Red Mountain Financial, LLC holds a diversified book of 82 stocks worth $119.2M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Pimco 0-5 Year H/y Corp Bond and trimmed Nvidia Corp. Their largest long position is Schwab US DVD Equity ETF at 11% of the equity book. Cloning the disclosed picks since 2025 would be +23% (+15.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1997650/holdings"
Use Arkolith to show Red Mountain Financial, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Red Mountain Financial, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
32% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Red Mountain Financial, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| IFP Advisors, Inc | 79 / 80 | $1.1B |
| MORGAN STANLEY | 78 / 80 | $409.2B |
| BANK OF AMERICA CORP /DE/ | 78 / 80 | $274.0B |
| ROYAL BANK OF CANADA | 78 / 80 | $113.8B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $65.8B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $45.5B |
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $14.9B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $14.7B |
Ranked by how many of Red Mountain Financial, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US DIVIDEND EQ | $12.6M | 396.8K | 10.6% | ▲+5.5% Added · +21K sh | |
| 2 | Apple Inc COM | $6.0M | 20.9K | 5.1% | ▲+1.2% Added · +257 sh | |
| 3 | J P Morgan Exchange Traded F INCOME ETF | $5.6M | 121.3K | 4.7% | ▲+3.1% Added · +4K sh | |
| 4 | Schwab Strategic TR INTERNL DIVID | $4.9M | 153.1K | 4.1% | ▲+7.9% Added · +11K sh | |
| 5 | Berkshire Hathaway Inc Del CL B NEW | $4.8M | 9.7K | 4.1% | ▲+9.2% Added · +816 sh | |
| 6 | Vanguard Malvern FDS CORE-PLUS BD ETF | $4.3M | 56.0K | 3.6% | ▲+20% Added · +9K sh | |
| 7 | J P Morgan Exchange Traded F MUNICIPAL ETF | $4.1M | 81.3K | 3.5% | ▲+15% Added · +11K sh | |
| 8 | Nvidia Corporation COM | $4.1M | 20.4K | 3.4% | ▼−3.2% Reduced · −676 sh | |
| 9 | Fidelity Merrimack STR TR TOTAL BD ETF | $3.7M | 82.3K | 3.1% | ▲+3.0% Added · +2K sh | |
| 10 | Vanguard Whitehall FDS INTL DVD ETF | $3.7M | 39.4K | 3.1% | ▲+2.7% Added · +1K sh | |
| 11 | Vanguard BD Index FDS SHORT TRM BOND | $3.5M | 44.9K | 2.9% | ▲+1.6% Added · +696 sh | |
| 12 | Alphabet Inc CAP STK CL A | $3.0M | 8.5K | 2.6% | ▲+5.1% Added · +414 sh | |
| 13 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $3.0M | 58.4K | 2.5% | ▲+38% Added · +16K sh | |
| 14 | Ishares Gold TR ISHARES NEW | $3.0M | 39.4K | 2.5% | ▼−9.0% Reduced · −4K sh | |
| 15 | Broadcom Inc COM | $3.0M | 7.9K | 2.5% | ▼−0.3% Reduced · −23 sh | |
| 16 | J P Morgan Exchange Traded F INTRNL RES EQT | $2.8M | 33.9K | 2.3% | ▲+8.8% Added · +3K sh | |
| 17 | Vanguard Intl Equity Index F ALLWRLD EX US | $2.7M | 32.5K | 2.3% | ▼−0.1% Reduced · −41 sh | |
| 18 | SPDR Series Trust ST STR PR SP1500 | $2.6M | 28.4K | 2.2% | ▲+8.0% Added · +2K sh | |
| 19 | J P Morgan Exchange Traded F EQUITY PREMIUM | $2.5M | 43.8K | 2.1% | ▲+25% Added · +9K sh | |
| 20 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $2.1M | 41.6K | 1.8% | ▲+4.0% Added · +2K sh | |
