RHL GROUP, LLC

SEC CIK
0002066311

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 3, 2026.SEC

Positions
269
+29 vs. Q1 2026
Total value
$120.22M
+$3.1M (+2.6%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

RHL GROUP, LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
GLOBAL X FDS37960A4381 3 MO T BI ET388,275$38.83M32.30%+97,129+33.4%Added–
TOUCHSTONE ETF TRUST89157W301ULTRA SHORT INCM511,259$12.78M10.63%+441,026+627.9%Added–
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF175,981$7.39M6.15%−228,420−56.5%Reduced–
VANGUARD SCOTTSDALE FDS92206C813LG-TERM COR BD92,132$6.91M5.75%−72,741−44.1%Reduced–
CAPITAL GRP FIXED INCM ETF T14020Y300US MULTI-SECTOR231,018$6.24M5.19%−220,588−48.8%Reduced–
INNOVATOR ETFS TRUST45783Y855DEFINED WLT SHLD154,203$5.24M4.36%+154,203New–
PANWPALO ALTO NETWORKS INC COMStock13,080$4.46M3.71%+12,930+8,620.0%AddedView
CRWDCROWDSTRIKE HLDGS INC CL AStock4,978$3.8M3.16%+4,743+2,018.3%AddedView
SPYSTATE STREET SPDR S&P 500 ETFETF4,821$3.6M3.00%+4,818+160,600.0%AddedView
WDCWESTERN DIGITAL CORPCOM5,490$3.51M2.92%−1,584−22.4%ReducedView
INVESCO QQQ TRUST SERIES I46090E103ETF4,745$3.49M2.91%+4,741+118,525.0%Added–
DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708ETF68,279$3M2.50%+11,561+20.4%Added–
NVDANVIDIA CORPORATION COMStock11,616$2.32M1.93%+1,292+12.5%AddedView
HOODROBINHOOD MKTS INC COM CL AStock13,367$1.34M1.11%+13,367NewView
AAPLAPPLE INC COMStock4,021$1.16M0.97%+23+0.6%AddedView
CATCATERPILLAR INC COMStock836$890.34K0.74%+4+0.5%AddedView
AMERICAN CENTY ETF TR025072877US SML CP VALU5,848$731K0.61%+1,124+23.8%Added–
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY18,413$681.28K0.57%+3,905+26.9%Added–
SHWSHERWIN WILLIAMS COCOM1,465$503.96K0.42%−106−6.7%ReducedView
TTTRANE TECHNOLOGIES PLCSHS1,008$494.93K0.41%00.0%UnchangedView
ABBVABBVIE INC COMStock1,905$480.06K0.40%+22+1.2%AddedView
TOUCHSTONE ETF TRUST89157W202STRAT INCOM ETF17,148$445.85K0.37%+1,662+10.7%Added–
AVGOBROADCOM INC COMStock1,059$400.3K0.33%+101+10.5%AddedView
AMERICAN CENTY ETF TR025072885US EQT ETF3,014$385.79K0.32%+315+11.7%Added–
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF8,871$372.58K0.31%+1,666+23.1%Added–
JPMJPMORGAN CHASE & CO COMStock1,110$362.97K0.30%+5+0.5%AddedView
AMERICAN CENTY ETF TR025072604AVANTIS EMGMKT3,497$335.71K0.28%+411+13.3%Added–
PACER FDS TR69374H436METAURUS CAP 4007,414$333.63K0.28%+78+1.1%Added–
DTEDTE ENERGY COCOM1,730$262.96K0.22%−18,828−91.6%ReducedView
ABTABBOTT LABORATORIES COMStock2,520$229.32K0.19%+16+0.6%AddedView
AMZNAMAZON.COM INCCommon Stock898$213.72K0.18%−33−3.5%ReducedView
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF5,305$206.9K0.17%+61+1.2%Added–
MSFTMICROSOFT CORP COMStock547$204.03K0.17%+5+0.9%AddedView
GOOGLALPHABET INC CAP STK CL AStock545$194.57K0.16%+184+51.0%AddedView
ISHARES CORE S&P 500 ETF464287200ETF246$184.25K0.15%00.0%Unchanged–
QQNITY ELECTRONICS INCCOMMON STOCK1,081$176.2K0.15%−120−10.0%ReducedView
LLYELI LILLY & CO COMStock138$165.46K0.14%+6+4.5%AddedView
HDHOME DEPOT INC COMStock464$163.79K0.14%+10+2.2%AddedView
RIVNRIVIAN AUTOMOTIVE INC COM CL AStock9,380$159.46K0.13%+9,380NewView
XOMEXXON MOBIL CORPCOM1,094$149.88K0.12%+7+0.6%AddedView
GSGOLDMAN SACHS GROUP INC COMStock136$137.5K0.11%00.0%UnchangedView
MTGMGIC INVT CORP WISCOM4,779$133.81K0.11%+428+9.8%AddedView
ISHARES S&P 500 GROWTH ETF464287309ETF958$132.2K0.11%−144−13.1%Reduced–
GLWCORNING INCCOM517$131.84K0.11%+400+341.9%AddedView
INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT601$128.01K0.11%+2+0.3%Added–
AMERICAN CENTY ETF TR025072562AVANTIS CORE FI3,098$127.02K0.11%+2,769+841.6%Added–
