RHL GROUP, LLC

Est. AUM

$116.8M

13F long equity, this entity only

Positions

240

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	GLOBAL X 1-3 MONTH T-BILL ETF	ETF	$29.2M	291146	25.01%	SOLE
2	DIMENSIONAL CORE FIXED INCOME ETF	ETF	$17.1M	404401	14.61%	SOLE
3	VANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)	ETF	$12.3M	164873	10.54%	SOLE
4	CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF	ETF	$12.3M	451606	10.52%	SOLE
5	PROSHARES ULTRASHORT QQQ	ETF	$7.8M	342323	6.64%	SOLE
6	DEVON ENERGY CORP NEW	Common Stock	$5.1M	100866	4.34%	SOLE
7	OCCIDENTAL PETE CORP	Common Stock	$4.7M	72136	4.01%	SOLE
8	MERCK & CO. INC.	Common Stock	$2.6M	21997	2.26%	SOLE
9	DUKE ENERGY CORP NEW	Common Stock	$2.5M	18842	2.11%	SOLE
10	DIMENSIONAL U.S. CORE EQUITY 2 ETF	ETF	$2.2M	56718	1.89%	SOLE
11	WESTERN DIGITAL CORP	Common Stock	$1.9M	7074	1.64%	SOLE
12	PALANTIR TECHNOLOGIES INCLASS CLASS A	Common Stock	$1.8M	12640	1.58%	SOLE
13	NVIDIA CORP	Common Stock	$1.8M	10324	1.54%	SOLE
14	TOUCHSTONE ULTRA SHORT INCOME ETF	ETF	$1.8M	70233	1.52%	SOLE
15	APPLE INC	Common Stock	$1.0M	3998	0.87%	SOLE
16	CATERPILLAR INC	Common Stock	$589K	832	0.50%	SOLE
17	AVANTIS US SMALL CAP VALUE ETF	ETF	$522K	4724	0.45%	SOLE
18	DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	ETF	$515K	14508	0.44%	SOLE
19	SHERWIN-WILLIAMS CO	Common Stock	$504K	1571	0.43%	SOLE
20	TRANE TECHNOLOGIES PLC F	Common Stock	$420K	1008	0.36%	SOLE
21	ABBVIE INC	Common Stock	$410K	1883	0.35%	SOLE
22	TOUCHSTONE STRATEGIC INCOME ETF	ETF	$397K	15486	0.34%	SOLE
23	JPMORGAN CHASE & CO	Common Stock	$325K	1105	0.28%	SOLE
24	AVANTIS US EQUITY ETF	ETF	$300K	2699	0.26%	SOLE
25	BROADCOM INC	Common Stock	$297K	958	0.25%	SOLE
26	PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF	ETF	$294K	7336	0.25%	SOLE
27	DIMENSIONAL US HIGH PROFITABILITY ETF	ETF	$265K	7205	0.23%	SOLE
28	ABBOTT LABS	Common Stock	$257K	2504	0.22%	SOLE
29	AVANTIS EMERGING MARKETSEQUITY ETF	ETF	$249K	3086	0.21%	SOLE
30	MICROSOFT CORP	Common Stock	$200K	542	0.17%	SOLE
31	AMAZON.COM INC	Common Stock	$194K	931	0.17%	SOLE
32	DIMENSIONAL US SMALL CAPVALUE ETF	ETF	$184K	5244	0.16%	SOLE
33	EXXON MOBIL CORP	Common Stock	$184K	1087	0.16%	SOLE
34	ISHARES CORE S&P 500 ETF	ETF	$160K	246	0.14%	SOLE
35	HOME DEPOT INC	Common Stock	$149K	454	0.13%	SOLE
36	QNITY ELECTRONICS INC	Common Stock	$139K	1201	0.12%	SOLE
37	ISHARES S&P 500 GROWTH ETF	ETF	$125K	1102	0.11%	SOLE
38	ELI LILLY AND CO	Common Stock	$122K	132	0.10%	SOLE
39	BECTON DICKINSON & CO	Common Stock	$121K	768	0.10%	SOLE
40	DOVER CORP	Common Stock	$117K	561	0.10%	SOLE
41	INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$115K	599	0.10%	SOLE
42	GOLDMAN SACHS GROUP INC	Common Stock	$115K	136	0.10%	SOLE
43	MGIC INVT CORP WIS	Common Stock	$114K	4351	0.10%	SOLE
44	RTX CORP	Common Stock	$112K	583	0.10%	SOLE
45	STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF	ETF	$111K	4762	0.09%	SOLE
46	ISHARES 0-3 MONTH TREASURY BOND ETF	ETF	$111K	1101	0.09%	SOLE
47	BOEING CO	Common Stock	$109K	550	0.09%	SOLE
48	CHEVRON CORP NEW	Common Stock	$107K	519	0.09%	SOLE
49	AMGEN INC	Common Stock	$106K	302	0.09%	SOLE
50	EATON CORP PLC F	Common Stock	$106K	296	0.09%	SOLE

1–50 of 240

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.