RM Financial Services, LLC
•CIK: 2109852•Filing: Q4 2025
**RM Financial Services, LLC** manages $113M across a diversified portfolio of 76 positions. The fund exhibits a notable allocation to precious metals and commodities, with top holdings including CGDG ($11.0M) and GLDM ($9.6M). Significant exposure is also maintained in broad market indices and technology leaders, evidenced by positions in AAPL ($4.3M) and VTI ($3.2M). This structure suggests a tactical approach balancing commodity hedges with core equity exposure.
Total AUM
$112.7M
QoQ Performance
N/A
Positions
68
Top 10 Concentration
54.1%
Latest Filing
Q4 2025
Top Holdings Allocation
CGDG
GLDM
CGCV
SLV
CGDG9.7%
GLDM8.5%
CGCV7.6%
SLV6.1%
CGVV4.3%
PPA4.3%
CGDV4.1%
AAPL3.8%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other78.3%
Technology9.9%
Industrial3.0%
Financial3.0%
Energy2.1%
Consumer1.6%
Healthcare0.7%
Consumer Staples0.7%