ETNEATON CORP PLC SHSStock285$121.41K0.10%−11−3.7%ReducedView
AMERICAN CENTY ETF TR025072703INTL EQT ETF1,355$120.6K0.10%+822+154.2%Added–
BABOEING CO COMStock550$118.8K0.10%00.0%UnchangedView
SPDR SERIES TRUST78468R606ST PORT HIGH ETF5,095$117.19K0.10%+5,095New–
BDXBECTON DICKINSON & CO COMStock773$116.72K0.10%+5+0.7%AddedView
UNPUNION PAC CORP COMStock423$115.06K0.10%00.0%UnchangedView
STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854ETF1,302$114.58K0.10%+1,170+886.4%Added–
ISHARES TR46436E7180-3 MTH TREASURY1,101$111.2K0.09%00.0%Unchanged–
RTXRTX CORPORATION COMStock585$111.15K0.09%+2+0.3%AddedView
INVESCO NASDAQ 100 ETF46138G649ETF364$110.29K0.09%+364New–
AMGNAMGEN INC COMStock302$109.32K0.09%00.0%UnchangedView
TGTTARGET CORP COMStock831$108.86K0.09%−35−4.0%ReducedView
DUKDUKE ENERGY CORP NEW COM NEWStock810$102.87K0.09%+810NewView
VANGUARD MUN BD FDS922907746TAX EXEMPT BD1,986$101.29K0.08%+1,986New–
DEDEERE & CO COMStock157$99.54K0.08%+1+0.6%AddedView
DDDUPONT DE NEMOURS INC COMMON STOCKStock712$96.83K0.08%+712NewView
LINLINDE PLC SHSStock179$92.9K0.08%+3+1.7%AddedView
CAPITAL GROUP INTERNATIONAL14021T102SHS2,545$91.62K0.08%+15+0.6%Added–
CAHCARDINAL HEALTH INC COMStock375$89.25K0.07%−25−6.3%ReducedView
ASTSAST SPACEMOBILE INCCOM CL A1,000$89K0.07%00.0%UnchangedView
CVXCHEVRON CORPORATION COMStock519$86.15K0.07%00.0%UnchangedView
GEVGE VERNOVA INC COMStock73$85.78K0.07%−10−12.0%ReducedView
COSTCOSTCO WHOLESALE CORPORATION COMStock91$85.09K0.07%+8+9.6%AddedView
CMSCMS ENERGY CORPCOM1,098$84.55K0.07%+8+0.7%AddedView
CVSCVS HEALTH CORP COMStock807$83.12K0.07%00.0%UnchangedView
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF1,726$81.12K0.07%+371+27.4%Added–
AMERICAN CENTY ETF TR025072166AVANTIS ALL INT919$76.28K0.06%+63+7.4%Added–
RPMRPM INTL INCCOM670$74.37K0.06%00.0%UnchangedView
VANGUARD INFORMATION TECHNOLOGY ETF92204A702ETF617$74.04K0.06%+576+1,404.9%Added–
MORGAN STANLEY ETF TRUST61774R841EATO VANC BD ETF1,426$72.73K0.06%+391+37.8%Added–
DIMENSIONAL ETF TRUST25434V757EMERGING MKTS HI1,643$70.65K0.06%+152+10.2%Added–
INTCINTEL CORP COMStock500$70K0.06%+500NewView
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF313$68.55K0.06%00.0%Unchanged–
NETCLOUDFLARE INCCL A COM279$68.36K0.06%+279NewView
TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADSADR142$67.88K0.06%+68+91.9%AddedView
GOOGALPHABET INC CAP STK CL CStock187$66.01K0.05%+20+12.0%AddedView
MRKMERCK & CO INC COMStock500$64.5K0.05%−21,497−97.7%ReducedView
DOVDOVER CORPCOM285$63.84K0.05%−276−49.2%ReducedView
SYKSTRYKER CORPORATION COMStock200$63K0.05%00.0%UnchangedView
DIMENSIONAL ETF TRUST25434V740EMERGING MKTS VA1,464$62.95K0.05%+140+10.6%Added–
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF464288679ETF568$62.48K0.05%00.0%Unchanged–
DTMDT MIDSTREAM INCCOMMON STOCK421$61.89K0.05%+3+0.7%AddedView
EMREMERSON ELEC CO COMStock402$57.49K0.05%00.0%UnchangedView
JNJJOHNSON & JOHNSON COMStock216$54.86K0.05%+8+3.8%AddedView
WMWASTE MGMT INC DEL COMStock239$53.3K0.04%+13+5.8%AddedView
NUVNUVEEN MUN VALUE FD INCCOM5,907$53.16K0.04%00.0%UnchangedView
INVESCO EXCH TRADED FD TR II46138E461PURBTA MSCI US705$52.88K0.04%+58+9.0%Added–
DIMENSIONAL ETF TRUST25434V781INTL SMALL CAP V1,301$52.04K0.04%+85+7.0%Added–
SLVISHARES SILVER TRUSTETF978$51.83K0.04%+253+34.9%AddedView
DIMENSIONAL ETF TRUST25434V625US COR EQU 1 ETF631$51.74K0.04%+1+0.2%Added–
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT1,518$51.61K0.04%−140−8.4%Reduced–
HWMHOWMET AEROSPACE INC COMStock190$51.11K0.04%00.0%UnchangedView
TSLATESLA INC COMStock118$49.68K0.04%+100+555.6%AddedView
HONHONEYWELL INTL INC COMStock220$49.28K0.04%+220NewView

