13F Filings History of SAGE RHINO CAPITAL LLC

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$529,434,814
Signature - Title
Dana Franco-Young - Chief Compliance Officer
Location
Menlo Park, CA
Summary
This page shows a list of all the recent 13F filings made by SAGE RHINO CAPITAL LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SAGE RHINO CAPITAL LLC reported 308 stock holdings with total value $529,434,814 as of Q4 2025. Top holdings included IAU, VO, VB, RSP, and IEFA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 308 $529,434,814 +$30,956,406 -$27,883,906 +$3,072,500 IAU, VO, VB, RSP, IEFA 13F-HR 30 Jan 2026, 12:25
Q3 2025 297 $517,108,287 +$22,110,935 -$10,413,215 +$11,697,720 IAU, GBIL, VO, VB, RSP 13F-HR 31 Oct 2025, 14:34
Q2 2025 280 $472,885,339 +$27,277,944 -$17,127,629 +$10,150,315 IAU, VO, GBIL, RSP, VB 13F-HR 16 Jul 2025, 18:00
Q1 2025 265 $431,199,731 +$13,723,538 -$31,740,429 -$18,016,891 RSP, IAU, VO, VB, AVUV 13F-HR 30 Apr 2025, 17:33
Q4 2024 271 $458,376,905 +$33,855,376 -$26,014,532 +$7,840,844 RSP, VO, IAU, VB, GBIL 13F-HR 06 Feb 2025, 09:31
Q3 2024 278 $451,545,389 +$17,246,903 -$8,191,117 +$9,055,786 RSP, VO, IAU, VB, AVUV 13F-HR 01 Nov 2024, 12:40
Q2 2024 251 $418,744,445 +$18,435,111 -$15,565,105 +$2,870,006 RSP, VO, IAU, VB, AVUV 13F-HR 30 Jul 2024, 17:23
Q1 2024 238 $423,769,915 +$17,709,060 -$9,605,478 +$8,103,582 RSP, VO, VB, IAU, AVUV 13F-HR 26 Apr 2024, 12:30
Q4 2023 229 $389,428,785 +$10,744,083 -$11,440,903 -$696,820 RSP, VO, AVUV, VB, IAU 13F-HR 05 Feb 2024, 17:27
Q3 2023 223 $356,002,381 +$24,835,825 -$11,758,869 +$13,076,956 RSP, VO, AVUV, VB, IAU 13F-HR 26 Oct 2023, 17:14
Q2 2023 224 $359,116,879 +$13,992,686 -$10,944,818 +$3,047,868 RSP, VO, AVUV, VB, IAU 13F-HR 31 Jul 2023, 17:14
Q1 2023 219 $342,776,785 +$20,034,801 -$7,748,312 +$12,286,489 RSP, VO, IAU, AVUV, VB 13F-HR 20 Apr 2023, 21:40
Q4 2022 211 $314,609,125 +$63,767,095 -$13,165,695 +$50,601,400 RSP, VO, VB, IAU, AVUV 13F-HR 31 Jan 2023, 20:43
Q3 2022 190 $248,910,000 +$17,644,955 -$9,071,533 +$8,573,422 RSP, IAU, VO, VB, SDY 13F-HR 24 Oct 2022, 15:49
Q2 2022 202 $261,587,000 +$7,257,848 -$13,918,290 -$6,660,442 RSP, IAU, IEFA, VO, VB 13F-HR 28 Jul 2022, 17:30
Q1 2022 219 $329,752,000 +$12,204,081 -$9,562,361 +$2,641,720 RSP, IAU, IEFA, VO, VB 13F-HR 27 Apr 2022, 17:19
Q4 2021 226 $356,610,000 +$32,848,073 -$6,315,122 +$26,532,951 RSP, VINC, IAU, IEFA, VO 13F-HR 03 Feb 2022, 21:35
Q3 2021 201 $329,013,000 +$8,467,282 -$14,306,408 -$5,839,126 VINC, RSP, IAU, IEFA, VO 13F-HR 18 Oct 2021, 10:46
Q2 2021 204 $338,530,000 +$36,688,373 -$15,454,061 +$21,234,312 VINC, DOCU, RSP, IAU, IEFA 13F-HR 26 Jul 2021, 18:56
Q1 2021 184 $304,342,000 +$50,706,981 -$11,600,383 +$39,106,598 VINC, RSP, DOCU, IAU, IEFA 13F-HR 03 May 2021, 20:53
Q4 2020 178 $253,136,000 +$18,777,018 -$4,693,152 +$14,083,866 DOCU, RSP, IEFA, IAU, VO 13F-HR 02 Feb 2021, 19:50
Q3 2020 167 $206,782,000 +$16,976,353 -$6,585,785 +$10,390,568 RSP, IAU, IEFA, VO, VB 13F-HR 04 Nov 2020, 21:49
Q2 2020 167 $189,410,000 +$23,602,049 -$6,383,986 +$17,218,063 RSP, IAU, IEFA, VO, SDY 13F-HR 29 Jul 2020, 21:04
Q1 2020 142 $139,203,000 +$15,087,636 -$18,038,709 -$2,951,073 RSP, IAU, IEFA, VO, SDY 13F-HR 29 Apr 2020, 14:12
Q4 2019 155 $174,676,000 +$8,324,692 -$7,007,285 +$1,317,407 RSP, IEFA, VO, IAU, VB 13F-HR 31 Jan 2020, 07:22
Q3 2019 143 $159,296,000 +$10,464,054 -$4,706,256 +$5,757,798 RSP, IEFA, VO, VB, IAU 13F-HR 25 Oct 2019, 14:32
Q2 2019 135 $155,841,000 +$7,497,739 -$5,024,253 +$2,473,486 RSP, IEFA, VO, VB, DOCU 13F-HR 20 Aug 2019, 13:26
Q1 2019 127 $151,341,000 $0 $0 $0 RSP, IEFA, VO, DOCU, VB 13F-HR 18 Apr 2019, 12:02