Red Mountain Financial, LLC Portfolio Holdings

Red Mountain Financial, LLC

  • $102 Billion
  • Q4 2025

Red Mountain Financial, LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $102 Billion distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $10.3B, Apple Inc. with a value of $5.54B, J P Morgan Exchange Traded Fd with a value of $5.31B, Berkshire Hathaway Inc Class B with a value of $4.6B, and Nvidia Corp with a value of $4.04B.

Examining the 13F form we can see an increase of $3.35B in the current position value, from $98.5B to 102B.

Red Mountain Financial, LLC is based out at Fort Collins, CO

Below you can find more details about Red Mountain Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $102 Billion
ETFs: $57.4 Billion
Technology: $13.8 Billion
Financial Services: $5.12 Billion
Industrials: $3.37 Billion
Consumer Defensive: $3.16 Billion
Communication Services: $2.79 Billion
Basic Materials: $1.7 Billion
Healthcare: $1.48 Billion
Other: $2.16 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $102 Billion
  • Prior Value $98.5 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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