Sold out since Q1 2026 (32)

Positions held at the end of Q1 2026 that are no longer in this filing.

RHL GROUP, LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
PROSHARES TR ULTRASHORT QQQ74349Y829ETF342,323$7.76M6.62%
DVNDEVON ENERGY CORP NEW COMStock100,866$5.08M4.33%
OXYOCCIDENTAL PETE CORP COMStock72,136$4.69M4.00%
PLTRPALANTIR TECHNOLOGIES INC CL AStock12,640$1.85M1.58%
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF78463R606ETF4,762$111.05K0.09%
DDDUPONT DE NEMOURS INCCOM2,134$97.73K0.08%
WFCWELLS FARGO & CO COMStock1,207$96.07K0.08%
HONHoneywell TechnologiesCOM393$88.8K0.08%
AMERICAN CENTY ETF TR025072802INTL SMCP VLU468$46.69K0.04%
VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES092193783ETF553$40.72K0.03%
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK741$28.87K0.02%
TJX COS INC NEW572540109Common Stock144$23.06K0.02%
PGPROCTER & GAMBLE COCommon Stock156$22.54K0.02%
DIMENSIONAL ETF TRUST25434V583GLOB CO PLUS ETF847$22.51K0.02%
UVXYPROSHARES TR IIULTRA VIX SHORT352$18.41K0.02%
SAAB AB ADR78516J101SA295$9.66K0.01%
DTDYNATRACE INC COM NEWStock234$8.65K0.01%
PAYXPAYCHEX INCCommon Stock90$8.3K0.01%
CCLCARNIVAL CORPUNIT 99/99/9999301$7.79K0.01%
VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611ETF13$2.84K0.00%
VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406ETF16$2.38K0.00%
UBERUBER TECHNOLOGIES INC COMStock14$1.01K0.00%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES921909769ETF11$8490.00%
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834ETF7$6060.00%
VANGUARD SHORT-TERM BOND ETF921937827ETF1$790.00%
ONONON HLDG AG NAMEN AKT AStock2$680.00%
FIRST TR EXCHANGE-TRADED FD33738D408FIRST TR TA HIYL1$410.00%
CAPITAL GRP FIXED INCM ETF T14020Y508CORE BOND ETF0$90.00%
Nortel Networks Corp656568508COM100$00.00%
AMERICHIP INTERNATIONAL INC03062W207COMMON STOCK59,177$00.00%
UNILIFE CORP NEW COM NEW90478E301COM100$00.00%
CAPTOR CAPITAL CORP XXXREGISTRATION REVOKED BY THE SEC EFF: 11/13/2014075H301Common Stock3$00.00%

13F filings by quarter

RHL GROUP, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 3, 2026269$120.22Mvs. Q1 2026SEC
Q1 2026May 13, 2026240$117.12Mvs. Q4 2025SEC
Q4 2025Feb 9, 2026215$124.38M–SEC