SEC 13F Intelligence

Managers / Q4 2025 · view latest →

RHL GROUP, LLC

CIK 0002066311 · 115 BATTLE ALLEY, HOLLY, MI, 48442 · 248-634-7720

Reported Value
$124M
Q4 2025
Positions
215
Filings on Record
2
2019–present window
Filed
Feb 9, 2026
original filing

Summary

Rhl Group, LLC reported $124M in U.S.-listed holdings across 215 positions for Q4 2025.

The portfolio is heavily concentrated: Global X 1 3 Month alone accounts for 51.0% of reported value.

Portfolio Metrics

Top-10 Concentration
+83.0%
share of reported value
Largest Position
+51.0%
Global X 1 3 Month

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $124MQ4 ’25Q1 ’26: $117MQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 79.8%Common Stock: 19.7%Other: 0.5%REIT: 0.0%ADR: 0.0%Other: 0.0%
  • ETP · 79.8% · $99M
  • Common Stock · 19.7% · $25M
  • Other · 0.5% · $565,466
  • REIT · 0.0% · $24,707
  • ADR · 0.0% · $18,640
  • Other · 0.0% · $4,454

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
GLOBAL X 1-3 MONTHNEW+634.2K634.2K+$63M$63M
NDQINVSC QQQ TRUST SRS 1NEW+11.6K11.6K+$7M$7M
SPDR S&P 500 ETFNEW+10.3K10.3K+$7M$7M
VANGUARD LONG-TERMNEW+81.3K81.3K+$6M$6M
CAPITAL GROUP U S MULTINEW+170.2K170.2K+$5M$5M
PLTRPALANTIR TECHNOLOGIES INNEW+25.3K25.3K+$4M$4M
NVDANVIDIA CORPNEW+23.6K23.6K+$4M$4M
SHOPSHOPIFY INC FNEW+12.2K12.2K+$2M$2M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2025

50 positions
#IssuerClass% PortfolioValueShares
1GLOBAL X 1-3 MONTHETF51.04%$63M634.2K
2NDQINVSC QQQ TRUST SRS 1history →ETF5.75%$7M11.6K
3SPDR S&P 500 ETFETF5.65%$7M10.3K
4VANGUARD LONG-TERMETF4.96%$6M81.3K
5CAPITAL GROUP U S MULTIETF3.78%$5M170.2K
6PLTRPALANTIR TECHNOLOGIES INhistory →Common Stock3.61%$4M25.3K
7NVDANVIDIA CORPhistory →Common Stock3.54%$4M23.6K
8SHOPSHOPIFY INC Fhistory →Common Stock1.58%$2M12.2K
9SCHWAB US LARGE CAP ETFETF1.56%$2M72.0K
10MRKMERCK & CO. INC.history →Common Stock1.52%$2M18.0K
11SLVISHARES SILVER TRUSThistory →ETF1.14%$1M22.0K
12IAU*ISHARES GOLD ETFhistory →ETF1.10%$1M16.8K
13HOODROBINHOOD MKTS INChistory →Common Stock1.09%$1M12.0K
14SOFISOFI TECHNOLOGIES INChistory →Common Stock1.03%$1M49.1K
15ISHARES S&P 500 GROWTHETF0.91%$1M9.1K
16DVNDEVON ENERGY CORP NEWCommon Stock0.87%$1M29.7K
17AAPLAPPLE INCCommon Stock0.84%$1M3.9K
18DFACDIMENSIONAL U S COREETF0.78%$969,91524.5K
19MSFTMICROSOFT CORPCommon Stock0.74%$916,9441.9K
20SCHWAB US AGGREGATE BONDETF0.62%$771,60733.0K
21AVGOBROADCOM INCCommon Stock0.59%$733,7322.1K
22JPMJPMORGAN CHASE & COCommon Stock0.59%$728,8622.3K
23CATCATERPILLAR INCCommon Stock0.38%$478,346835
24SHWSHERWIN-WILLIAMS COCommon Stock0.37%$455,9101.4K
25TRANE TECHNOLOGIES PLC FCommon Stock0.32%$392,3141.0K
26PACER META US LRG CP DVETF0.25%$308,5327.3K
27ABBVABBVIE INCCommon Stock0.24%$297,7221.3K
28ABTABBOTT LABSCommon Stock0.22%$274,3852.2K
29FUNDSTRAT GRANNY SHT USETF0.21%$255,91910.3K
30DUHPDIMENSIONAL US HIGHETF0.19%$235,0636.2K
31DTEDTE ENERGY COCommon Stock0.18%$221,3301.7K
32AMZNAMAZON.COM INCCommon Stock0.17%$214,893931
33AVANTIS US EQUITY ETFETF0.14%$175,8301.6K
34ISHARES CORE S&P 500ETF0.13%$167,810245
35AVANTIS US SMALL CAPETF0.13%$165,6161.6K
36DFSVDIMENSIONAL US SMALL CAPETF0.13%$162,9045.0K
37HDHOME DEPOT INCCommon Stock0.12%$153,469446
38BDXBECTON DICKINSON & COCommon Stock0.12%$148,075763
39DIMENSIONAL INTERN COREETF0.12%$143,7674.2K
40DOVDOVER CORPCommon Stock0.11%$141,354724
41BLKBLACKROCK INC NEWCommon Stock0.10%$118,808111
42INVSC S P 500 EQUALETF0.09%$114,170596
43EXMOCEXXON MOBIL CORPCommon Stock0.09%$113,481943
44WFCWELLS FARGO & COCommon Stock0.09%$111,8401.2K
45BABOEING COCommon Stock0.09%$108,560500
46GSGOLDMAN SACHS GROUP INCCommon Stock0.08%$102,092116
47CRWDCROWDSTRIKE HLDGS INCCommon Stock0.08%$98,440210
48RTXRTX CORPCommon Stock0.08%$97,936534
49AVANTIS EMERGING MARKETSETF0.08%$97,1991.3K
50LLYELI LILLY AND COCommon Stock0.08%$96,72190

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$117M242May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$124M215Feb 9, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.