RHL Group, LLC holds a concentrated book of 269 stocks worth $120.2M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Inn Defined Wealth Shield and trimmed Dimensional Core Fixed Inc. Their largest long position is Global X 1-3 Month T-Bill at 32% of the equity book. Cloning the disclosed picks since 2026 would be +2% (+5.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2066311/holdings"
Use Arkolith to show RHL GROUP, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 6.7 points over this window.
Growth of $10,000 cloning RHL Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
21% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as RHL Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $16.0B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $14.9B |
| LPL Financial LLC | 76 / 80 | $74.6B |
| ENVESTNET ASSET MANAGEMENT INC | 76 / 80 | $73.2B |
| Kestra Advisory Services, LLC | 76 / 80 | $6.9B |
| Farther Finance Advisors, LLC | 76 / 80 | $2.5B |
| MORGAN STANLEY | 75 / 80 | $460.8B |
| JPMORGAN CHASE & CO | 75 / 80 | $412.1B |
Ranked by how many of RHL Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Global X 1-3 Month ETF | $38.8M | 388.3K | 32.3% | ▲+33% Added · +97K sh | |
| 2 | Touchstone Ultra Short ETF | $12.8M | 511.3K | 10.6% | ▲+628% Added · +441K sh | |
| 3 | Dimensional Core Fixed ETF | $7.4M | 176.0K | 6.1% | ▼−56% Reduced · −228K sh | |
| 4 | Vanguard Long-Term ETF | $6.9M | 92.1K | 5.7% | ▼−44% Reduced · −73K sh | |
| 5 | Capital Group U.S. ETF | $6.2M | 231.0K | 5.2% | ▼−49% Reduced · −221K sh | |
| 6 | Innovator Defined Wealth ETF | $5.2M | 154.2K | 4.4% | ▲New New position | |
| 7 | Palo Alto Networks Inc Common Stock | $4.5M | 13.1K | 3.7% | ▲87× Added · +13K sh | |
| 8 | Crowdstrike Hldgs Inc Common Stock | $3.8M | 5.0K | 3.2% | ▲21× Added · +5K sh | |
| 9 | State Street SPDR S&P ETF | $3.6M | 4.8K | 3.0% | ▲2k× Added · +5K sh | |
| 10 | Western Digital Corp Common Stock | $3.5M | 5.5K | 2.9% | ▼−22% Reduced · −2K sh | |
| 11 | Invesco QQQ TR ETF | $3.5M | 4.7K | 2.9% | ▲1k× Added · +5K sh | |
| 12 | Dimensional U.S. Core ETF | $3.0M | 68.3K | 2.5% | ▲+20% Added · +12K sh | |
| 13 | Nvidia Corp Common Stock | $2.3M | 11.6K | 1.9% | ▲+13% Added · +1K sh | |
| 14 | Robinhood MKTS Inc Common Stock | $1.3M | 13.4K | 1.1% | ▲New New position | |
| 15 | Apple Inc Common Stock | $1.2M | 4.0K | 1.0% | ▲+0.6% Added · +23 sh | |
| 16 | Caterpillar Inc Common Stock | $890K | 836 | 0.7% | ▲+0.5% Added · +4 sh | |
| 17 | Avantis US Small Cap ETF | $731K | 5.8K | 0.6% | ▲+24% Added · +1K sh | |
| 18 | Dimensional ETF | $681K | 18.4K | 0.6% | ▲+27% Added · +4K sh | |
| 19 | Sherwin-Williams Co Common Stock | $504K | 1.5K | 0.4% | ▼−6.7% Reduced · −106 sh | |
| 20 | Trane Technologies PLC F Common Stock | $495K | 1.0K | 0.4% | —Held | |
| 21 | Abbvie Inc Common Stock | $480K | 1.9K | 0.4% | ▲+1.2% Added · +22 sh | |
| 22 | Touchstone Strategic ETF | $446K | 17.1K | 0.4% | ▲+11% Added · +2K sh | |
| 23 | Broadcom Inc Common Stock | $400K | 1.1K | 0.3% | ▲+11% Added · +101 sh | |
| 24 | Avantis US Equity ETF ETF | $386K | 3.0K | 0.3% | ▲+12% Added · +315 sh | |
| 25 | Dimensional US High ETF | $373K | 8.9K | 0.3% | ▲+23% Added · +2K sh | |
| 26 | JPMorgan Chase & Co Common Stock | $363K | 1.1K | 0.3% | ▲+0.5% Added · +5 sh | |
| 27 | Avantis Emerging Markets ETF | $336K | 3.5K | 0.3% | ▲+13% Added · +411 sh | |
| 28 | Pacer Metaurus US Large ETF | $334K | 7.4K | 0.3% | ▲+1.1% Added · +78 sh | |
| 29 | Dte Energy Co Common Stock | $263K | 1.7K | 0.2% | ▼−92% Reduced · −19K sh | |
| 30 | Abbott Labs ETF | $229K | 2.5K | 0.2% | ▲+0.6% Added · +16 sh | |
| 31 | Amazon.com Inc Common Stock | $214K | 898 | 0.2% | ▼−3.5% Reduced · −33 sh | |
| 32 | Dimensional US Small Cap ETF | $207K | 5.3K | 0.2% | ▲+1.2% Added · +61 sh | |
| 33 | Microsoft Corp Common Stock | $204K | 547 | 0.2% | ▲+0.9% Added · +5 sh | |
| 34 | Alphabet Inc Common Stock | $195K | 545 | 0.2% | ▲+51% Added · +184 sh | |
| 35 | Ishares Core S&P 500 ETF | $184K | 246 | 0.2% | —Held | |
| 36 | Qnity Electronics Inc Common Stock | $176K | 1.1K | 0.1% | ▼−10.0% Reduced · −120 sh | |
| 37 | Eli Lilly And Co Common Stock | $165K | 138 | 0.1% | ▲+4.5% Added · +6 sh | |
| 38 | Home Depot Inc Common Stock | $164K | 464 | 0.1% | ▲+2.2% Added · +10 sh | |
| 39 | Rivian Automotive Inc EC | $159K | 9.4K | 0.1% | ▲New New position | |
| 40 | Exxon Mobil Corp Common Stock | $150K | 1.1K | 0.1% | ▲+0.6% Added · +7 sh | |
| 41 | Goldman Sachs Group Inc Common Stock | $137K | 136 | 0.1% | —Held | |
| 42 | Mgic Invt Corp Wis Common Stock | $134K | 4.8K | 0.1% | ▲+9.8% Added · +428 sh | |
| 43 | Ishares S&P 500 Growth ETF | $132K | 958 | 0.1% | ▼−13% Reduced · −144 sh | |
| 44 | Corning Inc Common Stock | $132K | 517 | 0.1% | ▲+342% Added · +400 sh | |
| 45 | Invesco S&P 500 Equal ETF | $128K | 601 | 0.1% | ▲+0.3% Added · +2 sh | |
| 46 | Avantis Core Fixed ETF | $127K | 3.1K | 0.1% | ▲+842% Added · +3K sh | |
| 47 | Eaton Corp PLC F Common Stock | $121K | 285 | 0.1% | ▼−3.7% Reduced · −11 sh | |
| 48 | Avantis International ETF | $121K | 1.4K | 0.1% | ▲+154% Added · +822 sh | |
| 49 | Boeing Co Common Stock | $119K | 550 | 0.1% | —Held | |
| 50 | State Street SPDR ETF | $117K | 5.1K | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.