Rocky Mountain Advisers, LLC Portfolio Holdings

Rocky Mountain Advisers, LLC

  • $125 Million
  • Q4 2025

Rocky Mountain Advisers, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $125 Million distributed in 293 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 $24M, Jpmorgan Chase & CO with a value of $17.2M, Schwab Strategic Tr Us Broad M with a value of $10.2M, Cohen & Steers Infrastructure Fund Inc with a value of $9.86M, and Berkshire Hathaway Inc Class B with a value of $4.96M.

Examining the 13F form we can see an decrease of $562K in the current position value, from $126M to 125M.

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

Portfolio value $125 Million
ETFs: $53.8 Million
Financial Services: $44.1 Million
Technology: $6.96 Million
Consumer Defensive: $3.61 Million
Consumer Cyclical: $3.23 Million
Utilities: $2.45 Million
Communication Services: $2.12 Million
Industrials: $1.75 Million
Other: $2.76 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$83.2M
$0 0.0% of portfolio
232
Q2 2025 Reduced 94.34%

Summary

  • Portfolio
  • No. of Stocks 293
  • Current Value $125 Million
  • Prior Value $126 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 24 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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