Rocky Mountain Advisers, LLC Portfolio Holdings

Rocky Mountain Advisers, LLC

  • $126 Million
  • Q3 2025

Rocky Mountain Advisers, LLC has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $126 Million distributed in 277 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 $24.8M, Jpmorgan Chase & CO with a value of $18M, Cohen & Steers Infrastructure Fund Inc with a value of $10.1M, Schwab Strategic Tr Us Broad M with a value of $9.97M, and Berkshire Hathaway Inc Class B with a value of $4.81M.

Examining the 13F form we can see an increase of $6.97M in the current position value, from $119M to 126M.

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

Portfolio value $126 Million
ETFs: $53.3 Million
Financial Services: $45.4 Million
Technology: $7.01 Million
Consumer Defensive: $3.9 Million
Consumer Cyclical: $3.19 Million
Utilities: $2.42 Million
Communication Services: $1.97 Million
Industrials: $1.92 Million
Other: $2.84 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$95.6M
$0 0.0% of portfolio
232
Q2 2025 Reduced 94.34%

Summary

  • Portfolio
  • No. of Stocks 277
  • Current Value $126 Million
  • Prior Value $119 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 18 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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