Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Red Mountain Financial, LLC (CIK 1997650) reported $106.2M across 78 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHD ($11.5M, 10.88%), JPIE ($5.4M, 5.11%), AAPL ($5.2M, 4.92%), SCHY ($4.5M, 4.23%), BRK/B ($4.2M, 4.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $11.5M | 10.88% | 376,311 | Added |
| 2 | JPIE | J P MORGAN EXCHANGE TRADED F | $5.4M | 5.11% | 117,666 | Added |
| 3 | AAPL | APPLE INC | $5.2M | 4.92% | 20,596 | Added |
| 4 | SCHY | SCHWAB STRATEGIC TR | $4.5M | 4.23% | 141,892 | Added |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.2M | 4.00% | 8,851 | Trimmed |
| 6 | IAU | ISHARES GOLD TR | $3.8M | 3.60% | 43,332 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $3.7M | 3.46% | 21,068 | Trimmed |
| 8 | FBND | FIDELITY MERRIMACK STR TR | $3.6M | 3.43% | 79,847 | Trimmed |
| 9 | VPLS | VANGUARD MALVERN FDS | $3.6M | 3.40% | 46,483 | Added |
| 10 | JMUB | J P MORGAN EXCHANGE TRADED F | $3.5M | 3.33% | 70,711 | Added |
| 11 | BSV | VANGUARD BD INDEX FDS | $3.5M | 3.26% | 44,176 | Added |
| 12 | VIGI | VANGUARD WHITEHALL FDS | $3.4M | 3.20% | 38,375 | Trimmed |
| 13 | AVGO | BROADCOM INC | $2.4M | 2.30% | 7,874 | Trimmed |
| 14 | VEU | VANGUARD INTL EQUITY INDEX F | $2.4M | 2.30% | 32,557 | Trimmed |
| 15 | JIRE | J P MORGAN EXCHANGE TRADED F | $2.4M | 2.23% | 31,204 | Added |
| 16 | GOOGL | ALPHABET INC | $2.3M | 2.19% | 8,103 | Trimmed |
| 17 | JMST | J P MORGAN EXCHANGE TRADED F | $2.2M | 2.03% | 42,219 | Added |
| 18 | SPTM | SPDR SERIES TRUST | $2.1M | 1.96% | 26,272 | Trimmed |
| 19 | JPST | J P MORGAN EXCHANGE TRADED F | $2.0M | 1.91% | 40,031 | Added |
| 20 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.0M | 1.87% | 34,996 | Added |
| 21 | TFLR | T ROWE PRICE ETF INC | $2.0M | 1.85% | 38,930 | Added |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $1.8M | 1.69% | 8,360 | Trimmed |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $1.6M | 1.48% | 1,576 | Trimmed |
| 24 | WMT | WALMART INC | $1.2M | 1.16% | 9,939 | Trimmed |
| 25 | CTVA | CORTEVA INC | $1.2M | 1.13% | 14,298 | Added |
Source: SEC Form 13F filings · as of 2026-03-31