SEC Form 13F

Red Mountain Financial, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$119,194,786
Positions82

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$12,583,268396,823
APPLE INCAAPLCOM$6,034,07920,853
J P MORGAN EXCHANGE TRADED FJPIEINCOME ETF$5,585,712121,297
SCHWAB STRATEGIC TRSCHYINTERNL DIVID$4,857,978153,104
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$4,837,2799,667
VANGUARD MALVERN FDSVPLSCORE-PLUS BD ETF$4,340,51555,952
J P MORGAN EXCHANGE TRADED FJMUBMUNICIPAL ETF$4,118,23881,300
NVIDIA CORPORATIONNVDACOM$4,080,29820,392
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$3,743,00382,282
VANGUARD WHITEHALL FDSVIGIINTL DVD ETF$3,681,81739,428

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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