Red Mountain Financial, LLC
Red Mountain Financial, LLC reported 82 positions worth $119.2M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: SCHD (10.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHD | SH | $12.6M | 10.56% | 396,823 | — | — | |
| ▸ 2 | AAPL | SH | $6.0M | 5.06% | 20,853 | — | — | |
| ▸ 3 | JPIE | SH | $5.6M | 4.69% | 121,297 | — | — | |
| ▸ 4 | SCHY | SH | $4.9M | 4.08% | 153,104 | — | — | |
| ▸ 5 | BRK-B | SH | $4.8M | 4.06% | 9,667 | — | — | |
| ▸ 6 | VPLS | SH | $4.3M | 3.64% | 55,952 | — | — | |
| ▸ 7 | JMUB | SH | $4.1M | 3.46% | 81,300 | — | — | |
| ▸ 8 | NVDA | SH | $4.1M | 3.42% | 20,392 | — | — | |
| ▸ 9 | FBND | SH | $3.7M | 3.14% | 82,282 | — | — | |
| ▸ 10 | VIGI | SH | $3.7M | 3.09% | 39,428 | — | — |
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Frequently Asked Questions
What stocks does Red Mountain Financial, LLC hold as of Q2 2026?
Red Mountain Financial, LLC reported 82 positions worth $119.2M in its Q2 2026 13F filing. Largest positions: SCHD (10.6%), AAPL (5.1%), JPIE (4.7%), SCHY (4.1%) and BRK-B (4.1%).
What did Red Mountain Financial, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Red Mountain Financial, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.