§ 13F · FUND PROFILE
Red Mountain Financial, LLC.
AUM · $119M (13F)Positions · 82Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 397K | $13M | 10.6% | +5% |
| 2 | AAPL | APPLE INC | 21K | $6M | 5.1% | +1% |
| 3 | JPIE | J P MORGAN EXCHANGE TRADED F | 121K | $6M | 4.7% | +3% |
| 4 | SCHY | SCHWAB STRATEGIC TR | 153K | $5M | 4.1% | +8% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 10K | $5M | 4.1% | +9% |
| 6 | VPLS | VANGUARD MALVERN FDS | 56K | $4M | 3.6% | +20% |
| 7 | JMUB | J P MORGAN EXCHANGE TRADED F | 81K | $4M | 3.5% | +15% |
| 8 | NVDA | NVIDIA CORPORATION | 20K | $4M | 3.4% | −3% |
| 9 | FBND | FIDELITY MERRIMACK STR TR | 82K | $4M | 3.1% | +3% |
| 10 | VIGI | VANGUARD WHITEHALL FDS | 39K | $4M | 3.1% | +3% |
§ 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 $119 million in assets. The fund runs a portfolio of 82 positions.
Read the full dossier →