§ 13F · FUND PROFILE
Red Mountain Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $99M (13F)Positions · 76Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$927K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 376K | $12M | 10.9% | ±0% |
| 2 | JPIE | J P MORGAN EXCHANGE TRADED F | 118K | $5M | 5.1% | +3% |
| 3 | AAPL | APPLE INC | 21K | $5M | 4.9% | +1% |
| 4 | SCHY | SCHWAB STRATEGIC TR | 142K | $4M | 4.2% | +6% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 9K | $4M | 4.0% | −3% |
| 6 | IAU | ISHARES GOLD TR | 43K | $4M | 3.6% | −2% |
| 7 | NVDA | NVIDIA CORPORATION | 21K | $4M | 3.5% | −3% |
| 8 | FBND | FIDELITY MERRIMACK STR TR | 80K | $4M | 3.4% | −5% |
| 9 | VPLS | VANGUARD MALVERN FDS | 46K | $4M | 3.4% | +117% |
| 10 | JMUB | J P MORGAN EXCHANGE TRADED F | 71K | $4M | 3.3% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RED SIGNAL
AC read
Red Mountain Financial, LLC is a Other fund managing $99 million in assets. The fund runs a portfolio of 76 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed