Red Mountain Financial, LLC Portfolio Holdings

Red Mountain Financial, LLC

  • $98.5 Billion
  • Q3 2025

Red Mountain Financial, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $98.5 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 $5.22B, J P Morgan Exchange Traded Fd with a value of $5.14B, Berkshire Hathaway Inc Class B with a value of $4.69B, and Nvidia Corp with a value of $4.13B.

Examining the 13F form we can see an increase of $8.45B in the current position value, from $90.1B to 98.5B.

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 $98.5 Billion
ETFs: $55.4 Billion
Technology: $14.2 Billion
Financial Services: $5.19 Billion
Industrials: $3.64 Billion
Consumer Defensive: $3.34 Billion
Communication Services: $2.62 Billion
Basic Materials: $2.22 Billion
Healthcare: $1.35 Billion
Other: $2.63 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$309 Million 0.31% of portfolio
2,217
Q3 2025 New
$0
$307 Million 0.31% of portfolio
4,161
Q3 2025 Added 0.17%
$83.7B
$294 Million 0.3% of portfolio
1,894
Q3 2025 Added 0.05%
$844B
$296 Million 0.3% of portfolio
1,052
Q2 2025 New
$0
$272 Million 0.28% of portfolio
406
Q3 2025 Added 0.25%
$502B
$280 Million 0.28% of portfolio
1,509
Q3 2025 Reduced 2.33%
$0
$281 Million 0.28% of portfolio
2,832
Q3 2025 Reduced 2.07%
$0
$270 Million 0.27% of portfolio
406
Q2 2025 Reduced 19.28%
$136B
$266 Million 0.27% of portfolio
10,449
Q3 2025 Reduced 3.46%
$247B
$270 Million 0.27% of portfolio
957
Q3 2025 Added 0.21%
$187B
$255 Million 0.26% of portfolio
9,044
Q3 2025 Reduced 0.95%
$52.7B
$254 Million 0.26% of portfolio
1,183
Q2 2025 New
$267B
$261 Million 0.26% of portfolio
1,364
Q2 2024 New
$140B
$258 Million 0.26% of portfolio
698
Q3 2025 Added 16.33%
$259B
$247 Million 0.25% of portfolio
310
Q2 2025 New
$0
$245 Million 0.25% of portfolio
2,970
Q3 2025 Added 3.92%
$158B
$236 Million 0.24% of portfolio
837
Q2 2025 Added 0.36%
$0
$238 Million 0.24% of portfolio
5,143
Q3 2025 Added 0.29%
$15.4B
$225 Million 0.23% of portfolio
9,796
Q3 2025 Added 0.07%
$1.53T
$222 Million 0.23% of portfolio
913
Q3 2025 New
$59.6B
$230 Million 0.23% of portfolio
544
Q3 2025 New
$0
$211 Million 0.21% of portfolio
2,045
Q3 2025 Reduced 21.5%
$138B
$203 Million 0.21% of portfolio
444
Q3 2025 Reduced 1.55%
$0
$205 Million 0.21% of portfolio
3,560
Q3 2025 New
$10.5B
$202 Million 0.2% of portfolio
2,250
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $98.5 Billion
  • Prior Value $90.1 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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