RHL Group, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), RHL Group, LLC reported 215 stock positions worth $124.4 million. Its top holding was Global X 1-3 Month T-Bill (CLIP) at 51.0% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 5.8%) and SS SPDR S&P 500 ETF Trust-US (SPY, 5.7%).

Most Recent 13F
Q2 2026
Location
HOLLY, MI
CIK
0002066311
Portfolio Value
$124.4M (Q4 2025)
SEC Filing
0002066311-26-000002 ↗ filed Feb 9, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $124.4M $124.4M Q4 2025 Q1 2026: $117.1M Q1 2026 Q2 2026: $120.2M Q2 2026

Holdings 215 stocks · $124.4M

CLIP Global X 1-3 Month T-Bill 51.04% 634,197 $63.5M —
QQQ Invesco QQQ Trust Series 1 5.75% 11,643 $7.2M —
SPY SS SPDR S&P 500 ETF Trust-US 5.65% 10,310 $7.0M —
VCLT Vanguard Long-Term Corp. Bond 4.96% 81,335 $6.2M —
CGMS Cap Group US Multi-Sect Bond 3.78% 170,208 $4.7M —
PLTR Palantir Technologies Inc. Class A 3.61% 25,276 $4.5M —
NVDA Nvidia Corp. 3.54% 23,607 $4.4M —
SHOP Shopify Inc. Class A 1.58% 12,192 $2.0M —
SCHX Schwab US Large-Cap ETF 1.56% 72,013 $1.9M —
MRK Merck & Co. Inc. 1.52% 17,995 $1.9M —
SLV iShares Silver Trust 1.14% 21,953 $1.4M —
IAU iShares Gold Trust 1.10% 16,817 $1.4M —
HOOD Robinhood Markets Inc. Class A 1.09% 11,980 $1.4M —
SOFI Sofi Technologies Inc. 1.03% 49,062 $1.3M —
IVW iShares S&P 500 Growth ETF 0.91% 9,141 $1.1M —
DVN Devon Energy Corp. 0.87% 29,683 $1.1M —
AAPL Apple Inc. 0.84% 3,865 $1.1M —
DFAC Dimensional US Core Equity 2 0.78% 24,499 $970K —
MSFT Microsoft Corp. 0.74% 1,896 $917K —
SCHZ Schwab US Aggregate Bond ETF 0.62% 33,017 $772K —
AVGO Broadcom Inc. 0.59% 2,120 $734K —
JPM JPMorgan Chase & Co. 0.59% 2,262 $729K —
CAT Caterpillar Inc. 0.38% 835 $478K —
SHW The Sherwin-Williams Co. 0.37% 1,407 $456K —
TT Trane Technologies PLC 0.32% 1,008 $392K —
QDPL Pacer Met US LRG Cap DVD 400 0.25% 7,263 $309K —
ABBV Abbvie Inc. 0.24% 1,303 $298K —
ABT Abbott Laboratories 0.22% 2,190 $274K —
GRNY Fundstr Gran SH US LRG Cap 0.21% 10,336 $256K —
DUHP Dimensional US High Profi Et 0.19% 6,181 $235K —
DTE DTE Energy Company 0.18% 1,716 $221K —
AMZN Amazon.com Inc. 0.17% 931 $215K —
AVUS Avantis U.S. Equity ETF 0.14% 1,573 $176K —
IVV iShares Core S&P 500 ETF 0.13% 245 $168K —
AVUV Avantis US Small Cap Value 0.13% 1,624 $166K —
DFSV Dimensional US Small Cap Val 0.13% 4,953 $163K —
HD Home Depot Inc. 0.12% 446 $153K —
BDX Becton Dickinson and Co. 0.12% 763 $148K —
DFIC Dimensional International Co. 0.12% 4,172 $144K —
DOV Dover Corp. 0.11% 724 $141K —
BLK BlackRock Inc. 0.10% 111 $119K —
RSP Invesco S&P 500 Equal Weight 0.09% 596 $114K —
XOM Exxon Mobil Corp. 0.09% 943 $113K —
WFC Wells Fargo & Co. 0.09% 1,200 $112K —
BA The Boeing Co. 0.09% 500 $109K —
GS Goldman Sachs Group Inc. 0.08% 116 $102K —
CRWD CrowdStrike Holdings Inc. Class A 0.08% 210 $98K —
