account_balance

Investment manager · 13F filer · SEC CIK 2109852

RM Financial Services, LLC

Reported value$132Mas of Sep 30, 2026
Positions78 2 new, 3 sold out
Top 10 weight52.3%CGDG alone is 9%
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
CGDG Capital Group Dividend Growe 9.0% Held
GLDM World Gold Trust 7.2% Held
CGCV Capital Group Conservative E 7.0% Held
CGVV Capital Group Equity ETF Tr 5.4% Held
PPA Invesco Exchange Traded Fd T 5.0% Held
CGDV Capital Group Dividend Value 4.8% Added +3%
SLV iShares Silver Trust 3.9% HeldAAPL Apple Inc. 3.8% Held
VTI Vanguard Index FDS 3.2% Added +5%
KBWP Invesco Exch Traded Fd Tr II 3.0% Held
RSPU Invesco Exchange Traded Fd T 2.7% Held
VOE Vanguard Index FDS 2.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 4, 2026 filing
add_circleNew
arrow_upwardAdded
  • VGT +12%
  • CGXU +8%
  • VIG +6%
  • VTI +5%
arrow_downwardTrimmed
remove_circleSold out

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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