RHL Group, LLC holds a concentrated book of 269 reported positions worth $120.2M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; 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 reported non-option book. Cloning the disclosed picks since 2026 would be +1% (+1.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 5.0 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.
22% mapped to company sectors
+5 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as RHL Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 31 / 80 | $1.0B |
| Marest Capital, LLC | 12 / 80 | $174.6M |
| MKP Capital Management, L.L.C. | 9 / 80 | $3.0B |
| Emerald Advisors, LLC | 26 / 80 | $638.4M |
| Capstone Capital LLC | 9 / 80 | $136.1M |
| Independent Investors Inc | 21 / 80 | $398.8M |
| 9823 Capital, L.P. | 10 / 80 | $111.5M |
| Sensenig Capital Advisors, Inc | 11 / 80 | $81.5M |
Ranked by the share of each fund's own book sitting in the names it shares with RHL Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show RHL GROUP, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.