Red Mountain Financial, LLC Portfolio Holdings

Red Mountain Financial, LLC

  • $69.4 Million
  • Q2 2025

Red Mountain Financial, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $69.4 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $4.88M, Apple Inc. with a value of $4.43M, Nvidia Corp with a value of $4.28M, J P Morgan Exchange Traded Fd with a value of $3.74M, and Fidelity Merrimack Str Tr Tota with a value of $3.67M.

Examining the 13F form we can see an decrease of $82B in the current position value, from $82B to 69.4M.

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 $69.4 Million
ETFs: $35.9 Million
Technology: $10.6 Million
Financial Services: $4.88 Million
Consumer Defensive: $3.23 Million
Basic Materials: $2.69 Million
Industrials: $2.1 Million
Healthcare: $2.06 Million
Communication Services: $1.65 Million
Other: $2.51 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $69.4 Million
  • Prior Value $82 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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