Vault-13

R.H. Investment Group, LLC

SCOTTSDALE, AZ · CIK 2048733 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$132.8m reported value +2.4% vs Q1 2026
47positions
49.3%in top 10
3 new 2 added 24 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 PHILIP MORRIS INTL INC COM PM PM 43,854 $7.9m5.98% 5.98% ReducedShares held: Q3 2025 44.1k, Q4 2025 44.1k, Q1 2026 44.0k, Q2 2026 43.9k -170 -170 -0.4%
2 ALPHABET INC CAP STK CL C GOOG GOOG 22,054 $7.8m5.87% 5.87% ReducedShares held: Q3 2025 23.1k, Q4 2025 22.1k, Q1 2026 22.3k, Q2 2026 22.1k -281 -281 -1.3%
3 WALMART INC COM WMT WMT 62,545 $7.1m5.34% 5.34% ReducedShares held: Q3 2025 64.2k, Q4 2025 63.4k, Q1 2026 62.9k, Q2 2026 62.5k -315 -315 -0.5%
4 TRAVELERS COMPANIES INC COM TRV TRV 20,186 $6.7m5.02% 5.02% ReducedShares held: Q3 2025 20.3k, Q4 2025 20.3k, Q1 2026 20.3k, Q2 2026 20.2k -133 -133 -0.7%
5 JOHNSON & JOHNSON COM JNJ JNJ 25,915 $6.6m4.96% 4.96% ReducedShares held: Q3 2025 26.3k, Q4 2025 26.3k, Q1 2026 26.2k, Q2 2026 25.9k -315 -315 -1.2%
6 MASTERCARD INCORPORATED CL A MA MA 12,523 $6.4m4.84% 4.84% ReducedShares held: Q3 2025 12.4k, Q4 2025 12.4k, Q1 2026 12.6k, Q2 2026 12.5k -70 -70 -0.6%
7 APPLE INC COM AAPL AAPL 21,812 $6.3m4.75% 4.75% ReducedShares held: Q3 2025 21.7k, Q4 2025 21.6k, Q1 2026 21.8k, Q2 2026 21.8k -3 -3 -0.0%
8 WELLS FARGO CO NEW COM WFC WFC 69,656 $5.8m4.34% 4.34% ReducedShares held: Q3 2025 70.3k, Q4 2025 70.2k, Q1 2026 70.1k, Q2 2026 69.7k -445 -445 -0.6%
9 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 11,200 $5.6m4.22% 4.22% ReducedShares held: Q3 2025 11.3k, Q4 2025 11.3k, Q1 2026 11.3k, Q2 2026 11.2k -80 -80 -0.7%
10 AMGEN INC COM AMGN AMGN 14,477 $5.2m3.95% 3.95% ReducedShares held: Q3 2025 14.6k, Q4 2025 14.6k, Q1 2026 14.6k, Q2 2026 14.5k -120 -120 -0.8%
11 US BANCORP DEL COM NEW USB USB 83,784 $5.1m3.81% 3.81% ReducedShares held: Q3 2025 82.5k, Q4 2025 82.5k, Q1 2026 84.6k, Q2 2026 83.8k -790 -790 -0.9%
12 CONOCOPHILLIPS COM COP COP 47,998 $5.0m3.76% 3.76% ReducedShares held: Q3 2025 47.0k, Q4 2025 47.1k, Q1 2026 48.2k, Q2 2026 48.0k -165 -165 -0.3%
13 ENTERPRISE PRODS PARTNERS L COM EPD EPD 133,965 $4.9m3.71% 3.71% ReducedShares held: Q3 2025 131.6k, Q4 2025 131.6k, Q1 2026 135.0k, Q2 2026 134.0k -1.0k -1,030 -0.8%
14 EXXON MOBIL CORP COM XOM XOM 35,331 $4.8m3.64% 3.64% ReducedShares held: Q3 2025 35.8k, Q4 2025 35.8k, Q1 2026 35.7k, Q2 2026 35.3k -360 -360 -1.0%
15 THERMO FISHER SCIENTIFIC INC COM TMO TMO 9,168 $4.6m3.46% 3.46% ReducedShares held: Q3 2025 9.3k, Q4 2025 9.1k, Q1 2026 9.2k, Q2 2026 9.2k -43 -43 -0.5%
16 UNION PAC CORP COM UNP UNP 16,890 $4.6m3.46% 3.46% ReducedShares held: Q3 2025 17.1k, Q4 2025 17.1k, Q1 2026 17.1k, Q2 2026 16.9k -165 -165 -1.0%
17 AUTOMATIC DATA PROCESSING IN COM ADP ADP 18,282 $4.1m3.08% 3.08% ReducedShares held: Q3 2025 17.3k, Q4 2025 17.7k, Q1 2026 18.3k, Q2 2026 18.3k -27 -27 -0.1%
18 PROCTER AND GAMBLE CO COM PG PG 26,086 $3.8m2.88% 2.88% ReducedShares held: Q3 2025 25.9k, Q4 2025 26.3k, Q1 2026 26.3k, Q2 2026 26.1k -240 -240 -0.9%
19 UNITEDHEALTH GROUP INC COM UNH UNH 9,066 $3.8m2.84% 2.84% ReducedShares held: Q3 2025 7.8k, Q4 2025 8.1k, Q1 2026 9.1k, Q2 2026 9.1k -23 -23 -0.2%
20 MCDONALDS CORP COM MCD MCD 12,294 $3.3m2.50% 2.50% ReducedShares held: Q3 2025 12.3k, Q4 2025 12.3k, Q1 2026 12.3k, Q2 2026 12.3k -30 -30 -0.2%
21 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 8,791 $3.3m2.45% 2.45% ReducedShares held: Q3 2025 13.7k, Q4 2025 10.0k, Q1 2026 11.5k, Q2 2026 8.8k -2.7k -2,668 -23.3%
22 VANGUARD INDEX FDS S&P 500 ETF SHS VOO VOO 4,043 $2.8m2.09% 2.09% ReducedShares held: Q3 2025 4.1k, Q4 2025 4.0k, Q1 2026 4.0k, Q2 2026 4.0k -5 -5 -0.1%
