Red Mountain Financial, LLC Top Holdings and 13F Report (2026) About Red Mountain Financial, LLCInvestment ActivityRed Mountain Financial, LLC has $106.16 million in total holdings as of March 31, 2026.Red Mountain Financial, LLC owns shares of 79 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 4.14% of the portfolio was purchased this quarter.About 1.45% of the portfolio was sold this quarter.This quarter, Red Mountain Financial, LLC has purchased 76 new stocks and bought additional shares in 35 stocks.Red Mountain Financial, LLC sold shares of 25 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Dividend Equity ETF $11,545,225JPMorgan Income ETF $5,420,873Apple $5,226,963Schwab International Dividend Equity ETF $4,492,305Berkshire Hathaway $4,241,407 Largest New Holdings this Quarter 87283Q826 - T. Rowe Price Small-Mid Cap ETF $283,753 Holding723484101 - Pinnacle West Capital $223,161 Holding922020805 - Vanguard Short-Term Inflation-Protected Securities ETF $214,974 Holding780259305 - Shell $204,891 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 25,100 shares (about $1.95M)T. Rowe Price Small-Mid Cap ETF 7,738 shares (about $283.75K)Schwab International Dividend Equity ETF 7,505 shares (about $237.61K)T. Rowe Price Floating Rate ETF 4,511 shares (about $227.17K)Pinnacle West Capital 2,215 shares (about $223.16K) Largest Sales this Quarter WALMART INC 2,842 shares (about $353.19K)Fidelity Total Bond ETF 3,865 shares (about $176.32K)Berkshire Hathaway 298 shares (about $142.80K)NVIDIA 580 shares (about $101.15K)iShares Gold Trust 1,045 shares (about $92.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRed Mountain Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$11,545,225$29,944 ▲0.3%376,31110.9%ETFJPIEJPMorgan Income ETF$5,420,873$135,169 ▲2.6%117,6665.1%ETFAAPLApple$5,226,963$52,534 ▲1.0%20,5964.9%Computer and TechnologySCHYSchwab International Dividend Equity ETF$4,492,305$237,609 ▲5.6%141,8924.2%ETFBRK.BBerkshire Hathaway$4,241,407$142,802 ▼-3.3%8,8514.0%FinanceIAUiShares Gold Trust$3,820,149$92,127 ▼-2.4%43,3323.6%FinanceNVDANVIDIA$3,674,250$101,152 ▼-2.7%21,0683.5%Computer and TechnologyFBNDFidelity Total Bond ETF$3,642,627$176,322 ▼-4.6%79,8473.4%ETFVANGUARD MALVERN FDS$3,606,560$1,947,479 ▲117.4%46,4833.4%CORE-PLUS BD ETFJMUBJPMorgan Municipal ETF$3,534,832$71,685 ▲2.1%70,7113.3%ETFBSVVanguard Short-Term Bond ETF$3,463,830$101,305 ▲3.0%44,1763.3%ETFVIGIVanguard International Dividend Appreciation ETF$3,394,654$49,891 ▼-1.4%38,3753.2%ETFVEUVanguard FTSE All-World ex-US ETF$2,444,994$375 ▼0.0%32,5572.3%ETFAVGOBroadcom$2,436,965$29,712 ▼-1.2%7,8742.3%Computer and TechnologyJIREJPMorgan International Research Enhanced Equity ETF$2,363,423$113,612 ▲5.0%31,2042.2%ETFGOOGLAlphabet$2,330,057$29,043 ▼-1.2%8,1032.2%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$2,152,325$181,591 ▲9.2%42,2192.0%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,077,090$8,697 ▼-0.4%26,2722.0%ETFJPSTJPMorgan Ultra-Short Income ETF$2,025,970$17,309 ▲0.9%40,0311.9%ETFJEPIJPMorgan Equity Premium Income ETF$1,983,574$70,680 ▲3.7%34,9961.9%ETFTFLRT. Rowe Price Floating Rate ETF$1,960,503$227,173 ▲13.1%38,9301.8%ETFVIGVanguard Dividend Appreciation ETF$1,797,951$20,216 ▼-1.1%8,3601.7%ETFCOSTCostco Wholesale$1,570,571$44,845 ▼-2.8%1,5761.5%Retail/WholesaleWALMART INC$1,235,186$353,194 ▼-22.2%9,9391.2%COMCTVACorteva$1,196,910$84 ▲0.0%14,2981.1%Consumer StaplesLMTLockheed