Latest RHS Financial, LLC Stock Portfolio

RHS Financial, LLC Performance:

2026 Q1: 0.72%YTD: 0.72%2025: 16.31%

Performance for 2026 Q1 is 0.72%, and YTD is 0.72%, and 2025 is 16.31%.

About RHS Financial, LLC and 13F Hedge Fund Stock Holdings

RHS Financial, LLC is a hedge fund based in San Francisco, CA. On 2026-04-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, RHS Financial, LLC reported an equity portfolio of $211.1 Millions as of 31 Mar, 2026.

The top stock holdings of RHS Financial, LLC are FNDA, FNDA, VB. The fund has invested 4.4% of it's portfolio in SCHWAB STRATEGIC TR and 4.3% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off VANGUARD INTL EQUITY INDEX F (VEU), REV GROUP INC (REVG) and NRG ENERGY INC (NRG) stocks. They significantly reduced their stock positions in LITMAN GREGORY FDS TR (DBEH), ISHARES TR (AAXJ) and GOLDMAN SACHS ETF TR (GBIL). RHS Financial, LLC opened new stock positions in VANGUARD WORLD FD (EDV), ISHARES TR (AAXJ) and ADOBE INC (ADBE). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK CORE BD TR, INVESCO QQQ TR (QQQ) and ISHARES TR (AAXJ).

RHS Financial, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that RHS Financial, LLC made a return of 0.72% in the last quarter. In trailing 12 months, it's portfolio return was 16.25%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard world fd	904,040
ishares tr	430,295
adobe inc	388,198
blackrock etf trust	330,986
cf industries hold	318,238
comcast corp new	304,958
costco wholesale corporation	272,025
technipfmc plc	248,799

New stocks bought by RHS Financial, LLC

Additions

Ticker	% Inc.
blackrock core bd tr	308
invesco qqq tr	155
ishares tr	143
invesco exch traded fd tr ii	116
ishares tr	96.36
general mtrs co	92.36
graniteshares etf tr	73.02
ishares tr	61.33

Additions to existing portfolio by RHS Financial, LLC

Reductions

Ticker	% Reduced
litman gregory fds tr	-37.58
ishares tr	-37.29
global x fds	-34.08
goldman sachs etf tr	-30.93
vanguard intl equity index f	-30.68
ishares tr	-30.14
millicom intl cellular s a	-28.55
ishares tr	-26.59

RHS Financial, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
hp inc	-277,676
interface inc	-232,741
kinross gold corp	-231,081
rev group inc	-329,286
sylvamo corp	-203,626
flex ltd	-221,741
vanguard intl equity index f	-378,746
united airls hldgs inc	-241,978

RHS Financial, LLC got rid off the above stocks

Sector Distribution

RHS Financial, LLC has about 84.5% of it's holdings in Others sector.

Sector	%
Others	84.5
Technology	4.1
Utilities	3.9
Healthcare	1.8
Consumer Defensive	1.6
Consumer Cyclical	1.6
Communication Services	1.5

Market Cap. Distribution

RHS Financial, LLC has about 9.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	84.5
MID-CAP	5.7
MEGA-CAP	5.2
LARGE-CAP	4.4

Stocks belong to which Index?

About 13.4% of the stocks held by RHS Financial, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	86.6
S&P 500	9.1
RUSSELL 2000	4.3

Top 5 Winners (%)		%
EOG	eog res inc	37.2 %
TIGO	millicom intl cellular s a	30.1 %
SHEL	shell plc	24.7 %
KLAC	kla corp	18.9 %
SAM	boston beer inc	18.1 %

Top 5 Winners ($)		$
FNDA	schwab strategic tr	0.7 M
AMUB	ubs ag london branch	0.6 M
FNDA	schwab strategic tr	0.5 M
EMGF	ishares inc	0.4 M
AGT	ishares tr	0.3 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-23.1 %
	grayscale bitcoin mini tr et	-19.4 %
ISRG	intuitive surgical inc	-18.5 %
YELP	yelp inc	-18.5 %
DBX	dropbox inc	-18.2 %

Top 5 Losers ($)		$
VB	vanguard index fds	-0.4 M
MSFT	microsoft corp	-0.4 M
FNDA	schwab strategic tr	-0.3 M
AAPL	apple inc	-0.3 M
IBCE	ishares tr	-0.3 M

RHS Financial, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of RHS Financial, LLC

RHS Financial, LLC has 145 stocks in it's portfolio. About 35.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for RHS Financial, LLC last quarter.

Last Reported on: 28 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.88	15,656	3,973,340	reduced	-3.33

AAXJ	ishares tr	1.01	40,692	2,138,770	reduced	-10.77

AAXJ	ishares tr	0.64	14,200	1,348,240	reduced	-30.14

AAXJ	ishares tr	0.50	17,733	1,049,620	added	143

AAXJ	ishares tr	0.24	5,079	511,557	reduced	-37.29

AAXJ	ishares tr	0.20	8,399	430,295	new

AAXJ	ishares tr	0.18	6,883	391,367	added	1.55

AAXJ	ishares tr	0.14	3,846	285,950	reduced	-20.98

ACI	albertsons cos inc	0.19	23,280	396,691	added	0.95

ACSI	tidal trust i	0.11	7,289	233,685	new

ACWF	ishares tr	2.46	133,000	5,181,690	added	9.69

ACWF	ishares tr	2.21	70,651	4,662,990	added	5.34

ACWF	ishares tr	1.79	78,612	3,774,950	added	6.36

ACWF	ishares tr	1.20	49,900	2,525,980	reduced	-11.75

ACWF	ishares tr	0.41	20,509	857,071	reduced	-18.46

ACWF	ishares tr	0.32	9,015	680,543	added	22.55

ACWV	ishares inc	0.81	41,698	1,701,280	added	42.45

ACWV	ishares inc	0.60	19,728	1,277,020	reduced	-22.05

ADBE	adobe inc	0.18	1,597	388,198	new

AGGH	simplify exchange traded fun	0.07	11,794	154,855	new