Arkolith/Funds/RM Financial Services, LLC

RM Financial Services, LLC

CIK 2109852
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

RM Financial Services, LLC holds a focused book of 79 stocks worth $134.6M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Vanguard Mid-Cap Value ETF and trimmed Apple Inc. Their largest long position is Cap Group Dividend Growers at 9% of the equity book. Cloning the disclosed picks since 2026 would be +2% (+4.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
7
bought for the first time
Added to
21
already held, bought more
Trimmed
20
sold some, still holds it
Sold out
2
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+2.2%
+4.0%/yr · since Feb '26
Their reported book
+7.2%
held from quarter-end
S&P 500
+11.0%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26Apr '26Jun '26Jul '26Aug '26
RM Financial Services, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +7.2%, a 5.1-point gap that is the cost of the ~35-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning RM Financial Services, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with 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.

Concentration

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
51%
Top 20 holdings
71%

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

Direct sector allocation

40% mapped to company sectors

ETF / fund or unclassified
60%
Financials
14%
Information Technology
13%
Industrials
5%
Energy
2%
Materials
2%
Consumer Discretionary
1%
Real Estate
1%

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, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as RM Financial Services, LLC

Manager / fundShared namesTheir $ in those
ENVESTNET ASSET MANAGEMENT INC79 / 79$45.8B
OSAIC HOLDINGS, INC.79 / 79$14.5B
LPL Financial LLC78 / 79$67.2B
NewEdge Advisors, LLC78 / 79$8.3B
MORGAN STANLEY77 / 79$449.6B
WELLS FARGO & COMPANY/MN77 / 79$123.9B
RAYMOND JAMES FINANCIAL INC77 / 79$71.9B
Cetera Investment Advisers77 / 79$17.5B

Ranked by how many of RM Financial Services, LLC's top 79 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

