StockDriftsStockDriftsTop 50 Red Mountain Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 10.56% | 396.8K | $12.6M | +5.45%(+20.51K) | $25.15(+36.31%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.06% | 20.9K | $6.0M | +1.25%(+257) | $184.71(+66.03%) | 2026-06-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 4.69% | 121.3K | $5.6M | +3.09%(+3.63K) | $45.41(+0.90%) | 2026-06-30 | |
| SCHY | SCHWAB STRATEGIC TR | 4.08% | 153.1K | $4.9M | +7.90%(+11.21K) | $24.97(+34.14%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.06% | 9.7K | $4.8M | +9.22%(+816) | $371.05(+41.05%) | 2026-06-30 | |
| VPLS | VANGUARD MALVERN FDS | 3.64% | 56.0K | $4.3M | +20.37%(+9.47K) | $77.84(-1.86%) | 2026-06-30 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 3.46% | 81.3K | $4.1M | +14.98%(+10.59K) | $50.14(-0.50%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.42% | 20.4K | $4.1M | -3.21%(-676) | $46.51(+374.00%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.14% | 82.3K | $3.7M | +3.05%(+2.44K) | $45.03(-0.22%) | 2026-06-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 3.09% | 39.4K | $3.7M | +2.74%(+1.05K) | $79.80(+24.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.20% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.05% |
Red Mountain Financial, LLC reports $119.19M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are SCHD (10.6%), AAPL (5.1%) and JPIE (4.7%). The top 20 holdings account for 68.81% of reported assets. Its disclosed equity book has returned +25.20% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Red Mountain Financial, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1997650). View Red Mountain Financial, LLC’s 13F filings on SEC