Sage Rhino Capital Llc Portfolio Stock Holdings

Sage Rhino Capital Llc disclosed 380 stock positions valued at approximately $608.3 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and GOLDMAN SACHS ETF TR. The filing reflects positions held as of June 30, 2026 and was filed on August 3, 2026.

Report Period
June 30, 2026
No. of Stocks
380
Portfolio Value
$608.3M
Holdings by Sector
Sage Rhino Capital Llc Portfolio Holdings in Q2 2026

366 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INDEX FDSVBOther3.28%65,839-5,120-7.22%$19,957,124
VANGUARD INDEX FDSVOOther3.20%241,513+172,198+248.43%$19,458,700
GOLDMAN SACHS ETF TRGBILOther3.07%186,254+23,482+14.43%$18,655,197
INVESCO EXCHANGE TRADED FD TRSPOther2.99%85,528-5,619-6.16%$18,197,862
AMERICAN CENTY ETF TRAVUVOther2.92%142,143-16,221-10.24%$17,733,724
ISHARES TRIEFAOther2.85%179,361-11,106-5.83%$17,322,674
VANGUARD BD INDEX FDSBNDOther2.68%222,029+66,077+42.37%$16,299,162
VANGUARD SCOTTSDALE FDSVCSHOther2.34%179,765+128,524+250.82%$14,206,795
VANGUARD SCOTTSDALE FDSVCITOther2.31%169,895+48,490+39.94%$14,041,863
APPLE INCAAPLTechnology2.00%42,047-1,020-2.37%$12,166,684
AMERICAN CENTY ETF TRAVLVOther1.93%128,798+1,585+1.25%$11,747,653
ISHARES GOLD TRIAUOther1.90%153,370-41,321-21.22%$11,580,931
VANGUARD INDEX FDSVTIOther1.90%31,155+100+0.32%$11,528,540
SPDR SERIES TRUSTSDYOther1.87%74,730-2,558-3.31%$11,372,385
TESLA INCTSLAConsumer Cyclical1.84%26,665+27+0.10%$11,215,281
VANGUARD INTL EQUITY INDEX FVWOOther1.75%178,578-7,118-3.83%$10,659,348
VANGUARD CHARLOTTE FDSBNDXOther1.67%209,543+62,042+42.06%$10,148,163
AMERICAN CENTY ETF TRAVDEOther1.55%105,762-5,384-4.84%$9,433,966
SELECT SECTOR SPDR TRXLIOther1.49%48,852-1,309-2.61%$9,048,792
GOLDMAN SACHS ETF TRGSSTOther1.46%175,621+11,063+6.72%$8,882,011
AMERICAN CENTY ETF TRAVUSOther1.40%66,304-7,500-10.16%$8,492,228
VANGUARD WHITEHALL FDSVYMOther1.28%49,333-2,526-4.87%$7,796,023
ALPHABET INCGOOGCommunication Services1.18%20,354-482-2.31%$7,191,737
STATE STR SPDR S&P 500 ETF TSPYOther1.09%8,843+77+0.88%$6,603,620
ISHARES INCIEMGOther1.03%75,558-15,857-17.35%$6,259,235
VANGUARD WHITEHALL FDSVWOBOther1.02%92,677+19,895+27.34%$6,231,579
VANGUARD INTL EQUITY INDEX FVSSOther1.02%40,384+1,187+3.03%$6,230,804
AMAZON COM INCAMZNConsumer Cyclical1.01%25,685+481+1.91%$6,121,745
VANGUARD WORLD FDVHTOther0.97%19,720-1,259-6.00%$5,896,596
MICROSOFT CORPMSFTTechnology0.95%15,414+83+0.54%$5,749,846
NVIDIA CORPORATIONNVDATechnology0.94%28,603-9-0.03%$5,723,184
ISHARES TRSGOVOther0.88%53,320+10,797+25.39%$5,367,756
INVESCO EXCHANGE TRADED FD TRSPTOther0.86%81,436-41,163-33.58%$5,252,638
VANGUARD SCOTTSDALE FDSVMBSOther0.82%106,687+19,036+21.72%$4,994,032
JANUS DETROIT STR TRJAAAOther0.77%92,210-38,725-29.58%$4,655,694
DIMENSIONAL ETF TRUSTDFGROther0.76%158,646+58,674+58.69%$4,595,988
VANGUARD BD INDEX FDSVUSBOther0.70%85,407-8,090-8.65%$4,251,557
ALPHABET INCGOOGLCommunication Services0.69%11,668-6-0.05%$4,169,622
VANGUARD MALVERN FDSVTIPOther0.65%78,478+11,287+16.80%$3,941,933
VANGUARD SCOTTSDALE FDSVGSHOther0.55%57,674+17,092+42.12%$3,356,627
PIMCO ETF TRLDUROther0.55%34,947+5,268+17.75%$3,341,292
ISHARES TRIYROther0.54%32,037+331+1.04%$3,275,771
JPMORGAN CHASE & COJPMFinancial Services0.53%9,855+53+0.54%$3,225,927
ISHARES TRIAGGOther0.51%61,809+9,479+18.11%$3,127,531
J P MORGAN EXCHANGE TRADED FJPIEOther0.48%63,994+9,746+17.97%$2,946,912
ISHARES TRIVVOther0.47%3,787+20+0.53%$2,836,064
FLEX LTDFLEXOther0.46%17,285-7,344-29.82%$2,801,380
ASML HLDG NVASMLOther0.46%1,398+11+0.79%$2,781,237
PIMCO ETF TRMINTOther0.44%26,437-2,997-10.18%$2,665,090
