Q2 2026 13F · SEC CIK 2048733

R.H. Investment Group, LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $132.8M
Reported positions: 47
Holdings vs S&P 500, 3 yrs: —
Assets under management: $238.5M

R.H. Investment Group, LLC is a wealth manager that reported 47 positions worth $132.8M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Philip Morris Intl Inc Com (PM, 6.0%), Alphabet Inc (GOOG, 5.9%), Walmart Inc (WMT, 5.3%).

R.H. Investment Group, LLC holdings all 47 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

R.H. Investment Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
PMPhilip Morris Intl Inc Com	6.0%	5.5%	43,854	-0.4%	$7.9M
GOOGAlphabet Inc	5.9%	5.4%	22,054	-1.3%	$7.8M
WMTWalmart Inc	5.3%	6.2%	62,545	-0.5%	$7.1M
TRVTravelers Companies Inc	5.0%	4.7%	20,186	-0.7%	$6.7M
JNJJohnson & Johnson	5.0%	4.9%	25,915	-1.2%	$6.6M
MAMastercard Inc.	4.8%	4.9%	12,523	-0.6%	$6.4M
AAPLApple Inc	4.8%	4.4%	21,812	-0.0%	$6.3M
WFCWells Fargo Co New	4.3%	4.6%	69,656	-0.6%	$5.8M
BRK-BBerkshire Hathaway Inc Del	4.2%	4.2%	11,200	-0.7%	$5.6M
AMGNAmgen Inc Com	3.9%	3.9%	14,477	-0.8%	$5.2M
USBUS Bancorp Del	3.8%	3.6%	83,784	-0.9%	$5.1M
COPConocophillips	3.8%	4.7%	47,998	-0.3%	$5.0M
EPDEnterprise Prods Partners L	3.7%	4.0%	133,965	-0.8%	$4.9M
XOMExxon Mobil Corp	3.6%	4.3%	35,331	-1.0%	$4.8M
TMOThermo Fisher Scientific Inc	3.5%	3.6%	9,168	-0.5%	$4.6M
UNPUnion Pac Corp	3.5%	3.3%	16,890	-1.0%	$4.6M
ADPAutomatic Data Processing Inc Com	3.1%	2.8%	18,282	-0.1%	$4.1M
PGProcter & Gamble Co Com	2.9%	2.9%	26,086	-0.9%	$3.8M
UNHUnitedhealth Group Inc Com	2.8%	2.1%	9,066	-0.3%	$3.8M
MCDMcdonalds Corp Com	2.5%	2.9%	12,294	-0.2%	$3.3M
VTIVanguard Index Fds	2.5%	2.9%	8,791	-23.3%	$3.3M
VOOVanguard S&p 500 ETF	2.1%	1.9%	4,043	-0.1%	$2.8M
JPMJpmorgan Chase & Co	1.8%	1.8%	7,390	+0.0%	$2.4M
DEODiageo plc	1.6%	1.6%	27,035	+3.0%	$2.2M
GOOGLAlphabet Inc	1.5%	1.4%	5,741	+0.0%	$2.1M
VUSBVanguard Bd Index Fds	1.1%	1.0%	28,100	+6.4%	$1.4M
IWFIshares Russell 1000 Growth ETF	1.0%	0.9%	10,592	+300.0%	$1.3M
IWDIshares Russell 1000 Value ETF	0.9%	0.9%	5,162	+0.0%	$1.3M
XLKState Street Technology Select Sector Sp	0.6%	0.5%	4,334	+0.0%	$826K
VXUSVanguard Star Fds Vanguard Total Intl St	0.4%	0.4%	6,755	+0.0%	$577K
NVDANvidia Corporation Com	0.4%	0.4%	2,529	-5.6%	$506K
IWPIshares Russell Mid-Cap Growth ETF	0.3%	0.3%	3,156	+0.0%	$462K
IWSIshares Russell Mid-Cap Value ETF	0.3%	0.3%	2,688	+0.0%	$442K
IWOIshares Russell 2000 Growth ETF	0.3%	0.3%	1,123	+0.0%	$442K
IWNIshares Russell 2000 Value ETF	0.3%	0.3%	1,708	+0.0%	$378K
QQQInvesco Qqq Tr	0.3%	0.2%	480	+0.0%	$353K
VZVerizon Communications Inc Com	0.3%	0.3%	8,300	+0.0%	$351K
CRWDCrowdstrike Hldgs Inc Class A	0.2%	New	427	—	$326K
AMZNAmazon Com Inc Com	0.2%	0.2%	1,286	+0.0%	$307K
PFFIshares Tr	0.2%	0.5%	9,900	-52.6%	$302K
PLTRPalantir Technologies Inclass Class A	0.2%	0.3%	2,500	+0.0%	$292K
PEPPepsico Inc	0.2%	0.2%	1,880	+0.0%	$255K
AXONAxon Enterprise Inc	0.2%	New	443	—	$248K
SOSouthern Co.	0.2%	0.2%	2,317	+0.0%	$222K
TSLATesla Inc Com	0.2%	New	509	—	$214K
NFGNational Fuel Gas Co NJ	0.2%	0.2%	2,680	+0.0%	$207K
GOSSGossamer Bio Inc	0.0%	0.0%	26,300	+0.0%	$4K

What R.H. Investment Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

CRWD Crowdstrike Hldgs Inc Class A0.2% of 13F
AXON Axon Enterprise Inc0.2% of 13F
TSLA Tesla Inc Com0.2% of 13F

Added to

IWF Ishares Russell 1000 Growth ETF+300.0% shares
VUSB Vanguard Bd Index Fds+6.4% shares

Reduced

Sold out

CLX Clorox Co Delwas 0.2%

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +22.4% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$132.8M	47
Q1 2026	$129.7M	45
Q4 2025	$119.4M	33
Q3 2025	$115.2M	33
Q2 2025	$109.1M	31
Q1 2025	$103.9M	30
Q4 2024	$106.1M	31

Questions about R.H. Investment Group, LLC's portfolio

What stocks does R.H. Investment Group, LLC own?

R.H. Investment Group, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 47 positions worth $132.8M. The largest are Philip Morris Intl Inc Com (PM) at 6.0%, Alphabet Inc (GOOG) at 5.9%, Walmart Inc (WMT) at 5.3%, Travelers Companies Inc (TRV) at 5.0% and Johnson & Johnson (JNJ) at 5.0%.

What did R.H. Investment Group, LLC buy last quarter?

In Q2 2026, R.H. Investment Group, LLC added a new position in Crowdstrike Hldgs Inc Class A (CRWD), a new position in Axon Enterprise Inc (AXON), a new position in Tesla Inc Com (TSLA), Ishares Russell 1000 Growth ETF (IWF) (+300.0% shares) and Vanguard Bd Index Fds (VUSB) (+6.4% shares), compared with its Q1 2026 filing.

What did R.H. Investment Group, LLC sell last quarter?

In Q2 2026, R.H. Investment Group, LLC sold all of Clorox Co Del (CLX), Ishares Tr (PFF) (-52.6% shares), Vanguard Index Fds (VTI) (-23.3% shares) and Nvidia Corporation Com (NVDA) (-5.6% shares), compared with its Q1 2026 filing.

When is R.H. Investment Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. R.H. Investment Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does R.H. Investment Group, LLC manage?

R.H. Investment Group, LLC reported $238.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $132.8M.