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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 $101,874,446
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 375,335 $10,295,428 10.11%
2.
Apple Inc.
 AAPL 20,389 $5,543,020 5.44%
3.
J P Morgan Exchange Traded F - INCOME ETF
 114,732 $5,310,949 5.21%
4.
Berkshire Hathaway Inc
 BRK.A 9,149 $4,598,754 4.51%
5.
Nvidia Corp
 NVDA 21,648 $4,037,284 3.96%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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