Red Mountain Financial, LLC: 13F holdings
CIK 19976502026Q2
| Positions | 82 |
|---|---|
| Reported value | $119.2m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHD SCHWAB STRATEGIC TR | 396,823 | $12.6m | 10.6% |
| AAPL APPLE INC | 20,853 | $6.0m | 5.1% |
| JPIE J P MORGAN EXCHANGE TRADED F | 121,297 | $5.6m | 4.7% |
| SCHWAB STRATEGIC TR | 153,104 | $4.9m | 4.1% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 9,667 | $4.8m | 4.1% |
| VANGUARD MALVERN FDS | 55,952 | $4.3m | 3.6% |
| JMUB J P MORGAN EXCHANGE TRADED F | 81,300 | $4.1m | 3.5% |
| NVDA NVIDIA CORPORATION | 20,392 | $4.1m | 3.4% |
| FBND FIDELITY MERRIMACK STR TR | 82,282 | $3.7m | 3.1% |
| VIGI VANGUARD WHITEHALL FDS | 39,428 | $3.7m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1997650")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.