TERRENO RLTY CORPTRNOReal Estate0.42%39,740+244+0.62%$2,573,960
COINBASE GLOBAL INCCOINFinancial Services0.41%17,063+4+0.02%$2,494,440
J P MORGAN EXCHANGE TRADED FJPSTOther0.41%49,203+95+0.19%$2,488,177
BROADCOM INCAVGOTechnology0.40%6,444+35+0.55%$2,434,062
ELI LILLY & COLLYHealthcare0.40%2,014+17+0.85%$2,415,794
SANDISK CORPSNDKOther0.37%991+8+0.81%$2,252,671
ROSS STORES INCROSTConsumer Cyclical0.36%10,287-1,003-8.88%$2,189,588
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.35%4,465-388-8.00%$2,132,152
VANGUARD INTL EQUITY INDEX FVEUOther0.35%25,183+13+0.05%$2,109,108
VANGUARD WORLD FDVAWOther0.35%9,217-672-6.80%$2,108,745
SPDR INDEX SHS FDSGNROther0.33%29,786+1,013+3.52%$2,004,916
ISHARES TRIWMOther0.33%6,582+1+0.02%$1,977,473
CISCO SYS INCCSCOTechnology0.32%16,619-391-2.30%$1,952,068
BOOZ ALLEN HAMILTON HLDG CORBAHIndustrials0.32%31,687+6,378+25.20%$1,922,450
AMERICAN CENTY ETF TRAVEMOther0.30%19,178+85+0.45%$1,850,532
JOHNSON & JOHNSONJNJHealthcare0.29%6,868+242+3.65%$1,744,266
CALIFORNIA RES CORPCRCEnergy0.28%32,005-2,125-6.23%$1,692,104
MORGAN STANLEYMSFinancial Services0.28%8,032-223-2.70%$1,679,009
MICRON TECHNOLOGY INCMUTechnology0.26%1,376+39+2.92%$1,588,303
MOODYS CORPMCOFinancial Services0.26%3,492+249+7.68%$1,581,597
S&P GLOBAL INCSPGIFinancial Services0.26%3,823+424+12.47%$1,556,955
VANGUARD INDEX FDSVXFOther0.26%6,313+6+0.10%$1,554,244
META PLATFORMS INCMETACommunication Services0.25%2,706-52-1.89%$1,524,384
WELLS FARGO & COWFCFinancial Services0.25%18,393-832-4.33%$1,519,983
BERKSHIRE HATHAWAY INC DELBRK-AFinancial Services0.25%2--$1,497,700
TWILIO INCTWLOTechnology0.24%7,168-431-5.67%$1,478,973
DIMENSIONAL ETF TRUSTDFAXOther0.24%39,307+123+0.31%$1,448,070
ORACLE CORPORCLTechnology0.23%9,385+66+0.71%$1,375,363
NETFLIX INC.NFLXCommunication Services0.23%19,243-29-0.15%$1,373,962
MERCK & CO INCMRKHealthcare0.22%10,448+34+0.33%$1,342,568
GOLDMAN SACHS ETF TRGHYBOther0.22%29,761+10,200+52.14%$1,335,064
AMERICAN EXPRESS COAXPFinancial Services0.21%3,749-37-0.98%$1,268,099
ADVANCED MICRO DEVICES INCAMDTechnology0.21%2,160+94+4.55%$1,254,766
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.20%1,333-19-1.41%$1,246,982
NOVARTIS AGNVSHealthcare0.20%7,947+301+3.94%$1,245,454
APPLIED MATLS INCAMATTechnology0.20%1,706+8+0.47%$1,233,438
BLACKROCK INCBLKOther0.20%1,257-9-0.71%$1,208,681
VISA INCVFinancial Services0.20%3,476+73+2.15%$1,192,658
HSBC HLDGS PLCHSBCFinancial Services0.20%12,540-20-0.16%$1,192,429
BOEING COBAIndustrials0.19%5,405+45+0.84%$1,170,034
BRISTOW GROUP INCVTOLEnergy0.19%28,061+5,596+24.91%$1,159,481
AIRBNB INCABNBConsumer Cyclical0.19%7,874-3,001-27.60%$1,126,769
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.18%2,244+22+0.99%$1,122,875
VANGUARD SPECIALIZED FUNDSVIGOther0.18%4,622--$1,093,688
PROCTER & GAMBLE COPGConsumer Defensive0.18%7,396+16+0.22%$1,084,549
SCHWAB CHARLES CORPSCHWFinancial Services0.17%11,164+409+3.80%$1,030,056
VANGUARD TAX-MANAGED FDSVEAOther0.17%14,345-139-0.96%$1,022,081
EXXON MOBIL CORPXOMEnergy0.17%7,431-124-1.64%$1,015,966
ISHARES TRIWFOther0.17%8,136+6,136+306.80%$1,010,247
BHP BILLITON LIMITEDBHPBasic Materials0.16%11,692+260+2.27%$974,096
SHELL PLCSHELEnergy0.16%12,482-173-1.37%$967,862
Sage Rhino Capital Llc Options Holdings in Q2 2026

5 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026SPYSPDR S&P 500PUT6,500$4,854,005
Q2 2026GLDSPDR Gold TrustPUT8,500$3,131,230
Q2 2026COMMCommScope Holding Company, Inc.CALL38,500$492,030
Q2 2026COMMCommScope Holding Company, Inc.PUT30,000$383,400
Q2 2026BAHBooz Allen Hamilton Holding CorCALL1,000$60,670

Notional value represents the total exposure of the options position.