SAGE RHINO CAPITAL LLC
CIK 1771605
13F filing for Q2 2026・No. 3,449
- Holdings
- US$617.21M
- Quarter change
- +US$82.6M
- Entries
- 385
- Net bought (estimate)
- +US$27.9M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 89
- Sold out 37
- Cut 117
- Added 160
- Corporate actions 0
- Unchanged 14
Largest holdings
380 stocks worth US$608.29M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSSMALL CP ETF | Cut | 65,839 | US$19.96M | 3.28% |
| VANGUARD INDEX FDSMID CAP ETF | CutSplit 4:1 | 241,513 | US$19.46M | 3.20% |
| GOLDMAN SACHS ETF TRACCES TREASURY | Added | 186,254 | US$18.66M | 3.07% |
| RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | Cut | 85,528 | US$18.2M | 2.99% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Cut | 142,143 | US$17.73M | 2.92% |
| ISHARES TRCORE MSCI EAFE | Cut | 179,361 | US$17.32M | 2.85% |
| VANGUARD BD INDEX FDSTOTAL BND MRKT | Added | 222,029 | US$16.3M | 2.68% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Added | 179,765 | US$14.21M | 2.34% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 169,895 | US$14.04M | 2.31% |
| AAPLAppleCOM | Cut | 42,047 | US$12.17M | 2.00% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.