79 positions
#SecurityValueShares% PortLast moveHistory
1Capital Group Dividend Growe
SHS ETF
$12.0M320.0K
8.9%
+4.0%
Added · +12K sh
2Capital Group Conservative E
SHS
$9.3M283.3K
6.9%
+0.8%
Added · +2K sh
3World Gold TR
SPDR GLD MINIS
$9.2M115.8K
6.8%
+0.4%
Added · +507 sh
4Invesco Exchange Traded FD T
AEROSPACE DEFN
$7.6M43.1K
5.7%
+21%
Added · +8K sh
5Capital Group Equity ETF TR
US LRG VALUE ETF
$7.1M229.3K
5.3%
+22%
Added · +42K sh
6Capital Group Dividend Value
SHS CREAT UNIT
$6.3M127.5K
4.7%
+7.2%
Added · +9K sh
7Ishares Silver TR
ISHARES
$5.0M94.1K
3.7%
+1.0%
Added · +908 sh
8Apple Inc
COM
$4.4M15.2K
3.3%
−1.6%
Reduced · −250 sh
9Invesco Exchange Traded FD T
S&P500 EQL UTL
$4.1M50.9K
3.1%
+1.1%
Added · +534 sh
10Invesco Exch Traded FD TR II
KBW PPTY CASUT
$4.1M32.5K
3.1%
+2.2%
Added · +706 sh
11Vanguard Index FDS
TOTAL STK MKT
$4.0M10.7K
2.9%
+3.0%
Added · +317 sh
12Applied Matls Inc
COM
$3.6M5.0K
2.7%
−0.2%
Reduced · −10 sh
13Vanguard Index FDS
MCAP VL IDXVIP
$3.4M17.3K
2.5%
New
New position
14Capital Group Intl Focus Eqt
SHS CREAT UNIT
$2.5M70.9K
1.8%
+66%
Added · +28K sh
15Caterpillar Inc
COM
$2.3M2.2K
1.7%
−1.5%
Reduced · −33 sh
16Vanguard Whitehall FDS
HIGH DIV YLD
$2.2M13.8K
1.6%
+13%
Added · +2K sh
17Profesionally Managed Portfo
AKRE FOCUS ETF
$2.1M39.0K
1.5%
−2.9%
Reduced · −1K sh
18Vanguard World FD
INF TECH ETF
$2.1M17.2K
1.5%
+754%
Added · +15K sh
19Visa Inc
COM CL A
$1.9M5.6K
1.4%
−0.5%
Reduced · −30 sh
20Invesco Exchange Traded FD T
S&P 500 TOP 50
$1.8M29.6K
1.3%
−1.4%
Reduced · −410 sh
21Alphabet Inc
CAP STK CL A
$1.7M4.7K
1.3%
Held
22United Parcel Svcs Inc
CL B
$1.6M15.0K
1.2%
~0%
Added · +2 sh
23ConocoPhillips
COM
$1.6M14.9K
1.2%
Held
24Vanguard Specialized Funds
DIV APP ETF
$1.5M6.5K
1.1%
+6.9%
Added · +422 sh
25Capital Group Core Equity Et
SHS CREAT UNIT
$1.5M33.5K
1.1%
+9.0%
Added · +3K sh
26Arista Networks Inc
COM SHS
$1.4M8.1K
1.0%
−4.0%
Reduced · −343 sh
27Capital Group Equity ETF TR
US LARGE GROWT
$1.3M44.5K
0.9%
−3.8%
Reduced · −2K sh
28T Rowe Price Exchange-Traded
CAP APPRECIATION
$1.2M29.3K
0.9%
+4.5%
Added · +1K sh
29Invesco QQQ TR
UNIT SER 1
$1.2M1.6K
0.9%
New
New position
30Procter & Gamble Co
COM
$1.1M7.6K
0.8%
−1.9%
Reduced · −145 sh
31J P Morgan Exchange Traded F
ULTRA SHRT ETF
$1.1M21.4K
0.8%
Held
32Oracle Corp
COM
$1.1M7.4K
0.8%
−1.3%
Reduced · −100 sh
33Independence Rlty TR Inc
COM
$1.1M64.2K
0.8%
−7.3%
Reduced · −5K sh
34Cisco Sys Inc
COM
$1.0M8.8K
0.8%
Held
35Polaris Inc
COM
$953K13.9K
0.7%
−1.0%
Reduced · −144 sh
36International Business Machs
COM
$859K3.1K
0.6%
−2.8%
Reduced · −87 sh
37Exxon Mobil Corp
COM
$829K6.1K
0.6%
−9.6%
Reduced · −643 sh
38Amazon Com Inc
COM
$829K3.5K
0.6%
Held
39Alphabet Inc
CAP STK CL C
$781K2.2K
0.6%
Held
40Vaneck ETF Trust
URANI NUCLE ETF
$770K6.6K
0.6%
+20%
Added · +1K sh
41Cal Maine Foods Inc
COM NEW
$746K9.3K
0.6%
−2.5%
Reduced · −242 sh
42Tapestry Inc
COM
$737K5.0K
0.5%
Held
43Mastercard Incorporated
CL A
$725K1.4K
0.5%
Held
44Cummins Inc
COM
$713K1.0K
0.5%
−8.7%
Reduced · −95 sh
45ETF Ser Solutions
DEFIA QUANT ETF
$709K4.3K
0.5%
+0.5%
Added · +21 sh
46Boeing Co
COM
$708K3.3K
0.5%
Held
47Capital Group International
SHS
$681K18.5K
0.5%
+3.0%
Added · +534 sh
48Microsoft Corp
COM
$652K1.7K
0.5%
+4.0%
Added · +68 sh
49Pepsico Inc
COM
$638K4.7K
0.5%
−2.6%
Reduced · −125 sh
50T Rowe Price Exchange-Traded
TECHNOLOGY ETF
$565K12.7K
0.4%
Held
Showing 50 of 79 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 202679$134.6M13F-HR
Q1 2026Mar 31, 2026May 14, 202675$116.0M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202676$112.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.