13F

Investor

RHL GROUP, LLC

CIK 0002066311 · filed 2026-05-13 · SEC filing

13F book

$117.1M

Positions

240

81 new · 56 sold

Largest name

24.9%

Global X Fds

Est. mark

−$34.6K

Price effect on 158 names still held. Flow −$7.23M.
NameTickerSharesValueWeightEst. markChange
Global X Fds291.1K$29.2M24.9%$72.7KCut−$34.3M
Dimensional Etf Trust404.4K$17.1M14.6%−$233Added$17M
Vanguard Scottsdale Fds164.9K$12.3M10.5%−$91.9KAdded$6.15M
Capital Grp Fixed Incm Etf T451.6K$12.3M10.5%−$66.4KAdded$7.6M
Proshares Tr342.3K$7.76M6.6%New
Devon Energy Corp New100.9K$5.08M4.3%$406.4KAdded$3.99M
Occidental Pete Corp72.1K$4.69M4.0%New
Dte Energy Co20.6K$2.72M2.3%$5.55KAdded$2.5M
Merck & Co., Inc.MRK22K$2.65M2.3%$270.5KAdded$751.9K
Dimensional Etf Trust56.7K$2.2M1.9%−$17.9KAdded$1.23M
Western Digital CorpWDC7.07K$1.91M1.6%$1.18KAdded$1.91M
Palantir Technologies Inc.PLTR12.6K$1.85M1.6%−$397.8KCut−$2.64M
Nvidia CorpNVDA10.3K$1.8M1.5%−$125KCut−$2.6M
Touchstone Etf Trust70.2K$1.78M1.5%−$13Added$1.76M
Apple Inc.AAPL4K$1.01M0.9%−$69.9KAdded−$36.1K
Caterpillar IncCAT832$589.2K0.5%$112.6KCut$110.9K
American Centy Etf Tr4.72K$521.9K0.4%$13.8KAdded$356.3K
Dimensional Etf Trust14.5K$515.5K0.4%$4.46KAdded$371.7K
Sherwin Williams CoSHW1.57K$503.5K0.4%−$4.94KAdded$47.6K
Trane Technologies PlcTT1.01K$420.1K0.4%$27.8KHeld
AbbVie Inc.ABBV1.88K$409.5K0.4%−$14.3KAdded$111.8K
Touchstone Etf Trust15.5K$396.9K0.3%−$560Added$351.4K
Jpmorgan Chase & Co.1.1K$325.1K0.3%−$30.9KCut−$403.7K
American Centy Etf Tr2.7K$300.1K0.3%−$916Added$124.3K
Broadcom Inc.AVGO958$296.5K0.3%−$35KCut−$437.2K
Pacer Fds Tr7.34K$294.5K0.3%−$17KAdded−$14.1K
Dimensional Etf Trust7.21K$264.8K0.2%−$7.86KAdded$29.8K
Abbott LabsABT2.5K$257.1K0.2%−$49.5KAdded−$17.3K
American Centy Etf Tr3.09K$248.7K0.2%$4.49KAdded$151.5K
Microsoft CorpMSFT542$200.5K0.2%−$61.6KCut−$716.5K
Amazon Com IncAMZN931$193.9K0.2%New
Exxon Mobil Corp1.09K$184.5K0.2%$46.6KAdded$71K
Dimensional Etf Trust5.24K$183.8K0.2%$10.7KAdded$20.9K
Ishares Tr246$160.5K0.1%−$7.99KAdded−$7.34K
Home Depot, Inc.HD454$149.5K0.1%−$6.65KAdded−$4.01K
Qnity Electronics, Inc.Q1.2K$138.5K0.1%$35.4KAdded$52.7K
Ishares Tr1.1K$124.6K0.1%−$11.2KCut−$1M
Eli Lilly & CoLLY132$121.6K0.1%−$13.8KAdded$24.9K
Becton Dickinson & CoBDX768$120.8K0.1%−$28.1KAdded−$27.3K
Dover CorpDOV561$117K0.1%$7.49KCut−$24.3K
Goldman Sachs Group Inc136$114.9K0.1%−$4.11KAdded$12.8K
Invesco Exchange Traded Fd T599$114.9K0.1%$129Added$704
Mgic Invt Corp Wis4.35K$114.2K0.1%−$1.67KAdded$97.8K
RTX CorpRTX583$112.4K0.1%$5.04KAdded$14.5K
State Street Spdr Portfolio High Yield Bond Etf4.76K$111K0.1%New
Ishares 0-3 Month1.1K$110.9K0.1%New
Boeing Co550$109.5K0.1%−$9.03KAdded$921
Chevron Corp NewCVX519$107.4K0.1%New
