account_balance

Investment manager · 13F filer · SEC CIK 1997650

Red Mountain Financial, LLC

Reported value$120Mas of Sep 30, 2026
Positions81 3 new, 4 sold out
Top 10 weight45.4%SCHD alone is 11%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHD Schwab Strategic Tr 10.7% Held
AAPL Apple Inc. 5.7% Held
JPIE J P Morgan Exchange Traded F 4.9% Added +7%
BRK-B Berkshire Hathaway Inc 4.0% Held
SCHY Schwab Strategic Tr 4.0% Held
NVDA NVIDIA Corp 3.8% Held
VPLS Vanguard Malvern FDS 3.3% Trimmed −6%
VIGI Vanguard Whitehall FDS 3.1% Held
FBND Fidelity Merrimack STR Tr 3.0% Held
JMST J P Morgan Exchange Traded F 2.9% Added +18%
BSV Vanguard Bd Index FDS 2.9% Held
IAU iShares Gold Trust 2.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Jul 21, 2026 filing
add_circleNew
  • VSDM $2.46M
  • FBCG $409K
  • SHEL $209K
arrow_upwardAdded
  • VTIP +118%
  • JPIB +40%
  • SPMD +35%
  • JEPQ +26%
arrow_downwardTrimmed
  • JMUB −66%
  • SCHB −18%
  • TMSL −11%
  • VGT −9%
remove_circleSold out
  • IXUS $286K
  • SYK $220K
  • VST $212K
  • VB $207K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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