RHL GROUP, LLC: 13F holdings

CIK 20663112026Q2

Positions271
Reported value$120.2m
Filed2026-08-04

Change since last quarter

Positions271 (+31 vs prior quarter)
Reported value$120.2m (+2.6%)

Top 10 holdings

SecuritySharesValueWeight
CLIP GLOBAL X 1-3 MONTH388,275$38.8m32.3%
TOUCHSTONE ULTRA SHORT511,259$12.8m10.6%
DFCF DIMENSIONAL CORE FIXED175,981$7.4m6.1%
VCLT VANGUARD LONG-TERM92,132$6.9m5.7%
CGMS CAPITAL GROUP U.S.231,018$6.2m5.2%
BALT INNOVATOR DEFINED WEALTH154,203$5.2m4.4%
PANW PALO ALTO NETWORKS INC13,080$4.5m3.7%
CRWD CROWDSTRIKE HLDGS INC4,978$3.8m3.2%
SPY STATE STREET SPDR S&P4,821$3.6m3.0%
WDC WESTERN DIGITAL CORP5,490$3.5m2.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2066311")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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