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 (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	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 Incorporated	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	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	3.9%	3.9%	14,477	-0.8%	$5.2M
USBUS Bancorp	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 in	3.1%	2.8%	18,282	-0.1%	$4.1M
PGProcter & Gamble Co	2.9%	2.9%	26,086	-0.9%	$3.8M
UNHUnitedhealth Group Inc	2.8%	2.1%	9,066	-0.3%	$3.8M
MCDMcdonalds Corp	2.5%	2.9%	12,294	-0.2%	$3.3M
VTIVanguard Index Fds	2.5%	2.9%	8,791	-23.3%	$3.3M
VOOVanguard Index Fds	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 Tr	1.0%	0.9%	10,592	+300.0%	$1.3M
IWDIshares Tr	0.9%	0.9%	5,162	+0.0%	$1.3M
XLKSelect Sector Spdr Tr	0.6%	0.5%	4,334	+0.0%	$826K
VXUSVanguard Star Fds	0.4%	0.4%	6,755	+0.0%	$577K
NVDANvidia Corporation	0.4%	0.4%	2,529	-5.6%	$506K
IWPIshares Tr	0.3%	0.3%	3,156	+0.0%	$462K
IWSIshares Tr	0.3%	0.3%	2,688	+0.0%	$442K
IWOIshares Tr	0.3%	0.3%	1,123	+0.0%	$442K
IWNIshares Tr	0.3%	0.3%	1,708	+0.0%	$378K
QQQInvesco Qqq Tr	0.3%	0.2%	480	+0.0%	$353K
VZVerizon Communications Inc	0.3%	0.3%	8,300	+0.0%	$351K
CRWDCrowdstrike Hldgs Inc	0.2%	New	427	—	$326K
AMZNAmazon Com Inc	0.2%	0.2%	1,286	+0.0%	$307K
PFFIshares Tr	0.2%	0.5%	9,900	-52.6%	$302K
PLTRPalantir Technologies Inc	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	0.2%	New	509	—	$214K
NFGNational Fuel Gas Co	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

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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 (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 (CRWD), a new position in Axon Enterprise Inc (AXON), a new position in Tesla Inc (TSLA), Ishares Tr (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 Company (CLX), Ishares Tr (PFF) (-52.6% shares), Vanguard Index Fds (VTI) (-23.3% shares) and Nvidia Corporation (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.