Red Mountain Financial, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationfort collins, CO
- CIK0001997650
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
71 | $90.08 M | SCHD, JPIE, BRK.B, AAPL | RESTATEMENT | Jul 22, 2025 | 000199765025000005 | ||
63 | $82.05 M | SCHD, BRK.B, JPIE, AAPL | 13F-HR | Apr 28, 2025 | 000199765025000002 | ||
63 | $93.01 M | SCTXX, SCHD, AAPL, JPIE | 13F-HR | Feb 12, 2025 | 000199765025000001 | ||
68 | $94.05 M | SCTXX, SCHD, AAPL, BRK.B | 13F-HR | Oct 9, 2024 | 000199765024000004 | ||
62 | $82.94 M | SCHD, SCTXX, AAPL, BRK.B | 13F-HR | Aug 13, 2024 | 000199765024000002 | ||
62 | $64.70 M | SCHD, AAPL, BRK.B, BSV | 13F-HR | Mar 11, 2024 | 000199765024000001 |