| 21 | T Rowe Price Exchange-Traded FLOATING RATE | $2.0M | 39.6K | 1.7% | ▲+1.7% Added · +677 sh | |
| 22 | Vanguard Specialized Funds DIV APP ETF | $2.0M | 8.4K | 1.7% | ▲+0.1% Added · +8 sh | |
| 23 | Costco Wholesale Corporation COM | $1.6M | 1.7K | 1.4% | ▲+9.6% Added · +152 sh | |
| 24 | Schwab Strategic TR FUNDAMENTAL US S | $1.3M | 34.4K | 1.1% | ▲+2.5% Added · +850 sh | |
| 25 | Corteva Inc COM | $1.2M | 14.3K | 1.0% | ▲~0% Added · +1 sh | |
| 26 | Vanguard Index FDS EXTEND MKT ETF | $1.2M | 4.7K | 1.0% | ▲+0.4% Added · +19 sh | |
| 27 | Walmart Inc COM | $1.2M | 10.2K | 1.0% | ▲+3.0% Added · +297 sh | |
| 28 | Schwab Strategic TR US MID-CAP ETF | $1.1M | 30.5K | 0.9% | ▲+7.7% Added · +2K sh | |
| 29 | Cohen & Steers ETF Trust REAL EST ACT ETF | $1.1M | 38.2K | 0.9% | ▲+16% Added · +5K sh | |
| 30 | Vanguard World FD HEALTH CAR ETF | $1.1M | 3.6K | 0.9% | ▲+15% Added · +473 sh | |
| 31 | Lockheed Martin Corp COM | $1.1M | 2.1K | 0.9% | ▲+9.7% Added · +185 sh | |
| 32 | Qnity Electronics Inc COMMON STOCK | $1.0M | 6.4K | 0.9% | —Held | |
| 33 | Microsoft Corp COM | $939K | 2.5K | 0.8% | ▲+3.6% Added · +88 sh | |
| 34 | Invesco Exchange Traded FD T S&P500 EQL HLT | $936K | 28.2K | 0.8% | ▲+0.5% Added · +154 sh | |
| 35 | Schwab Strategic TR US LCAP GR ETF | $936K | 27.7K | 0.8% | ▲+13% Added · +3K sh | |
| 36 | Caterpillar Inc COM | $864K | 811 | 0.7% | ▼−9.1% Reduced · −81 sh | |
| 37 | Vanguard World FD INF TECH ETF | $861K | 7.2K | 0.7% | ▲+688% Added · +6K sh | |
| 38 | Pimco ETF TR 0-5 HIGH YIELD | $753K | 8.1K | 0.6% | ▲New New position | |
| 39 | Schwab Strategic TR FUNDAMENTAL INTL | $743K | 14.1K | 0.6% | ▲+1.3% Added · +175 sh | |
| 40 | Vanguard Index FDS TOTAL STK MKT | $732K | 2.0K | 0.6% | ▲+9.9% Added · +179 sh | |
| 41 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $633K | 10.3K | 0.5% | ▲+142% Added · +6K sh | |
| 42 | Etfis Ser TR I VIRTUS REAVES UT | $579K | 7.1K | 0.5% | ▲+0.2% Added · +17 sh | |
| 43 | Dupont De Nemours Inc COMMON STOCK | $577K | 4.3K | 0.5% | ▲New New position | |
| 44 | Intel Corp COM | $562K | 4.0K | 0.5% | ▲New New position | |
| 45 | J P Morgan Exchange Traded F INTL BD OPP ETF | $548K | 11.3K | 0.5% | ▲New New position | |
| 46 | Home Depot Inc COM | $528K | 1.5K | 0.4% | ▼−5.4% Reduced · −85 sh | |
| 47 | Union Pac Corp COM | $453K | 1.7K | 0.4% | ▼−25% Reduced · −548 sh | |
| 48 | Exxon Mobil Corp COM | $444K | 3.3K | 0.4% | ▲New New position | |
| 49 | Merck & Co Inc COM | $417K | 3.2K | 0.4% | ▼−13% Reduced · −468 sh | |
| 50 | SPDR Series Trust ST STR P400MID | $408K | 6.0K | 0.3% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 82 | $119.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 79 | $106.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 76 | $101.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 76 | $98.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 71 | $90.1M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 63 | $82.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 63 | $93.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.