Red Mountain Financial, LLC
Q1 2026 13F Holdings
- Locationfort collins, CO
- Num holdings
79
- Value ($000)
$106,156
- Date Filed 04/28/2026
- Form type13F-HR
- CIK 0001997650
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $11.55M | 11 % | 376,311 | ||
J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $5.42M | 5 % | 117,666 | ||
APPLE INC | COM | 037833100 | $5.23M | 5 % | 20,596 | ||
SCHWAB STRATEGIC TR | INTERNL DIVID | 808524672 | $4.49M | 4 % | 141,892 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.24M | 4 % | 8,851 | ||
ISHARES GOLD TR | ISHARES NEW | 464285204 | $3.82M | 4 % | 43,332 | ||
NVIDIA CORPORATION | COM | 67066G104 | $3.67M | 4 % | 21,068 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $3.64M | 3 % | 79,847 | ||
VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | $3.61M | 3 % | 46,483 | ||
J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $3.53M | 3 % | 70,711 |
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