Red Mountain Financial, LLC - Portfolio overview

Red Mountain Financial, LLC has 84 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB STRATEGIC TR, 10.73%
2. JPIE - J P MORGAN EXCHANGE TRADED F, 5.04%
3. AAPL - APPLE INC, 4.86%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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