RTX RTX Corp. 0.08% 534 $98K —
AVEM Avantis Emerging Markets Eq 0.08% 1,262 $97K —
LLY Eli Lilly & Co. 0.08% 90 $97K —
HON Honeywell International Inc. 0.07% 454 $89K —
ETN Eaton Corp. PLC 0.07% 270 $86K —
Q Qnity Electronics Inc. 0.07% 1,051 $86K —
CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL 0.07% 2,584 $84K —
PANW Palo Alto Networks Inc. 0.06% 434 $80K —
DHR Danaher Corp. 0.06% 345 $79K —
CMS CMS Energy Corp. 0.06% 1,082 $76K —
APP AppLovin Corp. Class A 0.06% 108 $73K —
ASTS Ast Spacemobile Inc. 0.06% 1,000 $73K —
DE Deere & Co. 0.06% 156 $73K —
COST Costco Wholesale Corp. 0.06% 83 $72K —
LIN Linde PLC 0.06% 167 $71K —
DD Dupont DE Nemours Inc. 0.05% 1,642 $66K —
QUAL iShares MSCI USA Quality Fac 0.05% 312 $62K —
OLED Universal Display Corp. 0.05% 511 $60K —
DTM DT Midstream Inc. 0.04% 418 $50K —
DCOR Dimensional US Core Eq 1 ETF 0.04% 628 $46K —
AVNV Avantis All Intl MKT Val ETF 0.04% 614 $46K —
SIO Touchstone Strtg in ETF-Iusd 0.04% 1,753 $45K —
DFGP Dimensional GLBL Core PL Fix 0.04% 828 $45K —
DEHP Dimensional Emrg MRK Hi Prof 0.03% 1,346 $43K —
GBTC Grayscale Bitcoin Trust ETF 0.03% 624 $43K —
FNDX Schwab Fndmntl US LRG Co. ETF 0.03% 1,500 $41K —
DISV Dimensional International SM 0.03% 1,068 $41K —
DIHP Dimensional International Hi 0.03% 1,270 $40K —
LOW Lowe's Cos Inc. 0.03% 165 $40K —
BRK.B Berkshire Hathaway Inc. Class B 0.03% 79 $40K —
HWM Howmet Aerospace Inc. 0.03% 190 $39K —
AVDV Avantis Intl S/C Value ETF 0.03% 411 $39K —
DFEV Dimensional Emrg MRKT Val 0.03% 1,139 $38K —
AVDE Avantis International Equity 0.03% 460 $38K —
V Visa Inc. Class A 0.03% 96 $34K —
VGT Vanguard Info Tech ETF 0.02% 41 $31K —
DT Dynatrace Inc. 0.02% 691 $30K —
DFAI Dimensional International Co. 0.02% 779 $30K —
EVTR Eaton Vance Total Return 0.02% 569 $29K —
WM Waste Management Inc. 0.02% 133 $29K —
DFCF Dimensional Core Fixed Inc. 0.02% 684 $29K —
META Meta Platforms Inc. Class A 0.02% 42 $28K —
DFNM Dimensional National Muni BD 0.02% 474 $23K —
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.02% 146 $22K —
TUSI Touchstone Ultra Short Incom 0.02% 865 $22K —
GEV GE Vernova Inc. 0.02% 33 $22K —
AVRE Avantis Real Estate ETF 0.02% 485 $21K —
F Ford Motor Co. filed as FORD MTR CO 0.02% 1,536 $20K —
VOO Vanguard S&P 500 ETF 0.02% 32 $20K —
GE General Electric filed as GE AEROSPACE 0.02% 65 $20K —
SPHY SS SPDR P High Yield ETF 0.02% 836 $20K —
GOOGL Alphabet Inc. Class A 0.02% 62 $19K —
PBUS Invesco MSCI USA ETF 0.02% 278 $19K —

Show all 215 holdings

Portfolio Sells Q4 2025

No earlier filing to compare with.

Portfolio Buys Q4 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 269$120.2MCLIP, TUSI, DFCF, VCLT, CGMS
Q1 2026 239$117.1MCLIP, DFCF, VCLT, CGMS, QID
Q4 2025 215$124.4MCLIP, QQQ, SPY, VCLT, CGMS