Amgen IncAMGN302$106.3K0.1%New
Eaton Corp PlcETN296$105.9K0.1%$10.6KAdded$19.9K
Target CorpTGT866$104.9K0.1%$2.64KAdded$93.9K
Alphabet Inc361$103.9K0.1%−$1.57KAdded$84.5K
Union Pac Corp423$102.6K0.1%New
DuPont de Nemours, Inc.DD2.13K$97.7K0.1%$9.19KAdded$31.7K
Wells Fargo Co New1.21K$96.1K0.1%−$16.3KAdded−$15.8K
Crowdstrike Hldgs Inc235$91.7K0.1%−$16.5KAdded−$6.69K
Honeywell Intl Inc393$88.8K0.1%$12.1KCut$232
Deere & CoDE156$88.1K0.1%$15.5KHeld
Linde PlcLIN176$87.1K0.1%$11.4KAdded$15.9K
Cms Energy Corp1.09K$84.6K0.1%$8.27KAdded$8.89K
Cardinal Health IncCAH400$84.5K0.1%New
Capital Group International2.53K$83.8K0.1%$1.54KCut−$212
AST SpaceMobile, Inc.ASTS1K$82.9K0.1%$10.2KHeld
Costco Whsl Corp New83$82.8K0.1%$11.2KHeld
GE Vernova Inc.GEV83$72.5K0.1%$7.24KAdded$50.9K
ImmunityBio, Inc.IBRX9.36K$71.8K0.1%New
American Centy Etf Tr856$67.1K0.1%$2.22KAdded$21.2K
Rpm Intl Inc670$66.6K0.1%New
Stryker CorpSYK200$65.7K0.1%New
Ishares Tr568$62.7K0.1%New
Dimensional Etf Trust1.66K$61.9K0.1%$7.17KAdded$21.7K
Ishares Tr313$60K0.1%−$2.19KAdded−$1.99K
American Centy Etf Tr1.35K$59.6K0.1%$236Added$38.5K
Cvs Health CorpCVS807$58K0.0%New
DT Midstream, Inc.DTM418$56.3K0.0%$6.27KHeld
Nuveen Mun Value Fd Inc5.91K$53.1K0.0%New
Emerson Elec Co402$52.6K0.0%New
Morgan Stanley Etf Trust1.03K$52.5K0.0%−$427Added$23.2K
Waste Mgmt Inc Del226$51.9K0.0%$1.33KAdded$22.7K
Johnson & JohnsonJNJ208$50.9K0.0%New
Dimensional Etf Trust1.49K$50.4K0.0%$2.07KAdded$6.97K
Nuveen Select Tax-Free Incom3.46K$49.6K0.0%New
Ishares Silver Tr725$49.4K0.0%$2.7KCut−$1.36M
Dimensional Etf Trust1.22K$48K0.0%$1.54KAdded$7.38K
Alphabet Inc167$47.9K0.0%−$294Added$44.5K
Dimensional Etf Trust1.32K$47.4K0.0%$2.33KAdded$8.95K
Universal Display Corp514$47.1K0.0%−$12.9KAdded−$12.6K
American Centy Etf Tr468$46.7K0.0%$2.38KAdded$8.06K
Dimensional Etf Trust630$45.4K0.0%−$1KAdded−$860
American Centy Etf Tr533$45.2K0.0%$1.13KAdded$7.31K
Howmet Aerospace Inc.HWM190$43.8K0.0%$4.85KHeld
Invesco Exch Traded Fd Tr Ii647$42.2K0.0%−$916Added$23.1K
Corteva, Inc.CTVA501$42K0.0%New
Vanguard Total Bond Market Index Fund Etf Shares553$40.7K0.0%New
Lowes Cos Inc166$39.2K0.0%−$873Added−$637
Spdr Gold Tr88$37.9K0.0%$782Added$28.8K
Ishares Tr2.06K$37.6K0.0%New
First Tr Exchange Traded Fd222$36.3K0.0%New
Applovin CorpAPP91$36.2K0.0%−$25.1KCut−$36.6K
Berkshire Hathaway Inc Del70$33.5K0.0%−$1.64KCut−$6.17K
Philip Morris Intl Inc201$33.2K0.0%New
Waters Corp103$30.7K0.0%New
Dimensional Etf Trust741$28.9K0.0%$628Cut−$820
Vanguard World Fd41$28.6K0.0%−$2.27KHeld
Travelers Companies, Inc.TRV98$28.6K0.0%New
Williams Cos Inc386$28.1K0.0%New
Nextera Energy Inc284$26.4K0.0%New
Visa Inc.V87$26.3K0.0%−$4.18KCut−$7.34K
Taiwan Semiconductor Mfg Ltd74$25K0.0%$408Added$21.4K
