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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 $106,156,293
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 376,311 $11,545,225 10.88%
2.
J P Morgan Exchange Traded F - INCOME ETF
 117,666 $5,420,873 5.11%
3.
Apple Inc.
 AAPL 20,596 $5,226,963 4.92%
4.
Schwab Strategic Trust
 SCHD 141,892 $4,492,305 4.23%
5.
Berkshire Hathaway Inc
 BRK-B 8,851 $4,241,407 4%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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