DOSSIER · 13F-HR · Q2 2026

Red Mountain Financial, LLC

$119M in tracked AUM across 82 positions as of Q2 2026.

RM
CIK 0001997650 · last filed Jun 30, 2026
Total AUM
$119M
as of Q2 2026
Holdings
82
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Red Mountain Financial, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHD
SCHWAB STRATEGIC TR
$13M397K10.6%
02
AAPL
APPLE INC
$6M21K5.1%
03
JPIE
J P MORGAN EXCHANGE TRADED F
$6M121K4.7%
04
SCHY
SCHWAB STRATEGIC TR
$5M153K4.1%
05
BRK/B
BERKSHIRE HATHAWAY INC DEL
$5M10K4.1%
06
VPLS
VANGUARD MALVERN FDS
$4M56K3.6%
07
JMUB
J P MORGAN EXCHANGE TRADED F
$4M81K3.5%
08
NVDA
NVIDIA CORPORATION
$4M20K3.4%
09
FBND
FIDELITY MERRIMACK STR TR
$4M82K3.1%
10
VIGI
VANGUARD WHITEHALL FDS
$4M39K3.1%

Filing history

2026Q2Jun 30
$119M 12.3%
82 positionsView →
2026Q1Mar 31
$106M 4.2%
79 positionsView →
2025Q4Dec 31
$102M 3.4%
76 positionsView →
2025Q3Sep 30
$99M 9.4%
76 positionsView →
2025Q2Jun 30
$90M 9.8%
71 positionsLocked
2025Q1Mar 31
$82M 11.8%
63 positionsLocked
2024Q4Dec 31
$93M 1.1%
63 positionsLocked
2024Q3Sep 30
$94M 13.4%
68 positionsLocked
2024Q2Jun 30
$83M 28.2%
62 positionsLocked
2023Q4Dec 31
$65M
62 positionsLocked