§ 13F · FUND PROFILE
SAGE RHINO CAPITAL LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $518M (13F)Positions · 299Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD INDEX FDS | 69K | $20M | 3.7% | −1% |
| 2 | VB | VANGUARD INDEX FDS | 71K | $19M | 3.5% | −1% |
| 3 | AVUV | AMERICAN CENTY ETF TR | 158K | $17M | 3.3% | ±0% |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | 91K | $17M | 3.3% | −3% |
| 5 | IEFA | ISHARES TR | 190K | $17M | 3.2% | +1% |
| 6 | IAU | ISHARES GOLD TR | 195K | $17M | 3.2% | −35% |
| 7 | GBIL | GOLDMAN SACHS ETF TR | 163K | $16M | 3.1% | −3% |
| 8 | BND | VANGUARD BD INDEX FDS | 156K | $11M | 2.1% | +63% |
| 9 | SDY | SPDR SERIES TRUST | 77K | $11M | 2.1% | −1% |
| 10 | AAPL | APPLE INC | 43K | $11M | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGE SIGNAL
AC read
SAGE RHINO CAPITAL LLC is a Other fund managing $518 million in assets. The fund runs a broad portfolio of 299 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed