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Home > Institutional Investor > Red Mountain Financial, Llc > Profile

Instuitional Investor - Red Mountain Financial, Llc

Fund Profile
Filing Period:
Fund Name: Red Mountain Financial, Llc
Portfolio Value $98,528,193
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 377,049 $10,293,430 10.45%
2.
Apple Inc.
 AAPL 20,484 $5,215,764 5.29%
3.
J P Morgan Exchange Traded F - INCOME ETF
 110,716 $5,138,321 5.22%
4.
Berkshire Hathaway Inc
 BRK.A 9,334 $4,692,584 4.76%
5.
Nvidia Corp
 NVDA 22,126 $4,128,361 4.19%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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