Red Mountain Financial, LLC
Q2 2025 13F Holdings
- Locationfort collins, CO
- Num holdings
71
- Value ($000)
$90,077
- Date Filed07/22/2025
- Form typerestatement
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $10.00M | 11 % | 377,205 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $5.05M | 6 % | 108,927 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.79M | 5 % | 9,860 | ||
AAPL APPLE INC | COM | 037833100 | $4.20M | 5 % | 20,480 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $3.99M | 4 % | 87,210 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.60M | 4 % | 22,790 | ||
SCHY SCHWAB STRATEGIC TR | INTERNL DIVID | 808524672 | $3.58M | 4 % | 130,993 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $3.52M | 4 % | 39,017 | ||
JMUB J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $3.38M | 4 % | 68,067 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $3.10M | 3 % | 39,426 |
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