RHL GROUP, LLC

Wealth advisor Mechanical CIK 2066311
League rank
#3233
in Wealth advisor · #7304 overall
Long book
$117.1M
Q1 2026
Positions
240
Top-10 weight
82%
concentration
Last quarter
+0.2%
SPY +14.8%
Turnover
47%
of book per quarter

Strategy in plain words

auto-generated from filings

RHL GROUP, LLC is a wealth-management firm allocating client money, running a $117.1M US long book across 240 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
-2.0%
Q1 2026
+0.2%

Sector allocation

No sector data

Long book by quarter

$124.4M
Q4 2025
$117.1M
Q1 2026

What does RHL GROUP, own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 13, 2026242$117.1M canonicalSEC ↗
Q4 202513F-HRFeb 9, 2026215$124.4M canonicalSEC ↗