§ 13F · FUND PROFILE
Red Mountain Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $173.0T (13F)Positions · 133Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 375K | $10.3T | 10.1% | ±0% |
| 2 | AAPL | APPLE INC | 20K | $5.5T | 5.4% | ±0% |
| 3 | JPIE | J P MORGAN EXCHANGE TRADED F | 115K | $5.3T | 5.2% | +4% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 9K | $4.6T | 4.5% | −2% |
| 5 | NVDA | NVIDIA CORPORATION | 22K | $4.0T | 4.0% | −2% |
| 6 | SCHY | SCHWAB STRATEGIC TR | 134K | $4.0T | 3.9% | +2% |
| 7 | FBND | FIDELITY MERRIMACK STR TR | 84K | $3.9T | 3.8% | −5% |
| 8 | IAU | ISHARES GOLD TR | 44K | $3.6T | 3.5% | −1% |
| 9 | VIGI | VANGUARD WHITEHALL FDS | 39K | $3.6T | 3.5% | −1% |
| 10 | JMUB | J P MORGAN EXCHANGE TRADED F | 69K | $3.5T | 3.4% | −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 $173011.0 trillion in assets. The fund runs a portfolio of 133 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed