Rocky Mountain Advisers, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $126 Million distributed in 277 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 $24.8M, Jpmorgan Chase & CO with a value of $18M, Cohen & Steers Infrastructure Fund Inc with a value of $10.1M, Schwab Strategic Tr Us Broad M with a value of $9.97M, and Berkshire Hathaway Inc Class B with a value of $4.81M.
Examining the 13F form we can see an increase of $6.97M in the current position value, from $119M to 126M.
Below you can find more details about Rocky Mountain Advisers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$126 Million
ETFs: $53.3 Million
Financial Services: $45.4 Million
Technology: $7.01 Million
Consumer Defensive: $3.9 Million
Consumer Cyclical: $3.19 Million
Utilities: $2.42 Million
Communication Services: $1.97 Million
Industrials: $1.92 Million
Other: $2.84 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
