Red Mountain Financial, LLC - Portfolio Stock Holdings
Red Mountain Financial, LLC disclosed 88 stock positions in a recent SEC 13F filing. $118,171,891 of stock holdings were filed, with the largest holdings including SCHD, AAPL, and JPIE. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $184,434,833 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
88Est. Stock Holding Value:
$118,171,891Top Stock Holdings By Sector
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Portfolio Stock Holdings - Red Mountain Financial, LLC
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