Martin$1,148,778$3,022 ▲0.3%1,9011.1%AerospaceFNDASchwab Fundamental U.S. Small Company ETF$1,087,435$72,124 ▼-6.2%33,5321.0%ETFVXFVanguard Extended Market ETF$967,575$4,321 ▼-0.4%4,7020.9%ETFMSFTMicrosoft$899,484$740 ▲0.1%2,4300.8%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$877,811$24,149 ▲2.8%28,3530.8%ETFCOHEN & STEERS ETF TRUST$863,758$13,219 ▼-1.5%32,8670.8%REAL ESTATE ACTIVHTVanguard Health Care ETF$849,442$20,426 ▲2.5%3,1190.8%ETFRSPHInvesco S&P 500 Equal Weight Health Care ETF$847,178$39,886 ▼-4.5%28,0580.8%ETFQNITY ELECTRONICS INC$735,8120.0%6,3770.7%COMMON STOCKSCHGSchwab U.S. Large-Cap Growth ETF$714,802$111,162 ▲18.4%24,5380.7%ETFFNDFSchwab Fundamental International Equity ETF$680,316$38,459 ▲6.0%13,9040.6%ETFVGTVanguard Information Technology ETF$637,861$18,843 ▲3.0%9140.6%ETFCATCaterpillar$632,263$5,671 ▼-0.9%8920.6%IndustrialsDDDuPont de Nemours$584,484$92 ▲0.0%12,7620.6%Basic MaterialsKTOSKratos Defense & Security Solutions$583,8230.0%8,2800.5%AerospaceVTIVanguard Total Stock Market ETF$577,391$14,435 ▲2.6%1,8000.5%ETFUTESVirtus Reaves Utilities ETF$564,083$8,629 ▼-1.5%7,0600.5%ETFXOMExxonMobil$551,4840.0%3,2510.5%EnergyUNPUnion Pacific$536,964$10,676 ▼-1.9%2,2130.5%TransportationHDHome Depot$520,1910.0%1,5820.5%Retail/WholesaleMRKMerck & Co., Inc.$446,914$241 ▲0.1%3,7150.4%MedicalCVXChevron$444,206$3,310 ▼-0.7%2,1470.4%EnergyDOWDOW$408,525$208 ▲0.1%9,8090.4%Basic MaterialsMCDMcDonald's$378,5530.0%1,2180.4%Retail/WholesaleJNJJohnson & Johnson$368,9240.0%1,5090.3%MedicalVNQVanguard Real Estate ETF$365,783$177 ▼0.0%4,1240.3%ETFPGProcter & Gamble$336,650$433 ▲0.1%2,3310.3%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$325,0340.0%2,2170.3%ETFSCHBSchwab US Broad Market ETF$316,714$26,782 ▲9.2%12,6180.3%ETFSLViShares Silver Trust$309,015$9,540 ▼-3.0%4,5350.3%ETFAMGNAmgen$294,6180.0%8370.3%MedicalSPYSPDR S&P 500 ETF Trust$293,9380.0%4520.3%FinancePFEPfizer$293,878$253 ▲0.1%10,4660.3%MedicalCMICummins$287,622$4,839 ▼-1.7%5350.3%Auto/Tires/TrucksTMSLT. Rowe Price Small-Mid Cap ETF$283,753$283,753 ▲New Holding7,7380.3%ETFMMM3M$275,441$290 ▲0.1%1,8970.3%Multi-Sector ConglomeratesMOATVanEck Morningstar Wide Moat ETF$272,2340.0%2,8150.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$270,465$677 ▲0.3%5,5970.3%ETFTAT&T$268,343$5,102 ▲1.9%9,2560.3%Computer and TechnologyGSThe Goldman Sachs Group$262,2570.0%3100.2%FinanceIXUSiShares Core MSCI Total International Stock ETF$257,8780.0%2,9760.2%ManufacturingALLAllstate$245,2830.0%1,1830.2%FinanceVOVanguard Mid-Cap ETF$241,577$287 ▲0.1%8410.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$236,793$9,716 ▲4.3%4,2650.2%ETFIBMInternational Business Machines$232,948$485 ▲0.2%9610.2%Computer and TechnologySYKStryker$229,3560.0%6980.2%MedicalPNWPinnacle West Capital$223,161$223,161 ▲New Holding2,2150.2%UtilitiesDEDeere & Company$222,519$27,604 ▼-11.0%3950.2%IndustrialsTMToyota Motor$220,5160.0%1,0700.2%Auto/Tires/TrucksNOBLProShares S&P 500 Aristocrats ETF$216,958$5,193 ▲2.5%2,0470.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$214,974$214,974 ▲New Holding4,3040.2%ManufacturingJ P MORGAN EXCHANGE TRADED F$205,452$1,511 ▲0.7%2,5830.2%U S TECH LEADERSSHELShell$204,891$204,891 ▲New Holding2,2030.2%EnergyVSTVistra$200,991$72,760 ▼-26.6%1,3370.2%UtilitiesSMMDiShares Russell 2500 ETF$0$219,655 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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