Arkolith/Funds/Red Mountain Financial, LLC

Red Mountain Financial, LLC

CIK 1997650
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Red Mountain Financial, LLC holds a diversified book of 82 reported positions worth $119.2M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-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 reported non-option book.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
45%
Top 20 holdings
69%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

33% mapped to company sectors

No sector on file yet
67%
Information Technology
16%
Financials
7%
Consumer Discretionary
3%
Industrials
3%
Materials
2%
Health Care
1%
Energy
1%

+2 sectors below the cut, under 0.5% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Red Mountain Financial, LLC

Manager / fundShared namesTheir $ in those
Emerald Advisors, LLC25 / 80$632.1M
Boxwood Ventures, Inc.12 / 80$126.5M
Independent Investors Inc20 / 80$386.7M
Daniel Investment Group, Inc.12 / 80$123.8M
Ketron Financial15 / 80$223.3M
Trust Asset Management LLC17 / 80$1.1B
Integrated Financial Solutions, Inc.9 / 80$124.7M
Ardent Capital Management, Inc.15 / 80$158.3M

Ranked by the share of each fund's own book sitting in the names it shares with Red Mountain Financial, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

82 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US DIVIDEND EQ
$12.6M396.8K
10.6%
+5.5%
Added · +21K sh
2Apple Inc
COM
$6.0M20.9K
5.1%
+1.2%
Added · +257 sh
3J P Morgan Exchange Traded F
INCOME ETF
$5.6M121.3K
4.7%
+3.1%
Added · +4K sh
4Schwab Strategic TR
INTERNL DIVID
$4.9M153.1K
4.1%
+7.9%
Added · +11K sh
5Berkshire Hathaway Inc Del
CL B NEW
$4.8M9.7K
4.1%
+9.2%
Added · +816 sh
6Vanguard Malvern FDS
CORE-PLUS BD ETF
$4.3M56.0K
3.6%
+20%
Added · +9K sh
7J P Morgan Exchange Traded F
MUNICIPAL ETF
$4.1M81.3K
3.5%
+15%
Added · +11K sh
8Nvidia Corporation
COM
$4.1M20.4K
3.4%
−3.2%
Reduced · −676 sh
9Fidelity Merrimack STR TR
TOTAL BD ETF
$3.7M82.3K
3.1%
+3.0%
Added · +2K sh
10Vanguard Whitehall FDS
INTL DVD ETF
$3.7M39.4K
3.1%
+2.7%
Added · +1K sh
11Vanguard BD Index FDS
SHORT TRM BOND
$3.5M44.9K
2.9%
+1.6%
Added · +696 sh
12Alphabet Inc
CAP STK CL A
$3.0M8.5K
2.6%
+5.1%
Added · +414 sh
13J P Morgan Exchange Traded F
ULTRA SHT MUNCPL
$3.0M58.4K
2.5%
+38%
Added · +16K sh
14Ishares Gold TR
ISHARES NEW
$3.0M39.4K
2.5%
−9.0%
Reduced · −4K sh
15Broadcom Inc
COM
$3.0M7.9K
2.5%
−0.3%
Reduced · −23 sh
16J P Morgan Exchange Traded F
INTRNL RES EQT
$2.8M33.9K
2.3%
+8.8%
Added · +3K sh
17Vanguard Intl Equity Index F
ALLWRLD EX US
$2.7M32.5K
2.3%
−0.1%
Reduced · −41 sh
18SPDR Series Trust
ST STR PR SP1500
$2.6M28.4K
2.2%
+8.0%
Added · +2K sh
19J P Morgan Exchange Traded F
EQUITY PREMIUM
$2.5M43.8K
2.1%
+25%
Added · +9K sh
20J P Morgan Exchange Traded F
ULTRA SHRT ETF
$2.1M41.6K
1.8%
+4.0%
Added · +2K sh
