Red Mountain Financial, LLC
All 13F Filings
- Location
- Fort Collins, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 101,874
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/26/2026 | 76 | 101,874 | 13F-HR | Red Mountain Financial, LLC |
| Q3 2025 | 10/14/2025 | 76 | 98,528 | 13F-HR | Red Mountain Financial, LLC |
| Q2 2025 | 7/22/2025 | 71 | 90,077 | 13F-HR/A - RESTATEMENT | Red Mountain Financial, LLC |
| Q2 2025 | 7/21/2025 | 62 | 82,934 | 13F-HR | Red Mountain Financial, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 67.66 K | 66.4% | 1.985 K | 0 | 1.985 K |
| ETFs | 30.83 K | 30.3% | 1.148 K | 0 | 1.148 K |
| Debt | 3.38 K | 3.3% | 210 | 0 | 210 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/26/2026
Total value ($000)
101,874
Holdings
76
QoQ value change ($000)
3,346
(3.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.