%	ETF
DIMENSIONAL US CORE EQUITY 1 ETF	$45,380	$144 â–²	0.3%	630	0.0%	ETF
AVDE Avantis International Equity ETF	$45,181	$6,188 â–²	15.9%	533	0.0%	ETF
HWM Howmet Aerospace	$43,808		0.0%	190	0.0%	Aerospace
PBUS Invesco MSCI USA ETF	$42,156	$24,043 â–²	132.7%	647	0.0%	ETF
CTVA Corteva	$41,950	$41,950 â–²	New Holding	501	0.0%	Consumer Staples
VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES	$40,724	$40,724 â–²	New Holding	553	0.0%	ETF
LOW Lowe's Companies	$39,154	$236 â–²	0.6%	166	0.0%	Retail/Wholesale
GLD SPDR Gold Shares	$37,866	$27,969 â–²	282.6%	88	0.0%	Finance
ICLN iShares Global Clean Energy ETF	$37,623	$37,623 â–²	New Holding	2,057	0.0%	ETF
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$36,337	$36,337 â–²	New Holding	222	0.0%	ETF
APPLOVIN CORP CLASS CLASS A	$36,218	$6,766 â–¼	-15.7%	91	0.0%	Common Stock

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Rhl Group, LLC Top Holdings and 13F Report (2026)

About Rhl Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Rhl Group, LLC Top Holdings and 13F Report (2026)

About Rhl Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRhl Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools