Red Mountain Financial, LLC
Q3 2025 13F Holdings
- Locationfort collins, CO
- Num holdings
76
- Value ($000)
$98,528
- Date Filed10/14/2025
- Form type13F-HR
- CIK0001997650
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $10.29 M | 10 % | 377,049 | ||
AAPL APPLE INC | COM | 037833100 | $5.22 M | 5 % | 20,484 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $5.14 M | 5 % | 110,716 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.69 M | 5 % | 9,334 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.13 M | 4 % | 22,126 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $4.08 M | 4 % | 88,183 | ||
SCHY SCHWAB STRATEGIC TR | INTERNL DIVID | 808524672 | $3.69 M | 4 % | 131,970 | ||
JMUB J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $3.57 M | 4 % | 70,667 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $3.53 M | 4 % | 39,389 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $3.27 M | 3 % | 44,888 |
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