Targa Res Corp98$24.7K0.0%$4.05KAdded$13.6K
Grayscale Bitcoin Trust EtfGBTC468$24.7K0.0%−$7.3KCut−$18K
Meta Platforms, Inc.META42$24.1K0.0%−$3.67KHeld
Palo Alto Networks IncPANW150$24K0.0%−$3.58KCut−$55.9K
Dimensional Etf Trust502$24K0.0%New
Ball CorpBALL401$23.7K0.0%New
Tjx Cos Inc New144$23.1K0.0%New
J P Morgan Exchange Traded F482$22.7K0.0%−$42Added$13.8K
Procter & Gamble CoPG156$22.5K0.0%New
Dimensional Etf Trust847$22.5K0.0%−$22.8KAdded−$22.3K
Mcdonalds CorpMCD71$22.2K0.0%New
Columbia Seligm Prem Tech Gr575$21.8K0.0%New
Archer-Daniels-Midland CoADM283$20.6K0.0%New
Vanguard Index Fds32$19.2K0.0%−$886Held
Spdr Index Shs Fds417$19K0.0%New
Pimco Etf Tr706$18.5K0.0%New
Ge Aerospace65$18.4K0.0%−$1.58KHeld
Proshares Tr Ii352$18.4K0.0%$4.5KAdded$8.53K
Spdr Series Trust325$18.4K0.0%New
Realty Income CorpO300$18.4K0.0%$1.44KHeld
Ford Mtr Co1.55K$17.9K0.0%−$2.43KAdded−$2.23K
T-Mobile Us Inc84$17.7K0.0%$672Cut$469
Pgim Etf Tr340$17.4K0.0%−$5Added$9.78K
Dimensional Etf Trust488$16.8K0.0%$706Cut$474
Pnc Finl Svcs Group Inc80$16.6K0.0%New
Mckesson CorpMCK19$16.4K0.0%$856Cut−$2.42K
Cigna GroupCI61$16.4K0.0%−$422Held
Invesco Exch Traded Fd Tr Ii291$16.2K0.0%New
Ishares Tr185$16K0.0%−$87Held
Corning Inc117$15.9K0.0%New
General Dynamics CorpGD46$15.9K0.0%New
Lockheed Martin CorpLMT26$15.7K0.0%New
Sempra154$15K0.0%New
Invesco Exch Trd Slf Idx Fd766$15K0.0%−$38Held
Invesco Exch Trd Slf Idx Fd640$14.8K0.0%−$103Held
Ishares Tr108$14.7K0.0%New
Ppl Corp376$14.4K0.0%New
Vici Pptys Inc523$14.3K0.0%New
Cisco Sys Inc182$14.1K0.0%New
Invesco Exch Trd Slf Idx Fd639$13.9K0.0%−$198Held
Invesco Exch Trd Slf Idx Fd841$13.8K0.0%−$202Held
Dimensional Etf Trust405$13.7K0.0%$267Added$7.15K
American Centy Etf Tr329$13.7K0.0%New
Hartford Insurance Group Inc101$13.7K0.0%New
Vanguard Index Fds42$13.5K0.0%−$565Held
Te Connectivity PlcTEL64$13.4K0.0%New
Cme Group Inc.CME45$13.3K0.0%New
Spdr Series Trust135$13.2K0.0%New
Schwab Strategic Tr413$12.9K0.0%New
Goldman Sachs Etf Tr295$12.7K0.0%$56Added$99
Airbnb, Inc.ABNB100$12.6K0.0%−$944Held
Dimensional Etf Trust258$12.4K0.0%−$49Cut−$10.5K
Pepsico IncPEP79$12.3K0.0%$11Added$12.1K
International Business Machs50$12.2K0.0%−$2.61KHeld
Mondelez Intl Inc211$12.2K0.0%New
Wec Energy Group, Inc.WEC101$11.7K0.0%New
Automatic Data Processing In56$11.4K0.0%New
Avalonbay Cmntys Inc69$11.3K0.0%New
Accenture Plc Ireland56$11.1K0.0%New
Schwab Strategic Tr356$11K0.0%New
Rolls-Royce Holdin Ordf730$10.9K0.0%−$376Held
Unitedhealth Group IncUNH39$10.6K0.0%New
Spdr Series Trust132$10.1K0.0%−$458Cut−$5.59K
Illinois Tool Wks Inc38$9.89K0.0%New
Saab Ab F295$9.66K0.0%$1.12KHeld
Kinder Morgan Inc Del283$9.47K0.0%New
Marsh & Mclennan Cos Inc54$9.41K0.0%New
Dynatrace, Inc.DT234$8.65K0.0%−$1.49KCut−$21.3K
Welltower Inc.WELL42$8.33K0.0%$537Held
Paychex IncPAYX90$8.29K0.0%New
CARRIER GLOBAL CorpCARR147$8.25K0.0%$481Added$537
Carnival Corp Ltd.CCL301$7.79K0.0%−$466Added$4.74K
Oneok Inc /New/OKE84$7.6K0.0%New
Oreilly Automotive Inc82$7.57K0.0%$90Held
Invesco Exch Trd Slf Idx Fd374$6.98K0.0%−$67Held
Tesla, Inc.TSLA18$6.69K0.0%−$1.4KHeld
Apollo Global Mgmt Inc59$6.61K0.0%New
Darden Restaurants IncDRI32$6.27K0.0%New
Ishares Tr168$6.19K0.0%New
Fastenal CoFAST129$5.97K0.0%New
Texas Instrs Inc28$5.47K0.0%New
Wisdomtree Tr89$4.69K0.0%$101Held
Garmin LtdGRMN19$4.41K0.0%New
Vanguard Tax-Managed Fds66$4.24K0.0%$114Cut−$1.39K
Ishares Tr45$4.04K0.0%New
Schwab Strategic Tr157$4.04K0.0%−$188Cut−$1.93M
Nebius Group N.V.NBIS38$3.94K0.0%$762Held
Vanguard Index Fds21$3.89K0.0%$166Cut−$1.07K
Agnico Eagle Mines LtdAEM19$3.86K0.0%$636Held
Ishares Gold Tr43$3.79K0.0%$301Cut−$1.36M
General Mtrs Co42$3.14K0.0%−$278Held
Marvell Technology, Inc.MRVL30$2.97K0.0%$425Held
Vanguard Index Fds13$2.84K0.0%$87Cut−$548
Coca Cola CoKO37$2.81K0.0%$227Held
American Centy Etf Tr41$2.46K0.0%$63Added$363
Vanguard Whitehall Fds16$2.38K0.0%$88Held
Applied Digital Corp.APLD100$2.37K0.0%New
Invesco Qqq Tr4$2.31K0.0%−$145Cut−$7.15M
Disney Walt Co22$2.12K0.0%−$383Held
Vertiv Holdings CoVRT8$2K0.0%$709Held
Spdr S&P 500 Etf Tr3$1.96K0.0%−$89Cut−$7.03M
Vanguard Intl Equity Index F36$1.95K0.0%$11Cut−$3.7K
Spdr Index Shs Fds29$1.92K0.0%$13Held
Norwegian Cruise Line Hldg L101$1.89K0.0%New
Dimensnl Ultrashrt Fixed24$1.23K0.0%$9Held
Uber Technologies, IncUBER14$1.01K0.0%−$137Held
Invesco Exch Trd Slf Idx Fd37$9620.0%−$26Held
J P Morgan Exchange Traded F17$8670.0%$7Cut−$246
Vanguard Total International Stock Index Fund Etf Shares11$8490.0%New
Barrick Mng Corp20$8160.0%−$55Held
Capital Group New Geography23$7260.0%−$9Cut−$328
Spdr Index Shs Fds15$7040.0%$2Held
Ishares Tr7$6060.0%$14Cut−$325
First Tr Exchng Traded Fd Vi23$5810.0%$2Cut−$4.93K
Lifevantage CorpLFVN126$5450.0%−$229Added−$225
Schwab Strategic Tr16$4660.0%$10Held
Vanguard Index Fds1$2880.0%−$2Held
Atai Beckley Nv72$2550.0%−$39Held
Vanguard Index Fds1$1970.0%$6Held
Advanced Micro Devices IncAMD1$1600.0%−$54Held
Spdr Series Trust2$1190.0%$3Held
Zoetis Inc.ZTS1$1190.0%−$7Held
Vanguard Bd Index Fds1$790.0%$0Cut−$2.13K
On Hldg Ag2$680.0%New
First Tr Exchange-Traded Fd1$410.0%−$1Cut−$1.84K
Capital Grp Fixed Incm Etf T0$90.0%Cut−$1.32K
Americhip International Inc59.2K$00.0%New
Captor Capital Corp Xxxregistration Revoked By The Sec Eff: 11/13/203$00.0%New
First Rep Bk San Francisco C2$00.0%New
Nortel Networks Corp100$00.0%New
Unilife Corp New100$00.0%New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.