23 JPMORGAN CHASE & CO COM JPM JPM 7,390 $2.4m1.82% 1.82% UnchangedShares held: Q3 2025 7.4k, Q4 2025 7.4k, Q1 2026 7.4k, Q2 2026 7.4k
24 DIAGEO PLC SPON ADR NEW DEO DEO 27,035 $2.2m1.64% 1.64% AddedShares held: Q3 2025 24.3k, Q4 2025 24.4k, Q1 2026 26.2k, Q2 2026 27.0k +789 +789 3.0%
25 ALPHABET INC CAP STK CL A GOOGL GOOGL 5,741 $2.1m1.55% 1.55% UnchangedShares held: Q3 2025 7.2k, Q4 2025 7.2k, Q1 2026 5.7k, Q2 2026 5.7k
26 VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB VUSB 28,100 $1.4m1.05% 1.05% AddedShares held: Q3 2025 12.9k, Q4 2025 20.4k, Q1 2026 26.4k, Q2 2026 28.1k +1.7k +1,700 6.4%
27 ISHARES TR RUS 1000 GRW ETF IWF IWF 10,592 $1.3m0.99% 0.99% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 10.6k, Q2 2026 10.6k
28 ISHARES TR RUS 1000 VAL ETF IWD IWD 5,162 $1.3m0.94% 0.94% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 5.2k, Q2 2026 5.2k
29 SELECT SECTOR SPDR TR TECHNOLOGY XLK XLK 4,334 $825.7k0.62% 0.62% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 4.3k, Q2 2026 4.3k
30 VANGUARD STAR FDS VG TL INTL STK F VXUS VXUS 6,755 $577.5k0.43% 0.43% UnchangedShares held: Q3 2025 0, Q4 2025 2.9k, Q1 2026 6.8k, Q2 2026 6.8k
31 NVIDIA CORPORATION COM NVDA NVDA 2,529 $506.0k0.38% 0.38% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 2.7k, Q2 2026 2.5k -150 -150 -5.6%
32 ISHARES TR RUS MD CP GR ETF IWP IWP 3,156 $462.1k0.35% 0.35% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 3.2k, Q2 2026 3.2k
33 ISHARES TR RUS MDCP VAL ETF IWS IWS 2,688 $442.4k0.33% 0.33% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 2.7k, Q2 2026 2.7k
34 ISHARES TR RUS 2000 GRW ETF IWO IWO 1,123 $442.4k0.33% 0.33% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.1k, Q2 2026 1.1k
35 ISHARES TR RUS 2000 VAL ETF IWN IWN 1,708 $377.8k0.28% 0.28% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.7k, Q2 2026 1.7k
36 INVESCO QQQ TR UNIT SER 1 QQQ QQQ 480 $353.5k0.27% 0.27% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 480, Q2 2026 480
37 VERIZON COMMUNICATIONS INC COM VZ VZ 8,300 $351.4k0.26% 0.26% UnchangedShares held: Q3 2025 8.3k, Q4 2025 8.3k, Q1 2026 8.3k, Q2 2026 8.3k
38 CROWDSTRIKE HLDGS INC CL A CRWD CRWD 427 $325.9k0.25% 0.25% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 427
39 AMAZON COM INC COM AMZN AMZN 1,286 $306.5k0.23% 0.23% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.3k, Q2 2026 1.3k
40 ISHARES TR PFD AND INCM SEC PFF PFF 9,900 $301.9k0.23% 0.23% ReducedShares held: Q3 2025 20.9k, Q4 2025 20.9k, Q1 2026 20.9k, Q2 2026 9.9k -11.0k -11,000 -52.6%
41 PALANTIR TECHNOLOGIES INC CL A PLTR PLTR 2,500 $291.7k0.22% 0.22% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 2.5k, Q2 2026 2.5k
42 PEPSICO INC COM PEP PEP 1,880 $254.6k0.19% 0.19% UnchangedShares held: Q3 2025 1.9k, Q4 2025 1.9k, Q1 2026 1.9k, Q2 2026 1.9k
43 AXON ENTERPRISE INC COM AXON AXON 443 $248.3k0.19% 0.19% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 443
44 SOUTHERN CO COM SO SO 2,317 $221.8k0.17% 0.17% UnchangedShares held: Q3 2025 2.3k, Q4 2025 2.3k, Q1 2026 2.3k, Q2 2026 2.3k
45 TESLA INC COM TSLA TSLA 509 $214.1k0.16% 0.16% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 509
46 NATIONAL FUEL GAS CO COM NFG NFG 2,680 $206.9k0.16% 0.16% UnchangedShares held: Q3 2025 2.7k, Q4 2025 2.7k, Q1 2026 2.7k, Q2 2026 2.7k
47 GOSSAMER BIO INC COM GOSS GOSS 26,300 $4.3k0.00% 0.00% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 26.3k, Q2 2026 26.3k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
CLOROX CO DEL CLX CLX 2,000 $211.3k2.0k shares