21T Rowe Price Exchange-Traded
FLOATING RATE
$2.0M39.6K
1.7%
+1.7%
Added · +677 sh
22Vanguard Specialized Funds
DIV APP ETF
$2.0M8.4K
1.7%
+0.1%
Added · +8 sh
23Costco Wholesale Corporation
COM
$1.6M1.7K
1.4%
+9.6%
Added · +152 sh
24Schwab Strategic TR
FUNDAMENTAL US S
$1.3M34.4K
1.1%
+2.5%
Added · +850 sh
25Corteva Inc
COM
$1.2M14.3K
1.0%
~0%
Added · +1 sh
26Vanguard Index FDS
EXTEND MKT ETF
$1.2M4.7K
1.0%
+0.4%
Added · +19 sh
27Walmart Inc
COM
$1.2M10.2K
1.0%
+3.0%
Added · +297 sh
28Schwab Strategic TR
US MID-CAP ETF
$1.1M30.5K
0.9%
+7.7%
Added · +2K sh
29Cohen & Steers ETF Trust
REAL EST ACT ETF
$1.1M38.2K
0.9%
+16%
Added · +5K sh
30Vanguard World FD
HEALTH CAR ETF
$1.1M3.6K
0.9%
+15%
Added · +473 sh
31Lockheed Martin Corp
COM
$1.1M2.1K
0.9%
+9.7%
Added · +185 sh
32Qnity Electronics Inc
COMMON STOCK
$1.0M6.4K
0.9%
Held
33Microsoft Corp
COM
$939K2.5K
0.8%
+3.6%
Added · +88 sh
34Invesco Exchange Traded FD T
S&P500 EQL HLT
$936K28.2K
0.8%
+0.5%
Added · +154 sh
35Schwab Strategic TR
US LCAP GR ETF
$936K27.7K
0.8%
+13%
Added · +3K sh
36Caterpillar Inc
COM
$864K811
0.7%
−9.1%
Reduced · −81 sh
37Vanguard World FD
INF TECH ETF
$861K7.2K
0.7%
+688%
Added · +6K sh
38Pimco ETF TR
0-5 HIGH YIELD
$753K8.1K
0.6%
New
New position
39Schwab Strategic TR
FUNDAMENTAL INTL
$743K14.1K
0.6%
+1.3%
Added · +175 sh
40Vanguard Index FDS
TOTAL STK MKT
$732K2.0K
0.6%
+9.9%
Added · +179 sh
41J P Morgan Exchange Traded F
NASDAQ EQT PREM
$633K10.3K
0.5%
+142%
Added · +6K sh
42Etfis Ser TR I
VIRTUS REAVES UT
$579K7.1K
0.5%
+0.2%
Added · +17 sh
43Dupont De Nemours Inc
COMMON STOCK
$577K4.3K
0.5%
New
New position
44Intel Corp
COM
$562K4.0K
0.5%
New
New position
45J P Morgan Exchange Traded F
INTL BD OPP ETF
$548K11.3K
0.5%
New
New position
46Home Depot Inc
COM
$528K1.5K
0.4%
−5.4%
Reduced · −85 sh
47Union Pac Corp
COM
$453K1.7K
0.4%
−25%
Reduced · −548 sh
48Exxon Mobil Corp
COM
$444K3.3K
0.4%
New
New position
49Merck & Co Inc
COM
$417K3.2K
0.4%
−13%
Reduced · −468 sh
50SPDR Series Trust
ST STR P400MID
$408K6.0K
0.3%
New
New position
Showing 50 of 82 positions
Build

Ask your agent what Red Mountain Financial, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1997650/holdings"
Ask your agent
Use Arkolith to show Red Mountain Financial, LLC's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

$119.2M · Q2 2026Q4 2024 · $93.0MQ2 2026 · $119.2M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 202621d82$119.2M13F-HR
Q1 2026Mar 31, 2026Apr 28, 202628d79$106.2M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202626d76$101.9M13F-HR
Q3 2025Sep 30, 2025Oct 14, 202514d76$98.5M13F-HR
Q2 2025Jun 30, 2025Jul 22, 202522d71$90.1M13F-HR/A
Q1 2025Mar 31, 2025Apr 28, 202528d63$82.0M13F-HR
Q4 2024Dec 31, 2024Feb 12, 202543d63$93.0M13F-HR
Amended / restated
  • Q2 2025 · filed Jul 21, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.