What does RM Financial Services, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

RM Financial Services, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

CAPITAL GROUP DIVIDEND GROWE

$11M308K9.5%

WORLD GOLD TR

$11M115K9.2%

CAPITAL GROUP CONSERVATIVE E

$8M281K7.2%

ISHARES SILVER TR

$6M93K5.5%

INVESCO EXCHANGE TRADED FD T

$6M36K5.1%

CAPITAL GROUP DIVIDEND VALUE

$5M119K4.4%

CAPITAL GROUP EQUITY ETF TR

$5M187K4.3%

INVESCO EXCHANGE TRADED FD T

$4M50K3.5%

APPLE INC

$4M15K3.4%

INVESCO EXCH TRADED FD TR II

$4M32K3.3%

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