Red Mountain Financial, LLC

Est. AUM

$106.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$11.5M	376311	10.88%	SOLE
2	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$5.4M	117666	5.11%	SOLE
3	APPLE INC	COM	$5.2M	20596	4.92%	SOLE
4	SCHWAB STRATEGIC TR	INTERNL DIVID	$4.5M	141892	4.23%	SOLE
5	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.2M	8851	4.00%	SOLE
6	ISHARES GOLD TR	ISHARES NEW	$3.8M	43332	3.60%	SOLE
7	NVIDIA CORPORATION	COM	$3.7M	21068	3.46%	SOLE
8	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$3.6M	79847	3.43%	SOLE
9	VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$3.6M	46483	3.40%	SOLE
10	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$3.5M	70711	3.33%	SOLE
11	VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.5M	44176	3.26%	SOLE
12	VANGUARD WHITEHALL FDS	INTL DVD ETF	$3.4M	38375	3.20%	SOLE
13	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.4M	32557	2.30%	SOLE
14	BROADCOM INC	COM	$2.4M	7874	2.30%	SOLE
15	J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$2.4M	31204	2.23%	SOLE
16	ALPHABET INC	CAP STK CL A	$2.3M	8103	2.19%	SOLE
17	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$2.2M	42219	2.03%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$2.1M	26272	1.96%	SOLE
19	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.0M	40031	1.91%	SOLE
20	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$2.0M	34996	1.87%	SOLE
21	T ROWE PRICE ETF INC	FLOATING RATE	$2.0M	38930	1.85%	SOLE
22	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.8M	8360	1.69%	SOLE
23	COSTCO WHOLESALE CORPORATION	COM	$1.6M	1576	1.48%	SOLE
24	WALMART INC	COM	$1.2M	9939	1.16%	SOLE
25	CORTEVA INC	COM	$1.2M	14298	1.13%	SOLE
26	LOCKHEED MARTIN CORP	COM	$1.1M	1901	1.08%	SOLE
27	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$1.1M	33532	1.02%	SOLE
28	VANGUARD INDEX FDS	EXTEND MKT ETF	$968K	4702	0.91%	SOLE
29	MICROSOFT CORP	COM	$899K	2430	0.85%	SOLE
30	SCHWAB STRATEGIC TR	US MID-CAP ETF	$878K	28353	0.83%	SOLE
31	COHEN & STEERS ETF TRUST	REAL ESTATE ACTI	$864K	32867	0.81%	SOLE
32	VANGUARD WORLD FD	HEALTH CAR ETF	$849K	3119	0.80%	SOLE
33	INVESCO EXCHANGE TRADED FD T	S&P500 EQL HLT	$847K	28058	0.80%	SOLE
34	QNITY ELECTRONICS INC	COMMON STOCK	$736K	6377	0.69%	SOLE
35	SCHWAB STRATEGIC TR	US LCAP GR ETF	$715K	24538	0.67%	SOLE
36	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$680K	13904	0.64%	SOLE
37	VANGUARD WORLD FD	INF TECH ETF	$638K	914	0.60%	SOLE
38	CATERPILLAR INC	COM	$632K	892	0.60%	SOLE
39	DUPONT DE NEMOURS INC	COM	$584K	12762	0.55%	SOLE
40	KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$584K	8280	0.55%	SOLE
41	VANGUARD INDEX FDS	TOTAL STK MKT	$577K	1800	0.54%	SOLE
42	ETFIS SER TR I	VIRTUS REAVES UT	$564K	7060	0.53%	SOLE
43	EXXON MOBIL CORP	COM	$551K	3251	0.52%	SOLE
44	UNION PAC CORP	COM	$537K	2213	0.51%	SOLE
45	HOME DEPOT INC	COM	$520K	1582	0.49%	SOLE
46	MERCK & CO INC	COM	$447K	3715	0.42%	SOLE
47	CHEVRON CORPORATION	COM	$444K	2147	0.42%	SOLE
48	DOW HLDGS INC	COM	$409K	9809	0.39%	SOLE
49	MCDONALDS CORP	COM	$379K	1218	0.36%	SOLE
50	JOHNSON & JOHNSON	COM	$369K	1509	0.35%	SOLE

1–50 of 79

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.