Red Mountain Financial, LLC
All 13F Filings
- Location
- Fort Collins, CO
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 119,879
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 81 | 119,879 | 13F-HR | Red Mountain Financial, LLC |
| Q2 2026 | 7/21/2026 | 82 | 119,195 | 13F-HR | Red Mountain Financial, LLC |
| Q1 2026 | 4/28/2026 | 79 | 106,156 | 13F-HR | Red Mountain Financial, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 39.47 K | 32.9% | 456 | 0 | 456 |
| ETFs | 76.96 K | 64.2% | 268 | 0 | 268 |
| Debt | 3.45 K | 2.9% | 0 | 46 | -46 |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
119,879
Holdings
81
QoQ value change ($000)
684
(0.6%)
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.