Red Mountain Financial, LLC
•CIK: 1997650•Filing: Q4 2025
Red Mountain Financial, LLC manages $102M across a diversified portfolio of 76 positions. The strategy exhibits a notable tilt toward income-generating and established equity names, evidenced by top holdings including SCHD at $10.3M and JPIE at $5.3M. Significant allocations are also maintained in mega-cap technology and defensive value plays, with AAPL at $5.5M and BRK/B at $4.6M. This structure suggests a disciplined approach balancing yield capture with exposure to market leaders.
Total AUM
$101.9M
QoQ Performance
+3.4%
Positions
57
Top 10 Concentration
47.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHD
AAPL
JPIE
SCHD10.1%
AAPL5.4%
JPIE5.2%
BRK/B4.5%
NVDA4.0%
SCHY3.9%
FBND3.8%
IAU*3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.9%
Technology16.1%
Financial4.8%
Consumer3.7%
Industrial2.4%
Healthcare1.2%
Energy0.4%
ETF0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑31 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q4 2023