Red Mountain Financial, LLC
Q2 2026 13F Holdings
- Locationfort collins, CO
- Num holdings
82
- Value ($000)
$119,195
- Date Filed 07/21/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $12.58M | 11 % | 396,823 | ||
APPLE INC | COM | 037833100 | $6.03M | 5 % | 20,853 | ||
J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $5.59M | 5 % | 121,297 | ||
SCHWAB STRATEGIC TR | INTERNL DIVID | 808524672 | $4.86M | 4 % | 153,104 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4.84M | 4 % | 9,667 | ||
VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | $4.34M | 4 % | 55,952 | ||
J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $4.12M | 4 % | 81,300 | ||
NVIDIA CORPORATION | COM | 67066G104 | $4.08M | 3 % | 20,392 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $3.74M | 3 % | 82,282 | ||
VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $3.68M | 3 % | 39,428 |
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